12 institutions reported holding $11.4M of Neos Etf Tr/neos Enhanced In Ag (BNDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Carter Financial Group, INC. ($4.8M), ENVESTNET ASSET MANAGEMENT INC ($2.8M), Cambridge Investment Research Advisors, Inc. ($1.3M), Compound Planning, Inc. ($1.2M), Berger Financial Group, Inc ($581,353). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Carter Financial Group, INC. | $4.8M | 101,455 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 59,084 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.3M | 27,186 | Added |
| 4 | Compound Planning, Inc. | $1.2M | 25,757 | Added |
| 5 | Berger Financial Group, Inc | $581,353 | 12,359 | Added |
| 6 | MADDEN SECURITIES Corp | $425,336 | 9,042 | Trimmed |
| 7 | PRIVATE TRUST CO NA | $296,587 | 6,305 | Added |
| 8 | Farther Finance Advisors, LLC | $37,397 | 795 | Trimmed |
| 9 | CoreCap Advisors, LLC | $14,912 | 317 | Added |
| 10 | DHJJ Financial Advisors, Ltd. | $2,588 | 55 | Hold |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $0 | 0 | Exited |
| 12 | Signal Advisors Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30