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BNY Mellon Dynamic Value ETF (BKDV) Institutional Ownership

$34.28 -0.14 (-0.39%)
As of 10:19 AM 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)
57
Total
Institutional Inflows
(last 12 months)
$236.49M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$35.20M
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BKDV Institutional Buying and Selling by Quarter

BNY Mellon Dynamic Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026KFA Private Wealth Group LLC49,102$1.66M0.4%+12.2%0.081%
10/1/2026 Noble Wealth Management PBC117,612$3.96M1.8%+0.8%0.199%
9/9/2026Integrated Wealth Concepts LLC710,411$23.79M0.1%+20.9%1.332%
9/9/2026IFP Advisors Inc91,873$3.08M0.1%+11.7%0.172%
8/23/2026PCG Wealth Advisors LLC13,420$449K0.1%N/A0.025%
8/22/2026Concurrent Investment Advisors LLC114,487$3.83M0.0%N/A0.215%
8/21/2026KFA Private Wealth Group LLC43,780$1.47M0.4%+52.9%0.082%
7/9/2026Next Level Private LLC96,305$3.23M0.6%+17.0%0.194%
7/9/2026StoneCrest Wealth Management Inc.293,642$9.83M3.1%-1.9%0.592%
7/7/2026Baron Wealth Management LLC32,419$1.09M0.3%+17.5%0.066%
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%
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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%
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%
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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%


BKDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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 Integrated Wealth Concepts LLC ($23.79M).Learn more on BNY Mellon Dynamic Value ETF's institutional investors.

Of the 64 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 8,206,066 shares in the last 24 months. This purchase volume represents approximately $236.49M in transactions.

Of the 12 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 ($682.66K), Integrated Wealth Concepts LLC ($289.16K), Osaic Holdings Inc. ($166.70K), Crux Wealth Advisors ($45.86K), Smith Moore & CO. ($16.80K), StoneCrest Wealth Management Inc. ($5.56K), and LPL Financial LLC ($4.25K).

Institutional investors have sold a total of 1,218,776 shares in the last 24 months. This volume of shares sold represents approximately $35.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:BKDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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