NEOS RUSSELL 2000 HIGH INC IWMI
$53.18
-0.4% 52w: $38.41 – $53.52
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data38.4145.9653.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
86
+25 QoQ
13F value
$120.0M
+56.6% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
3.7×
$2.4M calls / $645K puts
Institutional value by quarter
Number of holders
Who owns IWMI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 563.9K | $26.7M | 0.0% | +45.4% |
| MADDEN SECURITIES Corp | Wealth advisor | 263.1K | $12.5M | 3.8% | +6.6% |
| Gradient Investments LLC | Wealth advisor | 164.2K | $7.8M | 0.1% | +0.5% |
| Cascade Wealth Advisors, Inc | Wealth advisor | 124.5K | $6.5M | 2.8% | +6.8% |
| JANE STREET GROUP, LLC | Market maker | 107.0K | $5.1M | 0.0% | +598.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 102.0K | $4.9M | 0.0% | New |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 93.1K | $4.4M | 0.7% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 84.1K | $4.0M | 0.0% | +44.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 63.4K | $3.0M | 0.0% | +162.5% |
| Palacios Wealth Management, LLC ★2 | Fundamental diversified | 58.5K | $3.0M | 1.9% | +349.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 53.3K | $2.5M | 0.0% | +3180.7% |
| ROYAL BANK OF CANADA | Bank broker | 52.2K | $2.5M | 0.0% | +92.0% |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 48.7K | $2.3M | 1.5% | New |
| Independence Wealth Advisors, LLC | Wealth advisor | 47.8K | $2.3M | 1.2% | +8.2% |
| Summit Financial, LLC | Wealth advisor | 46.2K | $2.2M | 0.0% | +82.5% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 43.6K | $2.1M | 0.5% | +58.9% |
| Moran Wealth Management, LLC | Other | 32.1K | $1.5M | 0.0% | +283.7% |
| High Net Worth Advisory Group LLC | Wealth advisor | 31.1K | $1.5M | 0.3% | -0.2% |
| Brookwood Investment Group LLC | Wealth advisor | 30.1K | $1.4M | 0.2% | -13.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 29.5K | $1.4M | 0.1% | +14.2% |
| Mutual Advisors, LLC | Wealth advisor | 29.0K | $1.4M | 0.0% | +1.9% |
| Owen LaRue, LLC | Wealth advisor | 25.8K | $1.2M | 0.5% | +320.8% |
| STEPHENS INC /AR/ | Diversified mechanical | 23.9K | $1.1M | 0.0% | -62.4% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 23.4K | $1.1M | 0.0% | +63.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 20.6K | $978K | 0.0% | -2.9% |
| FSA Advisors, Inc. | Wealth advisor | 20.6K | $975K | 0.6% | +36.2% |
| Gateway Wealth Partners, LLC | Wealth advisor | 18.2K | $862K | 0.0% | +334.2% |
| NFSG Corp | Diversified mechanical | 16.5K | $780K | 0.1% | +8.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 15.9K | $755K | 0.0% | New |
| SEAVIEW INVESTMENT MANAGERS LLC ★2 | Fundamental diversified | 15.9K | $754K | 0.3% | New |
| Valmark Advisers, Inc. | Wealth advisor | 15.5K | $734K | 0.0% | New |
| PFG Investments, LLC | Diversified mechanical | 13.2K | $627K | 0.0% | +10.9% |
| VectorGlobal IAG, Inc. ★2 | Fundamental diversified | 13.1K | $621K | 0.2% | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 12.9K | $613K | 0.0% | +0.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 12.9K | $611K | 0.0% | +95.5% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 12.4K | $586K | 0.0% | New |
| Cresset Asset Management, LLC | Wealth advisor | 12.0K | $567K | 0.0% | -26.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 11.9K | $563K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 11.4K | $543K | 0.0% | New |
| SeaCrest Wealth Management, LLC | Other | 11.0K | $521K | 0.1% | +25.7% |
| Sunbelt Securities, Inc. | Diversified mechanical | 10.0K | $472K | 0.0% | +40.3% |
| WORLD EQUITY GROUP, INC. | Other | 9.9K | $468K | 0.1% | +8.2% |
| Vann Equity Management LLC ★2 | Fundamental diversified | 8.6K | $409K | 0.3% | — |
| Gladstone Institutional Advisory LLC | Wealth advisor | 8.4K | $397K | 0.0% | +85.3% |
| Naviter Wealth, LLC | Other | 7.7K | $363K | 0.0% | +18.9% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 7.3K | $345K | 0.0% | New |
| Quantum Private Wealth, LLC ★2 | Fundamental diversified | 7.0K | $332K | 0.1% | +40.0% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 6.8K | $321K | 0.0% | +34.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 6.7K | $317K | 0.0% | New |
| HRT FINANCIAL LP | Diversified mechanical | 6.3K | $299K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.