NEOS RUSSELL 2000 HIGH INC (IWMI) Institutional Ownership Changes & 13F Activity

NEOS RUSSELL 2000 HIGH INC (IWMI). 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 Ubs Group Ag, Royal Bank Of Canada, Insigneo Advisory Services, Llc, Old Mission Capital Llc, and Stifel Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+16,264+142.1%27,711$1.48MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+11,275—11,275$603.44KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+3,940—3,940$210.87KQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+25,777—25,777$1.38MQ2 2026Aug 26, 2026
Fsa Advisors, Inc.Buy+4,350+21.2%24,916$1.33MQ2 2026Aug 17, 2026
Royal Bank Of CanadaBuy+46,995+90.0%99,238$5.31MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+29,700—29,700$1.59MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+26,481+214.3%38,838$2.08MQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+15,000—15,000$790.95KQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcBuy+12,512—12,512$669.64KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,239—10,239$547.99KQ2 2026Aug 14, 2026
&PartnersBuy+8,410—8,410$450.10KQ2 2026Aug 14, 2026
Independence Wealth Advisors, LlcBuy+6,957+14.6%54,710$2.93MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+6,853+23.6%35,853$1.92MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-4,392-36.7%7,563$404.77KQ2 2026Aug 14, 2026
Laird Norton Wetherby Trust Company, LlcBuy+4,000—4,000$214.08KQ2 2026Aug 14, 2026
Nfsg CorpBuy+1,931+11.7%18,391$984.31KQ2 2026Aug 14, 2026
Stance Capital LlcBuy+1,873—1,873$100.24KQ2 2026Aug 14, 2026
Group One Trading LlcSell-948-45.1%1,152$61.66KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+948+208.8%1,402$75.05KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+618—618$33.08KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+445+7.8%6,142$328.72KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+210+21000.0%211$11.28KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+150—150$8.03KQ2 2026Aug 14, 2026
Ubs Group AgBuy+92,263—92,263$4.94MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+7,691+48.3%23,613$1.26MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+6,516+12.2%59,828$3.20MQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+25,944+40.9%89,382$4.78MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+13,769+29.8%60,003$3.21MQ2 2026Aug 12, 2026
Simplex Trading, LlcBuy+1,745—1,745$93.39KQ2 2026Aug 12, 2026
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Frequently asked questions about IWMI activity

  • Which institutional owners are buying IWMI?

    Institutional owners buying IWMI 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 IWMI activity?

    "Buy" means an investor increased their reported position in IWMI compared to the prior reporting period. This reflects growing exposure to NEOS RUSSELL 2000 HIGH INC (IWMI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWMI increasing?

    Institutional interest in IWMI 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.