NEOS REAL EST HGH INC ETF (IYRI) Institutional Ownership Changes & 13F Activity
NEOS REAL EST HGH INC ETF (IYRI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include New England Private Wealth Advisors Llc, Cascade Wealth Advisors, Inc, Lpl Financial Llc, Moran Wealth Management, Llc, and Steward Partners Investment Advisory, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Entrewealth, Llc | Buy | +10,000 | — | 10,000 | $495.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +7,854 | +198.2% | 11,817 | $580.00K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +7,561 | — | 7,561 | $371.31K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +5,253 | — | 5,253 | $257.98K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +896 | — | 896 | $44.00K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +10,331 | — | 10,331 | $507.36K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +5,567 | — | 5,567 | $273.40K | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Buy | +3,867 | +17.5% | 25,944 | $1.27M | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +2,289 | — | 2,289 | $112.43K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +1,458 | +8.6% | 18,322 | $899.78K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +21 | — | 21 | $1.03K | Q2 2026 | Aug 12, 2026 |
| Cascade Wealth Advisors, Inc | Sell | -21,365 | -16.7% | 106,514 | $5.30M | Q2 2026 | Aug 11, 2026 |
| Core Wealth Advisors, Inc. | Buy | +5,895 | +70.3% | 14,283 | $701.44K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +16,686 | — | 16,686 | $819.43K | Q2 2026 | Aug 07, 2026 |
| Moran Wealth Management, Llc | Buy | +11,703 | +32.1% | 48,136 | $2.36M | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Buy | +9,450 | — | 9,450 | $464.11K | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors Llc | Buy | +65,420 | — | 65,420 | $3.28M | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | Buy | +5,016 | — | 5,016 | $246.35K | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, Llc | Buy | +127 | +34.7% | 493 | $24.23K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -3,787 | -35.8% | 6,794 | $333.64K | Q2 2026 | Aug 03, 2026 |
| Cap Partners, Llc | Buy | +3,574 | +23.8% | 18,610 | $913.92K | Q2 2026 | Jul 30, 2026 |
| Cherry Creek Investment Advisors, Inc. | Buy | +2,520 | +6.2% | 43,432 | $2.13M | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +4,758 | — | 4,758 | $233.67K | Q2 2026 | Jul 29, 2026 |
| High Net Worth Advisory Group Llc | Sell | -80 | -0.5% | 16,117 | $791.51K | Q2 2026 | Jul 29, 2026 |
| D.A. Davidson & Co. | Buy | +10,218 | — | 10,218 | $501.81K | Q2 2026 | Jul 24, 2026 |
| Madden Securities Corp | Sell | -875 | -0.9% | 100,200 | $4.92M | Q2 2026 | Jul 24, 2026 |
| Roble, Belko & Company, Inc | Buy | +106 | +97.2% | 215 | $11.00K | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, Llc | Buy | +5,500 | — | 5,500 | $270.11K | Q2 2026 | Jul 23, 2026 |
| Tsfg, Llc | Buy | +306 | — | 306 | $15.00K | Q2 2026 | Jul 23, 2026 |
| Sbi Securities Co., Ltd. | Sell | -138 | -27.8% | 358 | $17.58K | Q2 2026 | Jul 23, 2026 |
Frequently asked questions about IYRI activity
Which institutional owners are buying IYRI?
Institutional owners buying IYRI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IYRI activity?
"Buy" means an investor increased their reported position in IYRI compared to the prior reporting period. This reflects growing exposure to NEOS REAL EST HGH INC ETF (IYRI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IYRI increasing?
Institutional interest in IYRI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.