Ticker: BNDI CUSIP: 78433H402 Class: NEOS ENHCD INME
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MADDEN SECURITIES Corp | 7,892 | $375 |
| Navis Wealth Advisors, LLC | 4,838 | $230 |
| Signal Advisors Wealth, LLC | 16,605 | $790 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9,529 | $453 |
| Brinker Capital Investments, LLC | 9,021 | $429 |
| JANE STREET GROUP, LLC | 18,588 | $884 |
| TUCKER ASSET MANAGEMENT LLC | 238 | $11 |
| Kestra Advisory Services, LLC | 526 | $25 |
| MORGAN STANLEY | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,617,893 | 1,752,661 | +134,768 (+8.3%) |
| Carter Financial Group, INC. | 90,416 | 96,315 | +5,899 (+6.5%) |
| Compound Planning, Inc. | 11,899 | 25,700 | +13,801 (+116.0%) |
| LPL Financial LLC | 79,004 | 124,027 | +45,023 (+57.0%) |
| Coastal Bridge Advisors, LLC | 13,030 | 14,457 | +1,427 (+11.0%) |
| Global Retirement Partners, LLC | 1,670 | 2,837 | +1,167 (+69.9%) |
| HighTower Advisors, LLC | 16,847 | 18,263 | +1,416 (+8.4%) |
| WELLS FARGO & COMPANY/MN | 270 | 827 | +557 (+206.3%) |
| Berger Financial Group, Inc | 10,330 | 10,523 | +193 (+1.9%) |
| UBS Group AG | 221 | 380 | +159 (+71.9%) |
| CWM, LLC | 1,207 | 5,383 | +4,176 (+346.0%) |
| Cambridge Investment Research Advisors, Inc. | 5,500 | 9,482 | +3,982 (+72.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Camarda Financial Advisors, LLC | 31,302 | 29,552 | -1,750 (-5.6%) |
| CoreCap Advisors, LLC | 440 | 281 | -159 (-36.1%) |
| Capital Analysts, LLC | 1,330 | 1,282 | -48 (-3.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 10,531 | $501 |