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BNY Mellon Core Bond ETF (BKAG) Institutional Ownership

BNY Mellon Core Bond ETF logo
$41.32 +0.03 (+0.07%)
As of 07/24/2026 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)
70
Total
Institutional Inflows
(last 12 months)
$330.72M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$339.39M
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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
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%
6/3/2026NewEdge Advisors LLC60,984$2.57M0.0%+195.8%0.123%
5/28/2026Maripau Wealth Management LLC146,567$6.19M2.7%+7.8%0.295%
5/19/2026NewEdge Advisors LLC60,984$26K0.0%+195.8%0.123%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada471,820$19.91M0.0%+172,097.1%0.950%
5/16/2026Glen Eagle Advisors LLC716,350$30.23M4.2%+8.5%1.443%
5/15/2026Stadion Money Management LLC785,210$33.14M3.3%-0.6%1.581%
5/13/2026Cetera Investment Advisers54,209$2.29M0.0%+29.4%0.109%
5/6/2026Zhang Financial LLC21,433$904K0.0%-26.3%0.043%
5/5/2026Bank of New York Mellon Corp5,280,228$222.83M0.0%+88.2%10.635%
5/5/2026Sanctuary Advisors LLC20,691$873K0.0%+7.2%0.042%
4/30/2026Stiles 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%
4/24/2026Merited Wealth LLC17,832$753K0.6%N/A0.036%
4/24/2026Key Financial Inc1,000$42K0.0%-20.3%0.002%
4/23/2026SevenBridge 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%
4/18/2026CENTRAL TRUST Co703,812$29.70M0.6%+10.5%1.435%
4/18/2026RPOA Advisors Inc.20,618,899$870.12M38.1%-20.5%42.036%
4/17/2026Krilogy Financial LLC16,477$695K0.0%N/A0.034%
4/17/2026Signal 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%
3/17/2026Rockefeller Capital Management L.P.133,364$5.65M0.0%+1.7%0.256%
2/18/2026NewEdge Advisors LLC20,615$874K0.0%N/A0.040%
2/18/2026 Strong Retirement Solutions LLC13,119$556K0.4%N/A0.025%
2/17/2026Cetera Investment Advisers41,905$1.78M0.0%-10.7%0.081%
2/17/2026Equitable Holdings Inc.102,968$4.36M0.0%-9.2%0.198%
2/17/2026Osaic Holdings Inc.80,582$3.42M0.0%-20.6%0.155%
2/17/2026Advisory Services Network LLC53,253$2.26M0.0%+19.9%0.102%
2/17/2026Guardian Wealth Advisors LLC NC83,553$3.54M0.2%+1.6%0.161%
2/17/2026Stadion Money Management LLC789,593$33.47M2.7%-21.9%1.517%
2/16/2026Mariner LLC5,765$244K0.0%N/A0.011%
2/16/2026Glen Eagle Advisors LLC659,997$27.97M3.8%+3.7%1.268%
2/16/2026E6 Portfolios LLC21,557$914K1.0%N/A0.041%
2/16/2026Aptus Capital Advisors LLC1,084,875$46.04M0.3%+13.2%2.084%
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2/13/2026Kestra Advisory Services LLC1,371$58K0.0%N/A0.003%
2/13/2026CreativeOne Wealth LLC10,503$445K0.0%+16.7%0.020%
2/13/2026GM Advisory Group LLC584,260$24.76M1.0%+1.6%1.122%
2/13/2026Integrated Wealth Concepts LLC716,209$30.36M0.4%-5.5%1.376%
2/13/2026Wells Fargo & Company MN9,946$422K0.0%+9.0%0.019%
2/12/2026Jane Street Group LLC94,509$4.01M0.0%N/A0.182%
2/12/2026Commonwealth Equity Services LLC11,935$506K0.0%+8.0%0.023%
2/11/2026M Holdings Securities Inc.40,152$1.70M0.1%N/A0.077%
2/11/2026LPL Financial LLC171,893$7.29M0.0%-0.2%0.330%
2/10/2026Bank of New York Mellon Corp2,805,541$118.91M0.0%+0.4%5.390%
2/10/2026Goldman Sachs Group Inc.84,797$3.59M0.0%N/A0.163%
2/10/2026Northwestern Mutual Wealth Management Co.1,518$64K0.0%+522.1%0.003%
2/9/2026Fisher Asset Management LLC19,981$847K0.0%+177.4%0.038%
