Among active 13F managers last quarter, 2 opened and 9 added, while 1 reduced; the largest holder to move was Retirement Planning Group, LLC (+12%).
27 tracked 13F filers disclose a position in BNDI as of the latest SEC 13F filings, a combined $127.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 2.3M | $106.1M | ▲+12% Added · +244K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 142K | $6.7M | ▲+14% Added · +18K sh | Q1 2026 | |
| 3 | Carter Financial Group, INC. | 101K | $4.8M | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 29K | $1.4M | ▲New +29K sh | Q1 2026 | |
| 5 | Compound Planning, Inc. | 26K | $1.2M | ▲+3.7% Added · +917 sh | Q2 2026 | |
| 6 | Jane Street Group, LLC | 20K | $953K | ▲+8.6% Added · +2K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | 19K | $900K | ▲+4.4% Added · +801 sh | Q1 2026 | |
| 8 | Clearstead Advisors, LLC | 18K | $848K | ▲+3.0% Added · +524 sh | Q2 2026 | |
| 9 | Coastal Bridge Advisors, LLC | 14K | $673K | ▲+2.1% Added · +300 sh | Q2 2026 | |
| 10 | Berger Financial Group, Inc | 12K | $581K | ▲+4.4% Added · +524 sh | Q2 2026 | |
| 11 | FSA Advisors, Inc. | 12K | $551K | ▲+47% Added · +4K sh | Q2 2026 | |
| 12 | Madden Securities Corp | 9K | $425K | ▼−2.2% Reduced · −200 sh | Q2 2026 | |
| 13 | Global Retirement Partners, LLC | 8K | $384K | ▲+188% Added · +5K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | 8K | $363K | ▼−36% Reduced · −4K sh | Q2 2026 | |
| 15 | Goldman Sachs Group Inc | 7K | $311K | ▲New +7K sh | Q1 2026 | |
| 16 | Private Trust Co Na | 6K | $297K | ▲+46% Added · +2K sh | Q2 2026 | |
| 17 | Camarda Financial Advisors, LLC | 5K | $258K | ▼−81% Reduced · −24K sh | Q2 2026 | |
| 18 | CWM, LLC | 5K | $255K | ▲+0.3% Added · +16 sh | Q1 2026 | |
| 19 | Commerce Bank | 4K | $200K | ▲New +4K sh | Q2 2026 | |
| 20 | Ameritas Advisory Services, LLC | 2K | $116K | ▲New +2K sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | 1K | $60K | ▲New +1K sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 676 | $32K | ▲+30% Added · +155 sh | Q1 2026 | |
| 23 | CoreCap Advisors, LLC | 312 | $15K | ▲+11% Added · +31 sh | Q1 2026 | |
| 24 | DHJJ Financial Advisors, Ltd. | 55 | $3K | —Held | Q2 2026 | |
| 25 | UBS Group AG | 14 | $661 | ▼−96% Reduced · −366 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in BNDI and 9 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 12 funds | $1.9B |
| Apple IncAAPL | 12 funds | $1.2B |
| Nvidia CorpNVDA | 12 funds | $791.9M |
| Microsoft CorpMSFT | 12 funds | $594.6M |
| Amazon.com IncAMZN | 12 funds | $526.7M |
| Alphabet Inc-CL AGOOGL | 12 funds | $425.4M |
| Alphabet Inc-CL CGOOG | 12 funds | $350.4M |
| Broadcom IncAVGO | 12 funds | $294.3M |
| JPMorgan Chase & CoJPM | 12 funds | $245.9M |
| Meta Platforms Inc-Class AMETA | 12 funds | $206.0M |
| Tesla IncTSLA | 12 funds | $202.2M |
| Caterpillar IncCAT | 12 funds | $200.2M |
Ranked by how many of BNDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BNDI.
No filings captured for this ticker in the live stream yet.
Connected entities for BNDI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BNDI/capital-change-brief"
Use Arkolith's capital_change_brief for BNDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BNDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.