Neos Enhanced Inc. Agg BD ETFBNDIETF
13F holders, Q1 2026 (March 31)30holders +1
7new positions
6sold out
1famous investor
$47.20avg. 13F price*
At the end of Q1 2026, 30 institutions reported holding Neos Enhanced Inc. Agg BD ETF (BNDI) in their 13F filings, up 1 from Q4 2025. 7 opened new positions and 6 sold out. The largest holders were Retirement Planning Group, LLC ($95.0M), LPL Financial LLC ($6.7M) and Carter Financial Group, INC. ($4.7M). 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 2026)
- CUSIP
- 78433H402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.0M |
| Exits | 6 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 399,724 shares bought and 26,495 shares sold, net +373,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Retirement Planning Group, LLC | 2.94% | Add +14.8% | 2,012,440 | $95.0M |
| LPL Financial LLC | 0.00% | Add +14.4% | 141,920 | $6.7M |
| Carter Financial Group, INC. | 2.92% | Add +3.7% | 99,917 | $4.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.34% | New | 42,304 | $2.0M |
| Camarda Financial Advisors, LLC | 0.74% | Add +0.4% | 29,665 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 29,361 | $1.4M |
| Compound Planning, Inc. | 0.04% | Reduce -3.4% | 24,840 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +8.6% | 20,193 | $953K |
| Signal Advisors Wealth, LLC | 0.06% | Add +16.2% | 19,295 | $911K |
| HighTower Advisors, LLC | 0.00% | Add +4.4% | 19,064 | $900K |
| Clearstead Advisors, LLC | 0.01% | Add +6.0% | 17,502 | $826K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -3.1% | 14,005 | $661K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +43.8% | 13,639 | $644K |
| NewEdge Advisors, LLC | 0.00% | New | 12,024 | $568K |
| Berger Financial Group, Inc | 0.03% | Add +12.5% | 11,835 | $559K |
| MADDEN SECURITIES Corp | 0.13% | Add +17.1% | 9,242 | $436K |
| FSA Advisors, Inc. | 0.25% | New | 7,948 | $375K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,597 | $311K |
| Citadel Advisors | 0.00% | New | 5,421 | $256K |
| Cwm, LLC | 0.00% | Add +0.3% | 5,399 | $255K |
| Navis Wealth Advisors, LLC | 0.12% | Add +5.8% | 5,119 | $242K |
| Private Trust Co. NA | 0.02% | No change | 4,305 | $203K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 1,296 | $61K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,282 | $60K |
| Osaic Holdings, Inc. | 0.00% | Add +29.8% | 676 | $32K |
| CoreCap Advisors, LLC | 0.00% | Add +11.0% | 312 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 55 | $3K |
| UBS Group AG | 0.00% | Reduce -96.3% | 14 | $661 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $99 |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $37 |
"% 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.