13F Insight
DOSSIER · 13F Holders · Q2 2026
BNDI

NEOS ETF TRUST

31 institutions still hold NEOS ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78433H402·31 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$131M
visible holders
Holders
31
filers reporting
Concentration
81.20%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported BNDI in Q2 2026. Retirement Planning Group, LLC leads at 81.2% 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
$106M2.3M2.70%Q2 202602
LPL Financial LLC
CIK 0001403438
$6M126K0.00%Q2 202603
Carter Financial Group, INC.
CIK 0001919749
$5M101K2.47%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M59K0.00%Q2 202605
Camarda Financial Advisors, LLC
CIK 0001536444
$1M30K0.74%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M29K0.00%Q1 202607
Compound Planning, Inc.
CIK 0001978879
$1M26K0.03%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$953K20K0.00%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$940K20K0.00%Q2 202610
Clearstead Advisors, LLC
CIK 0000842775
$848K18K0.01%Q2 202611
Coastal Bridge Advisors, LLC
CIK 0001665976
$661K14K0.05%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$644K14K0.00%Q1 202613
Berger Financial Group, Inc
CIK 0001826136
$581K12K0.03%Q2 202614
NewEdge Advisors, LLC
CIK 0001633516
$568K12K0.00%Q1 202615
MADDEN SECURITIES Corp
CIK 0001803566
$425K9K0.12%Q2 202616
Global Retirement Partners, LLC
CIK 0001749744
$384K8K0.01%Q2 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$311K7K0.00%Q1 202618
PRIVATE TRUST CO NA
CIK 0001277557
$297K6K0.02%Q2 202619
CWM, LLC
CIK 0001535847
$255K5K0.00%Q1 202620
Navis Wealth Advisors, LLC
CIK 0001849055
$242K5K0.12%Q1 2026
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