Neos Real Est HGH Inc. ETFIYRIETF
13F holders, Q1 2026 (March 31)36holders +8
11new positions
3sold out
$47.67avg. 13F price*
At the end of Q1 2026, 36 institutions reported holding Neos Real Est HGH Inc. ETF (IYRI) in their 13F filings, up 8 from Q4 2025. 11 opened new positions and 3 sold out. The largest holders were Gradient Investments LLC ($7.7M), Prevail Innovative Wealth Advisors, LLC ($6.6M) and Cascade Wealth Advisors, Inc ($6.3M).
- Company
- Neos Real Est HGH Inc. ETF
- Filed as
- NEOS ETF TRUST (Q1 2026)
- CUSIP
- 78433H618
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.3M |
| Exits | 3 | $123K |
All 13F filers, Q4 2025 → Q1 2026: 282,268 shares bought and 12,829 shares sold, net +269,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Gradient Investments LLC | 0.12% | Add +6.2% | 162,919 | $7.7M |
| Prevail Innovative Wealth Advisors, LLC | 1.10% | Add +394.1% | 138,746 | $6.6M |
| Cascade Wealth Advisors, Inc | 2.78% | Add +19.8% | 127,879 | $6.3M |
| MADDEN SECURITIES Corp | 1.44% | Add +2.5% | 101,075 | $4.8M |
| RFG Advisory, LLC | 0.05% | Add +12.9% | 52,350 | $2.5M |
| Cherry Creek Investment Advisors, Inc. | 0.84% | New | 40,912 | $1.9M |
| Moran Wealth Management, LLC | 0.05% | Add +287.3% | 36,433 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -30.9% | 22,142 | $1.0M |
| Summit Financial, LLC | 0.01% | Add +394.2% | 22,077 | $1.0M |
| Stifel Financial Corp. | 0.00% | New | 16,864 | $797K |
| High Net Worth Advisory Group LLC | 0.18% | Add +2.5% | 16,197 | $766K |
| World Investment Advisors | 0.01% | Add +17.6% | 15,762 | $745K |
| CAP Partners, LLC | 0.40% | Add +57.9% | 15,036 | $711K |
| PVG Asset Management Corp. | 0.33% | Add +102.5% | 11,227 | $557K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 10,581 | $500K |
| Core Wealth Advisors, Inc. | 0.09% | New | 8,388 | $397K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.4% | 7,873 | $372K |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 6,315 | $299K |
| World Equity Group, Inc. | 0.05% | Add +0.9% | 4,275 | $202K |
| Royal Bank of Canada | 0.00% | Add +296.3% | 3,963 | $187K |
| Cwm, LLC | 0.00% | Add +0.1% | 2,813 | $133K |
| US Bancorp \de | 0.00% | New | 2,028 | $96K |
| CoreCap Advisors, LLC | 0.00% | No change | 800 | $38K |
| IFP Advisors, Inc | 0.00% | New | 606 | $29K |
| SBI Securities Co., Ltd. | 0.00% | New | 496 | $23K |
| Founders Financial Alliance, LLC | 0.00% | New | 366 | $17K |
| Financial Management Professionals, Inc. | 0.00% | Add +4.4% | 191 | $9K |
| NFSG Corp | 0.00% | Reduce -20.5% | 155 | $7K |
| Salem Investment Counselors Inc. | 0.00% | New | 150 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -55.9% | 119 | $6K |
| Roble, Belko & Company, Inc | 0.00% | Add +29.8% | 109 | $5K |
| Motco | 0.00% | New | 64 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 47 | $2K |
| Osbon Capital Management LLC | 0.00% | New | 21 | $993 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $48 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $37 |
"% 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.