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BNY Mellon Core Bond ETF (BKAG) Institutional Ownership

BNY Mellon Core Bond ETF logo
$41.12 +0.07 (+0.17%)
As of 04:10 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)
69
Total
Institutional Inflows
(last 12 months)
$313.08M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$267.99M
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BKAG Institutional Buying and Selling by Quarter

BNY Mellon Core Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Second Line Capital LLC106,590$4.47M0.8%+2.5%0.198%
9/2/2026 Citadel Advisors LLC51,467$2.16M0.0%N/A0.096%
8/23/2026 Tanager Wealth Management LLP1,018,696$42.73M3.7%-15.4%1.893%
8/23/2026 Guardian Wealth Advisors LLC NC102,787$4.31M0.2%+16.2%0.191%
8/22/2026 Compass Financial Management LLC2,663$112K0.0%N/A0.005%
8/22/2026 Lord & Richards Wealth Management LLC255,358$10.71M8.4%+6.5%0.475%
8/22/2026 Concurrent Investment Advisors LLC48,609$2.04M0.0%N/A0.090%
8/21/2026 Symphony Financial Ltd. Co.121,552$5.12M0.6%+5.4%0.226%
8/20/2026 M Holdings Securities Inc.60,439$2.55M0.3%+7.5%0.112%
8/12/2026 Compass Financial Management LLC2,663$112K0.0%N/A0.005%
8/7/2026 Trust Co. of Vermont6,813$163K0.0%N/A0.013%
7/10/2026 Carolina Wealth Advisors LLC306,994$12.88M5.0%+1.9%0.598%
7/8/2026 First Heartland Consultants Inc.88,101$3.70M0.2%-58.0%0.172%
7/7/2026 Dynamic Advisor Solutions LLC13,611$571K0.0%-18.8%0.027%
6/3/2026 NewEdge Advisors LLC60,984$2.57M0.0%+195.8%0.123%
5/28/2026 Maripau Wealth Management LLC146,567$6.19M2.7%+7.8%0.295%
5/19/2026 NewEdge Advisors LLC60,984$26K0.0%+195.8%0.123%
5/19/2026 Bank of America Corp DE2,377,880$100.35M0.0%-0.9%4.789%
5/18/2026Talon Private Wealth LLC1,200,865$50.68M6.7%N/A2.419%
5/18/2026 Royal Bank of Canada471,820$19.91M0.0%+172,097.1%0.950%
5/16/2026 Glen Eagle Advisors LLC716,350$30.23M4.2%+8.5%1.443%
5/15/2026 Stadion Money Management LLC785,210$33.14M3.3%-0.6%1.581%
5/13/2026 Cetera Investment Advisers54,209$2.29M0.0%+29.4%0.109%
5/6/2026 Zhang Financial LLC21,433$904K0.0%-26.3%0.043%
5/5/2026 Bank of New York Mellon Corp5,280,228$222.83M0.0%+88.2%10.635%
5/5/2026 Sanctuary Advisors LLC20,691$873K0.0%+7.2%0.042%
4/30/2026 Stiles Financial Services Inc32,825$1.39M0.4%+6.2%0.066%
4/28/2026GM Advisory Group LLC615,975$25.99M1.0%+5.4%1.246%
4/24/2026 Merited Wealth LLC17,832$753K0.6%N/A0.036%
4/24/2026 Key Financial Inc1,000$42K0.0%-20.3%0.002%
4/23/2026 SevenBridge Financial Group LLC163,114$6.89M1.1%+7.0%0.330%
4/20/2026 Tanager Wealth Management LLP1,204,595$50.83M4.9%-4.1%2.456%
4/20/2026 Lord & Richards Wealth Management LLC239,716$10.12M8.9%+0.3%0.489%
4/18/2026 CENTRAL TRUST Co703,812$29.70M0.6%+10.5%1.435%
4/18/2026 RPOA Advisors Inc.20,618,899$870.12M38.1%-20.5%42.036%
4/17/2026 Krilogy Financial LLC16,477$695K0.0%N/A0.034%
4/17/2026 Signal Advisors Wealth LLC827,487$34.92M2.4%+10.3%1.687%
4/17/2026 Brookstone Capital Management998,424$42.13M0.5%+1.2%2.036%
3/17/2026 Rockefeller Capital Management L.P.133,364$5.65M0.0%+1.7%0.256%
2/18/2026 NewEdge Advisors LLC20,615$874K0.0%N/A0.040%
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2/18/2026 Strong Retirement Solutions LLC13,119$556K0.4%N/A0.025%
2/17/2026 Cetera Investment Advisers41,905$1.78M0.0%-10.7%0.081%
2/17/2026 Equitable Holdings Inc.102,968$4.36M0.0%-9.2%0.198%
2/17/2026 Osaic Holdings Inc.80,582$3.42M0.0%-20.6%0.155%
2/17/2026 Advisory Services Network LLC53,253$2.26M0.0%+19.9%0.102%
2/17/2026 Guardian Wealth Advisors LLC NC83,553$3.54M0.2%+1.6%0.161%
