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NEOS ETF TRUST
Ticker: BNDI
CUSIP: 78433H402
Class: NEOS ENHCD INME
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
Retirement Planning Group, LLC
1,752,661
$83,357
LPL Financial LLC
124,027
$5,899
Carter Financial Group, INC.
96,315
$4,581
Camarda Financial Advisors, LLC
29,552
$1,405
Compound Planning, Inc.
25,700
$1,222
JANE STREET GROUP, LLC
18,588
$884
HighTower Advisors, LLC
18,263
$869
Signal Advisors Wealth, LLC
16,605
$790
Clearstead Advisors, LLC
16,515
$785
Coastal Bridge Advisors, LLC
14,457
$688
Berger Financial Group, Inc
10,523
$500
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
9,529
$453
Cambridge Investment Research Advisors, Inc.
9,482
$0
Brinker Capital Investments, LLC
9,021
$429
MADDEN SECURITIES Corp
7,892
$375
CWM, LLC
5,383
$0
Navis Wealth Advisors, LLC
4,838
$230
PRIVATE TRUST CO NA
4,305
$205
Global Retirement Partners, LLC
2,837
$135
Capital Analysts, LLC
1,282
$0
WELLS FARGO & COMPANY/MN
827
$39
Kestra Advisory Services, LLC
526
$25
OSAIC HOLDINGS, INC.
521
$25
UBS Group AG
380
$18
CoreCap Advisors, LLC
281
$13
TUCKER ASSET MANAGEMENT LLC
238
$11
DHJJ Financial Advisors, Ltd.
55
$3
MORGAN STANLEY
1
$0
Total (28 institutions)
2,180,604
$102,942