13F Insight
DOSSIER · 13F Holders · Q1 2026
BNDI

NEOS ETF TRUST

30 institutions still hold NEOS ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H402·30 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$118M
visible holders
Holders
30
filers reporting
Concentration
80.53%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported BNDI in Q1 2026. Retirement Planning Group, LLC leads at 80.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$95M2.0M2.94%Q1 202602
LPL Financial LLC
CIK 0001403438
$7M142K0.00%Q1 202603
Carter Financial Group, INC.
CIK 0001919749
$5M100K2.92%Q1 202604
Camarda Financial Advisors, LLC
CIK 0001536444
$1M30K0.74%Q1 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M29K0.00%Q1 202606
Compound Planning, Inc.
CIK 0001978879
$1M25K0.04%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$953K20K0.00%Q1 202608
Signal Advisors Wealth, LLC
CIK 0002010926
$911K19K0.06%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$900K19K0.00%Q1 202610
Clearstead Advisors, LLC
CIK 0000842775
$826K18K0.01%Q1 202611
Coastal Bridge Advisors, LLC
CIK 0001665976
$661K14K0.05%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$644K14K0.00%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$568K12K0.00%Q1 202614
Berger Financial Group, Inc
CIK 0001826136
$559K12K0.03%Q1 202615
MADDEN SECURITIES Corp
CIK 0001803566
$425K9K0.12%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$311K7K0.00%Q1 202617
CWM, LLC
CIK 0001535847
$255K5K0.00%Q1 202618
Navis Wealth Advisors, LLC
CIK 0001849055
$242K5K0.12%Q1 202619
PRIVATE TRUST CO NA
CIK 0001277557
$203K4K0.02%Q1 202620
Global Retirement Partners, LLC
CIK 0001749744
$135K3K0.00%Q4 2025
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