Who Owns NEOS ENHANCED INCOME AGGREGATE BOND ETF (BNDI)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $128.5M of NEOS ENHANCED INCOME AGGREGATE BOND ETF (BNDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Retirement Planning Group, LLC ($106.1M), LPL Financial LLC ($5.9M), Carter Financial Group, INC. ($4.8M), ENVESTNET ASSET MANAGEMENT INC ($2.8M), Compound Planning, Inc. ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Retirement Planning Group, LLC$106.1M2.3MAdded
2LPL Financial LLC$5.9M125,857Trimmed
3Carter Financial Group, INC.$4.8M101,455Added
4ENVESTNET ASSET MANAGEMENT INC$2.8M59,084New
5Compound Planning, Inc.$1.2M25,757Added
6HighTower Advisors, LLC$939,96619,982Added
7Clearstead Advisors, LLC$847,94318,026Added
8Coastal Bridge Advisors, LLC$672,90714,305Added
9Cambridge Investment Research Advisors, Inc.$639,00013,593Trimmed
10Berger Financial Group, Inc$581,35312,359Added
11FSA Advisors, Inc.$551,40311,722Added
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$470,40010,000Trimmed
13MADDEN SECURITIES Corp$425,3369,042Trimmed
14Global Retirement Partners, LLC$383,6938,157Added
15OLD MISSION CAPITAL LLC$372,6507,922New
16NewEdge Advisors, LLC$363,3977,725Trimmed
17JANE STREET GROUP, LLC$344,5687,325Trimmed
18PRIVATE TRUST CO NA$296,5876,305Added
19Camarda Financial Advisors, LLC$258,2135,489Trimmed
20COMMERCE BANK$200,2964,258New
21Ameritas Advisory Services, LLC$116,2362,471New
22Capital Analysts, LLC$60,0001,277Trimmed
23Farther Finance Advisors, LLC$37,397795Trimmed
24Parallel Advisors, LLC$35,045745New
25OSAIC HOLDINGS, INC.$32,738696Added

Source: SEC Form 13F filings · as of 2026-06-30