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

$94.92
+0.79 (+0.84%)
(As of 04/22/2024 ET)

Institutional Ownership Changes (13F Filings) for BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$83.30M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$96.86M
Get BKLC Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

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
4/15/2024WealthCare Investment Partners LLC2,119$211K0.1%-29.3%0.010%
4/9/2024 Collective Family Office LLC11,223$1.12M0.4%+287.0%0.052%
4/5/2024 Compass Wealth Management LLC1,422$142K0.0%-25.7%0.007%
3/22/2024PNC Financial Services Group Inc.1,200$108K0.0%N/A0.006%
2/21/2024Wealth Forward LLC11,765$1.06M0.9%N/A0.054%
2/7/2024Principal Securities Inc.4,423$400K0.0%N/A0.020%
2/2/2024Atria Wealth Solutions Inc.8,560$774K0.0%+17.5%0.040%
1/31/2024Zhang Financial LLC199,943$18.08M1.6%+2.8%0.924%
1/26/2024Geneos Wealth Management Inc.1,243$112K0.0%-11.8%0.006%
1/26/2024Keener Financial Planning LLC2,278$206K0.2%N/A0.011%
1/24/2024Advisors Preferred LLC60,043$5.39M0.9%+164.6%0.278%
1/24/2024Pinnacle Wealth Management LLC5,603$507K0.6%-53.5%0.026%
1/18/2024Blue Trust Inc.7,141$646K0.0%N/A0.033%
1/18/2024WealthCare Investment Partners LLC2,997$270K0.1%N/A0.014%
1/9/2024 Collective Family Office LLC2,900$262K0.1%N/A0.013%
1/4/2024 Compass Wealth Management LLC1,915$173K0.0%N/A0.009%
11/15/2023Integrated Wealth Concepts LLC918,450$74.39M1.3%+3.0%4.246%
11/13/2023Kestra Advisory Services LLC34,901$2.83M0.0%+93.3%0.161%
11/8/2023Atria Wealth Solutions Inc.7,285$590K0.0%+59.9%0.034%
11/8/2023WealthBridge Capital Management LLC61,138$4.95M2.0%+10.6%0.283%
11/7/2023Advisors Preferred LLC22,693$1.84M0.6%N/A0.105%
10/24/2023Bank of New York Mellon Corp1,197,779$97.02M0.0%-38.8%5.538%
10/24/2023Raymond James & Associates6,267$508K0.0%+3.5%0.029%
10/24/2023Cambridge Investment Research Advisors Inc.3,069$249K0.0%N/A0.014%
10/23/2023Sentinel Pension Advisors Inc.712,305$57.70M14.1%-1.3%3.293%
10/11/2023Zhang Financial LLC194,533$15.78M1.6%+0.7%0.899%
10/11/2023Geneos Wealth Management Inc.1,410$114K0.0%-17.5%0.007%
8/11/2023Kestra Advisory Services LLC18,055$1.51M0.0%N/A0.083%
8/10/2023GeoWealth Management LLC302$25K0.0%N/A0.001%
8/10/2023Pinnacle Wealth Management LLC12,734$1.06M1.1%N/A0.059%
8/9/2023Flow Traders U.S. LLC73,387$6.12M0.3%+967.4%0.339%
8/3/2023Atria Wealth Solutions Inc.4,555$380K0.0%+9.6%0.020%
8/3/2023Bank of New York Mellon Corp1,957,454$163.17M0.0%-9.3%8.635%
8/1/2023WealthBridge Capital Management LLC55,273$4.61M1.8%+1.1%0.244%
7/31/2023LPL Financial LLC36,048$3.01M0.0%+5.8%0.159%
7/28/2023Retirement Income Solutions Inc9,587$799K0.2%-22.5%0.042%
7/25/2023Raymond James & Associates6,057$505K0.0%-31.9%0.027%
7/20/2023Exchange Traded Concepts LLC519,632$43.32M1.1%N/A2.292%
7/19/2023Foundations Investment Advisors LLC10,775$898K0.0%N/A0.048%
7/18/2023Zhang Financial LLC193,201$16.09M1.7%-5.9%0.852%
[Shocking] Elon Musk’s Plan To End Banks (Ad)

Leaked Elon Musk call reveals shocking plan to replace banks. As Musk's plan rolls out, industry experts predict it could spark a wave of mass crypto adoption. Triggering a new crypto bull run. While helping drive a booming crypto asset class up from $2.5-billion to $16-trillion (a 6,400x increase) by 2030.

