MML Investors Services
IWMI

MML Investors Services’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

MML Investors Services’s Portfolio IWMI Stock Details IWMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.99M Buy
84,092
+25,884
+44% +$1.28M 0.01% 933
2025
Q4 		$2.83M Buy
+58,208
New +$2.85M 0.01% 1186

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MML Investors Services's IWMI Position: Q1 2026 in Review

MML Investors Services increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 44% in Q1 2026, buying an estimated $1.28M and bringing the position to 84,092 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #933.

MML Investors Services first reported a position in IWMI in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • MML Investors Services held 84,092 shares of NEOS Russell 2000 High Income ETF worth $3.99M as of Q1 2026.
  • MML Investors Services bought 25,884 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $1.28M.
  • NEOS Russell 2000 High Income ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #933 holding.
  • MML Investors Services first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.