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NEOS Russell 2000 High Income
IWMI • BATS
NEOS Russell 2000 High Income is a publicly traded company on BATS. As of Q3 2025, 38 institutional investors hold shares in this company, with total holdings valued at $52.9M. LPL Financial LLC is the largest holder with a position valued at $8.9M.
Overview
Overview of institutional ownership in IWMI as of Q3 2025
All Institutions
- Institutions
- 38
- Value Held
- $52.9M
- Shares Held
- 1.1M
- Avg Position
- $1.4M
- Median Position
- $351.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IWMI as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $8.9M 0.00% of portfolio |
M MADDEN SECURITIES Corp Institution | $8.8M 3.02% of portfolio |
 Gradient Investments LLC RIA/Wealth | $7.9M 0.14% of portfolio |
 Cascade Wealth Advisors, Inc RIA/Wealth | $6.7M 3.34% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.4M 0.00% of portfolio |
 STEPHENS INC /AR/ RIA/Wealth | $2.6M 0.03% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.6M 0.00% of portfolio |
H High Net Worth Advisory Group LLC Institution | $1.4M 0.35% of portfolio |
$1.3M 0.10% of portfolio | |
 Mutual Advisors, LLC RIA/Wealth | $1.2M 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IWMI in Q3 2025
- Traded
- +$22.8M
- Buyers
- 33
- Sellers
- 6
- Total Bought
- +$25.1M
- Total Sold
- −$2.3M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Cascade Wealth Advisors, Inc RIA/Wealth | +$6.7M +138.2K shares |
L LPL Financial LLC Institution | +$3.9M +81.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$3.4M +69.8K shares |
M MADDEN SECURITIES Corp Institution | +$2.8M +57.4K shares |
STEPHENS INC /AR/ RIA/Wealth | +$1.7M +35.6K shares |
O OLD MISSION CAPITAL LLC Institution | +$993.9K +20.5K shares |
 Cresset Asset Management, LLC RIA/Wealth | +$825.8K +17.0K shares |
J JANE STREET GROUP, LLC Institution | +$753.3K +15.5K shares |
P Palacios Wealth Management, LLC Institution | +$642.2K +13.2K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$468.9K +9.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 RFG Advisory Group, LLC RIA/Wealth | −$1.7M −37.6K shares |
C CI Private Wealth, LLC RIA/Wealth | −$287.9K −6.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$240.5K −5.0K shares |
 Hanson McClain, Inc. RIA/Wealth | −$36.4K −750.0 shares |
 FMR LLC Institution | −$227.0 −5.0 shares |
 WELLS FARGO & COMPANY/MN Institution | −$32.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IWMI in Q3 2025
- New Positions
- 12
- New Value
- $9.3M
- Exited Positions
- 6
- Exited Value
- $2.0M
New Positions
| Institution | Position Value |
|---|---|
Cascade Wealth Advisors, Inc RIA/Wealth | $6.7M 138.2K shares |
Cresset Asset Management, LLC RIA/Wealth | $825.8K 17.0K shares |
P Palacios Wealth Management, LLC Institution | $642.2K 13.2K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $306.7K 6.3K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $296.6K 6.1K shares |
O Owen LaRue, LLC Institution | $228.7K 4.7K shares |
 PSI Advisors, LLC RIA/Wealth | $224.9K 4.6K shares |
 Founders Financial Alliance, LLC RIA/Wealth | $9.8K 202.0 shares |
 Triumph Capital Management RIA/Wealth | $291.0 6.0 shares |
 MORGAN STANLEY RIA/Wealth | $57.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RFG Advisory Group, LLC RIA/Wealth | $1.7M 37.6K shares |
C CI Private Wealth, LLC RIA/Wealth | $287.9K 6.3K shares |
FMR LLC Institution | $227.0 5.0 shares |
WELLS FARGO & COMPANY/MN Institution | $32.0 1.0 shares |
S SIMPLEX TRADING, LLC Institution | - 269.0 shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | - 4.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in IWMI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IWMI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Cascade Wealth Advisors, Inc RIA/Wealth | 3.34% $6.7M |
M MADDEN SECURITIES Corp Institution | 3.02% $8.8M |
P Palacios Wealth Management, LLC Institution | 0.42% $642.2K |
H High Net Worth Advisory Group LLC Institution | 0.35% $1.4M |
0.28% $1.1M | |
Gradient Investments LLC RIA/Wealth | 0.14% $7.9M |
0.10% $1.3M | |
 Brookwood Investment Group LLC RIA/Wealth | 0.10% $725.9K |
O Owen LaRue, LLC Institution | 0.09% $228.7K |
 WORLD EQUITY GROUP, INC. RIA/Wealth | 0.09% $396.1K |
