13FBOX
NEOS REAL ESTATE HIGH INCOME ETF · 13F Institutional Holdings
Options Calculator Rankings
N

NEOS REAL ESTATE HIGH INCOME ETF

IYRI
Institutions
53
Combined AUM (Q2 2026)
$49.9M
Combined Shares (Q2 2026)
1.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+225,930
40 · 22 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-62,047
13 · 6 Exit · ≈
⚖️ Net
+163,883
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$49.9M
Institutions
53
New Buys
22
Adds
18
Reduces
7
Exits
6
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Gradient Investments LLC
0.11%0.12%#11$8.2M166,746$7.7M162,919+3,827+2.35%Add
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.03%1.1%#3$6.9M140,905$6.6M138,746+2,159+1.56%Add
Cascade Wealth Advisors, Inc
2.13%2.78%#1$5.3M106,514$6.3M127,879-21,365-16.71%Reduce
MADDEN SECURITIES Corp
1.37%1.44%#2$4.9M100,200$4.8M101,075-875-0.87%Reduce
New England Private Wealth Advisors LLC
0.32%#7$3.3M65,420$00+65,420New Buy
RFG Advisory, LLC
0.05%0.05%#13$3.2M65,399$2.5M52,350+13,049+24.93%Add
Moran Wealth Management, LLC
0.06%0.05%#12$2.4M48,136$1.7M36,433+11,703+32.12%Add
Cherry Creek Investment Advisors, Inc.
0.84%0.84%#4$2.1M43,432$1.9M40,912+2,520+6.16%Add
Summit Financial, LLC
0.01%0.01%#15$1.3M25,944$1.0M22,077+3,867+17.52%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#44$933,09019,000$969,44520,500-1,500-7.32%Reduce
CAP Partners, LLC
0.45%0.4%#5$913,91818,610$711,05115,036+3,574+23.77%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#33$899,78318,322$797,47416,864+1,458+8.65%Add
LPL Financial LLC
<0.01%#41$819,43016,686$00+16,686New Buy
High Net Worth Advisory Group LLC
0.17%0.18%#9$791,50616,117$765,95616,197-80-0.49%Reduce
World Investment Advisors
0.01%0.01%#16$745,39015,762$745,39015,76200.00%Unchanged
Core Wealth Advisors, Inc.
0.14%0.09%#10$701,43814,283$396,6698,388+5,895+70.28%Add
PVG ASSET MANAGEMENT CORP
0.36%0.33%#6$615,44712,532$557,42111,227+1,305+11.62%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#45$580,00011,817$187,0003,963+7,854+198.18%Add
Steward Partners Investment Advisory, LLC
<0.01%#27$507,35510,331$00+10,331New Buy
D.A. DAVIDSON & CO.
<0.01%#26$501,80610,218$00+10,218New Buy
ENTREWEALTH, LLC
0.18%#8$495,00010,000$00+10,000New Buy
Parallel Advisors, LLC
0.01%#19$464,1109,450$00+9,450New Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
<0.01%#23$371,3147,561$00+7,561New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#46$333,6456,794$500,35210,581-3,787-35.79%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#22$294,6606,000$00+6,000New Buy
Mariner, LLC
<0.01%#38$273,4015,567$00+5,567New Buy
Apollon Wealth Management, LLC
<0.01%#24$270,1055,500$00+5,500New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#49$257,9755,253$00+5,253New Buy
HighTower Advisors, LLC
<0.01%<0.01%#39$247,7395,045$298,6286,315-1,270-20.11%Reduce
Compound Planning, Inc.
0.01%#21$246,3555,016$00+5,016New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#37$233,6704,758$00+4,758New Buy
WORLD EQUITY GROUP, INC.
0.05%0.05%#14$215,7304,393$202,1644,275+118+2.76%Add
Strategic Wealth Partners, Ltd.
0.01%#20$112,4332,289$00+2,289New Buy
US BANCORP \DE\
<0.01%<0.01%#43$99,5952,028$95,9042,02800.00%Unchanged
Markowski Investments
0.01%#17$48,422986$00+986New Buy
OSAIC HOLDINGS, INC.
<0.01%#48$44,001896$00+896New Buy
Integrated Wealth Concepts LLC
<0.01%#40$41,862852$00+852New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#29$39,288800$37,83280000.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#34$37,422762$28,658606+156+25.74%Add
Founders Financial Alliance, LLC
<0.01%<0.01%#25$24,225493$17,313366+127+34.70%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#42$21,952447$2,23647+400+851.06%Add
SBI Securities Co., Ltd.
<0.01%<0.01%#35$17,581358$23,456496-138-27.82%Reduce
SALEM INVESTMENT COUNSELORS INC
<0.01%<0.01%#36$15,961325$7,094150+175+116.67%Add
TSFG, LLC
<0.01%#28$15,028306$00+306New Buy
Planning Strategies Inc.
0.01%#18$11,392232$00+232New Buy
Roble, Belko & Company, Inc
<0.01%<0.01%#30$10,559215$5,000109+106+97.25%Add
Financial Management Professionals, Inc.
<0.01%<0.01%#31$10,117206$9,032191+15+7.85%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#52$9,822200$00+200New Buy
NFSG Corp
<0.01%<0.01%#32$7,612155$7,33015500.00%Unchanged
Global Retirement Partners, LLC
<0.01%#47$3,92980$00+80New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow