Neos Real EST HGH Inc ETF (IYRI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Gradient Investments LLC

DECREASED

Shares164,764 from 166,746

Change-1,982 (-1%)

Value$7.4M (-$739.9K)

Filed 2026-10-08

Sound Income Strategies, LLC

NEW

Shares158,215

Change+158,215

Value$7.1M

Filed 2026-10-09

Prevail Innovative Wealth Advisors, LLC

DECREASED

Shares138,672 from 140,905

Change-2,233 (-2%)

Value$6.2M (-$719.8K)

Filed 2026-10-20

Madden Securities Corp

DECREASED

Shares84,746 from 100,200

Change-15,454 (-15%)

Value$3.8M (-$1.1M)

Filed 2026-10-27

RFG Advisory, LLC

INCREASED

Shares83,309 from 65,399

Change+17,910 (+27%)

Value$3.8M (+$554.7K)

Filed 2026-11-03

New England Private Wealth Advisors LLC

INCREASED

Shares77,545 from 65,420

Change+12,125 (+19%)

Value$3.5M (+$224.3K)

Filed 2026-10-19

Moran Wealth Management, LLC

INCREASED

Shares63,638 from 48,136

Change+15,502 (+32%)

Value$2.9M (+$513.1K)

Filed 2026-10-22

LPL Financial LLC

INCREASED

Shares51,213 from 16,686

Change+34,527 (+207%)

Value$2.3M (+$1.5M)

Filed 2026-11-06

Cherry Creek Investment Advisors, Inc.

DECREASED

Shares29,585 from 43,432

Change-13,847 (-32%)

Value$1.3M (-$795.4K)

Filed 2026-10-14

Apollon Wealth Management, LLC

INCREASED

Shares28,666 from 5,500

Change+23,166 (+421%)

Value$1.3M (+$1.0M)

Filed 2026-10-23

Cap Partners, LLC

INCREASED

Shares22,318 from 18,610

Change+3,708 (+20%)

Value$1.0M (+$95.1K)

Filed 2026-10-19

D.A. Davidson & Co.

INCREASED

Shares17,517 from 10,218

Change+7,299 (+71%)

Value$791.9K (+$290.1K)

Filed 2026-10-28

Parallel Advisors, LLC

INCREASED

Shares17,176 from 9,450

Change+7,726 (+82%)

Value$776.5K (+$312.4K)

Filed 2026-11-03

High Net Worth Advisory Group LLC

INCREASED

Shares16,132 from 16,117

Change+15 (+0%)

Value$729.3K (-$62.2K)

Filed 2026-10-26

Compound Planning, Inc.

INCREASED

Shares13,245 from 5,016

Change+8,229 (+164%)

Value$598.8K (+$352.5K)

Filed 2026-11-05

PVG Asset Management Corp

DECREASED

Shares12,527 from 12,532

Change-5 (0%)

Value$566.3K (-$49.1K)

Filed 2026-10-19

Entrewealth, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$452.1K (-$42.9K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

NEW

Shares9,010

Change+9,010

Value$407

Filed 2026-11-02

Independent Financial Group, LLC

INCREASED

Shares7,100 from 6,000

Change+1,100 (+18%)

Value$321.0K (+$26.3K)

Filed 2026-10-13

Sovran Advisors, LLC

NEW

Shares5,169

Change+5,169

Value$239.5K

Filed 2026-11-02

World Equity Group, Inc.

INCREASED

Shares4,513 from 4,393

Change+120 (+3%)

Value$204.0K (-$11.7K)

Filed 2026-10-14

US Bancorp \de\

INCREASED

Shares2,780 from 2,028

Change+752 (+37%)

Value$125.7K (+$26.1K)

Filed 2026-11-05

Belvedere Trading LLC

NEW

Shares2,361

Change+2,361

Value$106.7K

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares762 from 762

Change0 (0%)

Value$34.5K (-$3.0K)

Filed 2026-10-16

Sunrise Financial Services, LLC

NEW

Shares573

Change+573

Value$25.9K

Filed 2026-10-21

SBI Securities Co., Ltd.

INCREASED

Shares464 from 358

Change+106 (+30%)

Value$21.0K (+$3.4K)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares400 from 447

Change-47 (-11%)

Value$18.1K (-$3.9K)

Filed 2026-10-08

Planning Strategies Inc.

INCREASED

Shares238 from 232

Change+6 (+3%)

Value$10.8K (-$617)

Filed 2026-10-02

Financial Management Professionals, Inc.

