Who Owns Neos Enhanced Income Aggregate Bond ETF (BNDI)?Hedge Fund & Institutional Holders

$46.95-0.05 (-0.10%)Financial ServicesNYSE_ARCA

Institutional Holders

29

as of Q4 2025

Total Institutional Value

$8.335650004580141e+55T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$45.66$46.56$47.46$48.36$49.26Sep 24Jun 25Mar 26

BNDI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Retirement Planning Group, LLCNew Position+1.8M+$83.4M
Signal Advisors Wealth, LLCNew Position+17K+$789K
Coastal Bridge Advisors, LLCNew Position+14K+$687K
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+10K+$453K
MADDEN SECURITIES CorpNew Position+8K+$375K
CWM, LLCNew Position+5K+$256K
Navis Wealth Advisors, LLCNew Position+5K+$230K
PRIVATE TRUST CO NANew Position+4K+$204K
CoreCap Advisors, LLCNew Position+281+$13K
TUCKER ASSET MANAGEMENT LLCNew Position+238+$11K
DHJJ Financial Advisors, Ltd.New Position+55+$2K
Orion Porfolio Solutions, LLCNew Position+9K+$0
JANE STREET GROUP, LLCNew Position+19K+$0
Global Retirement Partners, LLCNew Position+3K+$0
Kestra Advisory Services, LLCNew Position+526+$0

BNDI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Camarda Financial Advisors, LLCDecreased-2K-$1.5B
Clearstead Advisors, LLCDecreased-19-$787.2M
Capital Analysts, LLCDecreased-48-$2K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Retirement Planning Group, LLC1,752,661$83.4M2.74%Share
2LPL Financial LLC124,027$5.0M0.00%Share
3Carter Financial Group, INC.96,315$4.6M2.72%Share
4Camarda Financial Advisors, LLC29,552$1.4M0.53%Share
5Compound Planning, Inc.25,700$1.2M0.04%Share
6Signal Advisors Wealth, LLC16,605$789K0.06%Share
7Coastal Bridge Advisors, LLC14,457$687K0.05%Share
8Berger Financial Group, Inc10,523$500K0.03%Share
9SIGNATURE ESTATE & INVESTMENT ADVISORS LLC9,529$453K0.01%Share
10MADDEN SECURITIES Corp7,892$375K0.11%Share
11CWM, LLC5,383$256K0.00%Share
12Navis Wealth Advisors, LLC4,838$230K0.10%Share
13PRIVATE TRUST CO NA4,305$204K0.02%Share
14Capital Analysts, LLC1,282$61K0.00%Share
15UBS Group AG380$18K0.00%Share
16CoreCap Advisors, LLC281$13K0.00%Share
17TUCKER ASSET MANAGEMENT LLC238$11K0.00%Share
18DHJJ Financial Advisors, Ltd.55$2K0.00%Share
19Cambridge Investment Research Advisors, Inc.9,482$00.00%Share
20HighTower Advisors, LLC18,263$00.00%Share
21OSAIC HOLDINGS, INC.521$00.00%Share
22WELLS FARGO & COMPANY/MN827$00.00%Share
23MORGAN STANLEY1$00.00%Share
24Orion Porfolio Solutions, LLC9,021$00.00%Share
25JANE STREET GROUP, LLC18,588$00.00%Share
26JONES FINANCIAL COMPANIES LLLP0$00.00%Share
27Kestra Advisory Services, LLC526$00.00%Share
28Clearstead Advisors, LLC16,515$00.00%Share
29Global Retirement Partners, LLC2,837$00.00%Share

BNDI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202529$99.2M+17
Q3 202512$12.3B-9
Q2 202521$82.0B+5
Q1 202516$70.8B+5
Q4 202411$922.5B+4
Q3 20247$26.9T-2
Q2 20249$2.9T+3
Q1 20246$1.0T—

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As of Q4 2025, 29 institutional investors hold BNDI (Neos Enhanced Income Aggregate Bond ETF). The largest holder is Retirement Planning Group, LLC with $83.4M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BNDI?

As of Q4 2025, 29 institutional investors report holding BNDI (Neos Enhanced Income Aggregate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BNDI?

The largest institutional holder of BNDI is Retirement Planning Group, LLC with $83.4M in shares.

Is institutional ownership of BNDI increasing or decreasing?

This quarter, 15 institutions opened new positions in BNDI and 0 closed their positions.