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BNY Mellon US Large Cap Core Equity ETF (BKLC) Institutional Ownership

BNY Mellon US Large Cap Core Equity ETF logo
$122.24 +0.82 (+0.68%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$577.11M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$265.03M
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BKLC Institutional Buying and Selling by Quarter

BNY Mellon US Large Cap Core Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025 Bank of New York Mellon Corp1,798,063$212.95M0.0%-40.9%5.874%
8/5/2025 Sigma Planning Corp14,876$1.76M0.1%N/A0.049%
8/4/2025 Creekmur Asset Management LLC276$33K0.0%N/A0.001%
8/4/2025 Mayflower Financial Advisors LLC4,248$503K0.1%+5.8%0.014%
8/4/2025 JDM Financial Group LLC235,158$27.85M13.1%+10.2%0.768%
8/1/2025 Zhang Financial LLC305,121$36.14M1.7%+8.2%0.997%
8/1/2025 Envestnet Asset Management Inc.74,631$8.84M0.0%+62.3%0.244%
7/31/2025 GenTrust LLC35,370$4.19M0.2%+842.9%0.116%
7/29/2025 RPOA Advisors Inc.12,726,372$1.51B40.2%-2.4%41.685%
7/29/2025 Forvis Mazars Wealth Advisors LLC2,079$246K0.0%N/A0.007%
7/29/2025 Crux Wealth Advisors60,473$7.16M3.0%+113.3%0.198%
7/29/2025 Pinnacle Wealth Management LLC4,983$590K0.5%-4.6%0.016%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV230,107$27.25M5.0%+2,868.7%0.754%
7/29/2025 ShoreHaven Wealth Partners LLC4,020$476K0.2%-3.6%0.013%
7/29/2025 Stratos Wealth Partners LTD.14,746$1.75M0.0%-46.8%0.048%
7/25/2025 Atria Wealth Solutions Inc.11,060$1.33M0.0%-16.1%0.036%
7/25/2025 Sequoia Financial Advisors LLC1,840$218K0.0%N/A0.006%
7/25/2025 MGO One Seven LLC132,111$15.65M0.5%-10.0%0.433%
7/25/2025 Concurrent Investment Advisors LLC16,918$2.00M0.0%+7.4%0.055%
7/24/2025 Stiles Financial Services Inc27,469$3.25M1.1%-22.6%0.090%
7/24/2025 IFP Advisors Inc63,259$7.49M0.2%+139.9%0.207%
7/22/2025 Duncan Williams Asset Management LLC3,152$373K0.1%N/A0.011%
7/22/2025 Kickstand Ventures LLC.3,152$373K0.1%-5.1%0.011%
7/22/2025 Carolina Wealth Advisors LLC894$106K0.1%N/A0.003%
7/21/2025 Single Point Partners LLC9,037$1.07M0.2%N/A0.031%
7/17/2025 One Wealth Advisors LLC3,347$396K0.1%+19.6%0.011%
7/17/2025 Clear Point Advisors Inc.3,058$362K0.3%+12.6%0.010%
7/17/2025 David Kennon Inc18,779$2.22M0.8%+3.0%0.064%
7/16/2025 Wealth Group Ltd13,534$1.60M0.4%N/A0.046%
7/15/2025 Define Financial LLC1,703$202K0.1%N/A0.006%
7/14/2025 Sentinel Pension Advisors LLC852,649$100.98M17.0%+2.0%2.893%
7/14/2025 Park Avenue Securities LLC10,768$1.28M0.0%N/A0.037%
7/10/2025 Wealth Enhancement Advisory Services LLC2,377$285K0.0%-96.9%0.008%
7/10/2025 KMG Fiduciary Partners LLC67,389$7.98M0.6%+4.4%0.229%
7/3/2025 Collective Family Office LLC11,657$1.38M0.4%+8.0%0.048%
5/19/2025Jane Street Group LLC10,390$1.11M0.0%N/A0.043%
5/16/2025Integrated Wealth Concepts LLC2,172,107$230.94M2.7%+7.8%8.979%
5/15/2025Betterment LLC5,939$631K0.0%+4.7%0.024%
5/15/2025 JDM Financial Group LLC213,344$22.68M11.5%+11.4%0.870%
5/14/2025Quadcap Wealth Management LLC5,598$595K0.1%+2.0%0.023%
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5/14/2025Northwestern Mutual Wealth Management Co.273,162$29.04M0.0%+2.8%1.114%
5/14/2025Kestra Advisory Services LLC100,445$10.68M0.1%+1.8%0.409%
5/14/2025Ameriprise Financial Inc.345,916$36.78M0.0%+1,704.4%1.410%
5/14/2025Flow Traders U.S. LLC15,713$1.67M0.1%N/A0.064%
5/14/2025GM Advisory Group LLC417,523$44.39M2.4%+12.4%1.702%
5/14/2025 Pinnacle Wealth Management LLC5,226$556K0.6%+2.7%0.021%