INCREASED

Shares218 from 206

Change+12 (+6%)

Value$9.9K (-$261)

Filed 2026-10-23

CoreCap Advisors, LLC

DECREASED

Shares200 from 800

Change-600 (-75%)

Value$9.0K (-$30.2K)

Filed 2026-10-08

Rossby Financial, LCC

NEW

Shares167

Change+167

Value$7.6K

Filed 2026-11-05

Nfsg Corp

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$7.0K (-$604)

Filed 2026-10-15

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$46 (-$4)

Filed 2026-10-23

GFS Advisors, LLC

CLOSED

Shares0 from 160,185

Change-160,185 (-100%)

Value$0 (-$12.3K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 4,758

Change-4,758 (-100%)

Value$0 (-$233.7K)

Filed 2026-11-02

Markowski Investments

CLOSED

Shares0 from 986

Change-986 (-100%)

Value$0 (-$48.4K)

Filed 2026-10-30

Salem Investment Counselors Inc

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$16.0K)

Filed 2026-10-13

Tsfg, LLC

CLOSED

Shares0 from 306

Change-306 (-100%)

Value$0 (-$15.0K)

Filed 2026-10-23

Cascade Wealth Advisors, Inc

N/A

Shares— from 106,514

Change-106,514 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 25,944

Change-25,944 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 18,322

Change-18,322 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 15,762

Change-15,762 (-100%)

Value—

Core Wealth Advisors, Inc.

