13FBOX
NEOS RUSSELL 2000 HIGH INCOME ETF · 13F Institutional Holdings
Options Calculator Rankings
N

NEOS RUSSELL 2000 HIGH INCOME ETF

IWMI
Institutions
112
Combined AUM (Q2 2026)
$185.0M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
89 · 37 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-168,872
21 · 9 Exit · ≈
⚖️ Net
+906,609
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$185.0M
Institutions
112
New Buys
37
Adds
52
Reduces
12
Exits
9
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#51$39.6M739,510$26.7M563,915+175,595+31.14%Add
MADDEN SECURITIES Corp
3.91%3.75%#1$14.1M263,232$12.5M263,123+109+0.04%Add
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.4%0.74%#7$9.4M175,355$4.4M93,070+82,285+88.41%Add
Gradient Investments LLC
0.12%0.12%#20$8.9M165,461$7.8M164,206+1,255+0.76%Add
Cascade Wealth Advisors, Inc
2.66%2.84%#2$6.6M124,435$6.5M124,458-23-0.02%Reduce
Farther Finance Advisors, LLC
0.05%0.05%#30$6.2M116,283$4.9M102,039+14,244+13.96%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#81$5.3M99,238$2.5M52,243+46,995+89.95%Add
Private Advisor Group, LLC
0.02%<0.01%#45$5.1M94,467$220,5934,654+89,813+1,929.80%Add
UBS Group AG
<0.01%#86$4.9M92,263$00+92,263New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#63$4.8M89,382$3.0M63,438+25,944+40.90%Add
Owen LaRue, LLC
1.51%0.47%#5$4.3M81,072$1.2M25,835+55,237+213.81%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#89$4.3M79,475$1.2M26,300+53,175+202.19%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#54$3.8M70,420$4.0M84,092-13,672-16.26%Reduce
Palacios Wealth Management, LLC
1.96%1.87%#3$3.3M62,100$3.0M58,477+3,623+6.20%Add
Garden State Investment Advisory Services LLC
0.58%0.45%#10$3.2M60,325$2.1M43,560+16,765+38.49%Add
Summit Financial, LLC
0.04%0.03%#36$3.2M60,003$2.2M46,234+13,769+29.78%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#60$3.2M59,828$2.5M53,312+6,516+12.22%Add
Marshall & Sterling Wealth Advisors Inc.
1.81%1.51%#4$3.1M57,258$2.3M48,665+8,593+17.66%Add
Independence Wealth Advisors, LLC
1.47%1.21%#6$2.9M54,710$2.3M47,753+6,957+14.57%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#98$2.6M48,300$6.8M144,322-96,022-66.53%Reduce
Moran Wealth Management, LLC
0.06%0.05%#28$2.3M42,152$1.5M32,116+10,036+31.25%Add
OLD MISSION CAPITAL LLC
0.03%0.01%#37$2.1M38,838$585,72112,357+26,481+214.30%Add
Mutual Advisors, LLC
0.04%0.03%#34$1.9M35,853$1.4M29,000+6,853+23.63%Add
Capital Investment Advisory Services, LLC
0.11%0.1%#23$1.8M33,157$1.4M29,507+3,650+12.37%Add
High Net Worth Advisory Group LLC
0.35%0.34%#12$1.7M31,258$1.5M31,148+110+0.35%Add
HERBST GROUP, LLC
0.91%#8$1.7M31,151$00+31,151New Buy
INSIGNEO ADVISORY SERVICES, LLC
0.06%#29$1.6M29,700$00+29,700New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#94$1.5M27,711$542,59011,447+16,264+142.08%Add
Brookwood Investment Group LLC
0.16%0.18%#17$1.4M26,256$1.4M30,093-3,837-12.75%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#42$1.4M26,215$00+26,215New Buy
FSA Advisors, Inc.
0.61%0.64%#9$1.3M24,916$974,82820,566+4,350+21.15%Add
SEAVIEW INVESTMENT MANAGERS LLC
0.38%0.27%#11$1.3M23,887$754,13415,910+7,977+50.14%Add
Steward Partners Investment Advisory, LLC
0.01%<0.01%#58$1.3M23,613$754,70315,922+7,691+48.30%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#62$1.2M23,077$978,38520,641+2,436+11.80%Add
STEPHENS INC /AR/
0.01%0.01%#48$1.2M22,885$1.1M23,935-1,050-4.39%Reduce
KINGSWOOD WEALTH ADVISORS, LLC
0.04%0.03%#32$1.1M20,291$562,78011,873+8,418+70.90%Add
NFSG Corp
0.12%0.13%#21$984,30718,391$780,20416,460+1,931+11.73%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#69$973,42218,188$611,00012,889+5,299+41.11%Add
Belvedere Trading LLC
<0.01%#78$850,96815,900$00+15,900New Buy
Valmark Advisers, Inc.
0.01%0.01%#52$828,75715,485$733,98915,48500.00%Unchanged
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%#50$808,76215,541$00+15,541New Buy
ENTREWEALTH, LLC
0.29%#14$790,95015,000$00+15,000New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#53$778,30314,542$612,68212,926+1,616+12.50%Add
SeaCrest Wealth Management, LLC
0.09%0.06%#25$776,04014,500$521,40011,000+3,500+31.82%Add
Gateway Wealth Partners, LLC
0.05%0.03%#31$773,11914,445$862,31018,192-3,747-20.60%Reduce
PFG Investments, LLC
0.03%0.03%#41$713,53713,332$627,02813,228+104+0.79%Add
HighTower Advisors, LLC
<0.01%#84$674,55112,604$00+12,604New Buy
Navis Wealth Advisors, LLC
0.25%#15$669,64212,512$00+12,512New Buy
PSI Advisors, LLC
0.16%0.06%#18$669,42112,508$240,8875,082+7,426+146.12%Add
Walkner Condon Financial Advisors LLC
0.07%0.04%#27$604,21611,290$277,0515,845+5,445+93.16%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow