NEOS REAL EST HGH INC ETF (IYRI) Institutional Shareholders
NEOS REAL EST HGH INC ETF (IYRI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $48.72M in IYRI holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of IYRI tracked by InsiderSet, reporting ownership valued at approximately $8.19M 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 $7.78M, representing an estimated loss of -4.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed IYRI value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Prevail Innovative Wealth Advisors, Llc, Cascade Wealth Advisors, Inc, and several other long-term asset managers with concentrated positions in NEOS REAL EST HGH INC ETF (IYRI).
This page ranks the largest institutional IYRI 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
47
Total Reported Value
$48.72M
Largest Holder
Gradient Investments Llc
Largest Position
$8.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.11% | 166,746 | $8,188,906 | $7,780,368 | -$408,538 | -4.99% | |
| Prevail Innovative Wealth Advisors, Llc | 1.03% | 140,905 | $6,919,845 | $6,574,627 | -$345,218 | -4.99% | |
| Cascade Wealth Advisors, Inc | 2.13% | 106,514 | $5,301,186 | $4,969,943 | -$331,243 | -6.25% | |
| Madden Securities Corp | 1.37% | 100,200 | $4,920,822 | $4,675,332 | -$245,490 | -4.99% | |
| New England Private Wealth Advisors Llc | 0.32% | 65,420 | $3,281,479 | $3,052,497 | -$228,982 | -6.98% | |
| Rfg Advisory, Llc | 0.05% | 65,399 | $3,211,763 | $3,051,517 | -$160,246 | -4.99% | |
| Moran Wealth Management, Llc | 0.06% | 48,136 | $2,363,959 | $2,246,026 | -$117,933 | -4.99% | |
| Cherry Creek Investment Advisors, Inc. | 0.84% | 43,432 | $2,132,934 | $2,026,537 | -$106,397 | -4.99% | |
| Summit Financial, Llc | 0.01% | 25,944 | $1,274,123 | $1,210,547 | -$63,576 | -4.99% | |
| Cap Partners, Llc | 0.45% | 18,610 | $913,918 | $868,343 | -$45,575 | -4.99% | |
| Stifel Financial Corp | 0.00% | 18,322 | $899,783 | $854,905 | -$44,878 | -4.99% | |
| Lpl Financial Llc | 0.00% | 16,686 | $819,430 | $778,569 | -$40,861 | -4.99% | |
| High Net Worth Advisory Group Llc | 0.17% | 16,117 | $791,506 | $752,019 | -$39,487 | -4.99% | |
| World Investment Advisors | 0.01% | 15,762 | $745,390 | $735,455 | -$9,935 | -1.33% | |
| Core Wealth Advisors, Inc. | 0.14% | 14,283 | $701,438 | $666,445 | -$34,993 | -4.99% | |
| Pvg Asset Management Corp | 0.36% | 12,532 | $615,447 | $584,743 | -$30,704 | -4.99% | |
| Royal Bank Of Canada | 0.00% | 11,817 | $580,000 | $551,381 | -$28,619 | -4.93% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,331 | $507,355 | $482,044 | -$25,311 | -4.99% | |
| D.A. Davidson & Co. | 0.00% | 10,218 | $501,806 | $476,772 | -$25,034 | -4.99% | |
| Entrewealth, Llc | 0.18% | 10,000 | $495,000 | $466,600 | -$28,400 | -5.74% | |
| Parallel Advisors, Llc | 0.01% | 9,450 | $464,110 | $440,937 | -$23,173 | -4.99% | |
| Foundations Investment Advisors, Llc | 0.00% | 7,561 | $371,314 | $352,796 | -$18,518 | -4.99% | |
| Envestnet Asset Management Inc | 0.00% | 6,794 | $333,645 | $317,008 | -$16,637 | -4.99% | |
| Independent Financial Group, Llc | 0.01% | 6,000 | $294,660 | $279,960 | -$14,700 | -4.99% | |
| Mariner, Llc | 0.00% | 5,567 | $273,401 | $259,756 | -$13,645 | -4.99% | |
| Apollon Wealth Management, Llc | 0.00% | 5,500 | $270,105 | $256,630 | -$13,475 | -4.99% | |
| Susquehanna International Group, Llp | 0.00% | 5,253 | $257,975 | $245,105 | -$12,870 | -4.99% | |
| Compound Planning, Inc. | 0.01% | 5,016 | $246,355 | $234,047 | -$12,308 | -5.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,758 | $233,670 | $222,008 | -$11,662 | -4.99% | |
| World Equity Group, Inc. | 0.05% | 4,393 | $215,730 | $204,977 | -$10,753 | -4.98% | |
| Cwm, Llc | 0.00% | 2,813 | $133,048 | $131,255 | -$1,793 | -1.35% | |
| Strategic Wealth Partners, Ltd. | 0.01% | 2,289 | $112,433 | $106,805 | -$5,628 | -5.01% | |
| Us Bancorp \De\ | 0.00% | 2,028 | $99,595 | $94,626 | -$4,969 | -4.99% | |
| Osaic Holdings, Inc. | 0.00% | 896 | $44,001 | $41,807 | -$2,194 | -4.99% | |
| Corecap Advisors, Llc | 0.00% | 800 | $39,288 | $37,328 | -$1,960 | -4.99% | |
| Ifp Advisors, Inc | 0.00% | 762 | $37,422 | $35,555 | -$1,867 | -4.99% | |
| Founders Financial Alliance, Llc | 0.00% | 493 | $24,225 | $23,003 | -$1,222 | -5.04% | |
| Farther Finance Advisors, Llc | 0.00% | 447 | $21,952 | $20,857 | -$1,095 | -4.99% | |
| Sbi Securities Co., Ltd. | 0.00% | 358 | $17,581 | $16,704 | -$877 | -4.99% | |
| Salem Investment Counselors Inc | 0.00% | 325 | $15,961 | $15,164 | -$797 | -4.99% | |
| Tsfg, Llc | 0.00% | 306 | $15,000 | $14,278 | -$722 | -4.81% | |
| Roble, Belko & Company, Inc | 0.00% | 215 | $11,000 | $10,032 | -$968 | -8.80% | |
| Financial Management Professionals, Inc. | 0.00% | 206 | $10,117 | $9,612 | -$505 | -4.99% | |
| Nfsg Corp | 0.00% | 155 | $7,612 | $7,232 | -$380 | -4.99% | |
| Harbour Investments, Inc. | 0.00% | 21 | $1,031 | $980 | -$51 | -4.96% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 1 | $50 | $47 | -$3 | -6.68% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $34 | $47 | +$13 | +37.24% |
Frequently asked questions about IYRI
Who owns the most IYRI stock?
The largest holders of IYRI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEOS REAL EST HGH INC ETF (IYRI).
Is IYRI widely held by superinvestors?
Many widely followed stocks like IYRI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYRI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.