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BNY Mellon Core Bond ETF (BKAG) Institutional Ownership

BNY Mellon Core Bond ETF logo
$42.68 +0.18 (+0.41%)
As of 02:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for BNY Mellon Core Bond ETF (NYSEARCA:BKAG)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$228.30M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$240.95M
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BKAG Institutional Buying and Selling by Quarter

BNY Mellon Core Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Signal Advisors Wealth LLC656,762$27.98M2.5%+22.4%1.403%
10/9/2025Harbour Capital Advisors LLC12,440$529K0.1%-45.1%0.027%
10/9/2025Dynamic Advisor Solutions LLC22,783$971K0.0%-15.6%0.049%
10/7/2025 Carolina Wealth Advisors LLC310,417$13.22M5.7%+1,870.3%0.661%
10/7/2025 RPOA Advisors Inc.25,943,647$1.11B28.1%+0.9%55.258%
10/6/2025 Collective Family Office LLC25,113$1.07M0.3%+46.2%0.053%
9/4/2025SevenBridge Financial Group LLC106,686$4.49M0.8%+45.7%0.228%
9/4/2025Osaic Holdings Inc.129,057$5.44M0.0%+19.2%0.275%
8/29/2025Total Investment Management Inc.1,679,903$70.86M10.2%+1.7%3.586%
8/19/2025Advisory Services Network LLC36,409$1.53M0.0%+414.1%0.078%
8/18/2025Second Line Capital LLC89,693$3.78M0.9%-6.5%0.191%
8/15/2025First Heartland Consultants Inc.186,161$7.85M0.7%+0.9%0.397%
8/15/2025Equitable Holdings Inc.122,184$5.15M0.0%+133.4%0.261%
8/15/2025Lantern Wealth Advisors LLC5,153$217K0.1%N/A0.011%
8/15/2025Bank of America Corp DE2,311,788$97.51M0.0%-7.2%4.934%
8/14/2025Raymond James Financial Inc.20,850$879K0.0%+16.4%0.045%
8/14/2025London & Capital Asset Management Ltd10,343$436K0.0%N/A0.022%
8/13/2025GM Advisory Group LLC573,915$24.21M1.2%+3.1%1.225%
8/12/2025CreativeOne Wealth LLC8,921$376K0.0%N/A0.019%
8/12/2025Maripau Wealth Management LLC110,736$4.69M2.4%-4.0%0.236%
8/12/2025Waterloo Capital L.P.5,048$213K0.0%-89.5%0.011%
8/11/2025United Advisor Group LLC33,458$1.41M0.2%+2.8%0.071%
8/8/2025Rockefeller Capital Management L.P.138,314$5.83M0.0%-24.9%0.295%
8/8/2025Cetera Investment Advisers60,106$2.54M0.0%+2.5%0.128%
8/8/2025Empower Advisory Group LLC5,244$221K0.0%N/A0.011%
8/7/2025CENTRAL TRUST Co513,763$21.67M0.5%-6.6%1.097%
8/5/2025Lord & Richards Wealth Management LLC212,775$8.98M9.4%+17.6%0.454%
8/5/2025Key Financial Inc1,255$53K0.0%N/A0.003%
8/5/2025Bank of New York Mellon Corp2,901,153$122.37M0.0%+6.9%6.192%
8/1/2025Zhang Financial LLC29,657$1.25M0.1%-3.6%0.063%
8/1/2025Envestnet Asset Management Inc.77,109$3.25M0.0%-26.4%0.165%
7/30/2025Brookstone Capital Management964,532$40.68M0.5%+1.4%2.068%
7/29/2025 RPOA Advisors Inc.25,704,076$1.08B28.9%-5.6%55.100%
7/29/2025Crux Wealth Advisors284,055$11.98M5.1%+120.4%0.609%
7/29/2025Stratos Wealth Partners LTD.10,708$452K0.0%+52.9%0.023%
7/22/2025 Carolina Wealth Advisors LLC15,755$665K0.3%N/A0.034%
7/18/2025Tanager Wealth Management LLP1,068,816$45.08M5.3%+4.1%2.318%
7/17/2025Fifth Third Securities Inc.28,490$1.20M0.1%+26.2%0.062%
7/16/2025BankPlus Wealth Management LLC35,770$1.51M1.0%+6.5%0.078%
7/14/2025Sentinel Pension Advisors LLC79,899$3.37M0.6%-72.5%0.174%
7/14/2025Park Avenue Securities LLC14,830$626K0.0%N/A0.032%
7/11/2025Farther Finance Advisors LLC904$38K0.0%-98.8%0.002%
7/11/2025Silver Oak Securities Incorporated7,019$296K0.0%-81.5%0.015%
7/11/2025Harbour Capital Advisors LLC22,665$951K0.2%+23.7%0.050%
7/10/2025Signal Advisors Wealth LLC536,448$22.63M1.8%+21.0%1.183%
7/8/2025 Legacy Private Trust Co.40,536$1.71M0.1%N/A0.089%
