BNY Mellon Core Bond ETF (BKAG) Institutional Ownership

$41.06
+0.23 (+0.56%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for BNY Mellon Core Bond ETF (NYSEARCA:BKAG)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$203.83M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$5.74M
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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
5/1/2024 Tanager Wealth Management LLP479,909$20.09M3.2%+21.0%1.119%
4/25/2024 Bank of New York Mellon Corp4,124,723$172.70M0.0%+23.5%9.615%
4/24/2024 Zhang Financial LLC40,908$1.71M0.1%-6.0%0.095%
4/24/2024 CENTRAL TRUST Co317,786$13.31M0.3%+13.1%0.741%
4/22/2024 Nilsine Partners LLC80,041$3.35M0.5%-25.5%0.187%
4/16/2024 Total Investment Management Inc.1,484,472$62.16M7.8%+0.1%13.374%
4/10/2024 Legacy Private Trust Co.5,528$231K0.0%+10.0%0.050%
2/14/2024Waterloo Capital L.P.44,305$1.88M0.3%-1.5%0.399%
2/9/2024Advisory Services Network LLC68,420$2.91M0.1%+31.3%0.616%
2/8/2024First Heartland Consultants Inc.173,754$7.38M0.9%+3.2%1.565%
2/7/2024Principal Securities Inc.2,056$87K0.0%N/A0.019%
2/5/2024Silver Oak Securities Incorporated22,253$946K0.1%+17.7%0.200%
2/2/2024 Total Investment Management Inc.1,482,835$63.01M8.0%+1.8%13.359%
1/31/2024 Tanager Wealth Management LLP396,690$16.89M3.1%+17.2%3.574%
1/31/2024 Zhang Financial LLC43,502$1.85M0.2%-20.6%0.392%
1/26/2024Keener Financial Planning LLC4,024$171K0.1%N/A0.036%
1/24/2024 CENTRAL TRUST Co281,066$11.94M0.3%+27.6%2.532%
1/24/2024 Nilsine Partners LLC107,405$4.56M0.7%+4.2%0.968%
1/11/2024Advisory Resource Group207,334$8.81M2.2%-1.8%1.868%
1/11/2024 Dynamic Advisor Solutions LLC25,887$1.09M0.0%-1.1%0.233%
1/10/2024 Sound Income Strategies LLC1,766$75K0.0%N/A0.016%
1/4/2024 Compass Wealth Management LLC4,690$199K0.1%N/A0.042%
12/5/2023Advisory Resource Group211,117$8.51M2.3%+0.1%1.902%
11/20/2023Silver Oak Securities Incorporated18,912$762K0.1%N/A0.170%
11/16/2023 Atticus Wealth Management LLC1,365$55K0.0%N/A0.012%
11/15/2023Integrated Wealth Concepts LLC320,848$12.93M0.2%+7.2%2.891%
11/9/2023First Heartland Consultants Inc.168,437$6.79M0.8%N/A1.517%
11/8/2023Aptus Capital Advisors LLC652,443$26.29M0.7%N/A5.878%
11/8/2023 Tanager Wealth Management LLP338,598$13.64M2.8%+210.7%3.050%
11/8/2023Pillar Wealth Advisors LLC10,700$431K0.4%-53.4%0.096%
11/1/2023 Nilsine Partners LLC103,108$4.16M0.6%N/A0.929%
10/30/2023RFP Financial Group LLC2,898$117K0.1%N/A0.026%
10/26/2023 CENTRAL TRUST Co220,277$8.88M0.3%+62.1%1.984%
10/26/2023 Fiduciary Planning LLC124,728$5.03M2.4%N/A1.124%
10/24/2023 Total Investment Management Inc.1,457,019$58.71M8.4%+51.6%13.126%
10/24/2023 Bank of New York Mellon Corp3,902,913$157.27M0.0%+2.9%35.161%
10/23/2023Sentinel Pension Advisors Inc.1,295,452$52.20M12.7%+13.7%11.671%
10/11/2023 Legacy Private Trust Co.11,756$474K0.0%N/A0.106%
10/11/2023 Zhang Financial LLC54,791$2.21M0.2%-20.5%0.494%
