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

BNY Mellon US Large Cap Core Equity ETF logo
$144.09 +1.12 (+0.78%)
As of 11:33 AM 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)
115
Total
Institutional Inflows
(last 12 months)
$496.80M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$1.32B
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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
7/2/2026 Collective Family Office LLC11,657$1.67M0.3%-9.1%0.031%
6/3/2026NewEdge Advisors LLC43,167$5.39M0.0%+105.9%0.112%
6/2/2026Optiver Holding B.V.21,000$2.62M0.0%N/A0.055%
5/21/2026JDM Financial Group LLC263,197$30.45M6.3%+21.5%0.685%
5/19/2026Bank of America Corp DE10,064$1.26M0.0%-6.8%0.026%
5/18/2026Royal Bank of Canada411,647$51.38M0.0%+2,374.0%1.071%
5/15/2026Waverly Advisors LLC548$68K0.0%N/A0.001%
5/15/2026Stadion Money Management LLC607,509$75.82M7.6%+32.8%1.580%
5/13/2026Cetera Investment Advisers69,921$8.73M0.0%+5.1%0.182%
5/13/2026First Trust Advisors LP5,552$693K0.0%-10.7%0.014%
5/7/2026Cornerstone Advisors Asset Management LLC7,501$936K0.1%-47.5%0.020%
5/6/2026Zhang Financial LLC303,387$37.87M1.3%-2.9%0.789%
5/6/2026Independent Financial Group LLC2,353$294K0.0%N/A0.006%
5/5/2026Bank of New York Mellon Corp1,526,246$190.49M0.0%+12.9%3.969%
5/5/2026Sanctuary Advisors LLC11,346$1.42M0.0%+2.0%0.030%
5/2/2026Castleview Partners LLC2,206$275K0.1%N/A0.006%
5/1/2026Sequoia Financial Advisors LLC2,213$276K0.0%+20.3%0.006%
4/30/2026Stiles Financial Services Inc12,977$1.62M0.5%-26.1%0.033%
4/30/2026Kestra Advisory Services LLC148,706$18.56M0.1%+9.9%0.376%
4/28/2026Ascentis Independent Advisors200$25K0.0%N/A0.001%
4/28/2026GM Advisory Group LLC622,092$77.64M3.0%+14.8%1.573%
4/27/2026Private Advisor Group LLC2,030$253K0.0%N/A0.005%
4/21/2026Fiduciary Alliance LLC2,868$384K0.0%+5.5%0.007%
4/18/2026RPOA Advisors Inc.5,925,578$739.57M32.4%-54.9%16.584%
4/17/2026Krilogy Financial LLC7,263$975K0.0%+327.5%0.020%
4/17/2026WealthBridge Capital Management LLC145,919$18.21M4.2%-1.1%0.408%
3/17/2026Rockefeller Capital Management L.P.1,597$209K0.0%+56.7%0.004%
3/9/2026Corient Private Wealth LLC2,482$325K0.0%N/A0.006%
2/19/2026Corient Private Wealth LLC2,482$325K0.0%N/A0.006%
2/18/2026Mercer Global Advisors Inc. ADV5,241$686K0.0%-15.9%0.013%
2/18/2026Virtue Capital Management LLC1,672$219K0.0%+221.5%0.004%
2/18/2026NewEdge Advisors LLC20,969$2.74M0.0%+1,464.9%0.054%
2/17/2026Strategic Financial Planning Inc.17,897$2.34M1.3%N/A0.046%
2/17/2026AQR Capital Management LLC3,140$411K0.0%N/A0.008%
2/17/2026Cetera Investment Advisers66,526$8.70M0.0%+1.4%0.170%
2/17/2026Equitable Holdings Inc.32,429$4.24M0.0%-6.5%0.083%
2/17/2026Osaic Holdings Inc.90,842$11.88M0.0%-37.4%0.233%
2/17/2026Advisory Services Network LLC19,027$2.49M0.0%+10.1%0.049%
2/17/2026Stadion Money Management LLC457,390$59.83M4.9%-34.8%1.172%
2/17/2026Royal Bank of Canada16,639$2.18M0.0%+418.0%0.043%
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2/16/2026MML Investors Services LLC17,017$2.23M0.0%+38.5%0.044%
2/16/2026Mariner LLC6,024$788K0.0%+133.2%0.015%
2/16/2026E6 Portfolios LLC2,992$391K0.4%N/A0.008%
2/16/2026Aptus Capital Advisors LLC207,657$27.16M0.2%+5.1%0.532%
2/13/2026Kestra 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%
2/13/2026First Trust Advisors LP6,218$813K0.0%+216.9%0.016%
2/13/2026Integrated Wealth Concepts LLC2,422,412$316.85M3.8%-5.9%6.207%
2/13/2026Wells Fargo & Company MN2,302$301K0.0%+23.2%0.006%
2/13/2026Summit Financial LLC2,225$292K0.0%-20.7%0.006%
2/12/2026Jane Street Group LLC7,118$931K0.0%N/A0.018%
2/12/2026Insigneo Advisory Services LLC7,781$1.02M0.1%-3.2%0.020%
2/12/2026Orion Porfolio Solutions LLC10,348$1.35M0.0%-21.1%0.027%
2/12/2026Commonwealth Equity Services LLC13,284$1.74M0.0%+25.9%0.034%
2/12/2026Steward Partners Investment Advisory LLC6,216$813K0.0%+10.8%0.016%
