| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $95.0M | 2.01M | Added | Q1 2026 |
| 2 | Compound Planning, Inc. | $1.2M | 24.8K | Reduced | Q1 2026 |
| 3 | Clearstead Advisors, LLC | $826K | 17.5K | Added | Q1 2026 |
| 4 | NewEdge Advisors, LLC | $568K | 12.0K | New | Q1 2026 |
| 5 | Berger Financial Group, Inc | $559K | 11.8K | Added | Q1 2026 |
| 6 | CITADEL ADVISORS LLC | $256K | 5.4K | New | Q1 2026 |
| 7 | CWM, LLC | $255K | 5.4K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 10 funds | $5.5B |
| ISHARES TRIVV | 10 funds | $5.3B |
| APPLE INCAAPL | 10 funds | $4.5B |
| AMAZON COM INCAMZN | 10 funds | $3.3B |
| MICROSOFT CORPMSFT | 10 funds | $3.0B |
| ALPHABET INCGOOGL | 10 funds | $2.1B |
| BROADCOM INCAVGO | 10 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.8B |
| META PLATFORMS INCMETA | 10 funds | $1.8B |
| STATE STR SPDR S&P 500 ETF TSPY | 10 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.6B |
| TAIWAN SEMICONDUCTOR MANUFACTSM | 10 funds | $1.6B |
Ranked by how many of BNDI's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.