NEOS ENHANCED INC AGG BD ETF (BNDI) Institutional Ownership Changes & 13F Activity
NEOS ENHANCED INC AGG BD ETF (BNDI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Retirement Planning Group, Llc, Envestnet Asset Management Inc, Camarda Financial Advisors, Llc, Susquehanna International Group, Llp, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Camarda Financial Advisors, Llc | Sell | -24,176 | -81.5% | 5,489 | $258.21K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +3,774 | +47.5% | 11,722 | $551.40K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +300 | +2.1% | 14,305 | $672.91K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -19,361 | -65.9% | 10,000 | $470.40K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -12,868 | -63.7% | 7,325 | $344.57K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +7,922 | — | 7,922 | $372.65K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,471 | — | 2,471 | $116.24K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +20 | +3.0% | 696 | $32.74K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1 | -50.0% | 1 | $52.00 | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Sell | -4,299 | -35.8% | 7,725 | $363.40K | Q2 2026 | Aug 12, 2026 |
| Commerce Bank | Buy | +4,258 | — | 4,258 | $200.30K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +341 | — | 341 | $16.04K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -16,063 | -11.3% | 125,857 | $5.92M | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, Llc | Buy | +524 | +3.0% | 18,026 | $847.94K | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, Llc | Buy | +244,008 | +12.1% | 2,256,448 | $106.14M | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Buy | +745 | — | 745 | $35.05K | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Sell | -19 | -1.5% | 1,277 | $60.00K | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | Buy | +917 | +3.7% | 25,757 | $1.21M | Q2 2026 | Aug 04, 2026 |
| Berger Financial Group, Inc | Buy | +524 | +4.4% | 12,359 | $581.35K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +59,084 | — | 59,084 | $2.78M | Q2 2026 | Aug 03, 2026 |
| Carter Financial Group, Inc. | Buy | +1,538 | +1.5% | 101,455 | $4.77M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -46 | -0.3% | 13,593 | $639.00 | Q2 2026 | Jul 30, 2026 |
| Private Trust Co Na | Buy | +2,000 | +46.5% | 6,305 | $296.59K | Q2 2026 | Jul 28, 2026 |
| Madden Securities Corp | Sell | -200 | -2.2% | 9,042 | $425.34K | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, Llc | Sell | -487 | -38.0% | 795 | $37.40K | Q2 2026 | Jul 17, 2026 |
| Corecap Advisors, Llc | Buy | +5 | +1.6% | 317 | $14.91K | Q2 2026 | Jul 06, 2026 |
| Goldman Sachs Group Inc | Sell | -6,597 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -5,421 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Navis Wealth Advisors, Llc | Sell | -5,119 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -5,399 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
Frequently asked questions about BNDI activity
Which institutional owners are buying BNDI?
Institutional owners buying BNDI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BNDI activity?
"Buy" means an investor increased their reported position in BNDI compared to the prior reporting period. This reflects growing exposure to NEOS ENHANCED INC AGG BD ETF (BNDI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BNDI increasing?
Institutional interest in BNDI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.