7/3/2025 Collective Family Office LLC17,183$725K0.2%N/A0.038%
5/16/2025Talon Private Wealth LLC1,631,500$68.60M9.2%-5.6%3.630%
5/16/2025Integrated Wealth Concepts LLC1,291,158$54.40M0.6%+1.4%2.872%
5/15/2025Second Line Capital LLC95,881$4.04M1.0%+2.5%0.212%
5/15/2025OLD Mission Capital LLC63,743$2.69M0.0%+187.1%0.141%
5/14/2025Flow Traders U.S. LLC59,343$2.50M0.1%-7.9%0.131%
5/14/2025GM Advisory Group LLC556,880$23.46M1.3%+53.8%1.232%
5/13/2025Aptus Capital Advisors LLC580,574$24.46M0.3%-5.0%1.284%
5/13/2025Trajan Wealth LLC6,220$262K0.0%N/A0.014%
5/9/2025Renasant Bank7,637$322K0.2%N/A0.017%
5/9/2025Total Investment Management Inc.1,651,825$69.59M9.1%+6.0%3.654%
5/7/2025LPL Financial LLC164,465$6.93M0.0%+2.8%0.364%
5/7/2025First Heartland Consultants Inc.184,431$7.77M0.8%+1.4%0.408%
5/6/2025Cetera Investment Advisers58,629$2.47M0.0%+5.5%0.130%
5/2/2025Lord & Richards Wealth Management LLC180,892$7.62M8.6%+136.0%0.400%
5/1/2025BankPlus Trust Department5,686$240K0.1%+17.0%0.013%
5/1/2025Fifth Third Securities Inc.22,580$951K0.1%+67.1%0.050%
4/30/2025True Vision MN LLC6,584$277K0.2%+7.3%0.015%
4/30/2025Stratos Wealth Partners LTD.7,005$295K0.0%N/A0.015%
4/29/2025Envestnet Asset Management Inc.104,775$4.41M0.0%+34.8%0.232%
4/29/2025Bank of New York Mellon Corp2,715,092$114.39M0.0%-3.4%6.007%
4/29/2025Brookstone Capital Management950,881$40.06M0.6%-33.8%2.104%
4/29/2025Silver Oak Securities Incorporated37,883$1.59M0.1%+13.6%0.084%
4/25/2025BankPlus Wealth Management LLC33,576$1.41M1.0%+18.5%0.074%
4/24/2025Park Place Capital Corp36,504$1.54M0.4%+277.1%0.081%
4/24/2025Tanager Wealth Management LLP1,027,061$43.27M5.6%+4.9%2.272%
4/23/2025Harbour Capital Advisors LLC18,325$775K0.2%+63.1%0.041%
4/22/2025Advisor Resource Council10,157$428K0.0%N/A0.022%
4/21/2025Silver Oak Securities Incorporated37,883$1.59M0.1%+13.6%0.080%
4/21/2025United Advisor Group LLC32,537$1.37M0.3%+7.8%0.069%
4/18/2025CENTRAL TRUST Co550,046$23.17M0.6%+7.4%1.165%
4/17/2025Dynamic Advisor Solutions LLC27,570$1.16M0.0%-2.6%0.058%
4/15/2025Zhang Financial LLC30,779$1.30M0.1%-1.6%0.065%
4/15/2025Magnolia Private Wealth LLC16,430$692K0.4%+14.6%0.035%
4/14/2025Farther Finance Advisors LLC73,798$3.11M0.1%N/A0.156%
4/14/2025Sentinel Pension Advisors LLC290,365$12.23M2.3%-0.4%0.615%
4/11/2025Signal Advisors Wealth LLC443,264$18.68M1.8%+73.1%0.939%
4/11/2025RPOA Advisors Inc.27,237,351$1.15B31.2%-1.7%57.706%
2/27/2025REAP Financial Group LLC1,659$68K0.0%N/A0.004%
2/24/2025United Advisor Group LLC30,186$1.24M0.2%+150.0%0.071%
2/18/2025First Heartland Consultants Inc.181,974$7.50M0.7%+18.3%0.429%
2/18/2025Glen Eagle Advisors LLC603,037$24.86M4.1%+8.1%1.421%
2/17/2025Stadion Money Management LLC1,130,187$46.59M3.6%-27.0%2.662%
2/17/2025Second Line Capital LLC93,550$3.87M1.0%+5.5%0.220%
2/17/2025Cetera Investment Advisers55,555$2.29M0.0%+999.4%0.131%
2/17/2025Citadel Advisors LLC579,231$23.88M0.0%+3,306.0%1.365%
2/17/2025Bank of America Corp DE1,235,125$50.91M0.0%-1.2%2.910%
2/17/2025Aptus Capital Advisors LLC611,236$25.26M0.3%+12.3%1.440%
2/14/2025Mercer Global Advisors Inc. ADV6,190$255K0.0%-11.8%0.015%
2/14/2025Jane Street Group LLC97,724$4.03M0.0%+119.9%0.230%
2/14/2025Second Half Financial Partners LLC15,500$639K0.3%+2.8%0.037%
2/14/2025Integrated Wealth Concepts LLC1,273,629$52.50M0.6%+8.6%3.000%
2/13/2025NewEdge Advisors LLC1,264$52K0.0%+690.0%0.003%
2/13/2025Rockefeller Capital Management L.P.318,151$13.11M0.0%+4.4%0.749%
(Data available from 1/1/2016 forward)

