Who Owns IWMI?
NEOS Russell 2000 High Income ETF — Institutional Ownership & 13F Holdings
$50.86
+0.06 (+0.12%)
Market Cap
$259.5M
Shares Outstanding
5,325,265
Institutional Holders
22
Total Inst. Value
$13.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $6.2M | 142,831 |
| 2 | High Net Worth Advisory Group LLC | $1.0M | 23,740 |
| 3 | MADDEN SECURITIES Corp | $1.0M | 23,060 |
| 4 | Capital Investment Advisory Services, LLC | $951K | 21,780 |
| 5 | Mutual Advisors, LLC | $913K | 21,456 |
| 6 | JANE STREET GROUP, LLC | $815K | 18,680 |
| 7 | STIFEL FINANCIAL CORP | $590K | 13,516 |
| 8 | Garden State Investment Advisory Services LLC | $483K | 11,055 |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $393K | 9,026 |
| 10 | Prosperity Wealth Management, Inc. | $350K | 8,009 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +12K | $6.2M |
| Capital Investment Advisory Services, LLC | +20K | $951K |
| STIFEL FINANCIAL CORP | +4K | $590K |
| Garden State Investment Advisory Services LLC | +5K | $483K |
| FMR LLC | +44 | $1K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -20K | $815K |
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Frequently Asked Questions
How many institutional investors hold IWMI?
As of Q1 2025, 22 institutional investors report holding IWMI (NEOS Russell 2000 High Income ETF) in their 13F filings.
Which hedge fund owns the most IWMI?
The largest institutional holder of IWMI is Gradient Investments LLC with $6.2M in shares.
Are institutions buying or selling IWMI?
This quarter, 14 institutions opened new positions in IWMI and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.