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Neos Real EST HGH Inc ETF (IYRI)

CUSIP: 78433H618 | NYSE | 70 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gradient Investments LLC164,764
0.1% of portfolio›$7.4M
Sound Income Strategies, LLC158,215
0.3% of portfolio›$7.1M
Prevail Innovative Wealth Advisors, LLC138,672
0.8% of portfolio›$6.2M
Madden Securities Corp84,746
1.0% of portfolio›$3.8M
RFG Advisory, LLC83,309
0.1% of portfolio›$3.8M
New England Private Wealth Advisors LLC77,545
0.3% of portfolio›$3.5M
Moran Wealth Management, LLC63,638
0.1% of portfolio›$2.9M
LPL Financial LLC51,213
0.0% of portfolio›$2.3M
Cherry Creek Investment Advisors, Inc.29,585
0.5% of portfolio›$1.3M
Apollon Wealth Management, LLC28,666
0.0% of portfolio›$1.3M
Cap Partners, LLC22,318
0.5% of portfolio›$1.0M
D.A. Davidson & Co.17,517
0.0% of portfolio›$791.9K
Parallel Advisors, LLC17,176
0.0% of portfolio›$776.5K
High Net Worth Advisory Group LLC16,132
0.2% of portfolio›$729.3K
Compound Planning, Inc.13,245
0.0% of portfolio›$598.8K
PVG Asset Management Corp12,527
0.4% of portfolio›$566.3K
Entrewealth, LLC10,000
0.2% of portfolio›$452.1K
Cambridge Investment Research Advisors, Inc.9,010
0.0% of portfolio›$407
Independent Financial Group, LLC7,100
0.0% of portfolio›$321.0K
Sovran Advisors, LLC5,169
0.0% of portfolio›$239.5K
World Equity Group, Inc.4,513
0.1% of portfolio›$204.0K
US Bancorp \de\2,780
0.0% of portfolio›$125.7K
Belvedere Trading LLC2,361
0.0% of portfolio›$106.7K
IFP Advisors, Inc762
0.0% of portfolio›$34.5K
Sunrise Financial Services, LLC573
0.0% of portfolio›$25.9K
SBI Securities Co., Ltd.464
0.0% of portfolio›$21.0K
Farther Finance Advisors, LLC400
0.0% of portfolio›$18.1K
Planning Strategies Inc.238
0.0% of portfolio›$10.8K
Financial Management Professionals, Inc.218
0.0% of portfolio›$9.9K
CoreCap Advisors, LLC200
0.0% of portfolio›$9.0K
Rossby Financial, LCC167
0.0% of portfolio›$7.6K
Nfsg Corp155
0.0% of portfolio›$7.0K
Dhjj Financial Advisors, Ltd.1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Gradient Investments LLC
164,764$7.4M0.1%CoreMediumArden Hills, MN2026-10-08
Sound Income Strategies, LLC
158,215$7.1M0.3%YieldMediumFt Lauderdale, FL2026-10-09
Prevail Innovative Wealth Advisors, LLC
138,672$6.2M0.8%CoreVery HighLeawood, KS2026-10-20
Madden Securities Corp
84,746$3.8M1.0%GrowthMediumDallas, TX2026-10-27
RFG Advisory, LLC
83,309$3.8M0.1%ETFMediumBirmingham, AL2026-11-03
New England Private Wealth Advisors LLC
77,545$3.5M0.3%ETFVery LowWellesley, MA2026-10-19
Moran Wealth Management, LLC
63,638$2.9M0.1%CoreMediumNaples, FL2026-10-22
LPL Financial LLC
51,213$2.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Cherry Creek Investment Advisors, Inc.
29,585$1.3M0.5%GrowthLowEnglewood, CO2026-10-14
Apollon Wealth Management, LLC
28,666$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Cap Partners, LLC
22,318$1.0M0.5%ETFLowFranklin, TN2026-10-19
D.A. Davidson & Co.
17,517$791.9K0.0%CoreLowGreat Falls, MT2026-10-28
Parallel Advisors, LLC
17,176$776.5K0.0%IndexLowSan Francisco, CA2026-11-03
High Net Worth Advisory Group LLC
16,132$729.3K0.2%ETFVery LowNaples, FL2026-10-26
Compound Planning, Inc.
13,245$598.8K0.0%CoreLowNew York, NY2026-11-05
PVG Asset Management Corp
12,527$566.3K0.4%GrowthMediumGolden, CO2026-10-19
Entrewealth, LLC
10,000$452.1K0.2%ETFLowAustin, TX2026-10-14
Cambridge Investment Research Advisors, Inc.
9,010$4070.0%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
7,100$321.0K0.0%GrowthLowSan Diego, CA2026-10-13
Sovran Advisors, LLC
5,169$239.5K0.0%ETFMediumSan Diego, CA2026-11-02
World Equity Group, Inc.
4,513$204.0K0.1%GrowthMediumSchaumburg, IL2026-10-14
US Bancorp \de\
2,780$125.7K0.0%IndexLowMinneapolis, MN2026-11-05
Belvedere Trading LLC
2,361$106.7K0.0%Agg GrowthVery HighChicago, IL2026-11-05
IFP Advisors, Inc
762$34.5K0.0%GrowthLowTampa, FL2026-10-16
Sunrise Financial Services, LLC
573$25.9K0.0%ETFMediumBurien, WA2026-10-21
SBI Securities Co., Ltd.
464$21.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
400$18.1K0.0%IndexLowSan Francisco, CA2026-10-08
Planning Strategies Inc.
238$10.8K0.0%ETFN/ALancaster, PA2026-10-02
Financial Management Professionals, Inc.
218$9.9K0.0%ETFMediumAustin, TX2026-10-23
CoreCap Advisors, LLC
200$9.0K0.0%ETFMediumSouthfield, MI2026-10-08
Rossby Financial, LCC
167$7.6K0.0%ETFMediumMelbourne, FL2026-11-05
Nfsg Corp
155$7.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Dhjj Financial Advisors, Ltd.
1$460.0%ETFVery LowNaperville, IL2026-10-23