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IYRI · Insider trading · 13F holders · Congress trades

Neos ETF Trust (IYRI)

Who is buying and selling IYRI: 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
4
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

IYRI at a glance

  • No open-market insider purchases or sales of IYRI were filed in the last 90 days.
  • 4 13F filers hold IYRI among their 50 largest positions, worth $16.7M combined. The biggest bets by portfolio weight are Cascade Wealth Advisors, Inc (2.1%), MADDEN SECURITIES Corp (1.0%) and Prevail Innovative Wealth Advisors, LLC (0.8%).
  • No member of Congress has disclosed a trade in IYRI.

IYRI insider trading

No open-market insider purchases or sales of IYRI were filed in the last 90 days.

Who owns IYRI? Hedge funds and superinvestors

4 13F filers hold IYRI among their 50 largest positions, worth $16.7M combined. The biggest bets by portfolio weight are Cascade Wealth Advisors, Inc (2.1%), MADDEN SECURITIES Corp (1.0%) and Prevail Innovative Wealth Advisors, LLC (0.8%).

13F filers holding IYRI
Manager% of portfolioValueSharesLast quarter13F
Prevail Innovative Wealth Advisors, LLCWealth manager0.8%$6.2M138,672-1.6% sharesQ3 2026
Cascade Wealth Advisors, IncWealth manager2.1%$5.3M106,514-16.7% sharesQ2 2026
MADDEN SECURITIES CorpWealth manager1.0%$3.8M84,746-15.4% sharesQ3 2026
Cherry Creek Investment Advisors, Inc.Wealth manager0.5%$1.3M29,585-31.9% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 1). Screen IYRI in the grand portfolio →

IYRI stock trades by members of Congress

No member of Congress has disclosed a trade in IYRI.

IYRI questions and answers

Are insiders buying IYRI stock?

No open-market insider purchases or sales of IYRI were filed in the last 90 days.

Which hedge funds own IYRI?

4 13F filers hold IYRI among their 50 largest positions, worth $16.7M combined. The biggest bets by portfolio weight are Cascade Wealth Advisors, Inc (2.1%), MADDEN SECURITIES Corp (1.0%) and Prevail Innovative Wealth Advisors, LLC (0.8%).

Has Congress traded IYRI?

No member of Congress has disclosed a trade in IYRI.

Who is the largest holder of IYRI?

Among 13F filers, Prevail Innovative Wealth Advisors, LLC reports the largest IYRI position, $6.2M (138,672 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Cascade Wealth Advisors, Inc's: 2.1% of its portfolio.

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