Institutional Ownership Shp ETF Tr Neos Enhanced Incom (BNDI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (BNDI). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 1.91 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,617,893
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
90,416
shares
|
$0
2.6% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
79,004
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 79.2%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
31,302
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
16,847
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
16,534
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
13,030
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,899
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
10,531
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
10,330
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,305
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,670
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,330
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,207
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
521
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 66.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
440
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
270
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
221
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 90.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
55
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|