NEOS RUSSELL 2000 HIGH INC (IWMI) Institutional Ownership and Insiders Activity
NEOS RUSSELL 2000 HIGH INC (IWMI) is widely held by institutional investors, with 110 firms reporting positions valued at approximately $178.45M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $39.58M in IWMI holdings in its latest filing.
Institutional Holders
110
Total Reported Value
$178.45M
Largest Holder
Lpl Financial Llc
Largest Position
$39.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
9
Top Institutional Owners
View allInvestorReported Balance
IWMI News
All news- Ironwood Wealth Management Top Holdings Analysis: June 2026 Portfolio Snapshot
Jul 16, 2026 · valut.ai