Neos Real Est HGH Inc. ETFIYRIETF
13F holders, Q4 2025 (December 31)28holders +8
11new positions
3sold out
$48.64avg. 13F price*
At the end of Q4 2025, 28 institutions reported holding Neos Real Est HGH Inc. ETF (IYRI) in their 13F filings, up 8 from Q3 2025. 11 opened new positions and 3 sold out. The largest holders were Gradient Investments LLC ($7.5M), Cascade Wealth Advisors, Inc ($5.2M) and MADDEN SECURITIES Corp ($4.8M).
- Company
- Neos Real Est HGH Inc. ETF
- Filed as
- NEOS ETF TRUST (Q4 2025)
- CUSIP
- 78433H618
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.6M |
| Exits | 3 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 206,532 shares bought and 43,819 shares sold, net +162,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Gradient Investments LLC | 0.12% | Add +1.9% | 153,420 | $7.5M |
| Cascade Wealth Advisors, Inc | 2.40% | Add +749.6% | 106,751 | $5.2M |
| MADDEN SECURITIES Corp | 1.46% | Add +8.3% | 98,660 | $4.8M |
| RFG Advisory, LLC | 0.04% | Add +68.2% | 46,357 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -16.9% | 32,059 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.24% | New | 28,083 | $1.4M |
| High Net Worth Advisory Group LLC | 0.18% | Reduce -19.1% | 15,799 | $768K |
| World Investment Advisors | 0.01% | New | 13,399 | $651K |
| Prosperity Wealth Management, Inc. | 0.21% | Add +11.8% | 13,196 | $641K |
| Envestnet Asset Management Inc. | 0.00% | Add +115.8% | 9,788 | $476K |
| CAP Partners, LLC | 0.26% | New | 9,521 | $463K |
| Moran Wealth Management, LLC | 0.01% | New | 9,406 | $457K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.4% | 8,068 | $392K |
| HighTower Advisors, LLC | 0.00% | Add +11.9% | 6,114 | $297K |
| PVG Asset Management Corp. | 0.57% | New | 5,545 | $269K |
| Summit Financial, LLC | 0.00% | New | 4,467 | $217K |
| World Equity Group, Inc. | 0.06% | Reduce -24.0% | 4,237 | $206K |
| Cwm, LLC | 0.00% | Add +356.8% | 2,809 | $137K |
| UBS Group AG | 0.00% | New | 1,626 | $79K |
| Royal Bank of Canada | 0.00% | New | 1,000 | $49K |
| CoreCap Advisors, LLC | 0.00% | No change | 800 | $39K |
| Allworth Financial LP | 0.00% | No change | 700 | $34K |
| Simplex Trading, LLC | 0.00% | Reduce -10.0% | 270 | $13K |
| Osaic Holdings, Inc. | 0.00% | Add +852.4% | 200 | $10K |
| NFSG Corp | 0.00% | New | 195 | $9K |
| Financial Management Professionals, Inc. | 0.00% | New | 183 | $9K |
| Roble, Belko & Company, Inc | 0.00% | New | 84 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $49 |
"% 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.