NEOS ENHANCED INC AGG BD ETF (BNDI) Institutional Ownership and Insiders Activity
NEOS ENHANCED INC AGG BD ETF (BNDI) is widely held by institutional investors, with 33 firms reporting positions valued at approximately $128.60M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Retirement Planning Group, Llc is the largest disclosed holder, reporting approximately $106.58M in BNDI holdings in its latest filing.
Institutional ownership remains highly concentrated, with Retirement Planning Group, Llc representing the majority of disclosed value.
Institutional Holders
33
Total Reported Value
$128.60M
Largest Holder
Retirement Planning Group, Llc
Largest Position
$106.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
6
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Retirement Planning Group, Llc$106.58M
- Lpl Financial Llc$5.96M
- Carter Financial Group, Inc.$4.65M
- Envestnet Asset Management Inc$2.78M
- Beam Wealth Advisors, Inc.$892,485