NEOS ETF TRUST IYRI
REAL EST HIG ETF · ETP · CUSIP 78433H618
52
institutional holders
+16 vs Q1 2026
1.2m
shares reported held*
$48.9mreported value*
19 new
18 added
6 reduced
5 sold out
net bought ≈ $8.2m (+326.9k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $42.40. Options: 1 managers hold calls ($933.1k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 4 |
| Q2 2025 | 12 |
| Q3 2025 | 21 |
| Q4 2025 | 29 |
| Q1 2026 | 36 |
| Q2 2026 | 52 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 9 | 2 |
| Q3 2025 | 20 | 2 |
| Q4 2025 | 20 | 8 |
| Q1 2026 | 30 | 7 |
| Q2 2026 | 37 | 11 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $529.6k | $439.8k | 0.83 |
| Q2 2026 | $933.1k | $0 | 0.00 |
Biggest buyers
| GFS Advisors, LLC | New | +160.2k |
| New England Private Wealth Advisors LLC | New | +65.4k |
| LPL Financial LLC | New | +16.7k |
| RFG Advisory, LLC | Added | +13.0k |
| Moran Wealth Management, LLC | Added | +11.7k |
| Steward Partners Investment Advisory, LLC | New | +10.3k |
| D.A. DAVIDSON & CO. | New | +10.2k |
| ENTREWEALTH, LLC | New | +10.0k |
| Parallel Advisors, LLC | New | +9.4k |
| ROYAL BANK OF CANADA | Added | +7.9k |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -22.1k |
| Cascade Wealth Advisors, Inc | Reduced | -21.4k |
| Cresset Asset Management, LLC | Sold out | -7.9k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -3.8k |
| HighTower Advisors, LLC | Reduced | -1.3k |
| MADDEN SECURITIES Corp | Reduced | -875 |
| SBI Securities Co., Ltd. | Reduced | -138 |
| SIMPLEX TRADING, LLC | Sold out | -119 |
| High Net Worth Advisory Group LLC | Reduced | -80 |
| MOTCO | Sold out | -64 |
Biggest calls
| CITADEL ADVISORS LLC | Added | $933.1k19.0k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Gradient Investments LLC 0.11% of their portfolio | 166.7k $8.2m | Added +3.8k |
| GFS Advisors, LLC 0.00% of their portfolio | 160.2k $12.3k | New |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.03% of their portfolio | 140.9k $6.9m | Added +2.2k |
| Cascade Wealth Advisors, Inc 2.13% of their portfolio | 106.5k $5.3m | Reduced -21.4k |
| MADDEN SECURITIES Corp 1.37% of their portfolio | 100.2k $4.9m | Reduced -875 |
| New England Private Wealth Advisors LLC 0.32% of their portfolio | 65.4k $3.3m | New |
| RFG Advisory, LLC 0.05% of their portfolio | 65.4k $3.2m | Added +13.0k |
| Moran Wealth Management, LLC 0.06% of their portfolio | 48.1k $2.4m | Added +11.7k |
| Cherry Creek Investment Advisors, Inc. 0.84% of their portfolio | 43.4k $2.1m | Added +2.5k |
| Summit Financial, LLC 0.01% of their portfolio | 25.9k $1.3m | Added +3.9k |
| CAP Partners, LLC 0.45% of their portfolio | 18.6k $913.9k | Added +3.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 18.3k $899.8k | Added +1.5k |
| LPL Financial LLC 0.00% of their portfolio | 16.7k $819.4k | New |
| High Net Worth Advisory Group LLC 0.17% of their portfolio | 16.1k $791.5k | Reduced -80 |
| World Investment Advisors 0.01% of their portfolio | 15.8k $745.4k | Unchanged |
| Core Wealth Advisors, Inc. 0.14% of their portfolio | 14.3k $701.4k | Added +5.9k |
| PVG ASSET MANAGEMENT CORP 0.36% of their portfolio | 12.5k $615.4k | Added +1.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.8k $580.0k | Added +7.9k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 10.3k $507.4k | New |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 10.2k $501.8k | New |
| ENTREWEALTH, LLC 0.18% of their portfolio | 10.0k $495.0k | New |
| Parallel Advisors, LLC 0.01% of their portfolio | 9.4k $464.1k | New |
| Foundations Investment Advisors, LLC 0.00% of their portfolio | 7.6k $371.3k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.8k $333.6k | Reduced -3.8k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 6.0k $294.7k | New |
| Mariner, LLC 0.00% of their portfolio | 5.6k $273.4k | New |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 5.5k $270.1k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 5.3k $258.0k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 5.0k $247.7k | Reduced -1.3k |
| Compound Planning, Inc. 0.01% of their portfolio | 5.0k $246.4k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 4.8k $233.7k | New |
| WORLD EQUITY GROUP, INC. 0.05% of their portfolio | 4.4k $215.7k | Added +118 |
| Strategic Wealth Partners, Ltd. 0.01% of their portfolio | 2.3k $112.4k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 2.0k $99.6k | Unchanged |
| Markowski Investments 0.01% of their portfolio | 986 $48.4k | First filing |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 896 $44.0k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 852 $41.9k | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 800 $39.3k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 762 $37.4k | Added +156 |
| Founders Financial Alliance, LLC 0.00% of their portfolio | 493 $24.2k | Added +127 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 447 $22.0k | Added +400 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 358 $17.6k | Reduced -138 |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 325 $16.0k | Added +175 |
| TSFG, LLC 0.00% of their portfolio | 306 $15.0k | New |
| Planning Strategies Inc. 0.01% of their portfolio | 232 $11.4k | First filing |
| Roble, Belko & Company, Inc 0.00% of their portfolio | 215 $11.0k | Added +106 |
| Financial Management Professionals, Inc. 0.00% of their portfolio | 206 $10.1k | Added +15 |
| NFSG Corp 0.00% of their portfolio | 155 $7.6k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 80 $3.9k | First filing |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 21 $1.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $34 | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 1 $50 | Unchanged |