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BNY Mellon Dynamic Value ETF (BKDV) Institutional Ownership

$27.67 +0.06 (+0.22%)
Closing price 08/28/2025 04:10 PM Eastern
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As of 08/28/2025 05:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$279.99M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$9.69M
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BKDV Institutional Buying and Selling by Quarter

BNY Mellon Dynamic Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Jane Street Group LLC53,797$1.43M0.0%+111.5%0.368%
8/14/2025 FAS Wealth Partners Inc.8,253$212K0.0%N/A0.057%
8/13/2025 Maia Wealth LLC87,537$2.33M0.4%+406.6%0.600%
8/12/2025 Steward Partners Investment Advisory LLC365,834$9.74M0.1%+4,906.6%2.506%
8/5/2025 Bank of New York Mellon Corp5,088,219$135.40M0.0%-6.7%35.276%
8/4/2025 Integrity Alliance LLC.7,579$202K0.0%N/A0.053%
8/1/2025 Envestnet Asset Management Inc.99,110$2.64M0.0%+35.9%0.687%
7/31/2025 Trademark Financial Management LLC11,050$294K0.2%+13.7%0.077%
7/30/2025 Principle Wealth Partners LLC3,607,616$96.00M6.0%+296.0%25.011%
7/29/2025 Crux Wealth Advisors365,734$9.73M4.1%+216.7%2.536%
7/22/2025 Merit Financial Group LLC220,681$5.87M0.1%+13.3%1.530%
7/17/2025 Trivium Point Advisory LLC117,265$3.12M0.3%+2.8%0.874%
7/15/2025 StoneCrest Wealth Management Inc.268,115$7.14M3.4%+318.0%1.997%
7/15/2025 Financial Partners Group Inc56,067$1.49M0.2%+234.1%0.418%
7/11/2025 Essex Savings Bank10,495$279K0.1%N/A0.078%
7/9/2025 Key Client Fiduciary Advisors LLC70,875$1.89M0.8%+49.4%0.526%
7/8/2025 Next Level Private LLC26,275$699K0.2%N/A0.195%
5/19/2025 Jane Street Group LLC25,437$643K0.0%N/A0.208%
5/13/2025 Trivium Point Advisory LLC114,086$2.89M0.4%N/A0.932%
5/13/2025 HighTower Advisors LLC28,024$709K0.0%N/A0.229%
5/12/2025 Maia Wealth LLC17,279$412K0.1%N/A0.141%
5/12/2025 American Alpha Advisors LLC34,982$885K0.7%N/A0.286%
5/9/2025 Atria Wealth Solutions Inc.9,208$233K0.0%N/A0.075%
5/6/2025 Principle Wealth Partners LLC911,018$23.04M1.6%N/A7.443%
5/6/2025 Financial Partners Group Inc16,782$424K0.1%N/A0.137%
4/29/2025 Envestnet Asset Management Inc.72,923$1.84M0.0%N/A0.679%
4/29/2025 Bank of New York Mellon Corp5,452,259$137.89M0.0%N/A50.766%
4/25/2025 Trademark Financial Management LLC9,717$246K0.2%N/A0.090%
4/21/2025 Envestnet Portfolio Solutions Inc.9,208$233K0.0%N/A0.086%
4/18/2025 Insigneo Advisory Services LLC29,409$744K0.1%N/A0.274%
4/11/2025 StoneCrest Wealth Management Inc.64,148$1.62M1.0%N/A0.822%
4/10/2025 Key Client Fiduciary Advisors LLC47,425$1.20M0.5%N/A0.608%
4/9/2025 Merit Financial Group LLC194,825$4.93M0.1%N/A2.498%
2/13/2025 Smith Moore & CO.59,069$1.45M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

BKDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKDV shares?

During the previous two years, 23 institutional investors and hedge funds held shares of BNY Mellon Dynamic Value ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($135.40M), Principle Wealth Partners LLC ($96.00M), Steward Partners Investment Advisory LLC ($9.74M), Crux Wealth Advisors ($9.73M), StoneCrest Wealth Management Inc. ($7.14M), Merit Financial Group LLC ($5.87M), and Trivium Point Advisory LLC ($3.12M).Learn more on BNY Mellon Dynamic Value ETF's institutional investors.

Which institutional investors have been buying BNY Mellon Dynamic Value ETF's stock?

Of the 23 institutional investors that purchased BNY Mellon Dynamic Value 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 ($5.45M), Principle Wealth Partners LLC ($3.61M), Steward Partners Investment Advisory LLC ($358.53K), StoneCrest Wealth Management Inc. ($268.12K), Crux Wealth Advisors ($250.24K), Merit Financial Group LLC ($220.68K), and Trivium Point Advisory LLC ($117.27K).

How much institutional buying is happening at BNY Mellon Dynamic Value ETF?

Institutional investors have bought a total of 10,875,641 shares in the last 24 months. This purchase volume represents approximately $279.99M in transactions.

Which of BNY Mellon Dynamic Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold BNY Mellon Dynamic Value ETF stock in the last 24 months: Bank of New York Mellon Corp ($364.04K).

How much institutional selling is happening at BNY Mellon Dynamic Value ETF?

Institutional investors have sold a total of 364,040 shares in the last 24 months. This volume of shares sold represents approximately $9.69M in transactions.



This page (NYSEARCA:BKDV) was last updated on 8/29/2025 by MarketBeat.com Staff
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