BNDI

Neos Enhanced INC Agg Bd ETF

+$16.1M

Net Activity

Institutions Holding

30

Popularity Rank

#7279

Avg Weight

0.26%

Total Value

$120.1M

Ownership Trend

30 institutions currently hold BNDI, with 24 net buyers and 9 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

9

Net Buying Institutions

24

Key Holders

Key Holders

Top 5 by Value

RP
Retirement Planning Group, LLC
$95.0M
LF
LPL Financial LLC
$6.7M
CF
Carter Financial Group, INC.
$4.7M
PI
Prevail Innovative Wealth Advisors, LLC
$2.0M
CF
Camarda Financial Advisors, LLC
$1.4M

Top 5 by Conviction

RP
Retirement Planning Group, LLC
2.94%
CF
Carter Financial Group, INC.
2.92%
CF
Camarda Financial Advisors, LLC
0.74%
PI
Prevail Innovative Wealth Advisors, LLC
0.34%
FA
FSA Advisors, Inc.
0.25%
View all 30 holding institutions

Quarterly Activity

Recent Activity

+$118.0M

Total Buy Value

$3.1M

Total Sell Value

New buy8
Trim5
Add16
Sold out4

24

Net Buyers

9

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding NEOS ENHANCED INC AGG BD ETF (BNDI)?
Major stakeholders currently include Retirement Planning Group, LLC ($95.0M), LPL Financial LLC ($6.7M), Carter Financial Group, INC. ($4.7M). Based on the latest 13F filings, there are a total of 30 tracked investment funds and institutions maintaining positions in BNDI.
What is the overall institutional sentiment toward BNDI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $16.1M, driven by 24 managers accumulating shares while 9 reduced their exposure.
Which institutions have been selling or reducing their BNDI positions?
In the latest period, 5 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $3.1M.
Are there any notable investors adding BNDI to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $118.0M.

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