BKAG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKAG shares?

During the previous two years, 79 institutional investors and hedge funds held shares of BNY Mellon Core Bond ETF. The most heavily invested institutionals were RPOA Advisors Inc. ($1.11B), Bank of New York Mellon Corp ($122.37M), Bank of America Corp DE ($97.51M), Total Investment Management Inc. ($70.86M), Talon Private Wealth LLC ($68.60M), Integrated Wealth Concepts LLC ($54.40M), and Stadion Money Management LLC ($46.59M).Learn more on BNY Mellon Core Bond ETF's institutional investors.

Which institutional investors have been buying BNY Mellon Core Bond ETF's stock?

Of the 70 institutional investors that purchased BNY Mellon Core Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.93M), RPOA Advisors Inc. ($2.29M), Bank of New York Mellon Corp ($1.49M), Tanager Wealth Management LLP ($959.83K), Aptus Capital Advisors LLC ($719.33K), Total Investment Management Inc. ($718.68K), and GM Advisory Group LLC ($573.92K).

How much institutional buying is happening at BNY Mellon Core Bond ETF?

Institutional investors have bought a total of 5,449,754 shares in the last 24 months. This purchase volume represents approximately $228.30M in transactions.

Which of BNY Mellon Core Bond ETF's major shareholders have been selling company stock?

Of the 27 institutional investors that sold BNY Mellon Core Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RPOA Advisors Inc. ($2.19M), Brookstone Capital Management ($1.96M), Stadion Money Management LLC ($418.31K), Sentinel Pension Advisors LLC ($211.58K), Bank of America Corp DE ($194.22K), Rockefeller Capital Management L.P. ($140.29K), and Talon Private Wealth LLC ($97.28K).

How much institutional selling is happening at BNY Mellon Core Bond ETF?

Institutional investors have sold a total of 5,755,672 shares in the last 24 months. This volume of shares sold represents approximately $240.95M in transactions.



This page (NYSEARCA:BKAG) was last updated on 10/10/2025 by MarketBeat.com Staff
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