2/17/2026 Stadion Money Management LLC789,593$33.47M2.7%-21.9%1.517%
2/16/2026 Mariner LLC5,765$244K0.0%N/A0.011%
2/16/2026 Glen Eagle Advisors LLC659,997$27.97M3.8%+3.7%1.268%
2/16/2026 E6 Portfolios LLC21,557$914K1.0%N/A0.041%
2/16/2026 Aptus Capital Advisors LLC1,084,875$46.04M0.3%+13.2%2.084%
2/13/2026 Kestra Advisory Services LLC1,371$58K0.0%N/A0.003%
2/13/2026 CreativeOne Wealth LLC10,503$445K0.0%+16.7%0.020%
2/13/2026GM Advisory Group LLC584,260$24.76M1.0%+1.6%1.122%
2/13/2026 Integrated Wealth Concepts LLC716,209$30.36M0.4%-5.5%1.376%
2/13/2026 Wells Fargo & Company MN9,946$422K0.0%+9.0%0.019%
2/12/2026 Jane Street Group LLC94,509$4.01M0.0%N/A0.182%
2/12/2026 Commonwealth Equity Services LLC11,935$506K0.0%+8.0%0.023%
2/11/2026 M Holdings Securities Inc.40,152$1.70M0.1%N/A0.077%
2/11/2026 LPL Financial LLC171,893$7.29M0.0%-0.2%0.330%
2/10/2026 Bank of New York Mellon Corp2,805,541$118.91M0.0%+0.4%5.390%
2/10/2026 Goldman Sachs Group Inc.84,797$3.59M0.0%N/A0.163%
2/10/2026 Northwestern Mutual Wealth Management Co.1,518$64K0.0%+522.1%0.003%
2/9/2026 Fisher Asset Management LLC19,981$847K0.0%+177.4%0.038%
2/6/2026 Wilian Securities LLC46,832$1.99M2.1%N/A0.090%
2/6/2026 Magnolia Private Wealth LLC27,099$1.15M0.8%-2.0%0.052%
2/6/2026 Envestnet Portfolio Solutions Inc.8,590$364K0.0%N/A0.017%
2/4/2026 Independent Advisor Alliance9,858$418K0.0%N/A0.019%
2/4/2026 BankPlus Wealth Management LLC38,479$1.63M0.9%+2.3%0.074%
2/3/2026 Stiles Financial Services Inc30,916$1.31M0.4%N/A0.059%
2/3/2026 Total Investment Management Inc.1,705,087$72.27M9.3%+1.4%3.276%
2/2/2026 CENTRAL TRUST Co637,074$27.00M0.5%+9.9%1.224%
2/2/2026 SevenBridge Financial Group LLC152,480$6.49M1.1%+3.7%0.293%
1/30/2026 Wealth Forward LLC204,086$8.65M4.9%+2.1%0.392%
1/29/2026 Sanctuary Advisors LLC19,301$818K0.0%-2.5%0.037%
1/27/2026 BankPlus Trust Department8,040$341K0.1%+20.1%0.015%
1/26/2026 Tanager Wealth Management LLP1,256,294$53.27M5.3%+4.8%2.418%
1/26/2026 Sightline Wealth Advisors LLC48,158$2.04M0.9%N/A0.093%
1/23/2026 Fifth Third Securities Inc.29,512$1.25M0.1%+3.5%0.058%
1/22/2026 Curran Financial Partners LLC109,178$4.63M0.9%+5.9%0.216%
1/21/2026 Crux Wealth Advisors315,824$13.39M5.0%+3.4%0.624%
1/21/2026 Carolina Wealth Advisors LLC306,592$12.99M5.8%-1.2%0.605%
1/20/2026 Princeton Global Asset Management LLC833$35K0.0%N/A0.002%
1/20/2026 Savvy Advisors Inc.33,492$1.42M0.0%N/A0.066%
1/20/2026 Stratos Wealth Partners LTD.13,000$551K0.0%+4.4%0.026%
1/15/2026 Lord & Richards Wealth Management LLC238,966$10.13M8.7%+5.1%0.474%
1/15/2026 Brookstone Capital Management986,411$41.81M0.5%+1.1%1.955%
1/13/2026 Signal Advisors Wealth LLC750,307$31.80M2.5%+14.2%1.487%
1/12/2026 Sentinel Pension Advisors LLC52,497$2.23M0.3%-19.3%0.104%
1/9/2026 First Heartland Consultants Inc.206,229$8.74M0.7%+7.1%0.409%
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1/9/2026 Dynamic Advisor Solutions LLC17,209$729K0.0%-24.5%0.034%
1/7/2026 Harbour Capital Advisors LLC16,115$684K0.1%+29.5%0.033%
1/6/2026 Collective Family Office LLC37,534$1.59M0.4%+49.5%0.077%
11/26/2025 Lantern Wealth Advisors LLC5,861$250K0.1%+13.7%0.012%
11/21/2025Tcfg Wealth Management LLC12,291$524K0.1%N/A0.026%
11/19/2025 Second Line Capital LLC91,816$3.91M0.8%+2.4%0.193%
11/19/2025GM Advisory Group LLC575,112$24.50M1.0%+0.2%1.209%
11/18/2025 Advisory Services Network LLC44,428$1.89M0.0%+22.0%0.093%
11/18/2025Tcfg Wealth Management LLC12,291$524K0.0%N/A0.026%
11/17/2025 Susquehanna International Group LLP38,604$1.65M0.0%-73.7%0.081%


