Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / RUSSELL 2000 HIG
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
280K
-
Shares change
-
+195K
-
Total reported value, excl. options
-
$13.7M
-
Value change
-
+$9.51M
-
Number of buys
-
15
-
Number of sells
-
-4
-
Price
-
$48.97
Significant Holders of NEOS ETF TRUST - RUSSELL 2000 HIG (IWMI) as of Q4 2024
21 filings reported holding IWMI - NEOS ETF TRUST - RUSSELL 2000 HIG as of Q4 2024.
NEOS ETF TRUST - RUSSELL 2000 HIG (IWMI) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 280K shares
.
Largest 10 shareholders include Gradient Investments LLC (131K shares), JANE STREET GROUP, LLC (38.4K shares), NAPA WEALTH MANAGEMENT (28.7K shares), High Net Worth Advisory Group LLC (17.8K shares), STEPHENS INC /AR/ (15.2K shares), AXXCESS WEALTH MANAGEMENT, LLC (10.8K shares), Spire Wealth Management (10.5K shares), STIFEL FINANCIAL CORP (9.63K shares), Garden State Investment Advisory Services LLC (6.36K shares), and Gainplan LLC (5.38K shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.