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 29 firms reporting positions valued at approximately $126.78M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Retirement Planning Group, Llc is the largest disclosed holder, reporting approximately $106.14M 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
29
Total Reported Value
$126.78M
Largest Holder
Retirement Planning Group, Llc
Largest Position
$106.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Retirement Planning Group, Llc$106.14M
- Lpl Financial Llc$5.92M
- Carter Financial Group, Inc.$4.77M
- Envestnet Asset Management Inc$2.78M
- Compound Planning, Inc.$1.21M