IWMI — Neos ETF Trust Institutional Holders · Q3 2026
Who owns Neos ETF Trust (IWMI)? 5 institutions reported holding $14.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($7.8M), Farther Finance Advisors, LLC ($6.4M), Vann Equity Management LLC ($541,993).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $7.8M | 159,917 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $6.4M | 131,481 | Added |
| 3 | Vann Equity Management LLC | $541,993 | 11,068 | Added |
| 4 | CoreCap Advisors, LLC | $176,908 | 3,612 | Added |
| 5 | FINANCIAL MANAGEMENT NETWORK INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30