Click here now to get your copy.
7/18/2023Sentinel Pension Advisors Inc.721,431$60.14M14.6%+1.6%3.182%
5/12/2023Cahill Financial Advisors Inc.2,722$207K0.0%N/A0.012%
5/11/2023Envestnet Asset Management Inc.8,413$641K0.0%+2.0%0.037%
5/11/2023WealthBridge Capital Management LLC54,659$4.16M1.7%+1.4%0.241%
5/11/2023Zhang Financial LLC205,368$15.64M1.8%-29.0%0.906%
5/9/2023Bank of New York Mellon Corp2,158,148$164.34M0.0%-5.1%9.520%
5/5/2023Retirement Income Solutions Inc12,366$942K0.3%-29.7%0.177%
5/3/2023Integrated Wealth Concepts LLC864,225$65.81M1.4%+21.2%12.399%
4/28/2023Sentinel Pension Advisors Inc.710,269$53.77M13.6%+7.1%10.190%
4/19/2023Herold Advisors Inc.6,715$511K0.2%-20.5%0.096%
4/14/2023Raymond James & Associates8,891$677K0.0%N/A0.128%
2/15/2023Fort Point Capital Partners LLC12,003$841K0.1%-1.6%0.172%
2/13/2023Integrated Wealth Concepts LLC713,252$50.00M1.4%+3.2%10.233%
2/8/2023Retirement Income Solutions Inc17,591$1.23M0.4%-38.7%0.252%
2/7/2023LPL Financial LLC33,787$2.37M0.0%-32.8%0.485%
2/7/2023IFP Advisors Inc2,152$112K0.0%+331.3%0.031%
2/7/2023Envestnet Asset Management Inc.8,246$578K0.0%+4.9%0.118%
2/6/2023Sentinel Pension Advisors Inc.663,197$46.49M14.6%+3.8%9.515%
1/31/2023WealthBridge Capital Management LLC53,904$3.78M1.6%-6.8%0.773%
1/17/2023Zhang Financial LLC289,178$20.27M2.6%-17.2%4.149%
12/8/2022Bank of New York Mellon Corp2,380,801$158.13M0.0%+13.4%38.712%
11/15/2022Flow Traders U.S. LLC41,329$2.75M0.1%-41.8%0.672%
11/15/2022Bank of New York Mellon Corp2,380,801$158.13M0.0%+13.4%38.712%
11/9/2022Fort Point Capital Partners LLC12,193$810K0.1%+3.4%0.198%
11/3/2022Creative Planning63,911$4.25M0.0%-88.8%1.039%
11/2/2022Retirement Income Solutions Inc28,700$1.94M0.7%-7.4%0.467%
11/1/2022Sentinel Pension Advisors Inc.638,749$42.43M14.8%+7.3%10.386%
10/24/2022Annapolis Financial Services LLC373$25K0.0%N/A0.006%
10/18/2022Zhang Financial LLC349,193$23.19M3.5%+11.1%5.641%
9/16/2022Private Trust Co. NA1,314$92K0.0%N/A0.022%
8/16/2022Retirement Income Solutions Inc30,996$2.17M0.8%N/A0.519%
8/16/2022Creative Planning568,674$39.75M0.1%N/A9.526%
8/13/2022Flow Traders U.S. LLC71,063$4.97M0.3%+9.5%1.190%
8/9/2022SeaCrest Wealth Management LLC605$42K0.0%N/A0.010%
8/9/2022Sentinel Pension Advisors Inc.595,326$41.61M14.0%+62.8%9.972%
8/8/2022Walleye Capital LLC5,015$351K0.0%-44.2%0.084%
8/8/2022Integrated Wealth Concepts LLC647,477$45.25M1.4%+1.9%10.846%
8/4/2022Northwestern Mutual Wealth Management Co.24,428$1.71M0.0%+61.9%0.409%
7/14/2022Zhang Financial LLC314,246$21.96M3.5%+27.6%5.126%
5/27/2022Walleye Capital LLC8,983$763K0.0%N/A0.143%
5/12/2022Integrated Wealth Concepts LLC635,431$53.97M1.6%+41.1%10.102%
5/12/2022Cambridge Trust Co.438$37K0.0%N/A0.007%
5/11/2022Bank of New York Mellon Corp2,893,965$245.79M0.0%+1.9%46.009%
5/9/2022Northwestern Mutual Wealth Management Co.15,085$1.28M0.0%N/A0.240%
5/9/2022Herold Advisors Inc.8,795$747K0.3%-5.2%0.140%
5/6/2022Sentinel Pension Advisors Inc.365,604$31.05M10.5%N/A5.812%
5/4/2022Advisor Group Holdings Inc.10,790$910K0.0%-9.9%0.170%
4/21/2022Zhang Financial LLC246,273$20.92M3.5%+99.2%4.519%
4/15/2022WealthBridge Capital Management LLC44,631$3.79M1.4%+46.0%0.819%
4/6/2022Advisory Resource Group80,885$6.87M2.1%-59.1%1.484%
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

