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Neos Enhanced Inc AGG BD ETF (BNDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Planning Group, LLC
INCREASED
Shares2,376,247 from 2,256,448
Change+119,799 (+5%)
Value$106.6M (+$439.7K)
Filed 2026-10-19
Carter Financial Group, Inc.
INCREASED
Shares103,657 from 101,455
Change+2,202 (+2%)
Value$4.6M (-$123.1K)
Filed 2026-10-21
Beam Wealth Advisors, Inc.
NEW
Shares19,898
Change+19,898
Value$892.5K
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares18,450 from 18,026
Change+424 (+2%)
Value$827.5K (-$20.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,438 from 13,593
Change+4,845 (+36%)
Value$827 (-$638.2K)
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares13,100 from 25,757
Change-12,657 (-49%)
Value$587.6K (-$624.1K)
Filed 2026-11-05
Madden Securities Corp
DECREASED
Shares8,942 from 9,042
Change-100 (-1%)
Value$401.1K (-$24.3K)
Filed 2026-10-27
TBH Global Asset Management, LLC
NEW
Shares8,842
Change+8,842
Value$396.6K
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares6,305 from 6,305
Change0 (0%)
Value$282.8K (-$13.8K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
NEW
Shares5,409
Change+5,409
Value$242.6K
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares826 from 795
Change+31 (+4%)
Value$37.0K (-$348)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$33.4K (-$1.6K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares325 from 317
Change+8 (+3%)
Value$14.6K (-$335)
Filed 2026-10-08
Angeles Wealth Management, LLC
NEW
Shares215
Change+215
Value$9.6K
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.5K (-$121)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 125,857
Change-125,857 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 59,084
Change-59,084 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 12,359
Change-12,359 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 341
Change-341 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Retirement Planning Group, LLC
INCREASED2,376,2472,256,448+119,799+5%$106.1M$106.6M+$439.7K2026-10-19
Carter Financial Group, Inc.
INCREASED103,657101,455+2,202+2%$4.8M$4.6M-$123.1K2026-10-21
Beam Wealth Advisors, Inc.
NEW19,898—+19,898——$892.5K—2026-11-03
Clearstead Advisors, LLC
INCREASED18,45018,026+424+2%$847.9K$827.5K-$20.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED18,43813,593+4,845+36%$639.0K$827-$638.2K2026-11-02
Compound Planning, Inc.
DECREASED13,10025,757-12,657-49%$1.2M$587.6K-$624.1K2026-11-05
Madden Securities Corp
DECREASED8,9429,042-100-1%$425.3K$401.1K-$24.3K2026-10-27
TBH Global Asset Management, LLC
NEW8,842—+8,842——$396.6K—2026-11-03
Private Trust Co NA
UNCHANGED6,3056,30500%$296.6K$282.8K-$13.8K2026-10-20
Commonwealth Equity Services, LLC
NEW5,409—+5,409——$242.6K—2026-11-02
Farther Finance Advisors, LLC
INCREASED826795+31+4%$37.4K$37.0K-$3482026-10-08
Parallel Advisors, LLC
UNCHANGED74574500%$35.0K$33.4K-$1.6K2026-11-03
CoreCap Advisors, LLC
INCREASED325317+8+3%$14.9K$14.6K-$3352026-10-08
Angeles Wealth Management, LLC
NEW215—+215——$9.6K—2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED555500%$2.6K$2.5K-$1212026-10-23
LPL Financial LLC
N/A—125,857-125,857-100%$5.9M———
Envestnet Asset Management Inc
N/A—59,084-59,084-100%$2.8M———
HighTower Advisors, LLC
N/A—19,982-19,982-100%$940.0K———
Coastal Bridge Advisors, LLC
N/A—14,305-14,305-100%$672.9K———
Berger Financial Group, Inc
N/A—12,359-12,359-100%$581.4K———
FSA Advisors, Inc.
N/A—11,722-11,722-100%$551.4K———
Susquehanna International Group, LLP
N/A—10,000-10,000-100%$470.4K———
Global Retirement Partners, LLC
N/A—8,157-8,157-100%$383.7K———
Old Mission Capital LLC
N/A—7,922-7,922-100%$372.7K———
NewEdge Advisors, LLC
N/A—7,725-7,725-100%$363.4K———
Jane Street Group, LLC
N/A—7,325-7,325-100%$344.6K———
Camarda Financial Advisors, LLC
N/A—5,489-5,489-100%$258.2K———
Commerce Bank
N/A—4,258-4,258-100%$200.3K———
Ameritas Advisory Services, LLC
N/A—2,471-2,471-100%$116.2K———
BFC Planning, Inc.
N/A—2,099-2,099-100%$98.8K———
Capital Analysts, LLC
N/A—1,277-1,277-100%$60.0K———
Osaic Holdings, Inc.
N/A—696-696-100%$32.7K———
Harbour Investments, Inc.
N/A—341-341-100%$16.0K———
Northwestern Mutual Wealth Management Co
N/A—2-2-100%$94———
Morgan Stanley
N/A—1-1-100%$52———
Wells Fargo & Company
N/A—1-1-100%$32———
Showing 36 of 36 institutions