10/11/2023 Dynamic Advisor Solutions LLC26,177$1.06M0.0%-1.6%0.236%
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8/14/2023Stadion Money Management LLC1,090,021$45.78M3.0%+3.1%9.820%
8/4/2023Pillar Wealth Advisors LLC22,950$964K0.8%N/A0.226%
8/3/2023 Dynamic Advisor Solutions LLC26,608$1.12M0.1%+124.3%0.262%
8/3/2023 Tanager Wealth Management LLP108,982$4.58M1.0%+39.5%1.074%
8/3/2023 Bank of New York Mellon Corp3,791,487$159.24M0.0%+3.7%37.355%
8/2/2023Bank of Montreal Can1,370$58K0.0%N/A0.013%
7/31/2023LPL Financial LLC69,185$2.91M0.0%+87.7%0.682%
7/26/2023 CENTRAL TRUST Co135,913$5.71M0.2%+8.7%1.339%
7/26/2023 Red Cedar Investment Management LLC21,337$896K0.1%N/A0.210%
7/20/2023 Exchange Traded Concepts LLC486,627$20.44M0.5%N/A4.794%
7/19/2023Foundations Investment Advisors LLC7,540$317K0.0%N/A0.074%
7/18/2023 Zhang Financial LLC68,944$2.90M0.3%-7.9%0.679%
7/18/2023Sentinel Pension Advisors Inc.1,139,247$47.85M11.6%+3.4%11.224%
7/11/2023Advisory Resource Group210,861$8.86M2.4%-7.7%2.077%
7/6/2023 Total Investment Management Inc.961,224$40.37M5.2%+4.4%9.470%
5/15/2023Stadion Money Management LLC1,057,359$45.19M3.6%+149.2%10.417%
5/11/2023 Zhang Financial LLC74,824$3.20M0.4%-35.2%0.737%
5/9/2023 Bank of New York Mellon Corp3,655,412$156.23M0.0%+1.2%36.014%
5/5/2023Truist Financial Corp77,650$3.32M0.0%N/A0.761%
5/4/2023Clear Harbor Asset Management LLC80,386$3.44M0.4%+44.6%0.788%
5/3/2023Integrated Wealth Concepts LLC275,030$11.76M0.2%-80.9%2.696%
4/28/2023Sentinel Pension Advisors Inc.1,102,068$47.50M12.0%+7.5%10.805%
4/19/2023 CENTRAL TRUST Co125,010$5.34M0.2%+126.9%1.226%
4/12/2023 Naviter Wealth LLC5,118$219K0.1%N/A0.050%
2/13/2023Integrated Wealth Concepts LLC1,441,375$59.96M1.6%+6.9%14.131%
2/7/2023LPL Financial LLC36,444$1.52M0.0%+19.0%0.357%
2/7/2023IFP Advisors Inc1,887$94K0.0%N/A0.019%
2/6/2023Sentinel Pension Advisors Inc.1,025,237$42.65M13.4%+10.5%10.051%
2/1/2023 Total Investment Management Inc.1,204,021$50.09M12.2%+1.3%11.804%
1/27/2023Advisory Resource Group236,264$9.83M2.9%-4.3%2.316%
1/27/2023 Tanager Wealth Management LLP78,277$3.27M0.9%N/A0.767%
1/27/2023Paradigm Financial Partners LLC29,696$1.26M0.4%+23.3%0.291%
1/26/2023 CENTRAL TRUST Co55,097$2.29M0.1%N/A0.540%
1/20/2023Clear Harbor Asset Management LLC55,609$2.31M0.3%+28.3%0.545%
1/20/2023 Tanager Wealth Management LLP6,150$257K0.2%N/A0.060%
1/17/2023 Zhang Financial LLC115,460$4.80M0.6%-38.5%1.132%
1/13/2023Savior LLC997$41K0.0%-24.3%0.010%
1/13/2023 Dynamic Advisor Solutions LLC11,908$495K0.0%+70.2%0.118%
12/8/2022 Bank of New York Mellon Corp2,976,618$123.06M0.0%+85.9%32.531%
11/15/2022 Bank of New York Mellon Corp2,976,618$123.06M0.0%+85.9%32.531%
11/9/2022Paradigm Financial Partners LLC24,089$995K0.3%+27.3%0.263%
11/1/2022Sentinel Pension Advisors Inc.927,842$38.36M13.4%+5.7%10.140%
11/1/2022 Patriot Financial Group Insurance Agency LLC7,107$294K0.1%N/A0.078%
10/26/2022WBI Investments Inc.16,067$657K0.2%-8.7%0.176%
