Public ownership evidence

NEOS Real Estate High Income ETF (IYRI) Ownership Disclosures

Read IYRI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

NEOS Real Estate High Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
ENTREWEALTH, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
10,000
Value (USD)
$495,000
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001941040-26-000601
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IYRI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IYRI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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ENTREWEALTH, LLC2026-06-302026-08-1510,000$495,000None
NFSG Corp2026-06-302026-08-15155$7,612None
Foundations Investment Advisors, LLC2026-06-302026-08-157,561$371,314None
OSAIC HOLDINGS, INC.2026-06-302026-08-15896$44,001None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,253$257,975None
ROYAL BANK OF CANADA2026-06-302026-08-1511,817$580,000None
CITADEL ADVISORS LLC2026-06-302026-08-1519,000$933,090Call
World Investment Advisors2026-06-302026-08-1515,762$745,390None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$34None
Markowski Investments2026-06-302026-08-14986$48,422None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1410,331$507,355None
Mariner, LLC2026-06-302026-08-145,567$273,401None
Integrated Wealth Concepts LLC2026-06-302026-08-13852$41,862None
Strategic Wealth Partners, Ltd.2026-06-302026-08-132,289$112,433None
Summit Financial, LLC2026-06-302026-08-1325,944$1,274,123None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1321$1,031None
STIFEL FINANCIAL CORP2026-06-302026-08-1318,322$899,783None
US BANCORP \DE\2026-06-302026-08-132,028$99,595None
Cascade Wealth Advisors, Inc2026-06-302026-08-12106,514$5,301,186None
Core Wealth Advisors, Inc.2026-06-302026-08-1214,283$701,438None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12200$9,822None
LPL Financial LLC2026-06-302026-08-0816,686$819,430None
Global Retirement Partners, LLC2026-06-302026-08-0780$3,929None
Moran Wealth Management, LLC2026-06-302026-08-0648,136$2,363,959None
Parallel Advisors, LLC2026-06-302026-08-069,450$464,110None
HighTower Advisors, LLC2026-06-302026-08-065,045$247,739None
Compound Planning, Inc.2026-06-302026-08-055,016$246,355None
New England Private Wealth Advisors LLC2026-06-302026-08-0565,420$3,281,479None
GFS Advisors, LLC2026-06-302026-08-05160,185$12,278None
Founders Financial Alliance, LLC2026-06-302026-08-05493$24,225None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-046,794$333,645None
CAP Partners, LLC2026-06-302026-07-3118,610$913,918None
Cherry Creek Investment Advisors, Inc.2026-06-302026-07-3143,432$2,132,934None
High Net Worth Advisory Group LLC2026-06-302026-07-3016,117$791,506None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-304,758$233,670None
Planning Strategies Inc.2026-06-302026-07-28232$11,392None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-251$50None
MADDEN SECURITIES Corp2026-06-302026-07-25100,200$4,920,822None
Roble, Belko & Company, Inc2026-06-302026-07-25215$11,000None
D.A. DAVIDSON & CO.2026-06-302026-07-2510,218$501,806None
SBI Securities Co., Ltd.2026-06-302026-07-24358$17,581None
TSFG, LLC2026-06-302026-07-24306$15,000None
Apollon Wealth Management, LLC2026-06-302026-07-245,500$270,105None
IFP Advisors, Inc2026-06-302026-07-21762$37,422None
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2026-06-302026-07-21140,905$6,919,845None
Farther Finance Advisors, LLC2026-06-302026-07-18447$21,952None
RFG Advisory, LLC2026-06-302026-07-1665,399$3,211,763None
INDEPENDENT FINANCIAL GROUP, LLC2026-06-302026-07-166,000$294,660None
SALEM INVESTMENT COUNSELORS INC2026-06-302026-07-15325$15,961None

90-day public filing window, up to 50 source positions.

ENTREWEALTH, LLC ↗NFSG Corp ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗World Investment Advisors ↗WELLS FARGO & COMPANY/MN ↗Markowski Investments ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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