Who Owns Neos Enhanced Income Aggregate Bond ETF (BNDI)?Hedge Fund & Institutional Holders

$46.95-0.05 (-0.10%)Financial ServicesNYSE_ARCA

Institutional Holders

29

as of Q4 2025

Total Institutional Value

$4.580000140500012e+94T

% of Float Held

—

QoQ Change in Holders

+11 / -0

Price History

$45.66$46.56$47.46$48.36$49.26Sep 24Jun 25Mar 26

BNDI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Signal Advisors Wealth, LLCNew Position+17K+$789.0M
Coastal Bridge Advisors, LLCNew Position+14K+$687.0M
Compound Planning, Inc.Increased+14K+$655.5M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+10K+$453.0M
MADDEN SECURITIES CorpNew Position+8K+$375.0M
Carter Financial Group, INC.Increased+6K+$275.3M
Navis Wealth Advisors, LLCNew Position+5K+$230.0M
PRIVATE TRUST CO NANew Position+4K+$204.0M
Retirement Planning Group, LLCNew Position+1.8M+$83.4M
CoreCap Advisors, LLCNew Position+281+$13.0M
Berger Financial Group, IncIncreased+193+$8.2M
UBS Group AGIncreased+159+$7.5M
DHJJ Financial Advisors, Ltd.New Position+55+$2.0M
CWM, LLCNew Position+5K+$256K
TUCKER ASSET MANAGEMENT LLCNew Position+238+$11K

BNDI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Clearstead Advisors, LLCDecreased-19-$787.2M
Camarda Financial Advisors, LLCDecreased-2K-$85.3M
Capital Analysts, LLCDecreased-48-$2K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Carter Financial Group, INC.96,315$4.6B2.72%Share
2Camarda Financial Advisors, LLC29,552$1.4B0.53%Share
3Compound Planning, Inc.25,700$1.2B0.04%Share
4Signal Advisors Wealth, LLC16,605$789.0M0.06%Share
5Coastal Bridge Advisors, LLC14,457$687.0M0.05%Share
6Berger Financial Group, Inc10,523$500.0M0.03%Share
7SIGNATURE ESTATE & INVESTMENT ADVISORS LLC9,529$453.0M0.01%Share
8MADDEN SECURITIES Corp7,892$375.0M0.11%Share
9Navis Wealth Advisors, LLC4,838$230.0M0.10%Share
10PRIVATE TRUST CO NA4,305$204.0M0.02%Share
11Retirement Planning Group, LLC1,752,661$83.4M2.74%Share
12UBS Group AG380$18.0M0.00%Share
13CoreCap Advisors, LLC281$13.0M0.00%Share
14LPL Financial LLC124,027$5.0M0.00%Share
15DHJJ Financial Advisors, Ltd.55$2.0M0.00%Share
16CWM, LLC5,383$256K0.00%Share
17Capital Analysts, LLC1,282$61K0.00%Share
18TUCKER ASSET MANAGEMENT LLC238$11K0.00%Share
19OSAIC HOLDINGS, INC.521$00.00%Share
20Global Retirement Partners, LLC2,837$00.00%Share
21Kestra Advisory Services, LLC526$00.00%Share
22MORGAN STANLEY1$00.00%Share
23JANE STREET GROUP, LLC18,588$00.00%Share
24HighTower Advisors, LLC18,263$00.00%Share
25Clearstead Advisors, LLC16,515$00.00%Share
26JONES FINANCIAL COMPANIES LLLP0$00.00%Share
27Orion Porfolio Solutions, LLC9,021$00.00%Share
28WELLS FARGO & COMPANY/MN827$00.00%Share
29Cambridge Investment Research Advisors, Inc.9,482$00.00%Share

BNDI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202529$10.6B+17
Q3 202512$12.3B-9
Q2 202521$82.0B+5
Q1 202516$70.8B+5
Q4 202411$119.4B+4
Q3 20247$295.4B-2
Q2 20249$1.4T+3
Q1 20246$1.0B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 29 institutional investors hold BNDI (Neos Enhanced Income Aggregate Bond ETF). The largest holder is Carter Financial Group, INC. with $4.6B in shares. This quarter, 11 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BNDI?

As of Q4 2025, 29 institutional investors report holding BNDI (Neos Enhanced Income Aggregate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BNDI?

The largest institutional holder of BNDI is Carter Financial Group, INC. with $4.6B in shares.

Is institutional ownership of BNDI increasing or decreasing?

This quarter, 11 institutions opened new positions in BNDI and 0 closed their positions.