5/13/2025Aptus Capital Advisors LLC41,171$4.38M0.0%-49.1%0.168%
5/13/2025HighTower Advisors LLC3,546$377K0.0%+12.6%0.014%
5/13/2025Trajan Wealth LLC2,718$289K0.0%N/A0.011%
5/9/2025 Atria Wealth Solutions Inc.13,184$1.40M0.0%+0.8%0.054%
5/9/2025Wills Financial Group LLC2,007$213K0.1%N/A0.008%
5/9/2025 Kickstand Ventures LLC.3,323$353K0.1%N/A0.014%
5/8/2025 MGO One Seven LLC146,858$15.61M0.6%+1.2%0.599%
5/8/2025Goodman Financial Corp3,749$399K0.1%N/A0.015%
5/7/2025 Woodard & Co. Asset Management Group Inc. ADV7,751$824K0.2%N/A0.032%
5/7/2025LPL Financial LLC334,482$35.56M0.0%+125.9%1.364%
5/7/2025Wealth Forward LLC20,248$2.15M1.5%+0.6%0.083%
5/6/2025 ShoreHaven Wealth Partners LLC4,168$443K0.2%N/A0.017%
5/6/2025Cetera Investment Advisers54,399$5.78M0.0%+25.8%0.222%
5/6/2025 One Wealth Advisors LLC2,798$297K0.0%N/A0.011%
5/6/2025 Retirement Income Solutions Inc7,460$793K0.2%-2.6%0.030%
5/5/2025 IFP Advisors Inc26,369$2.80M0.1%-13.3%0.107%
5/2/2025 Mayflower Financial Advisors LLC4,016$427K0.1%N/A0.016%
4/30/2025M&T Bank Corp7,817$831K0.0%N/A0.032%
4/30/2025 Stratos Wealth Partners LTD.27,710$2.95M0.0%+9.8%0.113%
4/29/2025 Envestnet Asset Management Inc.45,997$4.89M0.0%+15.5%0.188%
4/29/2025 Concurrent Investment Advisors LLC15,758$1.68M0.0%-1.4%0.064%
4/29/2025 Bank of New York Mellon Corp3,042,807$323.51M0.1%-4.6%12.404%
4/29/2025Capital Investment Advisory Services LLC2,673$284K0.0%-7.0%0.011%
4/25/2025WealthBridge Capital Management LLC132,302$14.07M4.0%+1.4%0.539%
4/24/2025 Transcend Capital Advisors LLC2,010$214K0.0%N/A0.008%
4/23/2025 GenTrust LLC3,751$399K0.0%N/A0.015%
4/23/2025 David Kennon Inc18,239$1.94M0.8%+4.2%0.074%
4/22/2025 Stiles Financial Services Inc35,510$3.78M1.4%+17.0%0.119%
4/22/2025 Cambridge Investment Research Advisors Inc.2,014$214K0.0%N/A0.007%
4/21/2025 Clear Point Advisors Inc.2,717$289K0.3%+11.7%0.009%
4/18/2025Insigneo Advisory Services LLC7,912$841K0.1%+28.7%0.027%
4/17/2025 Sowell Financial Services LLC2,330$248K0.0%N/A0.008%
4/16/2025 Wealth Enhancement Advisory Services LLC77,704$8.26M0.0%+25.2%0.261%
4/15/2025 Zhang Financial LLC282,118$30.00M1.6%+21.6%0.947%
4/14/2025 KMG Fiduciary Partners LLC64,550$6.86M0.6%+4.5%0.217%
4/14/2025 Sentinel Pension Advisors LLC835,915$88.87M16.4%+2.2%2.806%
4/11/2025 RPOA Advisors Inc.13,039,435$1.39B37.7%+0.7%43.771%
4/3/2025 Collective Family Office LLC10,789$1.15M0.3%-1.7%0.036%
3/17/2025 Wealth Enhancement Advisory Services LLC62,073$6.96M0.0%+31.0%0.206%
2/27/2025 REAP Financial Group LLC760$85K0.0%N/A0.003%
2/18/2025 Pinnacle Wealth Management LLC5,087$570K0.6%-9.3%0.021%
2/18/2025 JDM Financial Group LLC191,515$21.46M11.2%+4.7%0.809%
2/18/2025Lantern Wealth Advisors LLC3,072$344K0.2%N/A0.013%
2/17/2025Two Sigma Investments LP132,500$14.85M0.0%N/A0.560%
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2/17/2025Stadion Money Management LLC797,898$89.41M7.0%+3.4%3.371%
2/17/2025Quadcap Wealth Management LLC5,488$615K0.1%-5.4%0.023%
2/17/2025Cetera Investment Advisers43,242$4.85M0.0%+224.6%0.183%
2/17/2025Bank of America Corp DE7,127$799K0.0%+15.3%0.030%
2/17/2025Ameriprise Financial Inc.19,171$2.15M0.0%+186.7%0.081%
2/17/2025Aptus Capital Advisors LLC80,905$9.07M0.1%+980.5%0.342%
2/14/2025Mercer Global Advisors Inc. ADV5,941$666K0.0%-2.4%0.025%
2/14/2025Betterment LLC5,671$635K0.0%-1.5%0.024%
2/14/2025Wills Financial Group Inc.2,001$224K0.1%-21.3%0.008%
2/14/2025Capital Analysts LLC330$37K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

BKLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKLC shares?

During the previous two years, 104 institutional investors and hedge funds held shares of BNY Mellon US Large Cap Core Equity ETF. The most heavily invested institutionals were RPOA Advisors Inc. ($1.51B), Integrated Wealth Concepts LLC ($230.94M), Bank of New York Mellon Corp ($212.95M), Sentinel Pension Advisors LLC ($100.98M), Sentinel Pension Advisors Inc. ($91.64M), Stadion Money Management LLC ($89.41M), and GM Advisory Group LLC ($44.39M).Learn more on BNY Mellon US Large Cap Core Equity ETF's institutional investors.

Which institutional investors have been buying BNY Mellon US Large Cap Core Equity ETF's stock?

Of the 99 institutional investors that purchased BNY Mellon US Large Cap Core Equity 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 ($2.05M), GM Advisory Group LLC ($426.09K), Integrated Wealth Concepts LLC ($421.74K), Ameriprise Financial Inc. ($339.23K), LPL Financial LLC ($294.82K), JDM Financial Group LLC ($233.32K), and Woodard & Co. Asset Management Group Inc. ADV ($230.11K).

How much institutional buying is happening at BNY Mellon US Large Cap Core Equity ETF?

Institutional investors have bought a total of 5,212,318 shares in the last 24 months. This purchase volume represents approximately $577.89M in transactions.

Which of BNY Mellon US Large Cap Core Equity ETF's major shareholders have been selling company stock?

Of the 32 institutional investors that sold BNY Mellon US Large Cap Core Equity 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 ($1.39M), RPOA Advisors Inc. ($697.29K), Wealth Enhancement Advisory Services LLC ($75.33K), Aptus Capital Advisors LLC ($39.73K), Flow Traders U.S. LLC ($19.31K), MGO One Seven LLC ($14.75K), and Stratos Wealth Partners LTD. ($12.96K).

How much institutional selling is happening at BNY Mellon US Large Cap Core Equity ETF?

Institutional investors have sold a total of 2,285,480 shares in the last 24 months. This volume of shares sold represents approximately $265.03M in transactions.



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