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Neos Russell 2000 High Inc (IWMI)

CUSIP: 78433H634 | NYSE | 148 institutional holders

Quarters

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

Madden Securities Corp260,267
3.4% of portfolio›$12.7M
Prevail Innovative Wealth Advisors, LLC161,439
1.0% of portfolio›$7.9M
Gradient Investments LLC159,917
0.1% of portfolio›$7.8M
Farther Finance Advisors, LLC131,481
0.0% of portfolio›$6.4M
Palacios Wealth Management, LLC76,804
2.0% of portfolio›$3.8M
Marshall & Sterling Wealth Advisors Inc.61,972
1.7% of portfolio›$3.0M
LFG Wealth Partners, LLC61,448
1.3% of portfolio›$3.0M
Independence Wealth Advisors, LLC59,171
1.4% of portfolio›$2.9M
Moran Wealth Management, LLC54,123
0.1% of portfolio›$2.7M
Capital Investment Advisory Services, LLC45,062
0.1% of portfolio›$2.2M
Independent Financial Group, LLC37,272
0.0% of portfolio›$1.8M
Herbst Group, LLC30,454
0.8% of portfolio›$1.5M
High Net Worth Advisory Group LLC29,148
0.3% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.21,591
0.0% of portfolio›$1.1K
Kestra Advisory Services, LLC21,102
0.0% of portfolio›$1.0M
Nfsg Corp19,593
0.1% of portfolio›$959.5K
Kestra Private Wealth Services, LLC16,179
0.0% of portfolio›$792.3K
Entrewealth, LLC15,000
0.3% of portfolio›$734.6K
Vima LLC14,562
0.7% of portfolio›$713.1K
Walkner Condon Financial Advisors LLC13,422
0.1% of portfolio›$657.3K
SeaCrest Wealth Management, LLC12,525
0.1% of portfolio›$613.3K
Quantum Private Wealth, LLC11,518
0.1% of portfolio›$564.1K
Truist Financial Corp11,088
0.0% of portfolio›$543.0K
Vann Equity Management LLC11,068
0.3% of portfolio›$542.0K
Commonwealth Equity Services, LLC10,629
0.0% of portfolio›$520.5K
World Equity Group, Inc.10,058
0.2% of portfolio›$492.6K
Private Trust Co NA9,670
0.0% of portfolio›$473.5K
J.W. Cole Advisors, Inc.9,519
0.0% of portfolio›$466.1K
Diversify Advisory Services, LLC9,380
0.0% of portfolio›$456.8K
Diversify Wealth Management, LLC9,380
0.0% of portfolio›$456.8K
Kingswood Wealth Advisors, LLC9,208
0.0% of portfolio›$450.9K
Clear Creek Financial Management, LLC8,730
0.0% of portfolio›$427.5K
Meridian Wealth Management, LLC7,694
0.0% of portfolio›$376.8K
Chicago Partners Investment Group LLC7,393
0.0% of portfolio›$357.0K
Advisory Advocates, LLC6,872
0.3% of portfolio›$336.5K
Nations Financial Group Inc,6,465
0.0% of portfolio›$316.6K
Lanark Financial, Inc.5,336
0.0% of portfolio›$261.3K
Virtue Capital Management, LLC5,049
0.0% of portfolio›$247.3K
Oakworth Capital, Inc.5,000
0.0% of portfolio›$244.9K
Cap Partners, LLC4,998
0.1% of portfolio›$244.8K
Ascentis Independent Advisors4,931
0.0% of portfolio›$241.5K
Certified Advisory Corp4,456
0.0% of portfolio›$218.2K
Fifth Third Bancorp4,190
0.0% of portfolio›$205.2K
Latitude Advisors, LLC3,831
0.1% of portfolio›$187.6K
CoreCap Advisors, LLC3,612
0.0% of portfolio›$176.9K
Angeles Wealth Management, LLC2,815
0.0% of portfolio›$137.9K
Parallel Advisors, LLC1,762
0.0% of portfolio›$86.3K
GHP Investment Advisors, Inc.1,639
0.0% of portfolio›$80.3K
Sunrise Financial Services, LLC1,264
0.0% of portfolio›$61.9K
Larson Financial Group LLC849
0.0% of portfolio›$41.6K
Simplex Trading, LLC632
0.0% of portfolio›$30.9K
Pension & Wealth Management Advisors, Inc.563
0.0% of portfolio›$27.6K
SBI Securities Co., Ltd.530
0.0% of portfolio›$26.0K
Spire Wealth Management344
0.0% of portfolio›$16.8K
Financial Management Professionals, Inc.210
0.0% of portfolio›$10.3K
IFP Advisors, Inc100
0.0% of portfolio›$4.9K
Signaturefd, LLC55
0.0% of portfolio›$2.7K
Dhjj Financial Advisors, Ltd.30
0.0% of portfolio›$1.5K
Triumph Capital Management29
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Madden Securities Corp
260,267$12.7M3.4%GrowthMediumDallas, TX2026-10-27
Prevail Innovative Wealth Advisors, LLC
161,439$7.9M1.0%CoreVery HighLeawood, KS2026-10-20
Gradient Investments LLC
159,917$7.8M0.1%CoreMediumArden Hills, MN2026-10-08
Farther Finance Advisors, LLC
131,481$6.4M0.0%IndexLowSan Francisco, CA2026-10-08
Palacios Wealth Management, LLC
76,804$3.8M2.0%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Marshall & Sterling Wealth Advisors Inc.
