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NEOS Russell 2000 High Income ETF (IWMI) Institutional Ownership

NEOS Russell 2000 High Income ETF logo
$51.44 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for NEOS Russell 2000 High Income ETF (BATS:IWMI)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$4.32M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$18.37K
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IWMI Institutional Buying and Selling by Quarter

NEOS Russell 2000 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Sunbelt Securities Inc.9,956$472K0.0%+40.3%0.223%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.48,665$2.31M1.5%N/A1.089%
5/6/2026 FSA Advisors Inc.20,566$975K0.6%+36.2%0.460%
4/27/2026 Sound Income Strategies LLC1,725$82K0.0%N/A0.039%
2/20/2026 Sunbelt Securities Inc.7,095$345K0.0%+12.4%0.063%
2/9/2026 PSI Advisors LLC4,256$207K0.1%-8.1%0.038%
2/2/2026 FSA Advisors Inc.15,102$735K0.1%N/A0.135%
1/26/2026 Private Trust Co. NA4,800$234K0.0%+11.6%0.046%
11/19/2025 Sunbelt Securities Inc.6,314$307K0.0%N/A0.085%
10/22/2025 CoreCap Advisors LLC1,052$51K0.0%+250.7%0.014%
10/15/2025 Private Trust Co. NA4,300$209K0.0%+330.0%0.061%
9/2/2025PVG Asset Management Corp5,027$228K0.8%N/A0.103%
4/28/2025Private Trust Co. NA1,000$44K0.0%N/A0.026%


IWMI Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of NEOS Russell 2000 High Income ETF shares: Marshall & Sterling Wealth Advisors Inc. ($2.31M), FSA Advisors Inc. ($975K), Sunbelt Securities Inc. ($472K), Private Trust Co. NA ($234K), PVG Asset Management Corp ($228K), PSI Advisors LLC ($207K), and Sound Income Strategies LLC ($82K).Learn more on NEOS Russell 2000 High Income ETF's institutional investors.

The following institutional investors have purchased NEOS Russell 2000 High Income ETF's stock in the last 24 months: Marshall & Sterling Wealth Advisors Inc. ($48.67K), FSA Advisors Inc. ($20.57K), Sunbelt Securities Inc. ($9.96K), PVG Asset Management Corp ($5.03K), Private Trust Co. NA ($4.80K), Sound Income Strategies LLC ($1.73K), and CoreCap Advisors LLC ($752.00).

Institutional investors have bought a total of 90,491 shares in the last 24 months. This purchase volume represents approximately $4.32M in transactions.

The following institutional investors have sold NEOS Russell 2000 High Income ETF stock in the last 24 months: PSI Advisors LLC ($375.00).

Institutional investors have sold a total of 375 shares in the last 24 months. This volume of shares sold represents approximately $18.37K in transactions.


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This page (BATS:IWMI) was last updated on 5/26/2026 by MarketBeat.com Staff.
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