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

BNY Mellon US Large Cap Core Equity ETF logo
$49.25 -0.16 (-0.32%)
As of 04:10 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)
103
Total
Institutional Inflows
(last 12 months)
$136.02M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$373.82M
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BKLC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Principia Wealth Advisory LLC102,922$14.76M3.1%+3.0%0.090%
8/21/2026 Andina Capital Management LLC9,976$1.43M2.3%N/A0.009%
8/21/2026 Symphony Financial Ltd. Co.22,695$3.23M0.4%-30.5%0.020%
7/10/2026 Wealth Group Ltd14,058$2.02M0.4%+6.2%0.037%
7/10/2026 Carolina Wealth Advisors LLC118,144$16.94M6.6%+5.0%0.313%
7/10/2026 KMG Fiduciary Partners LLC1,814$260K0.0%-97.1%0.005%
7/7/2026 Arlington Trust Co LLC5,675$814K0.1%N/A0.015%
7/2/2026 Collective Family Office LLC11,657$1.67M0.3%-9.1%0.031%
6/3/2026 NewEdge Advisors LLC43,167$5.39M0.0%+105.9%0.112%
6/2/2026 Optiver Holding B.V.21,000$2.62M0.0%N/A0.055%
5/21/2026 JDM Financial Group LLC263,197$30.45M6.3%+21.5%0.685%
5/19/2026 Bank of America Corp DE10,064$1.26M0.0%-6.8%0.026%
5/18/2026 Royal Bank of Canada411,647$51.38M0.0%+2,374.0%1.071%
5/15/2026 Waverly Advisors LLC548$68K0.0%N/A0.001%
5/15/2026 Stadion Money Management LLC607,509$75.82M7.6%+32.8%1.580%
5/13/2026 Cetera Investment Advisers69,921$8.73M0.0%+5.1%0.182%
5/13/2026 First Trust Advisors LP5,552$693K0.0%-10.7%0.014%
5/7/2026 Cornerstone Advisors Asset Management LLC7,501$936K0.1%-47.5%0.020%
5/6/2026 Zhang Financial LLC303,387$37.87M1.3%-2.9%0.789%
5/6/2026 Independent Financial Group LLC2,353$294K0.0%N/A0.006%
5/5/2026 Bank of New York Mellon Corp1,526,246$190.49M0.0%+12.9%3.969%
5/5/2026 Sanctuary Advisors LLC11,346$1.42M0.0%+2.0%0.030%
5/2/2026 Castleview Partners LLC2,206$275K0.1%N/A0.006%
5/1/2026 Sequoia Financial Advisors LLC2,213$276K0.0%+20.3%0.006%
4/30/2026 Stiles Financial Services Inc12,977$1.62M0.5%-26.1%0.033%
4/30/2026 Kestra Advisory Services LLC148,706$18.56M0.1%+9.9%0.376%
4/28/2026 Ascentis Independent Advisors200$25K0.0%N/A0.001%
4/28/2026GM Advisory Group LLC622,092$77.64M3.0%+14.8%1.573%
4/27/2026 Private Advisor Group LLC2,030$253K0.0%N/A0.005%
4/21/2026 Fiduciary Alliance LLC2,868$384K0.0%+5.5%0.007%
4/18/2026 RPOA Advisors Inc.5,925,578$739.57M32.4%-54.9%16.584%
4/17/2026 Krilogy Financial LLC7,263$975K0.0%+327.5%0.020%
4/17/2026 WealthBridge Capital Management LLC145,919$18.21M4.2%-1.1%0.408%
3/17/2026 Rockefeller Capital Management L.P.1,597$209K0.0%+56.7%0.004%
3/9/2026 Corient Private Wealth LLC2,482$325K0.0%N/A0.006%
2/19/2026 Corient Private Wealth LLC2,482$325K0.0%N/A0.006%
2/18/2026 Mercer Global Advisors Inc. ADV5,241$686K0.0%-15.9%0.013%
2/18/2026 Virtue Capital Management LLC1,672$219K0.0%+221.5%0.004%
2/18/2026 NewEdge Advisors LLC20,969$2.74M0.0%+1,464.9%0.054%
2/17/2026 Strategic Financial Planning Inc.17,897$2.34M1.3%N/A0.046%
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2/17/2026 AQR Capital Management LLC3,140$411K0.0%N/A0.008%
2/17/2026 Cetera Investment Advisers66,526$8.70M0.0%+1.4%0.170%
2/17/2026 Equitable Holdings Inc.32,429$4.24M0.0%-6.5%0.083%
2/17/2026 Osaic Holdings Inc.90,842$11.88M0.0%-37.4%0.233%
2/17/2026 Advisory Services Network LLC19,027$2.49M0.0%+10.1%0.049%
2/17/2026 Stadion Money Management LLC457,390$59.83M4.9%-34.8%1.172%
