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BNY Mellon US Mid Cap Core Equity ETF (BKMC) Institutional Ownership

BNY Mellon US Mid Cap Core Equity ETF logo
$104.66 -0.09 (-0.09%)
As of 07/18/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$56.77M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$16.60M
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BKMC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.4,585$438K0.0%+105.1%0.131%
5/21/2025Geneos Wealth Management Inc.30,282$2.90M0.1%+1.5%0.868%
5/16/2025Goldman Sachs Group Inc.4,585$438K0.0%+105.1%0.131%
5/16/2025Integrated Wealth Concepts LLC4,286$410K0.0%-2.9%0.123%
5/14/2025SVB Wealth LLC315$30K0.0%N/A0.009%
5/14/2025Northwestern Mutual Wealth Management Co.4,734$453K0.0%+4.6%0.136%
5/14/2025Flow Traders U.S. LLC17,072$1.63M0.1%+157.3%0.489%
5/8/2025Geneos Wealth Management Inc.61,264$5.86M0.2%+105.3%1.755%
5/6/2025Cetera Investment Advisers7,129$682K0.0%+30.2%0.204%
5/6/2025Accredited Investors Inc.2,331$223K0.0%N/A0.067%
5/5/2025Diversify Advisory Services LLC51,316$4.80M0.3%+26.5%1.470%
5/1/2025Key Financial Inc2,374$227K0.0%+43.2%0.068%
5/1/2025Diversify Wealth Management LLC153,395$14.36M1.1%+13.6%4.395%
4/30/2025M&T Bank Corp2,475$237K0.0%N/A0.071%
4/29/2025Envestnet Asset Management Inc.4,959$474K0.0%-2.3%0.142%
4/29/2025Bank of New York Mellon Corp447,280$42.77M0.0%-19.3%12.816%
4/14/2025 Sentinel Pension Advisors LLC5,637$539K0.1%-10.2%0.108%
4/11/2025RPOA Advisors Inc.4,063,387$388.54M10.6%+3.0%77.992%
2/17/2025Cetera Investment Advisers5,476$556K0.0%+32.6%0.112%
2/17/2025Citadel Advisors LLC16,292$1.66M0.0%+57.6%0.332%
2/17/2025Bank of America Corp DE2,597$264K0.0%-9.8%0.053%
2/14/2025Integrated Wealth Concepts LLC4,414$448K0.0%-3.6%0.090%
2/14/2025Transce3nd LLC375$38K0.0%N/A0.008%
2/13/2025Barclays PLC672$68K0.0%N/A0.014%
2/11/2025LPL Financial LLC4,101$417K0.0%+56.3%0.084%
2/4/2025Bank of New York Mellon Corp554,496$56.34M0.0%+20.5%11.293%
1/31/2025Key Financial Inc1,658$168K0.0%+40.7%0.034%
1/28/2025Kestra Private Wealth Services LLC4,483$455K0.0%N/A0.091%
1/24/2025Symphony Financial Ltd. Co.6,960$744K0.1%+213.5%0.142%
1/16/2025Diversify Advisory Services LLC40,579$4.11M0.2%-34.9%0.826%
1/16/2025Diversify Wealth Management LLC135,078$13.67M1.1%-11.7%2.751%
1/15/2025RPOA Advisors Inc.3,945,271$400.83M10.8%+0.3%80.352%
1/13/2025 Sentinel Pension Advisors Inc.6,278$638K0.1%+27.2%0.128%
11/13/2024FMR LLC661$67K0.0%+21.7%0.013%
10/29/2024Key Financial Inc1,178$120K0.0%+19.4%0.024%
10/25/2024Diversify Wealth Management LLC153,013$15.57M1.4%+3.4%3.116%
10/25/2024Diversify Advisory Services LLC62,370$6.39M0.3%-24.1%1.270%
10/22/2024Symphony Financial Ltd. Co.2,220$226K0.0%N/A0.045%
10/16/2024 Sentinel Pension Advisors Inc.4,936$503K0.1%+14.6%0.101%
10/15/2024Zhang Financial LLC12,252$1.25M0.1%-5.2%0.250%
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10/11/2024 Patriot Investment Management Group Inc.2,000$204K0.0%N/A0.041%
10/7/2024RPOA Advisors Inc.3,933,690$401.12M10.7%+2.3%80.116%
8/16/2024Northwestern Mutual Wealth Management Co.4,527$427K0.0%N/A0.092%
8/8/2024Diversify Wealth Management LLC147,990$13.62M1.6%N/A3.014%
7/30/2024Key Financial Inc987$93K0.0%N/A0.020%
7/26/2024Bank of New York Mellon Corp439,480$41.43M0.0%-0.2%8.951%
7/23/2024Geneos Wealth Management Inc.28,032$2.64M0.1%+6.0%0.571%