BKAG Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 institutional investors and hedge funds held shares of BNY Mellon Core Bond ETF. The most heavily invested institutionals were RPOA Advisors Inc. ($870.12M), Bank of New York Mellon Corp ($222.83M), Bank of America Corp DE ($100.35M), Total Investment Management Inc. ($72.27M), Talon Private Wealth LLC ($50.68M), Aptus Capital Advisors LLC ($46.04M), and Tanager Wealth Management LLP ($42.73M).Learn more on BNY Mellon Core Bond ETF's institutional investors.

Of the 92 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: Bank of New York Mellon Corp ($3.07M), Brookstone Capital Management ($2.96M), RPOA Advisors Inc. ($1.32M), Talon Private Wealth LLC ($1.20M), Signal Advisors Wealth LLC ($742.26K), Tanager Wealth Management LLP ($729.38K), and Citadel Advisors LLC ($613.69K).

Institutional investors have bought a total of 7,399,890 shares in the last 24 months. This purchase volume represents approximately $313.08M in transactions.

Of the 22 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. ($5.32M), Tanager Wealth Management LLP ($237.60K), Stadion Money Management LLC ($226.15K), First Heartland Consultants Inc. ($121.84K), Susquehanna International Group LLP ($108.25K), Bank of New York Mellon Corp ($105.67K), and Bank of America Corp DE ($50.76K).

Institutional investors have sold a total of 6,348,117 shares in the last 24 months. This volume of shares sold represents approximately $267.99M in transactions.


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Institutional ownership data for NYSEARCA:BKAG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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