DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BNDI

NEOS ETF TRUST

31 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 78433H402·31 13F holders·last filed Mar 31, 2026
Market cap
9.9%
vs prior quarter
13F value held
$119M
79.0% inst. owned
of float
Holders
31
-29 QoQ
filers reporting
Activity
+89 / −90
+908 added · −654 reduced
this quarter
Concentration
79.61%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

31 institutions reported BNDI in Q1 2026. Retirement Planning Group, LLC leads at 79.6% of the visible book. -29 net institutions QoQ — distribution reading.

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 2026
02
LPL Financial LLC
CIK 0001403438
$7M142K0.00%Q1 2026
03
Carter Financial Group, INC.
CIK 0001919749
$5M100K2.92%Q1 2026
04
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$2M42K0.34%Q1 2026
05
Camarda Financial Advisors, LLC
CIK 0001536444
$1M30K0.74%Q1 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M29K0.00%Q1 2026
07
Compound Planning, Inc.
CIK 0001978879
$1M25K0.04%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$953,08520K0.00%Q1 2026
09
Signal Advisors Wealth, LLC
CIK 0002010926
$910,70119K0.06%Q1 2026
10
HighTower Advisors, LLC
CIK 0001462245
$899,75419K0.00%Q1 2026
11
Clearstead Advisors, LLC
CIK 0000842775
$826,07318K0.01%Q1 2026
12
Coastal Bridge Advisors, LLC
CIK 0001665976
$661,01914K0.05%Q1 2026
13
NewEdge Advisors, LLC
CIK 0001633516
$567,54012K0.00%Q1 2026
14
Berger Financial Group, Inc
CIK 0001826136
$558,59112K0.03%Q1 2026
15
MADDEN SECURITIES Corp
CIK 0001803566
$436,2119K0.13%Q1 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$311,3707K0.00%Q1 2026
17
CWM, LLC
CIK 0001535847
$254,8465K0.00%Q1 2026
18
Navis Wealth Advisors, LLC
CIK 0001849055
$241,6125K0.12%Q1 2026
19
PRIVATE TRUST CO NA
CIK 0001277557
$203,1914K0.02%Q1 2026
20
Global Retirement Partners, LLC
CIK 0001749744
$134,9103K0.00%Q4 2025
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