NEOS ENHANCED INC AGG BD ETF BNDI
$47.04
+0.1% 52w: $44.07 – $47.26
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data44.0745.6747.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
30
+0 QoQ
13F value
$120.6M
+16.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BNDI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | Wealth advisor | 2.0M | $95.0M | 2.9% | +14.8% |
| LPL Financial LLC | Bank broker | 141.9K | $6.7M | 0.0% | +14.4% |
| Carter Financial Group, INC. | Wealth advisor | 99.9K | $4.7M | 2.9% | +3.7% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 42.3K | $2.0M | 0.3% | New |
| Camarda Financial Advisors, LLC | Other | 29.7K | $1.4M | 0.7% | +0.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 29.4K | $1.4M | 0.0% | New |
| Compound Planning, Inc. | Wealth advisor | 24.8K | $1.2M | 0.0% | -3.3% |
| JANE STREET GROUP, LLC | Market maker | 20.2K | $953K | 0.0% | +8.6% |
| Signal Advisors Wealth, LLC | Wealth advisor | 19.3K | $911K | 0.1% | +16.2% |
| HighTower Advisors, LLC | Diversified mechanical | 19.1K | $900K | 0.0% | +4.4% |
| Clearstead Advisors, LLC | Wealth advisor | 17.5K | $826K | 0.0% | +6.0% |
| Coastal Bridge Advisors, LLC | Other | 14.0K | $661K | 0.0% | -3.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.6K | $644K | 0.0% | +43.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 12.0K | $568K | 0.0% | New |
| Berger Financial Group, Inc | Wealth advisor | 11.8K | $559K | 0.0% | +12.5% |
| MADDEN SECURITIES Corp | Wealth advisor | 9.2K | $436K | 0.1% | +17.1% |
| FSA Advisors, Inc. | Wealth advisor | 7.9K | $375K | 0.2% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 6.6K | $311K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 5.4K | $256K | 0.0% | New |
| CWM, LLC | Wealth advisor | 5.4K | $255K | 0.0% | +0.3% |
| Navis Wealth Advisors, LLC | Wealth advisor | 5.1K | $242K | 0.1% | +5.8% |
| PRIVATE TRUST CO NA | Diversified mechanical | 4.3K | $203K | 0.0% | Held |
| Capital Analysts, LLC | Wealth advisor | 1.3K | $61K | 0.0% | +1.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 1.3K | $60K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 676 | $32K | 0.0% | +29.8% |
| CoreCap Advisors, LLC | Wealth advisor | 312 | $15K | 0.0% | +11.0% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 55 | $3K | 0.0% | Held |
| UBS Group AG | Bank broker | 14 | $661 | 0.0% | -96.3% |
| MORGAN STANLEY | Bank broker | 2 | $99 | 0.0% | +100.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $37 | 0.0% | -99.9% |
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