BNDI Institutional Ownership
Neos Enhanced Income Aggregate Bond ETF
1W: -0.7%
1M: -2.4%
3M: -4.3%
YTD: -4.7%
1Y: -5.1%
3Y: +10.6%
$44.87
-0.14 (-0.31%)
Weekly Expected Move ±0.8%
$44
$45
$45
$45
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BNDI
38
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
129M
Total Invested
9
New Positions
11
Increased
16
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 2,256,448 | 101M | +244,008 | +12.1% | 8Q | SEC ↗ |
| 2 | LPL Financial LLC | 125,857 | 6M | -16,063 | -11.3% | 6Q | SEC ↗ |
| 3 | Carter Financial Group, INC. | 101,455 | 5M | +1,538 | +1.5% | 5Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC NEW | 59,084 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Compound Planning, Inc. | 25,757 | 1M | +917 | +3.7% | 10Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 19,982 | 897K | +918 | +4.8% | 7Q | SEC ↗ |
| 7 | Clearstead Advisors, LLC | 18,026 | 809K | +524 | +3.0% | 6Q | SEC ↗ |
| 8 | Coastal Bridge Advisors, LLC | 14,305 | 642K | +300 | +2.1% | 4Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 13,593 | 610K | -46 | -0.3% | 5Q | SEC ↗ |
| 10 | Berger Financial Group, Inc | 12,359 | 555K | +524 | +4.4% | 6Q | SEC ↗ |
| 11 | FSA Advisors, Inc. | 11,722 | 526K | +3,774 | +47.5% | 2Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,000 | 449K | -19,361 | -65.9% | 2Q | SEC ↗ |
| 13 | MADDEN SECURITIES Corp | 9,042 | 406K | -200 | -2.2% | 3Q | SEC ↗ |
| 14 | Global Retirement Partners, LLC NEW | 8,157 | 366K | — | +0.0% | 1Q | SEC ↗ |
| 15 | OLD MISSION CAPITAL LLC NEW | 7,922 | 355K | — | +0.0% | 1Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 7,725 | 347K | -4,299 | -35.8% | 2Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 7,325 | 329K | -12,868 | -63.7% | 3Q | SEC ↗ |
| 18 | PRIVATE TRUST CO NA | 6,305 | 283K | +2,000 | +46.5% | 4Q | SEC ↗ |
| 19 | Camarda Financial Advisors, LLC | 5,489 | 246K | -24,176 | -81.5% | 10Q | SEC ↗ |
| 20 | CWM, LLC | 5,399 | 242K | +16 | +0.3% | 4Q | SEC ↗ |
| 21 | COMMERCE BANK NEW | 4,258 | 191K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Ameritas Advisory Services, LLC NEW | 2,471 | 111K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Integrated Wealth Concepts LLC NEW | 1,728 | 78K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Capital Analysts, LLC | 1,277 | 57K | -19 | -1.5% | 5Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 795 | 36K | -487 | -38.0% | 2Q | SEC ↗ |
| 26 | Parallel Advisors, LLC NEW | 745 | 33K | — | +0.0% | 1Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 696 | 31K | +20 | +3.0% | 9Q | SEC ↗ |
| 28 | HARBOUR INVESTMENTS, INC. NEW | 341 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 29 | CoreCap Advisors, LLC | 317 | 14K | +5 | +1.6% | 6Q | SEC ↗ |
| 30 | DHJJ Financial Advisors, Ltd. | 55 | 2K | — | +0.0% | 10Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 2 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 32 | MORGAN STANLEY | 1 | 0K | -1 | -50.0% | 3Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 4Q | SEC ↗ |
| 34 | Signal Advisors Wealth, LLC | 0 | 0K | -19,295 | -100.0% | 2Q | SEC ↗ |
| 35 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 0 | 0K | -42,304 | -100.0% | 1Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC | 0 | 0K | -6,597 | -100.0% | 1Q | SEC ↗ |
| 37 | Navis Wealth Advisors, LLC | 0 | 0K | -5,119 | -100.0% | 2Q | SEC ↗ |
| 38 | TUCKER ASSET MANAGEMENT LLC | 0 | 0K | -238 | -100.0% | 1Q | SEC ↗ |
| 39 | UBS Group AG | 0 | 0K | -14 | -100.0% | 5Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 0 | 0K | -5,421 | -100.0% | 1Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 0 | 0K | -526 | -100.0% | 1Q | SEC ↗ |
| 42 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 0 | 0K | -9,529 | -100.0% | 1Q | SEC ↗ |
| 43 | INDEPENDENT FINANCIAL GROUP, LLC | 0 | 0K | -4,677 | -100.0% | 1Q | SEC ↗ |
| 44 | Orion Porfolio Solutions, LLC | 0 | 0K | -9,021 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 59,084 | 3M |
| Global Retirement Partners, LLC | 8,157 | 366K |
| OLD MISSION CAPITAL LLC | 7,922 | 355K |
| COMMERCE BANK | 4,258 | 191K |
| Ameritas Advisory Services, LLC | 2,471 | 111K |
| Integrated Wealth Concepts LLC | 1,728 | 78K |
| Parallel Advisors, LLC | 745 | 33K |
| HARBOUR INVESTMENTS, INC. | 341 | 15K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2 | 0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 42,304 | 2M |
| Signal Advisors Wealth, LLC | 19,295 | 866K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 9,529 | 428K |
| Orion Porfolio Solutions, LLC | 9,021 | 405K |
| GOLDMAN SACHS GROUP INC | 6,597 | 296K |
| CITADEL ADVISORS LLC | 5,421 | 243K |
| Navis Wealth Advisors, LLC | 5,119 | 230K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4,677 | 210K |
| Kestra Advisory Services, LLC | 526 | 24K |
| TUCKER ASSET MANAGEMENT LLC | 238 | 11K |
| UBS Group AG | 14 | 1K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Retirement Planning Group, LLC | +244,008 | +12.1% | 2,256,448 |
| FSA Advisors, Inc. | +3,774 | +47.5% | 11,722 |
| PRIVATE TRUST CO NA | +2,000 | +46.5% | 6,305 |
| Carter Financial Group, INC. | +1,538 | +1.5% | 101,455 |
| HighTower Advisors, LLC | +918 | +4.8% | 19,982 |
| Compound Planning, Inc. | +917 | +3.7% | 25,757 |
| Berger Financial Group, Inc | +524 | +4.4% | 12,359 |
| Clearstead Advisors, LLC | +524 | +3.0% | 18,026 |
| Coastal Bridge Advisors, LLC | +300 | +2.1% | 14,305 |
| OSAIC HOLDINGS, INC. | +20 | +3.0% | 696 |
| CWM, LLC | +16 | +0.3% | 5,399 |
| CoreCap Advisors, LLC | +5 | +1.6% | 317 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Camarda Financial Advisors, LLC | -24,176 | -81.5% | 5,489 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -19,361 | -65.9% | 10,000 |
| LPL Financial LLC | -16,063 | -11.3% | 125,857 |
| JANE STREET GROUP, LLC | -12,868 | -63.7% | 7,325 |
| NewEdge Advisors, LLC | -4,299 | -35.8% | 7,725 |
| Farther Finance Advisors, LLC | -487 | -38.0% | 795 |
| MADDEN SECURITIES Corp | -200 | -2.2% | 9,042 |
| Cambridge Investment Research Advis | -46 | -0.3% | 13,593 |
| Capital Analysts, LLC | -19 | -1.5% | 1,277 |
| MORGAN STANLEY | -1 | -50.0% | 1 |