Click here now for the full details of this stock that’s set to rocket in the AI revolution…
2/15/2022Integrated Wealth Concepts LLC450,231$40.35M1.2%+10.3%8.261%
2/14/2022Fort Point Capital Partners LLC8,188$734K0.1%+31.2%0.150%
2/10/2022Zhang Financial LLC123,646$11.08M2.0%+88.8%2.269%
2/8/2022Advisory Resource Group197,600$16.71M5.6%+2.6%3.626%
2/3/2022Advisor Group Holdings Inc.11,979$1.07M0.0%+149.9%0.220%
11/18/2021Bank of New York Mellon Corp2,531,041$206.46M0.0%+1.7%50.621%
11/15/2021Flow Traders U.S. LLC28,667$2.34M0.1%-72.7%0.637%
11/12/2021Fort Point Capital Partners LLC6,243$509K0.1%N/A0.139%
11/10/2021Goldman Sachs Group Inc.22,398$1.83M0.0%N/A0.498%
11/5/2021Advisory Services Network LLC6,870$560K0.0%+88.7%0.153%
(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, 39 institutional investors and hedge funds held shares of BNY Mellon US Large Cap Core Equity ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($97.02M), Integrated Wealth Concepts LLC ($74.39M), Sentinel Pension Advisors Inc. ($57.70M), Exchange Traded Concepts LLC ($43.32M), Zhang Financial LLC ($18.08M), Flow Traders U.S. LLC ($6.12M), and Advisors Preferred LLC ($5.39M).Learn more on BKLC's institutional investors.

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

Of the 36 institutional investors that purchased BNY Mellon US Large Cap Core Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sentinel Pension Advisors Inc. ($721.43K), Bank of New York Mellon Corp ($618.19K), Creative Planning ($568.67K), Exchange Traded Concepts LLC ($519.63K), Integrated Wealth Concepts LLC ($397.11K), Zhang Financial LLC ($109.66K), and Flow Traders U.S. LLC ($72.67K).

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

Institutional investors have bought a total of 3,267,316 shares in the last 24 months. This purchase volume represents approximately $248.33M in transactions.

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

Of the 17 institutional investors that sold BNY Mellon US Large Cap Core Equity ETF 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 ($1.08M), Creative Planning ($504.76K), Zhang Financial LLC ($155.99K), Flow Traders U.S. LLC ($29.73K), Retirement Income Solutions Inc ($21.41K), LPL Financial LLC ($16.51K), and Sentinel Pension Advisors Inc. ($9.13K).

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

Institutional investors have sold a total of 1,836,509 shares in the last 24 months. This volume of shares sold represents approximately $139.49M in transactions.


This page (NYSEARCA:BKLC) was last updated on 4/23/2024 by MarketBeat.com Staff

From Our Partners