IWMI Institutional Ownership & Shareholders
NEOS RUSSELL 2000 HIGH INC (IWMI) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $178.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IWMI tracked by InsiderSet, reporting ownership valued at approximately $39.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.41M, representing an estimated loss of -8.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed IWMI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Madden Securities Corp, Prevail Innovative Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in NEOS RUSSELL 2000 HIGH INC (IWMI).
This page ranks the largest institutional IWMI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 739,510 | $39,578,585 | $36,413,472 | -$3,165,113 | -8.00% | |
| Madden Securities Corp | 3.91% | 263,232 | $14,088,167 | $12,961,544 | -$1,126,623 | -8.00% | |
| Prevail Innovative Wealth Advisors, Llc | 1.40% | 175,355 | $9,385,000 | $8,634,480 | -$750,520 | -8.00% | |
| Gradient Investments Llc | 0.11% | 159,917 | $7,831,139 | $7,874,313 | +$43,174 | +0.55% | |
| Cascade Wealth Advisors, Inc | 2.66% | 124,435 | $6,612,502 | $6,127,179 | -$485,323 | -7.34% | |
| Farther Finance Advisors, Llc | 0.05% | 131,481 | $6,438,625 | $6,474,124 | +$35,499 | +0.55% | |
| Royal Bank Of Canada | 0.00% | 99,238 | $5,311,000 | $4,886,479 | -$424,521 | -7.99% | |
| Private Advisor Group, Llc | 0.02% | 94,467 | $5,055,852 | $4,651,555 | -$404,297 | -8.00% | |
| Ubs Group Ag | 0.00% | 92,263 | $4,937,916 | $4,543,030 | -$394,886 | -8.00% | |
| Stifel Financial Corp | 0.00% | 89,382 | $4,783,731 | $4,401,170 | -$382,561 | -8.00% | |
| Owen Larue, Llc | 1.51% | 81,072 | $4,338,974 | $3,991,985 | -$346,989 | -8.00% | |
| Mml Investors Services, Llc | 0.01% | 70,420 | $3,768,869 | $3,467,481 | -$301,388 | -8.00% | |
| Palacios Wealth Management, Llc | 1.96% | 62,100 | $3,323,592 | $3,057,804 | -$265,788 | -8.00% | |
| Garden State Investment Advisory Services Llc | 0.63% | 60,325 | $3,228,605 | $2,970,403 | -$258,202 | -8.00% | |
| Summit Financial, Llc | 0.04% | 60,003 | $3,211,387 | $2,954,548 | -$256,839 | -8.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 59,828 | $3,201,996 | $2,945,931 | -$256,065 | -8.00% | |
| Marshall & Sterling Wealth Advisors Inc. | 1.81% | 57,258 | $3,064,436 | $2,819,384 | -$245,052 | -8.00% | |
| Independence Wealth Advisors, Llc | 1.47% | 54,710 | $2,928,061 | $2,693,920 | -$234,141 | -8.00% | |
| Moran Wealth Management, Llc | 0.06% | 42,152 | $2,255,975 | $2,075,564 | -$180,411 | -8.00% | |
| Old Mission Capital Llc | 0.05% | 38,838 | $2,078,609 | $1,912,383 | -$166,226 | -8.00% | |
| Mutual Advisors, Llc | 0.04% | 35,853 | $1,918,872 | $1,765,402 | -$153,470 | -8.00% | |
| Capital Investment Advisory Services, Llc | 0.11% | 33,157 | $1,774,563 | $1,632,651 | -$141,912 | -8.00% | |
| High Net Worth Advisory Group Llc | 0.36% | 31,258 | $1,672,928 | $1,539,144 | -$133,784 | -8.00% | |
| Herbst Group, Llc | 0.91% | 31,151 | $1,667,212 | $1,533,875 | -$133,337 | -8.00% | |
| Insigneo Advisory Services, Llc | 0.06% | 29,700 | $1,589,544 | $1,462,428 | -$127,116 | -8.00% | |
| Envestnet Asset Management Inc | 0.00% | 27,711 | $1,483,067 | $1,364,490 | -$118,577 | -8.00% | |
| Brookwood Investment Group Llc | 0.16% | 26,256 | $1,405,221 | $1,292,845 | -$112,376 | -8.00% | |
| Independent Financial Group, Llc | 0.03% | 26,215 | $1,403,027 | $1,290,827 | -$112,200 | -8.00% | |
| Wellington Grp Llc | 0.37% | 25,777 | $1,379,571 | $1,269,259 | -$110,312 | -8.00% | |