2/12/2026CIBC Private Wealth Group LLC817$107K0.0%N/A0.002%
2/12/2026Betterment LLC4,449$582K0.0%+7.8%0.011%
2/11/2026Capital Analysts LLC1,924$251K0.0%+435.9%0.005%
2/11/2026Outlook Wealth Advisors LLC2,959$387K0.1%N/A0.008%
2/11/2026Cerity Partners LLC1,817$238K0.0%-20.2%0.005%
2/11/2026LPL Financial LLC233,837$30.59M0.0%+32.4%0.599%
2/11/2026JPMorgan Chase & Co.100,190$13.11M0.0%-6.7%0.257%
2/10/2026Bank of New York Mellon Corp1,352,198$176.87M0.0%-14.2%3.465%
2/10/2026Goldman Sachs Group Inc.46,618$6.10M0.0%N/A0.119%
2/10/2026Main Management Fund Advisors LLC1,028,900$134.58M12.3%+3.1%2.636%
2/10/2026Clear Point Advisors Inc.4,455$583K0.5%+14.5%0.011%
2/10/2026Zhang Financial LLC312,336$40.85M1.5%+1.3%0.800%
2/10/2026Principia Wealth Advisory LLC69,497$9.09M2.4%+69.8%0.178%
2/10/2026Northwestern Mutual Wealth Management Co.308,002$40.29M0.0%+1.3%0.789%
2/9/2026Integrity Alliance LLC.2,536$332K0.0%+53.8%0.006%
2/9/2026Harbour Investments Inc.895$117K0.0%+439.2%0.002%
2/9/2026RPOA Advisors Inc.13,139,845$1.72B43.6%-2.2%33.666%
2/6/2026IFP Advisors Inc54,368$7.11M0.2%-19.5%0.139%
2/6/2026Watchman Group Inc.1,653$216K0.1%N/A0.004%
2/5/2026626 Financial LLC2,579$337K0.1%+4.8%0.007%
2/5/2026Northwestern Mutual Wealth Management Co.15,645$2.05M0.0%-94.9%0.040%
2/3/2026Stiles Financial Services Inc17,552$2.30M0.7%-19.2%0.045%
2/3/2026MGO One Seven LLC138,616$18.13M0.4%+2.4%0.358%
2/2/2026JDM Financial Group LLC216,631$28.34M5.4%-6.9%0.559%
2/2/2026Woodard & Co. Asset Management Group Inc. ADV263,406$34.45M5.5%+15.6%0.680%
2/2/2026GenTrust LLC49,975$6.56M0.3%+10.7%0.129%
1/30/2026Sigma Planning Corp16,039$2.10M0.1%+8.6%0.041%
1/29/2026Quadcap Wealth Management LLC3,661$479K0.1%+2.7%0.010%
1/29/2026Kickstand Ventures LLC.3,527$461K0.1%+12.5%0.009%
1/29/2026UBS Group AG98,656$12.90M0.0%+21.1%0.256%
1/29/2026Sanctuary Advisors LLC11,125$1.46M0.0%+1.3%0.029%
1/29/2026Concurrent Investment Advisors LLC7,248$948K0.0%+15.8%0.019%
1/27/2026Krilogy Financial LLC1,699$226K0.0%N/A0.004%
1/27/2026Financial Management Professionals Inc.384$50K0.0%N/A0.001%
1/26/2026Ferguson Shapiro LLC141,392$18.49M5.7%N/A0.367%
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1/26/2026Whittier Trust Co.613$81K0.0%N/A0.002%
1/26/2026CWM LLC529$69K0.0%+812.1%0.001%
1/26/2026Elevation Capital Advisory LLC14,312$1.87M0.8%N/A0.037%
1/26/2026David Kennon Inc19,192$2.51M0.9%+1.7%0.050%
1/23/2026Assetmark Inc.348$46K0.0%+174.0%0.001%
1/22/2026Fiduciary Alliance LLC2,718$356K0.0%+12.1%0.007%
1/21/2026Capital Investment Advisory Services LLC4,203$550K0.0%+16.7%0.011%
1/21/2026Crux Wealth Advisors65,371$8.55M3.2%+5.5%0.170%
1/21/2026WealthBridge Capital Management LLC147,610$19.31M4.4%+4.3%0.384%
1/21/2026Carolina Wealth Advisors LLC79,581$10.41M4.6%+3.1%0.207%


BKLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 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 143 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), GM Advisory Group LLC ($630.66K), Integrated Wealth Concepts LLC ($540.56K), Royal Bank of Canada ($408.44K), and LPL Financial LLC ($352.09K).

Institutional investors have bought a total of 3,942,340 shares in the last 24 months. This purchase volume represents approximately $496.80M in transactions.

Of the 39 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. ($7.82M), Bank of New York Mellon Corp ($1.69M), Northwestern Mutual Wealth Management Co. ($292.18K), Stadion Money Management LLC ($244.31K), Integrated Wealth Concepts LLC ($150.95K), Tidal Investments LLC ($80.74K), and Wealth Enhancement Advisory Services LLC ($75.33K).

Institutional investors have sold a total of 10,596,482 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.


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This page (NYSEARCA:BKLC) was last updated on 7/6/2026 by MarketBeat.com Staff.
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