Who owns BNDI?
Neos Enhanced Income Aggregate Bond ETF · NEOS
32 institutions reported holding BNDI, worth $129.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BNDI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Retirement Planning Group, LLC | Leawood, KS | $106.1M | 2,256,448 | +244,008 shares |
| LPL Financial LLC | Fort Mill, SC | $5.9M | 125,857 | −16,063 shares |
| Carter Financial Group, INC. | Barrington, IL | $4.8M | 101,455 | +1,538 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.8M | 59,084 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.3M | 27,186 | +13,547 shares |
| Compound Planning, Inc. | New York, NY | $1.2M | 25,757 | +917 shares |
| HighTower Advisors, LLC | Chicago, IL | $940K | 19,982 | +918 shares |
| Clearstead Advisors, LLC | Cleveland, OH | $848K | 18,026 | +524 shares |
| Coastal Bridge Advisors, LLC | Westport, CT | $673K | 14,305 | +300 shares |
| Berger Financial Group, Inc | Plymouth, MN | $581K | 12,359 | +524 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BNDI?
32 institutional managers reported holding BNDI in Form 13F filings for June 30, 2026, worth $129.2M in total. The largest reported position was held by Retirement Planning Group, LLC, at $106.1M.
Did institutions buy or sell BNDI last quarter?
Reported 13F value rose 7.8% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BNDI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.