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BNDI NEOS ETF TRUST

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NEOS ENHCD INME (fund)

20 managers (20 13F filers) reported a position in BNDI shares at 2025-09-30, 1,913,305 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
20
13F filers
20
New
4
Added
10
Reduced
4
Sold out
6
Shares held by filers
1,913,305

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,617,893$77M2.67%+151,46913F-HRTimeline
Carter Financial Group, INC.90,416$4.3M2.6%+3,09713F-HRTimeline
LPL Financial LLC79,004$3.76M<0.01%+34,91613F-HRTimeline
Camarda Financial Advisors, LLC31,302$1.49M0.55%+59613F-HRTimeline
HighTower Advisors, LLC16,847$802K<0.01%+18613F-HRTimeline
Clearstead Advisors, LLC16,534$787K0.01%-4,22113F-HRTimeline
Coastal Bridge Advisors, LLC13,030$620K0.05%new13F-HRTimeline
Compound Planning, Inc.11,899$566K0.02%-1,44113F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC10,531$501K0.24%new13F-HRTimeline
Berger Financial Group, Inc10,330$492K0.03%+1,08213F-HRTimeline
Cambridge Investment Research Advisors,…5,500$262K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,305$205K0.02%new13F-HRTimeline
Global Retirement Partners, LLC1,670$79.5K<0.01%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,330$63K<0.01%+3513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,207$57K<0.01%+1613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.521$24.6K<0.01%-1,03113F-HRTimelineGroup
CoreCap Advisors, LLC440$20.9K<0.01%+1513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN270$12.9K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG221$10.5K<0.01%-2,03013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.55$2.62K<0.01%013F-HRTimeline