N/A

Shares— from 14,283

Change-14,283 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,817

Change-11,817 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 10,331

Change-10,331 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 7,561

Change-7,561 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,794

Change-6,794 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 6,491

Change-6,491 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,567

Change-5,567 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,253

Change-5,253 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,045

Change-5,045 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 2,289

Change-2,289 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 896

Change-896 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 493

Change-493 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 215

Change-215 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 21

Change-21 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Gradient Investments LLC	DECREASED	164,764	166,746	-1,982	-1%	$8.2M	$7.4M	-$739.9K	2026-10-08
Sound Income Strategies, LLC	NEW	158,215	—	+158,215	—	—	$7.1M	—	2026-10-09
Prevail Innovative Wealth Advisors, LLC	DECREASED	138,672	140,905	-2,233	-2%	$6.9M	$6.2M	-$719.8K	2026-10-20
Madden Securities Corp	DECREASED	84,746	100,200	-15,454	-15%	$4.9M	$3.8M	-$1.1M	2026-10-27
RFG Advisory, LLC	INCREASED	83,309	65,399	+17,910	+27%	$3.2M	$3.8M	+$554.7K	2026-11-03
New England Private Wealth Advisors LLC	INCREASED	77,545	65,420	+12,125	+19%	$3.3M	$3.5M	+$224.3K	2026-10-19
Moran Wealth Management, LLC	INCREASED	63,638	48,136	+15,502	+32%	$2.4M	$2.9M	+$513.1K	2026-10-22
LPL Financial LLC	INCREASED	51,213	16,686	+34,527	+207%	$819.4K	$2.3M	+$1.5M	2026-11-06
Cherry Creek Investment Advisors, Inc.	DECREASED	29,585	43,432	-13,847	-32%	$2.1M	$1.3M	-$795.4K	2026-10-14
Apollon Wealth Management, LLC	INCREASED	28,666	5,500	+23,166	+421%	$270.1K	$1.3M	+$1.0M	2026-10-23
Cap Partners, LLC	INCREASED	22,318	18,610	+3,708	+20%	$913.9K	$1.0M	+$95.1K	2026-10-19
D.A. Davidson & Co.	INCREASED	17,517	10,218	+7,299	+71%	$501.8K	$791.9K	+$290.1K	2026-10-28
Parallel Advisors, LLC	INCREASED	17,176	9,450	+7,726	+82%	$464.1K	$776.5K	+$312.4K	2026-11-03
High Net Worth Advisory Group LLC	INCREASED	16,132	16,117	+15	+0%	$791.5K	$729.3K	-$62.2K	2026-10-26
Compound Planning, Inc.	INCREASED	13,245	5,016	+8,229	+164%	$246.4K	$598.8K	+$352.5K	2026-11-05
PVG Asset Management Corp	DECREASED	12,527	12,532	-5	0%	$615.4K	$566.3K	-$49.1K	2026-10-19
Entrewealth, LLC	UNCHANGED	10,000	10,000	0	0%	$495.0K	$452.1K	-$42.9K	2026-10-14
Cambridge Investment Research Advisors, Inc.	NEW	9,010	—	+9,010	—	—	$407	—	2026-11-02
Independent Financial Group, LLC	INCREASED	7,100	6,000	+1,100	+18%	$294.7K	$321.0K	+$26.3K	2026-10-13
Sovran Advisors, LLC	NEW	5,169	—	+5,169	—	—	$239.5K	—	2026-11-02
World Equity Group, Inc.	INCREASED	4,513	4,393	+120	+3%	$215.7K	$204.0K	-$11.7K	2026-10-14
US Bancorp \de\	INCREASED	2,780	2,028	+752	+37%	$99.6K	$125.7K	+$26.1K	2026-11-05
Belvedere Trading LLC	NEW	2,361	—	+2,361	—	—	$106.7K	—	2026-11-05
IFP Advisors, Inc	UNCHANGED	762	762	0	0%	$37.4K	$34.5K	-$3.0K	2026-10-16
Sunrise Financial Services, LLC	NEW	573	—	+573	—	—	$25.9K	—	2026-10-21
SBI Securities Co., Ltd.	INCREASED	464	358	+106	+30%	$17.6K	$21.0K	+$3.4K	2026-10-22
Farther Finance Advisors, LLC	DECREASED	400	447	-47	-11%	$22.0K	$18.1K	-$3.9K	2026-10-08
Planning Strategies Inc.	INCREASED	238	232	+6	+3%	$11.4K	$10.8K	-$617	2026-10-02
Financial Management Professionals, Inc.	INCREASED	218	206	+12	+6%	$10.1K	$9.9K	-$261	2026-10-23
CoreCap Advisors, LLC	DECREASED	200	800	-600	-75%	$39.3K	$9.0K	-$30.2K	2026-10-08
Rossby Financial, LCC	NEW	167	—	+167	—	—	$7.6K	—	2026-11-05
Nfsg Corp	UNCHANGED	155	155	0	0%	$7.6K	$7.0K	-$604	2026-10-15
Dhjj Financial Advisors, Ltd.	UNCHANGED	1	1	0	0%	$50	$46	-$4	2026-10-23
GFS Advisors, LLC	CLOSED	0	160,185	-160,185	-100%	$12.3K	$0	-$12.3K	2026-11-03
Commonwealth Equity Services, LLC	CLOSED	0	4,758	-4,758	-100%	$233.7K	$0	-$233.7K	2026-11-02
Markowski Investments	CLOSED	0	986	-986	-100%	$48.4K	$0	-$48.4K	2026-10-30
Salem Investment Counselors Inc	CLOSED	0	325	-325	-100%	$16.0K	$0	-$16.0K	2026-10-13
Tsfg, LLC	CLOSED	0	306	-306	-100%	$15.0K	$0	-$15.0K	2026-10-23
Cascade Wealth Advisors, Inc	N/A	—	106,514	-106,514	-100%	$5.3M	—	—	—
Summit Financial, LLC	N/A	—	25,944	-25,944	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	18,322	-18,322	-100%	$899.8K	—	—	—
World Investment Advisors	N/A	—	15,762	-15,762	-100%	$745.4K	—	—	—
Core Wealth Advisors, Inc.	N/A	—	14,283	-14,283	-100%	$701.4K	—	—	—
Royal Bank of Canada	N/A	—	11,817	-11,817	-100%	$580.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	10,331	-10,331	-100%	$507.4K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	7,561	-7,561	-100%	$371.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,794	-6,794	-100%	$333.6K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	6,491	-6,491	-100%	$318.8K	—	—	—
Mariner, LLC	N/A	—	5,567	-5,567	-100%	$273.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,253	-5,253	-100%	$258.0K	—	—	—
HighTower Advisors, LLC	N/A	—	5,045	-5,045	-100%	$247.7K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	2,289	-2,289	-100%	$112.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	896	-896	-100%	$44.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	493	-493	-100%	$24.2K	—	—	—
Roble, Belko & Company, Inc	N/A	—	215	-215	-100%	$11	—	—	—
Global Retirement Partners, LLC	N/A	—	80	-80	-100%	$3.9K	—	—	—
Harbour Investments, Inc.	N/A	—	21	-21	-100%	$1.0K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$34	—	—	—

Showing 58 of 58 institutions