Who Owns BNDI?
Neos Enhanced Income Aggregate Bond ETF — Institutional Ownership & 13F Holdings
$47.33
-0.10 (-0.20%)
Market Cap
$158.9M
Shares Outstanding
3,580,368
Institutional Holders
16
Total Inst. Value
$70.8M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
8
Closed Positions
3
Increased
3
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $64.6M | 1,370,745 |
| 2 | Camarda Financial Advisors, LLC | $1.3M | 28,038 |
| 3 | Clearstead Advisors, LLCNew | $959K | 20,359 |
| 4 | LPL Financial LLCNew | $845K | 17,935 |
| 5 | HighTower Advisors, LLC | $760K | 16,130 |
| 6 | NAPA WEALTH MANAGEMENT | $657K | 13,945 |
| 7 | Compound Planning, Inc. | $550K | 11,685 |
| 8 | Berger Financial Group, IncNew | $366K | 7,768 |
| 9 | Brookstone Capital ManagementNew | $311K | 6,610 |
| 10 | JANE STREET GROUP, LLC | $213K | 4,512 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Retirement Planning Group, LLC | +327K | $64.6M |
| Camarda Financial Advisors, LLC | +2K | $1.3M |
| Clearstead Advisors, LLCNew | +20K | $959K |
| LPL Financial LLCNew | +18K | $845K |
| HighTower Advisors, LLC | +2K | $760K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NAPA WEALTH MANAGEMENT | -16K | $657K |
| JANE STREET GROUP, LLC | -13K | $213K |
| Compound Planning, Inc. | -6K | $550K |
| OSAIC HOLDINGS, INC. | -829 | $73K |
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Frequently Asked Questions
How many institutional investors hold BNDI?
As of Q1 2025, 16 institutional investors report holding BNDI (Neos Enhanced Income Aggregate Bond ETF) in their 13F filings.
Which hedge fund owns the most BNDI?
The largest institutional holder of BNDI is Retirement Planning Group, LLC with $64.6M in shares.
Are institutions buying or selling BNDI?
This quarter, 8 institutions opened new positions in BNDI and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.