13FBOX
NEOS RUSSELL 2000 HIGH INCOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
N

NEOS RUSSELL 2000 HIGH INCOME ETF

IWMI
持有机构数
112
机构合计市值 (Q2 2026)
$1.85亿
机构合计股数 (Q2 2026)
345.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+107.5万股
89 · 37 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-16.9万股
21 · 9 清仓 · ≈
⚖️ 净额
+90.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.85亿
持有机构数
112
新买入
37
加仓
52
减仓
12
清仓
9
持股不变
11
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.01%0.01%#51$3,957.9万74.0万股$2,673.0万56.4万股+17.6万股+31.14%加仓
MADDEN SECURITIES Corp
3.91%3.75%#1$1,408.8万26.3万股$1,247.2万26.3万股+109股+0.04%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.4%0.74%#7$938.5万17.5万股$441.2万9.3万股+8.2万股+88.41%加仓
梯度投资Gradient Investments LLC
0.12%0.12%#20$885.5万16.5万股$778.3万16.4万股+1,255股+0.76%加仓
Cascade Wealth Advisors, Inc
2.66%2.84%#2$661.3万12.4万股$645.9万12.4万股-23股-0.02%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.05%0.05%#30$622.3万11.6万股$485.7万10.2万股+1.4万股+13.96%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#81$531.1万9.9万股$247.6万5.2万股+4.7万股+89.95%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%<0.01%#45$505.6万9.4万股$22.1万4,654股+9.0万股+1,929.80%加仓
瑞银集团UBS Group AG
<0.01%#86$493.8万9.2万股$00股+9.2万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#63$478.4万8.9万股$300.7万6.3万股+2.6万股+40.90%加仓
Owen LaRue, LLC
1.51%0.47%#5$433.9万8.1万股$122.5万2.6万股+5.5万股+213.81%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#89$425.4万7.9万股$124.7万2.6万股+5.3万股+202.19%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#54$376.9万7.0万股$398.6万8.4万股-1.4万股-16.26%减仓
Palacios Wealth Management, LLC
1.96%1.87%#3$332.4万6.2万股$298.3万5.8万股+3,623股+6.20%加仓
Garden State Investment Advisory Services LLC
0.58%0.45%#10$322.9万6.0万股$206.5万4.4万股+1.7万股+38.49%加仓
顶峰金融Summit Financial, LLC
0.04%0.03%#36$321.1万6.0万股$219.2万4.6万股+1.4万股+29.78%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#60$320.2万6.0万股$252.7万5.3万股+6,516股+12.22%加仓
Marshall & Sterling Wealth Advisors Inc.
1.81%1.51%#4$306.4万5.7万股$230.7万4.9万股+8,593股+17.66%加仓
Independence Wealth Advisors, LLC
1.47%1.21%#6$292.8万5.5万股$226.4万4.8万股+6,957股+14.57%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#98$258.5万4.8万股$684.1万14.4万股-9.6万股-66.53%减仓
Moran 财富管理Moran Wealth Management, LLC
0.06%0.05%#28$225.6万4.2万股$152.2万3.2万股+1.0万股+31.25%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%0.01%#37$207.9万3.9万股$58.6万1.2万股+2.6万股+214.30%加仓
共同顾问Mutual Advisors, LLC
0.04%0.03%#34$191.9万3.6万股$137.5万2.9万股+6,853股+23.63%加仓
Capital Investment Advisory Services, LLC
0.11%0.1%#23$177.5万3.3万股$139.9万3.0万股+3,650股+12.37%加仓
High Net Worth Advisory Group LLC
0.35%0.34%#12$167.3万3.1万股$147.6万3.1万股+110股+0.35%加仓
HERBST GROUP, LLC
0.91%#8$166.7万3.1万股$00股+3.1万股新买入
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.06%#29$159.0万3.0万股$00股+3.0万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#94$148.3万2.8万股$54.3万1.1万股+1.6万股+142.08%加仓
Brookwood Investment Group LLC
0.16%0.18%#17$140.5万2.6万股$142.6万3.0万股-3,837股-12.75%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.03%#42$140.3万2.6万股$00股+2.6万股新买入
FSA Advisors, Inc.
0.61%0.64%#9$133.4万2.5万股$97.5万2.1万股+4,350股+21.15%加仓
SEAVIEW INVESTMENT MANAGERS LLC
0.38%0.27%#11$127.8万2.4万股$75.4万1.6万股+7,977股+50.14%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%<0.01%#58$126.4万2.4万股$75.5万1.6万股+7,691股+48.30%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#62$123.5万2.3万股$97.8万2.1万股+2,436股+11.80%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.01%0.01%#48$122.5万2.3万股$113.5万2.4万股-1,050股-4.39%减仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.04%0.03%#32$108.6万2.0万股$56.3万1.2万股+8,418股+70.90%加仓
NFSG Corp
0.12%0.13%#21$98.4万1.8万股$78.0万1.6万股+1,931股+11.73%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#69$97.3万1.8万股$61.1万1.3万股+5,299股+41.11%加仓
Belvedere交易Belvedere Trading LLC
<0.01%#78$85.1万1.6万股$00股+1.6万股新买入
Valmark顾问Valmark Advisers, Inc.
0.01%0.01%#52$82.9万1.5万股$73.4万1.5万股00.00%持仓不变
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%#50$80.9万1.6万股$00股+1.6万股新买入
ENTREWEALTH, LLC
0.29%#14$79.1万1.5万股$00股+1.5万股新买入
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#53$77.8万1.5万股$61.3万1.3万股+1,616股+12.50%加仓
SeaCrest Wealth Management, LLC
0.09%0.06%#25$77.6万1.5万股$52.1万1.1万股+3,500股+31.82%加仓
Gateway Wealth Partners, LLC
0.05%0.03%#31$77.3万1.4万股$86.2万1.8万股-3,747股-20.60%减仓
PFG 投资PFG Investments, LLC
0.03%0.03%#41$71.4万1.3万股$62.7万1.3万股+104股+0.79%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%#84$67.5万1.3万股$00股+1.3万股新买入
Navis Wealth Advisors, LLC
0.25%#15$67.0万1.3万股$00股+1.3万股新买入
PSI Advisors, LLC
0.16%0.06%#18$66.9万1.3万股$24.1万5,082股+7,426股+146.12%加仓
Walkner Condon Financial Advisors LLC
0.07%0.04%#27$60.4万1.1万股$27.7万5,845股+5,445股+93.16%加仓

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