10/25/2022Clear Harbor Asset Management LLC43,335$1.79M0.2%+28.8%0.476%
10/24/2022 Annapolis Financial Services LLC617$26K0.0%N/A0.007%
10/20/2022 Dynamic Advisor Solutions LLC6,998$289K0.0%N/A0.077%
10/18/2022 Zhang Financial LLC187,642$7.76M1.2%+2.9%2.120%
10/13/2022 Total Investment Management Inc.1,188,533$49.14M9.9%+1.4%13.506%
10/11/2022Advisory Resource Group246,866$10.21M3.4%+7.0%2.805%
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10/5/2022Savior LLC1,317$54K0.1%N/A0.015%
8/9/2022Sentinel Pension Advisors Inc.877,814$38.34M12.9%+27.7%11.943%
8/8/2022Integrated Wealth Concepts LLC1,419,047$61.98M1.9%+3.7%19.307%
7/27/2022Paradigm Financial Partners LLC18,918$825K0.2%+3.9%0.257%
7/25/2022WBI Investments Inc.17,590$761K0.2%N/A0.243%
7/22/2022KCS Wealth Advisory7,055$308K0.1%+13.7%0.097%
7/21/2022Advisory Resource Group230,698$10.08M3.3%+11.7%3.182%
7/20/2022Clear Harbor Asset Management LLC33,640$1.47M0.2%+10.8%0.464%
7/14/2022 Zhang Financial LLC182,280$7.96M1.3%+29.8%2.532%
6/7/2022Bank of America Corp DE497,948$22.94M0.0%+369.4%7.432%
(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, 43 institutional investors and hedge funds held shares of BNY Mellon Core Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($172.70M), Total Investment Management Inc. ($62.16M), Sentinel Pension Advisors Inc. ($52.20M), Stadion Money Management LLC ($45.78M), Aptus Capital Advisors LLC ($26.29M), Bank of America Corp DE ($22.94M), and Exchange Traded Concepts LLC ($20.44M).Learn more on BKAG's institutional investors.

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

Of the 42 institutional investors that purchased BNY Mellon Core Bond ETF 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 ($3.85M), Sentinel Pension Advisors Inc. ($1.30M), Stadion Money Management LLC ($665.74K), Aptus Capital Advisors LLC ($652.44K), Total Investment Management Inc. ($596.18K), Exchange Traded Concepts LLC ($486.63K), and Tanager Wealth Management LLP ($486.24K).

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

Institutional investors have bought a total of 9,930,389 shares in the last 24 months. This purchase volume represents approximately $417.66M in transactions.

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

Of the 9 institutional investors that sold BNY Mellon Core Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($1.17M), Zhang Financial LLC ($146.73K), Advisory Resource Group ($31.94K), Nilsine Partners LLC ($27.36K), Pillar Wealth Advisors LLC ($12.25K), WBI Investments Inc. ($1.52K), and Dynamic Advisor Solutions LLC ($721.00).

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

Institutional investors have sold a total of 1,387,858 shares in the last 24 months. This volume of shares sold represents approximately $59.11M in transactions.


This page (NYSEARCA:BKAG) was last updated on 5/4/2024 by MarketBeat.com Staff

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