61,972$3.0M1.7%ETFMediumPoughkeepsie, NY2026-10-28
LFG Wealth Partners, LLC
61,448$3.0M1.3%CoreMediumElizabethtown, KY2026-10-28
Independence Wealth Advisors, LLC
59,171$2.9M1.4%ETFHighIndependence, OH2026-10-29
Moran Wealth Management, LLC
54,123$2.7M0.1%CoreMediumNaples, FL2026-10-22
Capital Investment Advisory Services, LLC
45,062$2.2M0.1%CoreMediumRaleigh, NC2026-10-30
Independent Financial Group, LLC
37,272$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Herbst Group, LLC
30,454$1.5M0.8%GrowthHighWestport, CT2026-10-20
High Net Worth Advisory Group LLC
29,148$1.4M0.3%ETFVery LowNaples, FL2026-10-26
Cambridge Investment Research Advisors, Inc.
21,591$1.1K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
21,102$1.0M0.0%CoreLowAustin, TX2026-11-02
Nfsg Corp
19,593$959.5K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Kestra Private Wealth Services, LLC
16,179$792.3K0.0%GrowthLowAustin, TX2026-10-30
Entrewealth, LLC
15,000$734.6K0.3%ETFLowAustin, TX2026-10-14
Vima LLC
14,562$713.1K0.7%CoreLowTroy, MI2026-10-23
Walkner Condon Financial Advisors LLC
13,422$657.3K0.1%ETFLowVerona, WI2026-11-02
SeaCrest Wealth Management, LLC
12,525$613.3K0.1%GrowthLowPurchase, NY2026-10-21
Quantum Private Wealth, LLC
11,518$564.1K0.1%GrowthLowTampa, FL2026-10-20
Truist Financial Corp
11,088$543.0K0.0%CoreLowCharlotte, NC2026-10-30
Vann Equity Management LLC
11,068$542.0K0.3%GrowthMediumPlano, TX2026-10-08
Commonwealth Equity Services, LLC
10,629$520.5K0.0%ETFLowWaltham, MA2026-11-02
World Equity Group, Inc.
10,058$492.6K0.2%GrowthMediumSchaumburg, IL2026-10-14
Private Trust Co NA
9,670$473.5K0.0%CoreLowCleveland, OH2026-10-20
J.W. Cole Advisors, Inc.
9,519$466.1K0.0%IndexLowTampa, FL2026-11-05
Diversify Advisory Services, LLC
9,380$456.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,380$456.8K0.0%GrowthMediumSandy, UT2026-10-20
Kingswood Wealth Advisors, LLC
9,208$450.9K0.0%GrowthLowSan Diego, CA2026-10-23
Clear Creek Financial Management, LLC
8,730$427.5K0.0%ETFMediumSilverdale, WA2026-10-28
Meridian Wealth Management, LLC
7,694$376.8K0.0%GrowthLowLexington, KY2026-11-05
Chicago Partners Investment Group LLC
7,393$357.0K0.0%GARPLowChicago, IL2026-10-27
Advisory Advocates, LLC
6,872$336.5K0.3%YieldMediumGrand Rapids, MI2026-11-05
Nations Financial Group Inc,
6,465$316.6K0.0%CoreLowCedar Rapids, IA2026-11-05
Lanark Financial, Inc.
5,336$261.3K0.0%CoreMediumBirmingham, AL2026-10-26
Virtue Capital Management, LLC
5,049$247.3K0.0%GrowthHighBrentwood, TN2026-10-29
Oakworth Capital, Inc.
5,000$244.9K0.0%ETFLowBirmingham, AL2026-10-26
Cap Partners, LLC
4,998$244.8K0.1%ETFLowFranklin, TN2026-10-19
Ascentis Independent Advisors
4,931$241.5K0.0%ETFLowDallas, TX2026-11-03
Certified Advisory Corp
4,456$218.2K0.0%ETFLowAltamonte Springs, FL2026-10-29
Fifth Third Bancorp
4,190$205.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Latitude Advisors, LLC
3,831$187.6K0.1%ETFLowYorkville, IL2026-10-27
CoreCap Advisors, LLC
3,612$176.9K0.0%ETFMediumSouthfield, MI2026-10-08
Angeles Wealth Management, LLC
2,815$137.9K0.0%ETFLowSanta Monica, CA2026-10-26
Parallel Advisors, LLC
1,762$86.3K0.0%IndexLowSan Francisco, CA2026-11-03
GHP Investment Advisors, Inc.
1,639$80.3K0.0%CoreVery LowDenver, CO2026-10-15
Sunrise Financial Services, LLC
1,264$61.9K0.0%ETFMediumBurien, WA2026-10-21
Larson Financial Group LLC
849$41.6K0.0%GrowthLowSt Louis, MO2026-11-05
Simplex Trading, LLC
632$30.9K0.0%CoreVery HighChicago, IL2026-11-04
Pension & Wealth Management Advisors, Inc.
563$27.6K0.0%ETFLowWaltham, MA2026-10-16
SBI Securities Co., Ltd.
530$26.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Spire Wealth Management
344$16.8K0.0%GrowthMediumMclean, VA2026-10-30
Financial Management Professionals, Inc.
210$10.3K0.0%ETFMediumAustin, TX2026-10-23
IFP Advisors, Inc
100$4.9K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
55$2.7K0.0%IndexLowAtlanta, GA2026-10-23
Dhjj Financial Advisors, Ltd.
30$1.5K0.0%ETFVery LowNaperville, IL2026-10-23
Triumph Capital Management
29$1.4K0.0%ETFMediumDenver, CO2026-10-14