IYRI — Neos Real Estate High Income ETF Institutional Holders · Q3 2026
Who owns Neos Real Estate High Income ETF (IYRI)? 5 institutions reported holding $14.60M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($7.4M), Sound Income Strategies, LLC ($7.1M), Farther Finance Advisors, LLC ($18,084).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $7.4M | 164,764 | Trimmed |
| 2 | Sound Income Strategies, LLC | $7.1M | 158,215 | New |
| 3 | Farther Finance Advisors, LLC | $18,084 | 400 | Trimmed |
| 4 | Planning Strategies Inc. | $10,775 | 238 | Added |
| 5 | CoreCap Advisors, LLC | $9,042 | 200 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30