IYRINEOS ETF TRUST
CUSIP 78433H618 · Yahoo Finance ↗ · Google Finance ↗
Neos Etf Trust (IYRI) has 36 institutional holders in Filings Flow’s 13F database, together reporting 831.0K shares worth $40M as of Q1 2026. The largest reported holders are Gradient Investments LLC, Prevail Innovative Wealth Advisors, LLC, and Cascade Wealth Advisors, Inc.
Institutional Holders
36
Q1 2026
Reported Value
$40M
Ticker
IYRI
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cascade Wealth Advisors, Inc$228M AUM | 2.78% | $6M | 127.9K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 1.44% | $5M | 101.1K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.10% | $7M | 138.7K | Q1 2026 |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.84% | $2M | 40.9K | Q1 2026 |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.57% | $269,487 | 5.5K | Q4 2025OLDER |
| CAP Partners, LLC$177M AUM | 0.40% | $711,051 | 15.0K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.21% | $641,323 | 13.2K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.18% | $765,956 | 16.2K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.12% | $8M | 162.9K | Q1 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 0.09% | $396,669 | 8.4K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.05% | $2M | 36.4K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $202,164 | 4.3K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.05% | $2M | 52.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $1M | 22.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $745,390 | 15.8K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $17,313 | 366 | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $372,314 | 7.9K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $37,832 | 800 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $7,330 | 155 | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $9,032 | 191 | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.00% | $993 | 21 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $797,474 | 16.9K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $23,456 | 496 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $28,658 | 606 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $133,048 | 2.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $298,628 | 6.3K | Q1 2026 |
| MOTCO$1.1B AUM | 0.00% | $3,027 | 64 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $7,094 | 150 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $969,445 | 20.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $34,020 | 700 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 22.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $500,352 | 10.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $95,904 | 2.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $960,917 | 19.0K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $187,000 | 4.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,236 | 47 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $48 | 1 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $9,720 | 200 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $79,024 | 1.6K | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,627 | 119 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $37 | 1 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $50 | 1 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.