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 18 institutions that hold shares in the stock, with a total of 1.51 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
|
Apr 10, 2025 Q1 2025 |
1,370,745
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
28,038
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20,359
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,935
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
16,130
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
13,945
shares
|
$0
0.37% of portfolio
|
Q1 2025
Reduced 53.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,685
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
9,248
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,512
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 74.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,757
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,552
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 34.82%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,406
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
415
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
74
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
55
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|