Who owns IWMI?
NEOS Russell 2000 High Income ETF · NEOS
112 institutions reported holding IWMI, worth $182.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWMI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $39.6M | 739,510 | +175,595 shares |
| MADDEN SECURITIES Corp | Dallas, TX | $14.1M | 263,232 | +109 shares |
| Prevail Innovative Wealth Advisors, LLC | Leawood, KS | $9.4M | 175,355 | +82,285 shares |
| Gradient Investments LLC | Arden Hills, MN | $8.9M | 165,461 | +1,255 shares |
| Cascade Wealth Advisors, Inc | Wenatchee, WA | $6.6M | 124,435 | −23 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $6.2M | 116,283 | +14,244 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $5.3M | 99,238 | +46,995 shares |
| Private Advisor Group, LLC | Morristown, NJ | $5.1M | 94,467 | +89,813 shares |
| UBS Group AG | Zurich, Switzerland | $4.9M | 92,263 | New position |
| Stifel Financial Corp. | St. Louis, MO | $4.8M | 89,382 | +25,944 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IWMI?
112 institutional managers reported holding IWMI in Form 13F filings for June 30, 2026, worth $182.1M in total. The largest reported position was held by LPL Financial LLC, at $39.6M.
Did institutions buy or sell IWMI last quarter?
Reported 13F value rose 53.8% from March 31, 2026, which includes price moves as well as buying and selling. 37 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IWMI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.