IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Neos Enhanced Inc AGG BD ETF (BNDI)

CUSIP: 78433H402 | NYSE | 61 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Retirement Planning Group, LLC2,376,247
2.7% of portfolio›$106.6M
Carter Financial Group, Inc.103,657
2.4% of portfolio›$4.6M
Beam Wealth Advisors, Inc.19,898
0.2% of portfolio›$892.5K
Clearstead Advisors, LLC18,450
0.0% of portfolio›$827.5K
Cambridge Investment Research Advisors, Inc.18,438
0.0% of portfolio›$827
Compound Planning, Inc.13,100
0.0% of portfolio›$587.6K
Madden Securities Corp8,942
0.1% of portfolio›$401.1K
TBH Global Asset Management, LLC8,842
0.1% of portfolio›$396.6K
Private Trust Co NA6,305
0.0% of portfolio›$282.8K
Commonwealth Equity Services, LLC5,409
0.0% of portfolio›$242.6K
Farther Finance Advisors, LLC826
0.0% of portfolio›$37.0K
Parallel Advisors, LLC745
0.0% of portfolio›$33.4K
CoreCap Advisors, LLC325
0.0% of portfolio›$14.6K
Angeles Wealth Management, LLC215
0.0% of portfolio›$9.6K
Dhjj Financial Advisors, Ltd.55
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Retirement Planning Group, LLC
2,376,247$106.6M2.7%ETFVery LowLeawood, KS2026-10-19
Carter Financial Group, Inc.
103,657$4.6M2.4%GrowthLowBarrington, IL2026-10-21
Beam Wealth Advisors, Inc.
19,898$892.5K0.2%ETFMediumCovington, LA2026-11-03
Clearstead Advisors, LLC
18,450$827.5K0.0%ETFLowCleveland, OH2026-11-06
Cambridge Investment Research Advisors, Inc.
18,438$8270.0%ETFLowFairfield, IA2026-11-02
Compound Planning, Inc.
13,100$587.6K0.0%CoreLowNew York, NY2026-11-05
Madden Securities Corp
8,942$401.1K0.1%GrowthMediumDallas, TX2026-10-27
TBH Global Asset Management, LLC
8,842$396.6K0.1%CoreHighBrentwood, TN2026-11-03
Private Trust Co NA
6,305$282.8K0.0%CoreLowCleveland, OH2026-10-20
Commonwealth Equity Services, LLC
5,409$242.6K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
826$37.0K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
745$33.4K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
325$14.6K0.0%ETFMediumSouthfield, MI2026-10-08
Angeles Wealth Management, LLC
215$9.6K0.0%ETFLowSanta Monica, CA2026-10-26
Dhjj Financial Advisors, Ltd.
55$2.5K0.0%ETFVery LowNaperville, IL2026-10-23