IYRI · NEOS Real Estate High Income ETF ETF
$48.32
-0.29 (-0.60%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $933,090
Total Shares: 19,000
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+80.6 pts
Top 5
100.0%
+30.5 pts
Top 10
100.0%
+13.5 pts
HHI
10,000
Highly concentrated+8,849
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
35
Unchanged
0
Holder count:
-35
Institutional value:
-97.6%
Shares held:
-97.7%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −1,500 | 19,000 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Gradient Investments LLC | 162,919 | $7,704,439 | |
| Small PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 138,746 | $6,561,298 | |
| Micro Cascade Wealth Advisors, Inc | 127,879 | $6,047,397 | |
| Small MADDEN SECURITIES Corp | 101,075 | $4,779,836 | |
| Mid RFG Advisory, LLC | 52,350 | $2,475,631 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IYRI | $933,090 | 100.00% | 19,000 | Call | 2026-09-02 |