NEOS ETF TRUST (IWMI) is held by 30 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling IWMI?

In Q2 2026, 24 institutions opened or increased positions in NEOS ETF TRUST while 7 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IWMI?

HoldingsIntel scores NEOS ETF TRUST across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for IWMI. In Q2 2026, the institutional leg showed net inflows: 24 buying versus 7 selling.

How many hedge funds hold IWMI?

30 institutional investors report holding NEOS ETF TRUST (IWMI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into IWMI?

As of Q2 2026, tracked institutions in NEOS ETF TRUST show 24 buyers versus 7 sellers — net inflows.

NEOS ETF TRUST

IWMI·78433H634·US·ETF

Holders

(3 Elite)

$81.8M

Total Value

77% (31)

Consensus

24 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 30 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IWMI.

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	Action
LPL Financial LLC	Increased	739,510(+31.1%)	$39.6M	0.0%	+10.17%	37
Farther Finance Advisors, LLC	Increased	116,283(+14.0%)	$6.2M	0.0%	+14.66%	31
ROYAL BANK OF CANADA	Increased	99,238(+90.0%)	$5.3M	0.0%	+3.35%	42
Private Advisor Group, LLC	Increased	94,467(+1929.8%)	$5.1M	0.0%	-4.14%	43
UBS Group AG	New	92,263	$4.9M	0.0%	-4.83%	37
STIFEL FINANCIAL CORP	Increased	89,382(+40.9%)	$4.8M	0.0%	+8.85%	36
MML INVESTORS SERVICES, LLC	Decreased	70,420(-16.3%)	$3.8M	0.0%	+12.11%	0
Rockefeller Capital Management L.P.	Increased	59,828(+12.2%)	$3.2M	0.0%	+9.40%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	27,711(+142.1%)	$1.5M	0.0%	+1.27%	41
Steward Partners Investment Advisory, LLC	Increased	23,613(+48.3%)	$1.3M	0.0%	+5.54%	35
Kestra Advisory Services, LLC	Increased	23,077(+11.8%)	$1.2M	0.0%	+11.37%	28
HighTower Advisors, LLC	New	12,604	$674,551	0.0%	-4.83%	34
CITADEL ADVISORS LLC	New	11,275	$603,438	0.0%	-4.83%	34
TRUIST FINANCIAL CORP	New	11,041	$590,914	0.0%	-4.83%	34
&PARTNERS	New	8,410	$450,103	0.0%	-4.83%	33
COMMONWEALTH EQUITY SERVICES, LLC	New	7,687	$411,430	0.0%	-4.83%	33
Cresset Asset Management, LLC	Decreased	7,563(-36.7%)	$404,772	0.0%	+16.78%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	6,142(+7.8%)	$328,720	0.0%	+14.89%	17
OneDigital Investment Advisors LLC	New	5,000	$267,600	0.0%	-4.83%	32
Cetera Investment Advisers	Unchanged	4,742	$253,792	0.0%	+12.44%	0

Showing 1-20 of 34

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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