2/6/2026 Wilian Securities LLC46,832$1.99M2.1%N/A0.090%
2/6/2026Magnolia 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%
2/4/2026Independent Advisor Alliance9,858$418K0.0%N/A0.019%
2/4/2026 BankPlus Wealth Management LLC38,479$1.63M0.9%+2.3%0.074%
2/3/2026Stiles Financial Services Inc30,916$1.31M0.4%N/A0.059%
2/3/2026Total Investment Management Inc.1,705,087$72.27M9.3%+1.4%3.276%
2/2/2026CENTRAL TRUST Co637,074$27.00M0.5%+9.9%1.224%
2/2/2026SevenBridge Financial Group LLC152,480$6.49M1.1%+3.7%0.293%
1/30/2026Wealth Forward LLC204,086$8.65M4.9%+2.1%0.392%
1/29/2026Sanctuary Advisors LLC19,301$818K0.0%-2.5%0.037%
1/27/2026BankPlus 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%
1/22/2026Curran 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%
1/20/2026Savvy Advisors Inc.33,492$1.42M0.0%N/A0.066%
1/20/2026Stratos 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%
1/13/2026Signal 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%
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%
11/26/2025Lantern Wealth Advisors LLC5,861$250K0.1%+13.7%0.012%
11/21/2025Tcfg Wealth Management LLC12,291$524K0.1%N/A0.026%
11/19/2025Second 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%
11/18/2025Advisory Services Network LLC44,428$1.89M0.0%+22.0%0.093%
11/18/2025Tcfg Wealth Management LLC12,291$524K0.0%N/A0.026%
11/17/2025Susquehanna International Group LLP38,604$1.65M0.0%-73.7%0.081%
11/17/2025Maripau Wealth Management LLC114,905$4.90M2.5%+3.8%0.242%
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11/17/2025Integrated Wealth Concepts LLC758,263$32.30M0.3%+11.1%1.595%
11/17/2025Flow Traders U.S. LLC81,521$3.47M0.1%N/A0.171%
11/17/2025Citadel Advisors LLC33,584$1.43M0.0%-38.3%0.071%
11/17/2025Bank of America Corp DE2,281,786$97.20M0.0%-1.3%4.799%
11/14/2025Raymond James Financial Inc.38,029$1.62M0.0%+82.4%0.080%
11/14/2025Equitable Holdings Inc.113,462$4.83M0.0%-7.1%0.239%
11/13/2025 Crux Wealth Advisors305,438$13.01M5.2%+7.5%0.642%
11/13/2025SevenBridge Financial Group LLC147,027$6.27M1.0%+37.8%0.309%
11/12/2025Aptus Capital Advisors LLC958,189$40.82M0.3%+17.4%2.015%
11/12/2025Fisher Asset Management LLC7,202$307K0.0%N/A0.015%


BKAG Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 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), Tanager Wealth Management LLP ($50.83M), Talon Private Wealth LLC ($50.68M), and Aptus Capital Advisors LLC ($46.04M).Learn more on BNY Mellon Core Bond ETF's institutional investors.

Of the 90 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), Tanager Wealth Management LLP ($776.39K), Signal Advisors Wealth LLC ($742.26K), and GM Advisory Group LLC ($615.98K).

Institutional investors have bought a total of 7,817,404 shares in the last 24 months. This purchase volume represents approximately $330.72M in transactions.

Of the 28 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. ($6.86M), Bank of America Corp DE ($229.98K), 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 Tanager Wealth Management LLP ($51.70K).

Institutional investors have sold a total of 8,039,710 shares in the last 24 months. This volume of shares sold represents approximately $339.39M in transactions.


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This page (NYSEARCA:BKAG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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