Neos Enhanced Inc. Agg BD ETFBNDIETF

13F holders, Q1 2024 (March 31)
8holders
1famous investor
$47.46avg. 13F price*

At the end of Q1 2024, 8 institutions reported holding Neos Enhanced Inc. Agg BD ETF (BNDI) in their 13F filings. The largest holders were Camarda Financial Advisors, LLC ($1.1M), Compound Planning, Inc. ($674K) and World Investment Advisors ($331K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Neos Enhanced Inc. Agg BD ETF
Filed as
NEOS ETF TRUST (Q1 2024)
CUSIP
78433H402
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 8Q1 2024Q2 2024: 11Q2 2024Q3 2024: 12Q3 2024Q4 2024: 12Q4 2024Q1 2025: 16Q1 2025Q2 2025: 22Q2 2025Q3 2025: 20Q3 2025Q4 2025: 29Q4 2025Q1 2026: 30Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$2.2M
Exits5$1.3M

Ownership 8 holders

Camarda Financial Advisors, LLC 0.46% New 23,795 $1.1M
Compound Planning, Inc. 0.06% New 14,202 $674K
World Investment Advisors 0.05% New 6,975 $331K
Citadel Advisors 0.00% Reduce -2.1% 6,734 $320K
Moloney Securities Asset Management, LLC 0.04% No change 5,115 $243K
Global Retirement Partners, LLC 0.00% Add +1490.0% 636 $30K
Aptus Capital Advisors, LLC 0.00% New 377 $18K
DHJJ Financial Advisors, Ltd. 0.00% New 10 $475

"% of holder's portfolio" is BNDI's weight in each manager's 13F, not the share of Neos Enhanced Inc. Agg BD ETF the manager owns.