| Fsa Advisors, Inc. | 0.61% | 24,916 | $1,333,504 | $1,226,864 | -$106,640 | -8.00% | |
| Seaview Investment Managers Llc | 0.38% | 23,887 | $1,278,433 | $1,176,196 | -$102,237 | -8.00% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 23,613 | $1,263,768 | $1,162,704 | -$101,064 | -8.00% | |
| Kestra Advisory Services, Llc | 0.00% | 23,077 | $1,235,101 | $1,136,311 | -$98,790 | -8.00% | |
| Stephens Inc | 0.01% | 22,885 | $1,224,805 | $1,126,857 | -$97,948 | -8.00% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 20,291 | $1,085,974 | $999,129 | -$86,845 | -8.00% | |
| Nfsg Corp | 0.12% | 18,391 | $984,307 | $905,573 | -$78,734 | -8.00% | |
| Valmark Advisers, Inc. | 0.01% | 15,485 | $828,757 | $762,481 | -$66,276 | -8.00% | |
| Diversify Advisory Services, Llc | 0.01% | 15,541 | $808,762 | $765,239 | -$43,523 | -5.38% | |
| Diversify Wealth Management, Llc | 0.01% | 15,541 | $808,762 | $765,239 | -$43,523 | -5.38% | |
| Entrewealth, Llc | 0.29% | 15,000 | $790,950 | $738,600 | -$52,350 | -6.62% | |
| Kestra Private Wealth Services, Llc | 0.01% | 14,542 | $778,303 | $716,048 | -$62,255 | -8.00% | |
| Seacrest Wealth Management, Llc | 0.09% | 14,500 | $776,040 | $713,980 | -$62,060 | -8.00% | |
| Gateway Wealth Partners, Llc | 0.05% | 14,445 | $773,119 | $711,272 | -$61,847 | -8.00% | |
| Pfg Investments, Llc | 0.03% | 13,332 | $713,537 | $656,468 | -$57,069 | -8.00% | |
| Navis Wealth Advisors, Llc | 0.25% | 12,512 | $669,642 | $616,091 | -$53,551 | -8.00% | |
| Psi Advisors, Llc | 0.16% | 12,508 | $669,421 | $615,894 | -$53,527 | -8.00% | |
| Walkner Condon Financial Advisors Llc | 0.07% | 11,290 | $604,216 | $555,920 | -$48,296 | -7.99% | |
| Citadel Advisors Llc | 0.00% | 11,275 | $603,438 | $555,181 | -$48,257 | -8.00% | |
| Truist Financial Corp | 0.00% | 11,041 | $590,914 | $543,659 | -$47,255 | -8.00% | |
| World Equity Group, Inc. | 0.13% | 10,590 | $566,886 | $521,452 | -$45,434 | -8.01% |
Frequently asked questions about IWMI
Who are the largest institutional holders of IWMI?
The largest institutional holders of IWMI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Madden Securities Corp, Prevail Innovative Wealth Advisors, Llc, Gradient Investments Llc, and Cascade Wealth Advisors, Inc. InsiderSet ranks institutional holders by their latest reported IWMI position.
What is IWMI institutional ownership?
This page tracks IWMI positions reported by institutional investment managers through SEC Form 13F. NEOS RUSSELL 2000 HIGH INC (IWMI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWMI?
InsiderSet currently tracks 110 institutional managers reporting IWMI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWMI shareholders.
How much IWMI stock do institutions own?
Institutional investment managers disclosed approximately $178.45M in IWMI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWMI institutional ownership last updated?
The latest IWMI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWMI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWMI position after the reporting date.
Are institutions buying or selling IWMI?
Institutional buying and selling can be analyzed by comparing IWMI positions across consecutive 13F reporting periods. InsiderSet's IWMI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWMI ownership changes.
How has IWMI institutional ownership changed over time?
InsiderSet tracks IWMI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.