IWMI · Insider trading · 13F holders · Congress trades
Neos ETF Trust (IWMI)
Who is buying and selling IWMI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWMI at a glance
- No open-market insider purchases or sales of IWMI were filed in the last 90 days.
- 14 13F filers hold IWMI among their 50 largest positions, worth $53.3M combined. The biggest bets by portfolio weight are MADDEN SECURITIES Corp (3.4%), Cascade Wealth Advisors, Inc (2.7%) and Palacios Wealth Management, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in IWMI.
IWMI insider trading
No open-market insider purchases or sales of IWMI were filed in the last 90 days.
Who owns IWMI? Hedge funds and superinvestors
14 13F filers hold IWMI among their 50 largest positions, worth $53.3M combined. The biggest bets by portfolio weight are MADDEN SECURITIES Corp (3.4%), Cascade Wealth Advisors, Inc (2.7%) and Palacios Wealth Management, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| MADDEN SECURITIES CorpWealth manager | 3.4% | $12.7M | 260,267 | -1.1% shares | Q3 2026 |
| Prevail Innovative Wealth Advisors, LLCWealth manager | 1.0% | $7.9M | 161,439 | -7.9% shares | Q3 2026 |
| Cascade Wealth Advisors, IncWealth manager | 2.7% | $6.6M | 124,435 | -0.0% shares | Q2 2026 |
| Owen LaRue, LLCWealth manager | 1.5% | $4.3M | 81,072 | — | Q2 2026 |
| Palacios Wealth Management, LLCWealth manager | 2.0% | $3.3M | 62,100 | +6.2% shares | Q2 2026 |
| Garden State Investment Advisory Services LLCWealth manager | 0.6% | $3.2M | 60,325 | — | Q2 2026 |
| Marshall & Sterling Wealth Advisors Inc.Institutional asset manager | 1.7% | $3.0M | 61,972 | +8.2% shares | Q3 2026 |
| LFG Wealth Partners, LLCWealth manager | 1.3% | $3.0M | 61,448 | — | Q3 2026 |
| Independence Wealth Advisors, LLCWealth manager | 1.4% | $2.9M | 59,171 | +8.2% shares | Q3 2026 |
| Herbst Group, LLCWealth manager | 0.8% | $1.5M | 30,454 | -2.2% shares | Q3 2026 |
| Wellington Grp LLCWealth manager | 0.4% | $1.4M | 25,777 | — | Q2 2026 |
| FSA Advisors, Inc.Wealth manager | 0.6% | $1.3M | 24,916 | — | Q2 2026 |
| Seaview Investment Managers LLCInstitutional asset manager | 0.4% | $1.3M | 23,887 | — | Q2 2026 |
| Vima LLCWealth manager | 0.7% | $713K | 14,562 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 7). Screen IWMI in the grand portfolio →
IWMI stock trades by members of Congress
No member of Congress has disclosed a trade in IWMI.
IWMI questions and answers
Are insiders buying IWMI stock?
No open-market insider purchases or sales of IWMI were filed in the last 90 days.
Which hedge funds own IWMI?
14 13F filers hold IWMI among their 50 largest positions, worth $53.3M combined. The biggest bets by portfolio weight are MADDEN SECURITIES Corp (3.4%), Cascade Wealth Advisors, Inc (2.7%) and Palacios Wealth Management, LLC (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded IWMI?
No member of Congress has disclosed a trade in IWMI.
Who is the largest holder of IWMI?
Among 13F filers, MADDEN SECURITIES Corp reports the largest IWMI position, $12.7M (260,267 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is MADDEN SECURITIES Corp's: 3.4% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.