NEOS Enhanced Income Aggregate Bond

BNDI • ARCA

NEOS Enhanced Income Aggregate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 20 institutional investors hold shares in this ETF, with total holdings valued at $91.1M. Retirement Planning Group is the largest holder with a position valued at $77.0M.

Overview

Overview of institutional ownership in BNDI as of Q3 2025

All Institutions

Institutions: 20
Value Held: $91.1M
Shares Held: 1.9M
Avg Position: $4.6M
Median Position: $376.8K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in BNDI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Retirement Planning Group RIA/Wealth	Kevin Morris Conard CEO	$77.0M 2.68% of portfolio	1.6M shares	Q3 2024 Held for 1y 2m	$2.9B
Carter Financial Group, INC. RIA/Wealth	Kevin Kenneth Carter President	$4.3M 2.62% of portfolio	90.4K shares	Q2 2025 Held for 5 months	$164.6M
L LPL Financial LLC Institution	-	$3.8M 0.00% of portfolio	79.0K shares	Q1 2025 Held for 8 months	$340.07B
Camarda Wealth Advisory Group, LLLP RIA/Wealth	Jeffrey Michael Franklin Camarda CEO	$1.5M 0.60% of portfolio	31.3K shares	Q1 2024 Held for 1y 8m	$249.2M
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$802.1K 0.00% of portfolio	16.8K shares	Q4 2024 Held for 11 months	$87.7B
Hartland & Co., LLC RIA/Wealth	Bradley David Knapp CEO	$787.2K 0.01% of portfolio	16.5K shares	Q1 2025 Held for 8 months	$6.8B
LLBH Private Wealth Management, LLC RIA/Wealth	James Andrew Betzig CEO	$620.4K 0.05% of portfolio	13.0K shares	Q3 2025 Held for 2 months	$1.3B
Atomi Financial Group, Inc. RIA/Wealth	Christian Gwilym Benedict Haigh CEO	$566.5K 0.02% of portfolio	11.9K shares	Q1 2024 Held for 1y 8m	$3.1B
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth	Keith Anthony Dubauskas Managing Partner	$501.4K 0.25% of portfolio	10.5K shares	Q3 2025 Held for 2 months	$197.3M
B Berger Financial Group, Inc RIA/Wealth	Nicholas Robert Asmus CEO	$491.8K 0.03% of portfolio	10.3K shares	Q1 2025 Held for 8 months	$1.7B

Net Capital Flow

Institutional buying and selling activity for BNDI in Q3 2025

Traded: +$8.2M
Buyers: 14
Sellers: 10
Total Bought: +$10.5M
Total Sold: −$2.3M
Avg Position: $3.5M

Biggest Buyers

Institution	Net Bought	Current Position
Retirement Planning Group RIA/Wealth	+$7.2M +151.5K shares	$77.0M 1.6M shares
L LPL Financial LLC Institution	+$1.7M +34.9K shares	$3.8M 79.0K shares
LLBH Private Wealth Management, LLC RIA/Wealth	+$620.4K +13.0K shares	$620.4K 13.0K shares
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth	+$501.4K +10.5K shares	$501.4K 10.5K shares
P PRIVATE TRUST CO NA Institution	+$205.0K +4.3K shares	$205.0K 4.3K shares
Carter Financial Group, INC. RIA/Wealth	+$147.4K +3.1K shares	$4.3M 90.4K shares
B Berger Financial Group, Inc RIA/Wealth	+$51.5K +1.1K shares	$491.8K 10.3K shares
Camarda Wealth Advisory Group, LLLP RIA/Wealth	+$28.4K +596.0 shares	$1.5M 31.3K shares
WELLS FARGO & COMPANY/MN Institution	+$12.9K +270.0 shares	$12.9K 270.0 shares
HighTower Advisors, LLC RIA/Wealth	+$8.9K +186.0 shares	$802.1K 16.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$1.0M −21.3K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$524.7K −11.1K shares	Sold Off 0 shares
Brookstone Capital Management RIA/Wealth	−$334.1K −7.1K shares	Sold Off 0 shares
Hartland & Co., LLC RIA/Wealth	−$201.0K −4.2K shares	$787.2K 16.5K shares
UBS Group AG Institution	−$96.7K −2.0K shares	$10.5K 221.0 shares
Atomi Financial Group, Inc. RIA/Wealth	−$68.6K −1.4K shares	$566.5K 11.9K shares
A Advisor Group Holdings, Inc. Institution	−$48.8K −1.0K shares	$24.6K 521.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	−$6.1K −130.0 shares	Sold Off 0 shares
Parallel Advisors, LLC RIA/Wealth	−$3.5K −74.0 shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$2.2K −47.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BNDI in Q3 2025

New Positions: 4
New Value: $1.3M
Exited Positions: 6
Exited Value: $1.9M

New Positions

Institution	Position Value
LLBH Private Wealth Management, LLC RIA/Wealth	$620.4K 13.0K shares
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth	$501.4K 10.5K shares
P PRIVATE TRUST CO NA Institution	$205.0K 4.3K shares
WELLS FARGO & COMPANY/MN Institution	$12.9K 270.0 shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$1.0M 21.3K shares
O OLD MISSION CAPITAL LLC Institution	$524.7K 11.1K shares
Brookstone Capital Management RIA/Wealth	$334.1K 7.1K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$6.1K 130.0 shares
Parallel Advisors, LLC RIA/Wealth	$3.5K 74.0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$2.2K 47.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BNDI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BNDI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Retirement Planning Group RIA/Wealth	Kevin Morris Conard CEO	2.68% $77.0M	1.6M shares	Q3 2024 Held for 1y 2m	$2.9B
Carter Financial Group, INC. RIA/Wealth	Kevin Kenneth Carter President	2.62% $4.3M	90.4K shares	Q2 2025 Held for 5 months	$164.6M
Camarda Wealth Advisory Group, LLLP RIA/Wealth	Jeffrey Michael Franklin Camarda CEO	0.60% $1.5M	31.3K shares	Q1 2024 Held for 1y 8m	$249.2M
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth	Keith Anthony Dubauskas Managing Partner	0.25% $501.4K	10.5K shares	Q3 2025 Held for 2 months	$197.3M
LLBH Private Wealth Management, LLC RIA/Wealth	James Andrew Betzig CEO	0.05% $620.4K	13.0K shares	Q3 2025 Held for 2 months	$1.3B
B Berger Financial Group, Inc RIA/Wealth	Nicholas Robert Asmus CEO	0.03% $491.8K	10.3K shares	Q1 2025 Held for 8 months	$1.7B
Atomi Financial Group, Inc. RIA/Wealth	Christian Gwilym Benedict Haigh CEO	0.02% $566.5K	11.9K shares	Q1 2024 Held for 1y 8m	$3.1B
P PRIVATE TRUST CO NA Institution	-	0.02% $205.0K	4.3K shares	Q3 2025 Held for 2 months	$1.1B
Hartland & Co., LLC RIA/Wealth	Bradley David Knapp CEO	0.01% $787.2K	16.5K shares	Q1 2025 Held for 8 months	$6.8B
Capital Analysts, Inc. RIA/Wealth	Diane Mulherrin Mccarthy President	0.00% $63.3K	1.3K shares	Q2 2025 Held for 5 months	$3.3B