NEOS ETF TRUST

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IWMI·78433H634·US·etf·Unknown - Unknown

RUSSELL 2000 HIG

IWMI (NEOS ETF TRUST) is held by 24 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($26.7M), JANE STREET GROUP, LLC ($5.1M), Farther Finance Advisors, LLC ($4.9M). Net institutional sentiment: Bullish.

24

Holders

Avg rating(6 Elite)

$52.9M

Total Value

77% (24)

Fund Consensus

17 buying - 5 selling

Smart Money Verdict

View all

63Mixed MomentumSingle Source

Institutional (13F)63

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IWMI's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

9

★★★★

Strong

6

★★★

Solid

3

★★

Below

0

★

Weak

Held by 24 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (24)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	563,915(+45.4%)	$26.7M	0.0%	+8.48%	39
JANE STREET GROUP, LLC	Increased	107,022(+598.5%)	$5.1M	0.0%	+4.84%	43
Farther Finance Advisors, LLC	New	102,039	$4.9M	0.0%	+3.07%	37
MML INVESTORS SERVICES, LLC	Increased	84,092(+44.5%)	$4M	0.0%	+4.79%	36
STIFEL FINANCIAL CORP	Increased	63,438(+162.5%)	$3M	0.0%	+7.81%	43
Rockefeller Capital Management L.P.	Increased	53,312(+3180.7%)	$2.5M	0.0%	+3.14%	42
ROYAL BANK OF CANADA	Increased	52,243(+92.0%)	$2.5M	0.0%	+4.45%	41
Kestra Advisory Services, LLC	Decreased	20,641(-2.9%)	$978,385	0.0%	+6.96%	0
Steward Partners Investment Advisory, LLC	New	15,922	$754,703	0.0%	+3.07%	34
Cresset Asset Management, LLC	Decreased	11,955(-26.9%)	$566,667	0.0%	+10.53%	0
ENVESTNET ASSET MANAGEMENT INC	New	11,447	$542,590	0.0%	+3.07%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	6,685	$316,869	0.0%	+3.07%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	5,697(-62.9%)	$270,038	0.0%	+10.53%	0
Cetera Investment Advisers	Unchanged	4,742	$224,771	0.0%	+5.58%	0
Private Advisor Group, LLC	New	4,654	$220,593	0.0%	+3.07%	32
Allworth Financial LP	Increased	3,400(+17.2%)	$161,160	0.0%	+13.46%	26
GROUP ONE TRADING LLC	Increased	2,100(+23.5%)	$99,540	0.0%	+10.24%	26
Aptus Capital Advisors, LLC	Unchanged	1,175	$55,695	0.0%	+21.78%	0
OSAIC HOLDINGS, INC.	Increased	454(+52.9%)	$21,540	0.0%	+4.70%	18
HRT FINANCIAL LP	New	6,327	$299	0.0%	+3.07%	15

Showing 1-20 of 24

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer