Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free BKDV Stock Alerts

BNY Mellon Dynamic Value ETF (BKDV) Institutional Ownership

$33.70 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$332.94M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$44.70M
Get BKDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling BNY Mellon Dynamic Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BKDV Institutional Buying and Selling by Quarter

BNY Mellon Dynamic Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC116,654$3.91M1.7%+26.6%0.274%
6/10/2026FAS Wealth Partners Inc.186,746$5.54M0.3%+83.8%0.439%
5/26/2026Ruggaard & Associates LLC264,296$7.84M3.1%-0.3%0.621%
5/19/2026Western Wealth Management LLC1,750$52K0.0%N/A0.004%
5/8/2026JSF Financial LLC186,738$5.54M1.1%+205.4%0.439%
5/5/2026Bank of New York Mellon Corp4,405,555$130.67M0.0%-6.7%10.356%
5/5/2026Sanctuary Advisors LLC91,369$2.71M0.0%+12.4%0.215%
5/4/2026Bleakley Financial Group LLC350,119$10.39M0.2%+116.6%0.823%
5/1/2026Fifth Third Bancorp8,647$256K0.0%N/A0.021%
4/30/2026Kestra Advisory Services LLC81,019$2.40M0.0%+25.8%0.197%
4/27/2026Trademark Financial Management LLC16,939$502K0.2%+16.2%0.042%
4/23/2026BXM Wealth LLC15,835$470K0.4%+77.4%0.041%
4/23/2026Next Level Private LLC82,305$2.44M0.6%+83.5%0.213%
4/21/2026Laurel Oak Wealth Management LLC10,869$322K0.1%N/A0.029%
4/21/2026Sugar Maple Asset Management LLC76,942$2.28M1.4%+86.4%0.203%
4/20/2026Kestra Private Wealth Services LLC8,606$255K0.0%N/A0.023%
4/20/2026KFA Private Wealth Group LLC28,636$849K0.2%+6.9%0.076%
4/17/2026Essex Bank8,929$265K0.1%-14.9%0.024%
4/16/2026Baron Wealth Management LLC27,594$818K0.2%+29.9%0.074%
4/15/2026Nations Financial Group Inc. IA ADV204,852$6.08M0.3%+63.4%0.547%
2/24/2026Investment Insight Wealth Management LLC13,407$389K0.4%N/A0.046%
2/20/2026Ruggaard & Associates LLC265,164$7.70M3.0%N/A0.917%
2/18/2026FAS Wealth Partners Inc.101,622$2.95M0.2%+27.6%0.351%
2/18/2026Maia Wealth LLC123,515$3.77M0.6%+10.1%0.427%
2/17/2026Osaic Holdings Inc.45,472$1.32M0.0%-78.6%0.157%
2/17/2026American Alpha Advisors LLC65,871$1.91M1.2%+18.5%0.228%
2/17/2026&PARTNERS85,949$2.63M0.0%+15.6%0.297%
2/16/2026MML Investors Services LLC19,906$578K0.0%N/A0.069%
2/13/2026Kestra Advisory Services LLC64,391$1.87M0.0%+18.2%0.223%
2/13/2026Stifel Financial Corp1,394,425$40.47M0.0%+597.6%4.822%
2/13/2026Integrated Wealth Concepts LLC144,083$4.18M0.0%-66.7%0.498%
2/12/2026Insigneo Advisory Services LLC38,198$1.11M0.1%+29.9%0.132%
2/12/2026Commonwealth Equity Services LLC2,274,680$66.01M0.1%+10.8%7.865%
2/12/2026Steward Partners Investment Advisory LLC711,492$20.65M0.1%+13.7%2.460%
2/11/2026LPL Financial LLC8,405$244K0.0%-33.6%0.029%
2/10/2026Bank of New York Mellon Corp4,723,283$137.07M0.0%-2.0%16.332%
2/9/2026Integrity Alliance LLC.9,964$289K0.0%N/A0.034%
2/9/2026Bleakley Financial Group LLC161,655$4.69M0.1%+1,115.0%0.559%
2/9/2026Clearstead Advisors LLC995$29K0.0%N/A0.003%
2/6/2026Principle Wealth Partners LLC3,807,835$110.50M6.2%+2.7%13.167%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/6/2026MJP Associates Inc. ADV838,842$24.34M3.0%+10,446.2%2.901%
2/6/2026IFP Advisors Inc75,214$2.18M0.0%+3,033.9%0.260%
2/6/2026HighTower Advisors LLC532,097$15.44M0.0%+4.3%1.840%
2/4/2026Atlantic Union Bankshares Corp1,750$51K0.0%-42.3%0.006%
2/4/2026GGM Financials LLC39,088$1.13M0.6%N/A0.139%
2/4/2026Advisor OS LLC838,842$24.34M1.9%+10,446.2%2.979%
2/4/2026JSF Financial LLC61,150$1.78M0.4%N/A0.217%
2/3/2026Financial Partners Group Inc92,334$2.80M0.3%+27.3%0.328%
2/2/2026Oppenheimer & Co. Inc.28,089$815K0.0%N/A0.100%
1/29/2026Comerica Bank8,647$251K0.0%-25.1%0.031%
1/29/2026Sanctuary Advisors LLC81,273$2.36M0.0%+4.8%0.294%
1/28/2026Trademark Financial Management LLC14,572$423K0.2%+13.1%0.053%
1/27/2026Krilogy Financial LLC13,615$412K0.0%N/A0.049%
1/27/20265T Wealth LLC24,793$720K0.3%N/A0.090%
1/26/2026Trivium Point Advisory LLC340,318$9.88M1.0%+2.4%1.238%
1/26/2026Merit Financial Group LLC238,568$6.92M0.1%+2.1%0.868%
1/26/2026Whittier Trust Co. of Nevada Inc.1,845$55K0.0%N/A0.007%
1/26/2026Nations Financial Group Inc. IA ADV125,384$3.64M0.2%+356.2%0.456%
1/23/2026Smith Moore & CO.50,830$1.48M0.1%-13.4%0.190%
1/21/2026Crux Wealth Advisors336,530$9.77M3.6%+5.2%1.256%
1/20/2026BXM Wealth LLC8,925$259K0.0%N/A0.034%
1/20/2026Sugar Maple Asset Management LLC41,279$1.20M0.8%N/A0.155%
1/16/2026StoneCrest Wealth Management Inc.297,668$8.64M3.5%+8.8%1.135%
1/16/2026Legacy Capital Wealth Partners LLC11,773$342K0.1%N/A0.045%
1/14/2026Baron Wealth Management LLC21,236$616K0.2%N/A0.082%
1/8/2026Wealth Enhancement Advisory Services LLC7,750$232K0.0%N/A0.031%
1/7/2026Next Level Private LLC44,855$1.30M0.3%+62.8%0.177%
1/7/2026KFA Private Wealth Group LLC26,800$778K0.2%N/A0.106%
1/5/2026 Noble Wealth Management PBC70,847$2.06M1.0%-1.6%0.280%
1/5/2026Park Avenue Securities LLC54,206$1.57M0.0%+25.1%0.214%
12/2/2025IFP Advisors Inc2,400$67K0.0%N/A0.012%
11/18/2025Advisory Services Network LLC2,178$61K0.0%N/A0.011%
11/17/2025Integrated Wealth Concepts LLC433,240$12.04M0.1%+55.4%2.179%
11/17/2025Bank of America Corp DE618,410$17.19M0.0%N/A3.111%
11/14/2025Raymond James Financial Inc.747,224$20.77M0.0%N/A3.759%
11/14/2025Comerica Bank11,547$321K0.0%N/A0.058%
11/14/2025Maia Wealth LLC112,160$3.16M0.5%+28.1%0.564%
11/13/2025Crux Wealth Advisors319,874$8.89M3.5%-12.5%1.609%
11/12/2025Smith Moore & CO.58,701$1.63M0.1%-13.2%0.295%
11/12/2025Trivium Point Advisory LLC332,230$9.24M0.9%+183.3%1.671%
11/12/2025Advisor OS LLC7,954$221K0.0%N/A0.040%
11/10/2025Bleakley Financial Group LLC13,305$370K0.0%N/A0.067%
11/7/2025MJP Associates Inc. ADV7,954$221K0.0%N/A0.040%
11/7/2025HighTower Advisors LLC510,058$14.18M0.0%+1,912.6%2.566%
11/5/2025Envestnet Asset Management Inc.116,355$3.24M0.0%+17.4%0.612%
11/4/2025Atlantic Union Bankshares Corp3,031$84K0.0%N/A0.016%
11/3/2025Bank of New York Mellon Corp4,818,655$133.96M0.0%-5.3%25.335%
11/3/2025Principle Wealth Partners LLC3,709,142$103.11M6.0%+2.8%19.501%
10/29/2025American Alpha Advisors LLC55,569$1.55M1.1%+68.5%0.297%
10/29/2025FAS Wealth Partners Inc.79,636$2.21M0.1%+864.9%0.426%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
10/28/2025Nations Financial Group Inc. IA ADV27,487$764K0.0%N/A0.147%
10/23/2025StoneCrest Wealth Management Inc.273,580$7.61M3.3%+2.0%1.488%
10/23/2025Next Level Private LLC27,551$776K0.2%+4.9%0.150%
10/23/2025Park Avenue Securities LLC43,324$1.20M0.0%N/A0.236%
10/22/2025Commonwealth Equity Services LLC2,053,872$57.10M0.1%+14.6%11.174%
10/20/2025Merit Financial Group LLC233,564$6.49M0.1%+5.8%1.175%
10/17/2025Financial Partners Group Inc72,527$2.02M0.3%+29.4%0.399%
10/17/2025Trademark Financial Management LLC12,879$358K0.2%+16.6%0.071%
10/14/2025Key Client Fiduciary Advisors LLC73,945$2.06M0.7%+4.3%0.407%
9/4/2025Osaic Holdings Inc.220,945$5.88M0.0%+26,779.0%1.513%


BKDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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 ($130.67M), Principle Wealth Partners LLC ($110.50M), Commonwealth Equity Services LLC ($66.01M), Stifel Financial Corp ($40.47M), MJP Associates Inc. ADV ($24.34M), Advisor OS LLC ($24.34M), and Raymond James Financial Inc. ($20.77M).Learn more on BNY Mellon Dynamic Value ETF's institutional investors.

Of the 62 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 ($3.81M), Stifel Financial Corp ($1.19M), MJP Associates Inc. ADV ($838.84K), Advisor OS LLC ($838.84K), Raymond James Financial Inc. ($747.22K), and Bank of America Corp DE ($618.41K).

Institutional investors have bought a total of 11,908,472 shares in the last 24 months. This purchase volume represents approximately $332.94M in transactions.

Of the 11 institutional investors that sold BNY Mellon Dynamic Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($1.05M), Integrated Wealth Concepts LLC ($289.16K), Osaic Holdings Inc. ($166.70K), Crux Wealth Advisors ($45.86K), Smith Moore & CO. ($16.80K), LPL Financial LLC ($4.25K), and Comerica Bank ($2.90K).

Institutional investors have sold a total of 1,577,257 shares in the last 24 months. This volume of shares sold represents approximately $44.70M in transactions.


Related Companies

This page (NYSEARCA:BKDV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel