Neos ETF Trust (IWMI) Hedge Fund Ownership (Q2 2026)

Neos ETF Trust (IWMI)

112 + Investors. Track Smart Money conviction in IWMI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IWMI

Based on 114 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added IWMI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

114 hedge funds hold IWMI right now — the highest count in 2.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +235% more funds vs a year ago

fund count last 6Q

+80 new funds entered over the past year (+235% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 81% buying

92 buying22 selling

Last quarter: 92 funds were net buyers (38 opened a brand new position + 54 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new IWMI position: 15 → 24 → 27 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 66% entered in last year

■ 1% conviction (2yr+) ■ 33% medium ■ 66% new

Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +52% but shares only +36% — price-driven

Value

+51%

+35%

Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +36%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

15 → 15 → 24 → 27 → 38 new funds/Q

New funds entering each quarter: 15 → 24 → 27 → 38. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 79% of holders entered in last year

■ 0% veterans ■ 21% 1-2yr ■ 79% new

Of 118 current holders: 93 (79%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

10 of 112 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.6

out of 10

Moderate Exit Risk

Exit risk score 6.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	112	85	31.76%
13F Shares	3M	3M	35.51%
Total Value	$185M	$122M	51.84%
New Positions	38	27	+11
Increased Positions	53	43	+10
Closed Positions	9	2	+7
Reduced Positions	12	10	+2
Total Calls	3	2	50.0%
Total Puts	3	1	200.0%
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

112

31.76%

13F Shares

35.51%

Total Value

$185M

$122M

51.84%

New Positions

+11

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

50.0%

Total Puts

200.0%

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q2)

112 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IWMI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IWMI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MADDEN SECURITIES Corp	3.91%	263,232	$14.1M
2	Cascade Wealth Advisors, Inc	2.66%	124,435	$6.6M
3	Palacios Wealth Management, LLC	1.96%	62,100	$3.3M
4	Marshall & Sterling Wealth Advisors Inc.	1.81%	57,258	$3.1M
5	Owen LaRue, LLC	1.51%	81,072	$4.3M
6	Independence Wealth Advisors, LLC	1.47%	54,710	$2.9M
7	Prevail Innovative Wealth Advisors, LLC	1.40%	175,355	$9.4M
8	Herbst Group, LLC	0.91%	31,151	$1.7M
9	FSA Advisors, Inc.	0.61%	24,916	$1.3M
10	Garden State Investment Advisory Services LLC	0.58%	60,325	$3.2M
11	Seaview Investment Managers LLC	0.38%	23,887	$1.3M
12	High Net Worth Advisory Group LLC	0.36%	31,258	$1.7M
13	Vann Equity Management LLC	0.34%	10,499	$562K
14	Entrewealth, LLC	0.29%	15,000	$791K
15	Navis Wealth Advisors, LLC	0.25%	12,512	$670K
16	Advisory Advocates, LLC	0.20%	4,439	$238K
17	Brookwood Investment Group LLC	0.16%	26,256	$1.4M
18	PSI Advisors, LLC	0.16%	12,508	$669K
19	World Equity Group, INC.	0.13%	10,590	$567K
20	Gradient Investments LLC	0.12%	165,461	$8.9M
21	NFSG Corp	0.12%	18,391	$984K
22	CAP Partners, LLC	0.11%	4,298	$230K
23	Capital Investment Advisory Services, LLC	0.11%	33,157	$1.8M
24	Quantum Private Wealth, LLC	0.10%	7,226	$387K
25	SeaCrest Wealth Management, LLC	0.09%	14,500	$776K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Neos ETF Trust (IWMI)

What does the Smart Money Trend signal show for IWMI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added IWMI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IWMI?

More buyers than sellers — 81% buying: Last quarter: 92 funds were net buyers (38 opened a brand new position + 54 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IWMI holders?

Strong quality — 32% AUM from major funds: 10 of 112 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IWMI?

Mostly new holders — 66% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Neos ETF Trust (IWMI)

Smart Money Signals — IWMI

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +235% more funds vs a year ago

More buyers than sellers — 81% buying

More new buyers each quarter (+11 vs last Q)

Mostly new holders — 66% entered in last year

Value +52% but shares only +36% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 79% of holders entered in last year

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — IWMI

Hedge Fund Ownership: IWMI

Market Analysis: IWMI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IWMI

Hedge Fund Positioning: IWMI

Statistics: IWMI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Neos ETF Trust (IWMI)

Welcome to 13Foresight!