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BNDI NEOS ETF TRUST

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NEOS ENHCD INME (fund)

30 managers (30 13F filers) reported a position in BNDI shares at 2026-03-31, 2,555,673 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
30
13F filers
30
New
7
Added
17
Reduced
4
Sold out
6
Shares held by filers
2,555,673

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC2,012,440$95M2.94%+259,77913F-HRTimeline
LPL Financial LLC141,920$6.7M<0.01%+17,89313F-HRTimeline
Carter Financial Group, INC.99,917$4.72M2.92%+3,60213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC42,304$2M0.34%new13F-HRTimeline
Camarda Financial Advisors, LLC29,665$1.4M0.74%+11313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,361$1.39M<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.24,840$1.17M0.04%-86013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,193$953K<0.01%+1,60513F-HRTimelineGroup
Signal Advisors Wealth, LLC19,295$911K0.06%+2,69013F-HRTimeline
HighTower Advisors, LLC19,064$900K<0.01%+80113F-HRTimeline
Clearstead Advisors, LLC17,502$826K0.01%+98713F-HRTimeline
Coastal Bridge Advisors, LLC14,005$661K0.05%-45213F-HRTimeline
Cambridge Investment Research Advisors,…13,639$644K<0.01%+4,15713F-HRTimeline
NewEdge Advisors, LLC12,024$568K<0.01%new13F-HR/ATimeline
Berger Financial Group, Inc11,835$559K0.03%+1,31213F-HRTimeline
MADDEN SECURITIES Corp9,242$436K0.13%+1,35013F-HRTimeline
FSA Advisors, Inc.7,948$375K0.25%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,597$311K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,421$256K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,399$255K<0.01%+1613F-HRTimelineGroup
Navis Wealth Advisors, LLC5,119$242K0.12%+28113F-HRTimeline
PRIVATE TRUST CO NA4,305$203K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,296$61K<0.01%+1413F-HRTimelineGroup
Farther Finance Advisors, LLC1,282$60.5K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.676$31.9K<0.01%+15513F-HRTimelineGroup
CoreCap Advisors, LLC312$14.7K<0.01%+3113F-HRTimeline
DHJJ Financial Advisors, Ltd.55$2.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG14$661<0.01%-36613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$99<0.01%+113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%-82613F-HR/ATimelineGroup