Who Owns NEOS ETF TRUST (BNDI)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $128.6M of NEOS ETF TRUST (BNDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Retirement Planning Group, LLC ($106.1M), LPL Financial LLC ($5.9M), Carter Financial Group, INC. ($4.8M), ENVESTNET ASSET MANAGEMENT INC ($2.8M), Compound Planning, Inc. ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Retirement Planning Group, LLC | $106.1M | 2.3M | Added |
| 2 | LPL Financial LLC | $5.9M | 125,857 | Trimmed |
| 3 | Carter Financial Group, INC. | $4.8M | 101,455 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 59,084 | New |
| 5 | Compound Planning, Inc. | $1.2M | 25,757 | Added |
| 6 | HighTower Advisors, LLC | $939,966 | 19,982 | Added |
| 7 | Clearstead Advisors, LLC | $847,943 | 18,026 | Added |
| 8 | Coastal Bridge Advisors, LLC | $672,907 | 14,305 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $639,000 | 13,593 | Trimmed |
| 10 | Berger Financial Group, Inc | $581,353 | 12,359 | Added |
| 11 | FSA Advisors, Inc. | $551,403 | 11,722 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $470,400 | 10,000 | Trimmed |
| 13 | MADDEN SECURITIES Corp | $425,336 | 9,042 | Trimmed |
| 14 | Global Retirement Partners, LLC | $383,693 | 8,157 | Added |
| 15 | OLD MISSION CAPITAL LLC | $372,650 | 7,922 | New |
| 16 | NewEdge Advisors, LLC | $363,397 | 7,725 | Trimmed |
| 17 | JANE STREET GROUP, LLC | $344,568 | 7,325 | Trimmed |
| 18 | PRIVATE TRUST CO NA | $296,587 | 6,305 | Added |
| 19 | Camarda Financial Advisors, LLC | $258,213 | 5,489 | Trimmed |
| 20 | COMMERCE BANK | $200,296 | 4,258 | New |
| 21 | Ameritas Advisory Services, LLC | $116,236 | 2,471 | New |
| 22 | Integrated Wealth Concepts LLC | $81,240 | 1,728 | New |
| 23 | Capital Analysts, LLC | $60,000 | 1,277 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $37,397 | 795 | Trimmed |
| 25 | Parallel Advisors, LLC | $35,045 | 745 | New |
Source: SEC Form 13F filings · as of 2026-06-30