Neos Enhanced Inc. Agg BD ETFBNDIETF
13F holders, Q4 2024 (December 31)12holders
2new positions
2sold out
$46.66avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Neos Enhanced Inc. Agg BD ETF (BNDI) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Retirement Planning Group, LLC ($48.7M), Napa Wealth Management ($1.4M) and Camarda Financial Advisors, LLC ($1.2M).
- Company
- Neos Enhanced Inc. Agg BD ETF
- Filed as
- NEOS ETF TRUST (Q4 2024)
- CUSIP
- 78433H402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $651K |
| Exits | 2 | $532K |
All 13F filers, Q3 2024 → Q4 2024: 545,021 shares bought and 68,487 shares sold, net +476,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Retirement Planning Group, LLC | 2.45% | Add +98.0% | 1,044,227 | $48.7M |
| Napa Wealth Management | 0.61% | Reduce -29.7% | 30,291 | $1.4M |
| Camarda Financial Advisors, LLC | 0.46% | Reduce -62.5% | 26,325 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +225.2% | 17,947 | $837K |
| Compound Planning, Inc. | 0.04% | Add +8.8% | 17,232 | $804K |
| HighTower Advisors, LLC | 0.00% | New | 13,768 | $642K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.8% | 1,552 | $72K |
| Global Retirement Partners, LLC | 0.00% | Add +39.2% | 1,406 | $66K |
| AE Wealth Management LLC | 0.00% | New | 194 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 55 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $69 |
| Atticus Wealth Management, LLC | 0.00% | No change | 1 | $47 |
"% 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.