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
Q2 		$3.77M Sell
70,420
-13,672
-16% -$702K 0.01% 1156
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 $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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 $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MML Investors Services's IWMI Position: Q2 2026 in Review

MML Investors Services reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 16% in Q2 2026, selling an estimated $702K and leaving 70,420 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #1156.

MML Investors Services first reported a position in IWMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.99M in Q1 2026. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • MML Investors Services held 70,420 shares of NEOS Russell 2000 High Income ETF worth $3.77M as of Q2 2026.
  • MML Investors Services sold 13,672 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $702K.
  • NEOS Russell 2000 High Income ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1156 holding.
  • MML Investors Services first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • MML Investors Services's NEOS Russell 2000 High Income ETF position peaked at $3.99M in Q1 2026.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.