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BNY Mellon Dynamic Value ETF (BKDV) Institutional Ownership

$35.04 +0.06 (+0.17%)
As of 11:04 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)
$232.99M
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
7/9/2026 Next Level Private LLC96,305$3.23M0.6%+17.0%0.194%
7/9/2026 StoneCrest Wealth Management Inc.293,642$9.83M3.1%-1.9%0.592%
7/7/2026 Baron 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%
6/10/2026 FAS 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%
5/8/2026 JSF Financial LLC186,738$5.54M1.1%+205.4%0.439%
5/5/2026 Bank 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%
5/4/2026 Bleakley Financial Group LLC350,119$10.39M0.2%+116.6%0.823%
5/1/2026 Fifth Third Bancorp8,647$256K0.0%N/A0.021%
4/30/2026 Kestra Advisory Services LLC81,019$2.40M0.0%+25.8%0.197%
4/27/2026 Trademark Financial Management LLC16,939$502K0.2%+16.2%0.042%
4/23/2026 BXM Wealth LLC15,835$470K0.4%+77.4%0.041%
4/23/2026 Next Level Private LLC82,305$2.44M0.6%+83.5%0.213%
4/21/2026 Laurel Oak Wealth Management LLC10,869$322K0.1%N/A0.029%
4/21/2026 Sugar Maple Asset Management LLC76,942$2.28M1.4%+86.4%0.203%
4/20/2026 Kestra Private Wealth Services LLC8,606$255K0.0%N/A0.023%
4/20/2026 KFA Private Wealth Group LLC28,636$849K0.2%+6.9%0.076%
4/17/2026 Essex Bank8,929$265K0.1%-14.9%0.024%
4/16/2026 Baron Wealth Management LLC27,594$818K0.2%+29.9%0.074%
4/15/2026 Nations Financial Group Inc. IA ADV204,852$6.08M0.3%+63.4%0.547%
2/24/2026 Investment Insight Wealth Management LLC13,407$389K0.4%N/A0.046%
2/20/2026Ruggaard & Associates LLC265,164$7.70M3.0%N/A0.917%
2/18/2026 FAS Wealth Partners Inc.101,622$2.95M0.2%+27.6%0.351%
2/18/2026 Maia 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%
2/16/2026 MML Investors Services LLC19,906$578K0.0%N/A0.069%
2/13/2026 Kestra Advisory Services LLC64,391$1.87M0.0%+18.2%0.223%
2/13/2026 Stifel Financial Corp1,394,425$40.47M0.0%+597.6%4.822%
2/13/2026 Integrated 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%
2/12/2026 Commonwealth 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%
2/11/2026 LPL Financial LLC8,405$244K0.0%-33.6%0.029%
2/10/2026 Bank of New York Mellon Corp4,723,283$137.07M0.0%-2.0%16.332%
2/9/2026 Integrity Alliance LLC.9,964$289K0.0%N/A0.034%
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2/9/2026 Bleakley Financial Group LLC161,655$4.69M0.1%+1,115.0%0.559%
2/9/2026 Clearstead Advisors LLC995$29K0.0%N/A0.003%
2/6/2026 Principle Wealth Partners LLC3,807,835$110.50M6.2%+2.7%13.167%
2/6/2026 MJP Associates Inc. ADV838,842$24.34M3.0%+10,446.2%2.901%
2/6/2026 IFP Advisors Inc75,214$2.18M0.0%+3,033.9%0.260%
2/6/2026 HighTower Advisors LLC532,097$15.44M0.0%+4.3%1.840%
2/4/2026 Atlantic Union Bankshares Corp1,750$51K0.0%-42.3%0.006%
2/4/2026 GGM Financials LLC39,088$1.13M0.6%N/A0.139%
2/4/2026 Advisor OS LLC838,842$24.34M1.9%+10,446.2%2.979%
2/4/2026 JSF Financial LLC61,150$1.78M0.4%N/A0.217%
2/3/2026 Financial Partners Group Inc92,334$2.80M0.3%+27.3%0.328%
