Neos Real Est HGH Inc. ETFIYRIETF

13F holders, Q2 2026 (June 30)
50holders +14
17new positions
5sold out
$49.23avg. 13F price*

At the end of Q2 2026, 50 institutions reported holding Neos Real Est HGH Inc. ETF (IYRI) in their 13F filings, up 14 from Q1 2026. 17 opened new positions and 5 sold out. The largest holders were Gradient Investments LLC ($8.2M), Prevail Innovative Wealth Advisors, LLC ($6.9M) and Cascade Wealth Advisors, Inc ($5.3M).

Company
Neos Real Est HGH Inc. ETF
Filed as
NEOS ETF TRUST (Q2 2026)
CUSIP
78433H618
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2025: 3Q1 2025Q2 2025: 11Q2 2025Q3 2025: 20Q3 2025Q4 2025: 28Q4 2025Q1 2026: 36Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$8.2M
Exits5$1.4M

All 13F filers, Q1 2026 → Q2 2026: 223,580 shares bought and 57,734 shares sold, net +165,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Gradient Investments LLC 0.11% Add +2.4% 166,746 $8.2M
Prevail Innovative Wealth Advisors, LLC 1.03% Add +1.6% 140,905 $6.9M
Cascade Wealth Advisors, Inc 2.13% Reduce -16.7% 106,514 $5.3M
MADDEN SECURITIES Corp 1.37% Reduce -0.9% 100,200 $4.9M
New England Private Wealth Advisors LLC 0.32% New 65,420 $3.3M
RFG Advisory, LLC 0.05% Add +24.9% 65,399 $3.2M
Moran Wealth Management, LLC 0.06% Add +32.1% 48,136 $2.4M
Cherry Creek Investment Advisors, Inc. 0.84% Add +6.2% 43,432 $2.1M
Summit Financial, LLC 0.01% Add +17.5% 25,944 $1.3M
CAP Partners, LLC 0.45% Add +23.8% 18,610 $914K
Stifel Financial Corp. 0.00% Add +8.7% 18,322 $900K
LPL Financial LLC 0.00% New 16,686 $819K
High Net Worth Advisory Group LLC 0.17% Reduce -0.5% 16,117 $792K
World Investment Advisors 0.01% No change 15,762 $745K
Core Wealth Advisors, Inc. 0.14% Add +70.3% 14,283 $701K
PVG Asset Management Corp. 0.36% Add +11.6% 12,532 $615K
Royal Bank of Canada 0.00% Add +198.2% 11,817 $580K
Steward Partners Investment Advisory, LLC 0.00% New 10,331 $507K
D.A. Davidson & Co. 0.00% New 10,218 $502K
Entrewealth, LLC 0.18% New 10,000 $495K
Parallel Advisors, LLC 0.01% New 9,450 $464K
Foundations Investment Advisors, LLC 0.00% New 7,561 $371K
Envestnet Asset Management Inc. 0.00% Reduce -35.8% 6,794 $334K
Independent Financial Group, LLC 0.01% New 6,000 $295K
Mariner, LLC 0.00% New 5,567 $273K
Apollon Wealth Management, LLC 0.00% New 5,500 $270K
Susquehanna International Group, LLP 0.00% New 5,253 $258K
HighTower Advisors, LLC 0.00% Reduce -20.1% 5,045 $248K
Compound Planning, Inc. 0.01% New 5,016 $246K
Commonwealth Equity Services, LLC 0.00% New 4,758 $234K
World Equity Group, Inc. 0.05% Add +2.8% 4,393 $216K
Strategic Wealth Partners, Ltd. 0.01% New 2,289 $112K
US Bancorp \de 0.00% No change 2,028 $100K
Markowski Investments 0.01% — 986 $48K
Osaic Holdings, Inc. 0.00% New 896 $44K
CoreCap Advisors, LLC 0.00% No change 800 $39K
IFP Advisors, Inc 0.00% Add +25.7% 762 $37K
Founders Financial Alliance, LLC 0.00% Add +34.7% 493 $24K
Farther Finance Advisors, LLC 0.00% Add +851.1% 447 $22K
SBI Securities Co., Ltd. 0.00% Reduce -27.8% 358 $18K
Salem Investment Counselors Inc. 0.00% Add +116.7% 325 $16K
Tsfg, LLC 0.00% New 306 $15K
Planning Strategies Inc. 0.01% — 232 $11K
Roble, Belko & Company, Inc 0.00% Add +97.3% 215 $11K
Financial Management Professionals, Inc. 0.00% Add +7.8% 206 $10K
NFSG Corp 0.00% No change 155 $8K
Global Retirement Partners, LLC 0.00% — 80 $4K
Harbour Investments, Inc. 0.00% New 21 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $50
Wells Fargo & Company 0.00% No change 1 $34

"% of holder's portfolio" is IYRI's weight in each manager's 13F, not the share of Neos Real Est HGH Inc. ETF the manager owns.