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 13 institutions that hold shares in the stock, with a total of 636,983 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
|
Feb 18, 2025 Q4 2024 |
1,044,227
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 98.0%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
30,291
shares
|
$0
0.61% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
26,325
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 62.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,947
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 225.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
17,232
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,768
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,381
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 30.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,406
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
194
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
55
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|