2/17/2026 Royal Bank of Canada16,639$2.18M0.0%+418.0%0.043%
2/16/2026 MML Investors Services LLC17,017$2.23M0.0%+38.5%0.044%
2/16/2026 Mariner LLC6,024$788K0.0%+133.2%0.015%
2/16/2026 E6 Portfolios LLC2,992$391K0.4%N/A0.008%
2/16/2026 Aptus Capital Advisors LLC207,657$27.16M0.2%+5.1%0.532%
2/13/2026 Kestra Advisory Services LLC135,349$17.70M0.1%+38.1%0.347%
2/13/2026GM Advisory Group LLC541,961$70.89M2.8%+4.6%1.389%
2/13/2026 First Trust Advisors LP6,218$813K0.0%+216.9%0.016%
2/13/2026 Integrated Wealth Concepts LLC2,422,412$316.85M3.8%-5.9%6.207%
2/13/2026 Wells Fargo & Company MN2,302$301K0.0%+23.2%0.006%
2/13/2026 Summit Financial LLC2,225$292K0.0%-20.7%0.006%
2/12/2026 Jane Street Group LLC7,118$931K0.0%N/A0.018%
2/12/2026 Insigneo Advisory Services LLC7,781$1.02M0.1%-3.2%0.020%
2/12/2026 Orion Porfolio Solutions LLC10,348$1.35M0.0%-21.1%0.027%
2/12/2026 Commonwealth Equity Services LLC13,284$1.74M0.0%+25.9%0.034%
2/12/2026 Steward Partners Investment Advisory LLC6,216$813K0.0%+10.8%0.016%
2/12/2026CIBC Private Wealth Group LLC817$107K0.0%N/A0.002%
2/12/2026 Betterment LLC4,449$582K0.0%+7.8%0.011%
2/11/2026 Capital Analysts LLC1,924$251K0.0%+435.9%0.005%
2/11/2026 Outlook Wealth Advisors LLC2,959$387K0.1%N/A0.008%
2/11/2026 Cerity Partners LLC1,817$238K0.0%-20.2%0.005%
2/11/2026 LPL Financial LLC233,837$30.59M0.0%+32.4%0.599%
2/11/2026 JPMorgan Chase & Co.100,190$13.11M0.0%-6.7%0.257%
2/10/2026 Bank of New York Mellon Corp1,352,198$176.87M0.0%-14.2%3.465%
2/10/2026 Goldman Sachs Group Inc.46,618$6.10M0.0%N/A0.119%
2/10/2026 Main Management Fund Advisors LLC1,028,900$134.58M12.3%+3.1%2.636%
2/10/2026 Clear Point Advisors Inc.4,455$583K0.5%+14.5%0.011%
2/10/2026 Zhang Financial LLC312,336$40.85M1.5%+1.3%0.800%
2/10/2026 Principia Wealth Advisory LLC69,497$9.09M2.4%+69.8%0.178%
2/10/2026 Northwestern Mutual Wealth Management Co.308,002$40.29M0.0%+1.3%0.789%
2/9/2026 Integrity Alliance LLC.2,536$332K0.0%+53.8%0.006%
2/9/2026 Harbour Investments Inc.895$117K0.0%+439.2%0.002%
2/9/2026 RPOA Advisors Inc.13,139,845$1.72B43.6%-2.2%33.666%
2/6/2026 IFP Advisors Inc54,368$7.11M0.2%-19.5%0.139%
2/6/2026 Watchman Group Inc.1,653$216K0.1%N/A0.004%
2/5/2026 626 Financial LLC2,579$337K0.1%+4.8%0.007%
2/5/2026 Northwestern Mutual Wealth Management Co.15,645$2.05M0.0%-94.9%0.040%
2/3/2026 Stiles Financial Services Inc17,552$2.30M0.7%-19.2%0.045%
2/3/2026 MGO One Seven LLC138,616$18.13M0.4%+2.4%0.358%
2/2/2026 JDM Financial Group LLC216,631$28.34M5.4%-6.9%0.559%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV263,406$34.45M5.5%+15.6%0.680%
2/2/2026 GenTrust LLC49,975$6.56M0.3%+10.7%0.129%
1/30/2026 Sigma Planning Corp16,039$2.10M0.1%+8.6%0.041%
1/29/2026 Quadcap Wealth Management LLC3,661$479K0.1%+2.7%0.010%
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1/29/2026 Kickstand Ventures LLC.3,527$461K0.1%+12.5%0.009%
1/29/2026 UBS Group AG98,656$12.90M0.0%+21.1%0.256%
1/29/2026 Sanctuary Advisors LLC11,125$1.46M0.0%+1.3%0.029%
1/29/2026 Concurrent Investment Advisors LLC7,248$948K0.0%+15.8%0.019%
1/27/2026 Krilogy Financial LLC1,699$226K0.0%N/A0.004%
1/27/2026 Financial Management Professionals Inc.384$50K0.0%N/A0.001%
1/26/2026 Ferguson Shapiro LLC141,392$18.49M5.7%N/A0.367%
1/26/2026 Whittier Trust Co.613$81K0.0%N/A0.002%
1/26/2026CWM LLC529$69K0.0%+812.1%0.001%
1/26/2026 Elevation Capital Advisory LLC14,312$1.87M0.8%N/A0.037%


BKLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 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. ($739.57M), Integrated Wealth Concepts LLC ($316.85M), Bank of New York Mellon Corp ($190.49M), Main Management Fund Advisors LLC ($134.58M), Sentinel Pension Advisors LLC ($126.30M), Sentinel Pension Advisors Inc. ($91.64M), and Tidal Investments LLC ($86.49M).Learn more on BNY Mellon US Large Cap Core Equity ETF's institutional investors.

Of the 142 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 ($2.17M), RPOA Advisors Inc. ($796.32K), Ameriprise Financial Inc. ($641.94K), Integrated Wealth Concepts LLC ($540.56K), GM Advisory Group LLC ($409.07K), Royal Bank of Canada ($408.44K), and LPL Financial LLC ($352.09K).

Institutional investors have bought a total of 3,187,695 shares in the last 24 months. This purchase volume represents approximately $136.02M in transactions.

Of the 33 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: RPOA Advisors Inc. ($7.51M), Bank of New York Mellon Corp ($445.87K), Northwestern Mutual Wealth Management Co. ($292.18K), Stadion Money Management LLC ($244.31K), Integrated Wealth Concepts LLC ($150.95K), KMG Fiduciary Partners LLC ($62.27K), and Osaic Holdings Inc. ($54.18K).

Institutional investors have sold a total of 8,903,643 shares in the last 24 months. This volume of shares sold represents approximately $373.82M in transactions.


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Institutional ownership data for NYSEARCA:BKLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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