7/20/2024Zhang Financial LLC12,919$1.22M0.1%-1.2%0.263%
7/13/2024RPOA Advisors Inc.3,846,253$362.59M10.3%-0.6%78.335%
7/12/2024Diversify Advisory Services LLC82,132$7.62M0.4%-50.8%1.673%
5/4/2024Geneos Wealth Management Inc.26,453$2.62M0.1%+12.4%0.539%
5/1/2024Diversify Advisory Services LLC166,936$16.39M1.0%N/A3.400%
3/22/2024PNC Financial Services Group Inc.800$73K0.0%N/A0.016%
2/7/2024Principal Securities Inc.3,490$317K0.0%N/A0.068%
1/31/2024Zhang Financial LLC13,076$1.19M0.1%-9.3%0.256%
1/26/2024Geneos Wealth Management Inc.23,529$2.13M0.1%+7.3%0.460%
1/26/2024Keener Financial Planning LLC636$58K0.0%N/A0.012%
1/18/2024Blue Trust Inc.1,904$173K0.0%N/A0.037%
1/10/2024Dfpg Investments LLC144,577$12.74M1.0%+7.4%2.829%
10/24/2023Bank of New York Mellon Corp385,059$30.93M0.0%-6.7%7.535%
10/11/2023Zhang Financial LLC14,411$1.16M0.1%-2.7%0.282%
10/11/2023Geneos Wealth Management Inc.21,923$1.76M0.1%+3.9%0.429%
8/14/2023Fort Point Capital Partners LLC2,375$201K0.0%N/A0.046%
8/9/2023Flow Traders U.S. LLC13,191$1.12M0.0%-76.3%0.258%
8/8/2023Geneos Wealth Management Inc.21,110$1.79M0.1%+1.1%0.413%
8/3/2023Bank of New York Mellon Corp412,615$34.93M0.0%+9.9%7.712%
7/18/2023Zhang Financial LLC14,809$1.25M0.1%-8.9%0.277%
5/15/2023Flow Traders U.S. LLC55,596$4.51M0.2%+98.7%1.039%
5/9/2023Bank of New York Mellon Corp375,418$30.48M0.0%-0.3%7.017%
5/3/2023Integrated Wealth Concepts LLC7,977$648K0.0%-5.9%0.694%
4/25/2023Geneos Wealth Management Inc.20,876$1.70M0.1%+2.3%1.815%
2/13/2023Integrated Wealth Concepts LLC8,478$664K0.0%-6.4%0.737%
2/7/2023LPL Financial LLC6,217$487K0.0%-38.1%0.541%
2/7/2023IFP Advisors Inc635$35K0.0%+3,868.8%0.055%
2/7/2023Envestnet Asset Management Inc.3,925$308K0.0%+6.6%0.341%
1/31/2023Geneos Wealth Management Inc.20,403$1.60M0.1%+29.1%1.774%
1/17/2023Zhang Financial LLC16,250$1.27M0.2%-12.9%1.413%
12/8/2022Bank of New York Mellon Corp359,147$25.92M0.0%+4.2%32.356%
10/25/2022Raymond James Financial Services Advisors Inc.4,552$329K0.0%+6.6%0.410%
10/18/2022Zhang Financial LLC18,667$1.35M0.2%+20.0%1.682%
8/16/2022Creative Planning158,850$11.95M0.0%N/A13.349%
8/13/2022Flow Traders U.S. LLC46,938$3.53M0.2%-6.0%3.944%
8/8/2022Integrated Wealth Concepts LLC9,512$716K0.0%-31.0%0.799%
7/22/2022Geneos Wealth Management Inc.10,298$784K0.0%+166.5%0.798%
7/14/2022Zhang Financial LLC15,561$1.17M0.2%+29.9%1.206%
5/12/2022Integrated Wealth Concepts LLC13,792$1.24M0.0%+16.9%1.179%
4/21/2022Zhang Financial LLC11,976$1.08M0.2%+187.4%0.958%
4/21/2022First Heartland Consultants Inc.2,298$207K0.0%-96.0%0.184%
2/14/2022Fort Point Capital Partners LLC2,310$219K0.0%N/A0.185%
2/10/2022Zhang Financial LLC4,167$395K0.1%N/A0.333%
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2/9/2022Geneos Wealth Management Inc.2,236$212K0.0%+347.2%0.179%
2/8/2022Raymond James Financial Services Advisors Inc.3,228$306K0.0%N/A0.258%
2/3/2022Advisor Group Holdings Inc.1,320$125K0.0%+157.8%0.106%
1/24/2022Virtue Capital Management LLC3,456$328K0.0%+10.7%0.276%
11/18/2021Bank of New York Mellon Corp473,110$42.07M0.0%+3.9%37.849%
11/15/2021Flow Traders U.S. LLC17,334$1.54M0.1%-37.9%1.445%
11/5/2021Advisor Group Holdings Inc.512$46K0.0%+44.2%0.043%
8/24/2021Flow Traders U.S. LLC27,905$2.50M0.1%N/A2.325%
8/16/2021First Heartland Consultants Inc.84,409$7.56M1.1%+0.7%7.034%
8/11/2021Bank of New York Mellon Corp455,205$40.77M0.0%-6.4%37.934%
(Data available from 1/1/2016 forward)

BKMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKMC shares?

During the previous two years, 33 institutional investors and hedge funds held shares of BNY Mellon US Mid Cap Core Equity ETF. The most heavily invested institutionals were RPOA Advisors Inc. ($388.54M), Bank of New York Mellon Corp ($42.77M), Diversify Wealth Management LLC ($14.36M), Dfpg Investments LLC ($12.74M), Diversify Advisory Services LLC ($4.80M), Geneos Wealth Management Inc. ($2.90M), and Citadel Advisors LLC ($1.66M).Learn more on BNY Mellon US Mid Cap Core Equity ETF's institutional investors.

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

Of the 28 institutional investors that purchased BNY Mellon US Mid Cap Core Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RPOA Advisors Inc. ($217.13K), Diversify Advisory Services LLC ($177.67K), Diversify Wealth Management LLC ($171.33K), Bank of New York Mellon Corp ($131.62K), Geneos Wealth Management Inc. ($39.01K), Flow Traders U.S. LLC ($10.44K), and Dfpg Investments LLC ($9.92K).

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

Institutional investors have bought a total of 581,437 shares in the last 24 months. This purchase volume represents approximately $56.77M in transactions.

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

The following institutional investors have sold BNY Mellon US Mid Cap Core Equity ETF stock in the last 24 months: Bank of New York Mellon Corp ($108.14K), Diversify Advisory Services LLC ($41.55K), Diversify Wealth Management LLC ($17.94K), Zhang Financial LLC ($824.00), Sentinel Pension Advisors LLC ($641.00), Integrated Wealth Concepts LLC ($295.00), and Bank of America Corp DE ($281.00).

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

Institutional investors have sold a total of 169,785 shares in the last 24 months. This volume of shares sold represents approximately $16.60M in transactions.



This page (NYSEARCA:BKMC) was last updated on 7/19/2025 by MarketBeat.com Staff
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