BNDI institutional holders

NEOS ENHANCED INCOME AGGREGATE BOND ETF · 13F, 2026Q2

Managers holding32
Shares held2,746,833
Reported value$129.2m
Quarter flows9 new, 12 added, 9 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Retirement Planning Group, LLC2,256,448$106.1m2.7%
LPL Financial LLC125,857$5.9m0.0%
Carter Financial Group, INC.101,455$4.8m2.5%
ENVESTNET ASSET MANAGEMENT INC59,084$2.8m0.0%
Cambridge Investment Research Advisors, Inc.27,186$1.3m0.0%
Compound Planning, Inc.25,757$1.2m0.0%
HighTower Advisors, LLC19,982$939,9660.0%
Clearstead Advisors, LLC18,026$847,9430.0%
Coastal Bridge Advisors, LLC14,305$672,9070.0%
Berger Financial Group, Inc12,359$581,3530.0%
FSA Advisors, Inc.11,722$551,4030.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,000$470,4000.0%
MADDEN SECURITIES Corp9,042$425,3360.1%
Global Retirement Partners, LLC8,157$383,6930.0%
OLD MISSION CAPITAL LLC7,922$372,6500.0%
NewEdge Advisors, LLC7,725$363,3970.0%
JANE STREET GROUP, LLC7,325$344,5680.0%
PRIVATE TRUST CO NA6,305$296,5870.0%
Camarda Financial Advisors, LLC5,489$258,2130.1%
COMMERCE BANK4,258$200,2960.0%
Ameritas Advisory Services, LLC2,471$116,2360.0%
Integrated Wealth Concepts LLC1,728$81,2400.0%
Capital Analysts, LLC1,277$60,0000.0%
Farther Finance Advisors, LLC795$37,3970.0%
Parallel Advisors, LLC745$35,0450.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BNDI"). BNDI price history · All 13F data

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