Who Owns NEOS ETF TRUST (BNDI)? -- Institutional Holders (2026-03-31)
34 institutions reported holding $120.1M of NEOS ETF TRUST (BNDI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Retirement Planning Group, LLC ($95.0M), LPL Financial LLC ($6.7M), Carter Financial Group, INC. ($4.7M), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ($2.0M), Camarda Financial Advisors, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Retirement Planning Group, LLC | $95.0M | 2.0M | Added |
| 2 | LPL Financial LLC | $6.7M | 141,920 | Added |
| 3 | Carter Financial Group, INC. | $4.7M | 99,917 | Added |
| 4 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $2.0M | 42,304 | New |
| 5 | Camarda Financial Advisors, LLC | $1.4M | 29,665 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 29,361 | New |
| 7 | Compound Planning, Inc. | $1.2M | 24,840 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $953,085 | 20,193 | Added |
| 9 | Signal Advisors Wealth, LLC | $910,701 | 19,295 | Added |
| 10 | HighTower Advisors, LLC | $899,754 | 19,064 | Added |
| 11 | Clearstead Advisors, LLC | $826,073 | 17,502 | Added |
| 12 | Coastal Bridge Advisors, LLC | $661,019 | 14,005 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $644,000 | 13,639 | Added |
| 14 | Berger Financial Group, Inc | $558,591 | 11,835 | Added |
| 15 | MADDEN SECURITIES Corp | $436,211 | 9,242 | Added |
| 16 | FSA Advisors, Inc. | $375,136 | 7,948 | New |
| 17 | GOLDMAN SACHS GROUP INC | $311,370 | 6,597 | New |
| 18 | CITADEL ADVISORS LLC | $255,865 | 5,421 | New |
| 19 | CWM, LLC | $254,846 | 5,399 | Added |
| 20 | Navis Wealth Advisors, LLC | $241,612 | 5,119 | Added |
| 21 | PRIVATE TRUST CO NA | $203,191 | 4,305 | Hold |
| 22 | Capital Analysts, LLC | $61,000 | 1,296 | Added |
| 23 | Farther Finance Advisors, LLC | $60,466 | 1,282 | New |
| 24 | OSAIC HOLDINGS, INC. | $31,907 | 676 | Added |
| 25 | CoreCap Advisors, LLC | $14,726 | 312 | Added |
Source: SEC Form 13F filings · as of 2026-03-31