2/2/2026 Oppenheimer & 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%
1/28/2026 Trademark Financial Management LLC14,572$423K0.2%+13.1%0.053%
1/27/2026 Krilogy Financial LLC13,615$412K0.0%N/A0.049%
1/27/2026 5T Wealth LLC24,793$720K0.3%N/A0.090%
1/26/2026 Trivium Point Advisory LLC340,318$9.88M1.0%+2.4%1.238%
1/26/2026 Merit Financial Group LLC238,568$6.92M0.1%+2.1%0.868%
1/26/2026 Whittier Trust Co. of Nevada Inc.1,845$55K0.0%N/A0.007%
1/26/2026 Nations Financial Group Inc. IA ADV125,384$3.64M0.2%+356.2%0.456%
1/23/2026 Smith Moore & CO.50,830$1.48M0.1%-13.4%0.190%
1/21/2026 Crux Wealth Advisors336,530$9.77M3.6%+5.2%1.256%
1/20/2026 BXM Wealth LLC8,925$259K0.0%N/A0.034%
1/20/2026 Sugar Maple Asset Management LLC41,279$1.20M0.8%N/A0.155%
1/16/2026 StoneCrest Wealth Management Inc.297,668$8.64M3.5%+8.8%1.135%
1/16/2026 Legacy Capital Wealth Partners LLC11,773$342K0.1%N/A0.045%
1/14/2026 Baron Wealth Management LLC21,236$616K0.2%N/A0.082%
1/8/2026 Wealth Enhancement Advisory Services LLC7,750$232K0.0%N/A0.031%
1/7/2026 Next Level Private LLC44,855$1.30M0.3%+62.8%0.177%
1/7/2026 KFA 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%
1/5/2026 Park Avenue Securities LLC54,206$1.57M0.0%+25.1%0.214%
12/2/2025 IFP Advisors Inc2,400$67K0.0%N/A0.012%
11/18/2025 Advisory Services Network LLC2,178$61K0.0%N/A0.011%
11/17/2025 Integrated 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%
11/14/2025 Maia Wealth LLC112,160$3.16M0.5%+28.1%0.564%
11/13/2025 Crux Wealth Advisors319,874$8.89M3.5%-12.5%1.609%
11/12/2025 Smith Moore & CO.58,701$1.63M0.1%-13.2%0.295%
11/12/2025 Trivium Point Advisory LLC332,230$9.24M0.9%+183.3%1.671%
11/12/2025 Advisor OS LLC7,954$221K0.0%N/A0.040%
11/10/2025 Bleakley Financial Group LLC13,305$370K0.0%N/A0.067%
11/7/2025 MJP Associates Inc. ADV7,954$221K0.0%N/A0.040%
11/7/2025 HighTower Advisors LLC510,058$14.18M0.0%+1,912.6%2.566%
11/5/2025 Envestnet Asset Management Inc.116,355$3.24M0.0%+17.4%0.612%
11/4/2025 Atlantic Union Bankshares Corp3,031$84K0.0%N/A0.016%
11/3/2025 Bank of New York Mellon Corp4,818,655$133.96M0.0%-5.3%25.335%
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11/3/2025 Principle 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%
10/29/2025 FAS Wealth Partners Inc.79,636$2.21M0.1%+864.9%0.426%
10/28/2025 Nations Financial Group Inc. IA ADV27,487$764K0.0%N/A0.147%
10/23/2025 StoneCrest Wealth Management Inc.273,580$7.61M3.3%+2.0%1.488%
10/23/2025 Next Level Private LLC27,551$776K0.2%+4.9%0.150%
10/23/2025 Park Avenue Securities LLC43,324$1.20M0.0%N/A0.236%
10/22/2025 Commonwealth Equity Services LLC2,053,872$57.10M0.1%+14.6%11.174%
10/20/2025 Merit Financial Group LLC233,564$6.49M0.1%+5.8%1.175%
10/17/2025 Financial Partners Group Inc72,527$2.02M0.3%+29.4%0.399%


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 8,147,455 shares in the last 24 months. This purchase volume represents approximately $232.99M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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