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BNDI · Insider trading · 13F holders · Congress trades

Neos ETF Trust (BNDI)

Who is buying and selling BNDI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
2
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

BNDI at a glance

  • No open-market insider purchases or sales of BNDI were filed in the last 90 days.
  • 2 13F filers hold BNDI among their 50 largest positions, worth $111.2M combined. The biggest bets by portfolio weight are Retirement Planning Group, LLC (2.7%) and Carter Financial Group, INC. (2.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
  • No member of Congress has disclosed a trade in BNDI.

BNDI insider trading

No open-market insider purchases or sales of BNDI were filed in the last 90 days.

Who owns BNDI? Hedge funds and superinvestors

2 13F filers hold BNDI among their 50 largest positions, worth $111.2M combined. The biggest bets by portfolio weight are Retirement Planning Group, LLC (2.7%) and Carter Financial Group, INC. (2.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.

13F filers holding BNDI
Manager% of portfolioValueSharesLast quarter13F
Retirement Planning Group, LLCWealth manager2.7%$106.6M2,376,247+5.3% sharesQ3 2026
Carter Financial Group, INC.Wealth manager2.4%$4.6M103,657+2.2% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 2). Screen BNDI in the grand portfolio →

BNDI stock trades by members of Congress

No member of Congress has disclosed a trade in BNDI.

BNDI questions and answers

Are insiders buying BNDI stock?

No open-market insider purchases or sales of BNDI were filed in the last 90 days.

Which hedge funds own BNDI?

2 13F filers hold BNDI among their 50 largest positions, worth $111.2M combined. The biggest bets by portfolio weight are Retirement Planning Group, LLC (2.7%) and Carter Financial Group, INC. (2.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.

Has Congress traded BNDI?

No member of Congress has disclosed a trade in BNDI.

Who is the largest holder of BNDI?

Among 13F filers, Retirement Planning Group, LLC reports the largest BNDI position, $106.6M (2,376,247 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Retirement Planning Group, LLC's: 2.7% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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