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BNY Mellon Dynamic Value ETF (BKDV) Institutional Ownership

$26.87 0.00 (0.00%)
As of 07/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$187.57M
Number of
Institutional Sellers
(last 12 months)
0
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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
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%
5/19/2025Jane Street Group LLC25,437$643K0.0%N/A0.208%
5/13/2025 Trivium Point Advisory LLC114,086$2.89M0.4%N/A0.932%
5/13/2025HighTower Advisors LLC28,024$709K0.0%N/A0.229%
5/12/2025Maia Wealth LLC17,279$412K0.1%N/A0.141%
5/12/2025American Alpha Advisors LLC34,982$885K0.7%N/A0.286%
5/9/2025Atria Wealth Solutions Inc.9,208$233K0.0%N/A0.075%
5/6/2025Principle Wealth Partners LLC911,018$23.04M1.6%N/A7.443%
5/6/2025 Financial Partners Group Inc16,782$424K0.1%N/A0.137%
4/29/2025Envestnet Asset Management Inc.72,923$1.84M0.0%N/A0.679%
4/29/2025Bank of New York Mellon Corp5,452,259$137.89M0.0%N/A50.766%
4/25/2025Trademark Financial Management LLC9,717$246K0.2%N/A0.090%
4/21/2025Envestnet Portfolio Solutions Inc.9,208$233K0.0%N/A0.086%
4/18/2025Insigneo 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%
4/9/2025Merit Financial Group LLC194,825$4.93M0.1%N/A2.498%
2/13/2025Smith 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, 19 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 ($137.89M), Principle Wealth Partners LLC ($23.04M), StoneCrest Wealth Management Inc. ($7.14M), Merit Financial Group LLC ($4.93M), Trivium Point Advisory LLC ($3.12M), Key Client Fiduciary Advisors LLC ($1.89M), and Envestnet Asset Management Inc. ($1.84M).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 19 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 ($911.02K), StoneCrest Wealth Management Inc. ($268.12K), Merit Financial Group LLC ($194.83K), Trivium Point Advisory LLC ($117.27K), Envestnet Asset Management Inc. ($72.92K), and Key Client Fiduciary Advisors LLC ($70.88K).

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

Institutional investors have bought a total of 7,402,450 shares in the last 24 months. This purchase volume represents approximately $187.57M in transactions.



This page (NYSEARCA:BKDV) was last updated on 7/19/2025 by MarketBeat.com Staff
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