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BNDI NEOS ETF TRUST

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NEOS ENHCD INME (fund)

17 managers (17 13F filers) reported a position in BNDI shares at 2025-03-31, 1,502,508 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
7
Added
3
Reduced
3
Sold out
2
Shares held by filers
1,502,508

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Retirement Planning Group, LLC1,370,745$64.6M3.03%+326,51813F-HRTimeline
Camarda Financial Advisors, LLC28,038$1.32M0.6%+1,71313F-HRTimeline
Clearstead Advisors, LLC20,359$959K0.01%new13F-HRTimeline
LPL Financial LLC17,935$845K<0.01%new13F-HRTimeline
HighTower Advisors, LLC16,130$760K<0.01%+2,36213F-HRTimeline
NAPA WEALTH MANAGEMENT13,945$657K0.37%-16,34613F-HRTimeline
Compound Planning, Inc.11,685$550K0.03%-5,54713F-HRTimeline
Berger Financial Group, Inc7,768$366K0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,610$311K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,512$213K<0.01%-13,43513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,757$130K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,552$73.1K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC415$19.5K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.55$2.59K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$62<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$47<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.