BNDI Institutional Ownership & Shareholders
NEOS ENHANCED INC AGG BD ETF (BNDI) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $127.99M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Retirement Planning Group, Llc is currently the largest disclosed institutional shareholder of BNDI tracked by InsiderSet, reporting ownership valued at approximately $106.58M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $108.90M, representing an estimated gain of +2.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed BNDI value among the investors covered in this analysis. Major shareholders include Retirement Planning Group, Llc, Lpl Financial Llc, Carter Financial Group, Inc., and several other long-term asset managers with concentrated positions in NEOS ENHANCED INC AGG BD ETF (BNDI).
This page ranks the largest institutional BNDI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$127.99M
Largest Holder
Retirement Planning Group, Llc
Largest Position
$106.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Retirement Planning Group, Llc | 2.66% | 2,376,247 | $106,583,017 | $108,903,400 | +$2,320,383 | +2.18% | |
| Lpl Financial Llc | 0.00% | 132,848 | $5,958,702 | $6,088,424 | +$129,722 | +2.18% | |
| Carter Financial Group, Inc. | 2.37% | 103,657 | $4,649,370 | $4,750,600 | +$101,230 | +2.18% | |
| Envestnet Asset Management Inc | 0.00% | 59,084 | $2,779,302 | $2,707,820 | -$71,482 | -2.57% | |
| Beam Wealth Advisors, Inc. | 0.19% | 19,898 | $892,485 | $911,925 | +$19,440 | +2.18% | |
| Clearstead Advisors, Llc | 0.01% | 18,450 | $827,547 | $845,564 | +$18,017 | +2.18% | |
| Coastal Bridge Advisors, Llc | 0.04% | 14,305 | $672,907 | $655,598 | -$17,309 | -2.57% | |
| Compound Planning, Inc. | 0.02% | 13,100 | $587,559 | $600,373 | +$12,814 | +2.18% | |
| Berger Financial Group, Inc | 0.03% | 12,359 | $581,353 | $566,413 | -$14,940 | -2.57% | |
| Fsa Advisors, Inc. | 0.25% | 11,722 | $551,403 | $537,219 | -$14,184 | -2.57% | |
| Susquehanna International Group, Llp | 0.00% | 10,000 | $470,400 | $458,300 | -$12,100 | -2.57% | |
| Madden Securities Corp | 0.11% | 8,942 | $401,080 | $409,812 | +$8,732 | +2.18% | |
| Tbh Global Asset Management, Llc | 0.07% | 8,842 | $396,600 | $405,229 | +$8,629 | +2.18% | |
| Old Mission Capital Llc | 0.01% | 7,922 | $372,650 | $363,065 | -$9,585 | -2.57% | |
| Newedge Advisors, Llc | 0.00% | 7,725 | $363,397 | $354,037 | -$9,360 | -2.58% | |
| Jane Street Group, Llc | 0.00% | 7,325 | $344,568 | $335,705 | -$8,863 | -2.57% | |
| Private Trust Co Na | 0.02% | 6,305 | $282,801 | $288,958 | +$6,157 | +2.18% | |
| Camarda Financial Advisors, Llc | 0.08% | 5,489 | $258,213 | $251,561 | -$6,652 | -2.58% | |
| Cwm, Llc | 0.00% | 5,399 | $254,846 | $247,436 | -$7,410 | -2.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,409 | $242,627 | $247,894 | +$5,267 | +2.17% | |
| Commerce Bank | 0.00% | 4,258 | $200,296 | $195,144 | -$5,152 | -2.57% | |
| Ameritas Advisory Services, Llc | 0.00% | 2,471 | $116,236 | $113,246 | -$2,990 | -2.57% | |
| Capital Analysts, Llc | 0.00% | 1,277 | $60,000 | $58,525 | -$1,475 | -2.46% | |
| Farther Finance Advisors, Llc | 0.00% | 826 | $37,049 | $37,856 | +$807 | +2.18% | |
| Parallel Advisors, Llc | 0.00% | 745 | $33,416 | $34,143 | +$727 | +2.18% | |
| Osaic Holdings, Inc. | 0.00% | 696 | $32,738 | $31,898 | -$840 | -2.57% | |
| Harbour Investments, Inc. | 0.00% | 341 | $15,295 | $15,628 | +$333 | +2.18% | |
| Corecap Advisors, Llc | 0.00% | 325 | $14,577 | $14,895 | +$318 | +2.18% | |
| Angeles Wealth Management, Llc | 0.00% | 215 | $9,644 | $9,853 | +$209 | +2.17% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 55 | $2,467 | $2,521 | +$54 | +2.17% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 18,438 | $827 | $845,014 | +$844,187 | +102078.18% | |
| Morgan Stanley | 0.00% | 1 | $52 | $46 | -$6 | -11.87% | |
| Fmr Llc | 0.00% | 1 | $47 | $46 | -$1 | -2.49% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $32 | $46 | +$14 | +43.22% |
Frequently asked questions about BNDI
Who are the largest institutional holders of BNDI?
The largest institutional holders of BNDI reported in the latest SEC Form 13F filings include Retirement Planning Group, Llc, Lpl Financial Llc, Carter Financial Group, Inc., Envestnet Asset Management Inc, and Beam Wealth Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported BNDI position.
What is BNDI institutional ownership?
This page tracks BNDI positions reported by institutional investment managers through SEC Form 13F. NEOS ENHANCED INC AGG BD ETF (BNDI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BNDI?
InsiderSet currently tracks 34 institutional managers reporting BNDI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BNDI shareholders.
How much BNDI stock do institutions own?
Institutional investment managers disclosed approximately $127.99M in BNDI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BNDI institutional ownership last updated?
The latest BNDI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BNDI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BNDI position after the reporting date.
Are institutions buying or selling BNDI?
Institutional buying and selling can be analyzed by comparing BNDI positions across consecutive 13F reporting periods. InsiderSet's BNDI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BNDI ownership changes.
How has BNDI institutional ownership changed over time?
InsiderSet tracks BNDI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.