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.

InstitutionSharesValue ($000)
Retirement Planning Group, LLC1,752,661$83,357
LPL Financial LLC124,027$5,899
Carter Financial Group, INC.96,315$4,581
Camarda Financial Advisors, LLC29,552$1,405
Compound Planning, Inc.25,700$1,222
JANE STREET GROUP, LLC18,588$884
HighTower Advisors, LLC18,263$869
Signal Advisors Wealth, LLC16,605$790
Clearstead Advisors, LLC16,515$785
Coastal Bridge Advisors, LLC14,457$688
Berger Financial Group, Inc10,523$500
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC9,529$453
Cambridge Investment Research Advisors, Inc.9,482$0
Brinker Capital Investments, LLC9,021$429
MADDEN SECURITIES Corp7,892$375
CWM, LLC5,383$0
Navis Wealth Advisors, LLC4,838$230
PRIVATE TRUST CO NA4,305$205
Global Retirement Partners, LLC2,837$135
Capital Analysts, LLC1,282$0
WELLS FARGO & COMPANY/MN827$39
Kestra Advisory Services, LLC526$25
OSAIC HOLDINGS, INC.521$25
UBS Group AG380$18
CoreCap Advisors, LLC281$13
TUCKER ASSET MANAGEMENT LLC238$11
DHJJ Financial Advisors, Ltd.55$3
MORGAN STANLEY1$0
Total (28 institutions)2,180,604$102,942