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BNY Mellon US Small Cap Core Equity ETF (BKSE) Institutional Ownership

$41.76 +0.01 (+0.02%)
Closing price 04:10 PM Eastern
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$41.77 +0.01 (+0.02%)
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Institutional Ownership Changes (13F Filings) for BNY Mellon US Small Cap Core Equity ETF (NYSEARCA:BKSE)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$3.52M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$658.83K
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BKSE Institutional Buying and Selling by Quarter

BNY Mellon US Small 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
10/7/2026Elm3 Financial Group LLC5,412$225K0.2%+197.0%0.269%
9/23/2026Envestnet Asset Management Inc.11,696$1.57M0.0%+7.6%0.582%
9/9/2026Integrated Wealth Concepts LLC8,018$1.08M0.0%+3.0%0.405%
9/2/2026Citadel Advisors LLC2,007$270K0.0%-66.2%0.101%
8/21/2026Symphony Financial Ltd. Co.6,907$924K0.1%+3.9%0.349%
5/19/2026Bank of America Corp DE9,353$1.07M0.0%+55.1%1.439%
5/18/2026Royal Bank of Canada40,339$4.60M0.0%-2.5%6.206%
5/13/2026Cetera Investment Advisers6,408$730K0.0%+12.6%0.986%
5/5/2026Bank of New York Mellon Corp170,437$19.42M0.0%+31.1%26.221%
4/30/2026Accredited Investors Inc.2,048$233K0.0%N/A0.315%
4/30/2026Kestra Advisory Services LLC13,414$1.53M0.0%N/A2.064%
2/17/2026Cetera Investment Advisers5,692$640K0.0%+1.9%1.035%
2/17/2026Royal Bank of Canada41,355$4.65M0.0%+1.8%7.519%
2/13/2026Integrated Wealth Concepts LLC7,309$822K0.0%-1.4%1.329%
2/11/2026LPL Financial LLC19,125$2.15M0.0%+3.7%3.477%
1/22/2026Elm3 Financial Group LLC1,782$200K0.2%N/A0.336%
1/21/2026Crux Wealth Advisors5,799$652K0.2%-1.4%1.094%
1/12/2026Sentinel Pension Advisors LLC5,611$631K0.1%+19.0%1.059%
1/5/2026Park Avenue Securities LLC5,489$617K0.0%+25.6%1.036%
11/17/2025Flow Traders U.S. LLC10,446$1.15M0.0%-53.2%1.971%
11/17/2025Citadel Advisors LLC15,956$1.76M0.0%+148.5%3.011%
11/17/2025Bank of America Corp DE5,296$583K0.0%+20.8%0.999%
11/13/2025Crux Wealth Advisors5,882$648K0.3%+13.2%1.110%
11/5/2025Envestnet Asset Management Inc.8,050$887K0.0%+25.5%1.519%
10/31/2025Symphony Financial Ltd. Co.5,329$582K0.1%N/A1.005%
10/23/2025Park Avenue Securities LLC4,371$482K0.0%+61.5%0.825%
10/21/2025Fifth Third Wealth Advisors LLC2,408$265K0.0%N/A0.454%
10/21/2025Sentinel Pension Advisors LLC4,715$519K0.1%+17.2%0.890%
9/4/2025Osaic Holdings Inc.4,866$486K0.0%+11.4%0.772%
8/14/2025Raymond James Financial Inc.811$81K0.0%N/A0.129%
8/13/2025Flow Traders U.S. LLC22,342$2.23M0.1%+342.1%3.546%
8/8/2025Cetera Investment Advisers4,900$490K0.0%-5.8%0.778%
8/5/2025Bank of New York Mellon Corp217,255$21.71M0.0%-8.9%34.485%
8/1/2025Envestnet Asset Management Inc.6,413$641K0.0%+40.8%1.018%
7/29/2025RPOA Advisors Inc.633,017$63.25M1.7%-4.3%100.479%
7/29/2025Crux Wealth Advisors5,198$519K0.2%+16.1%0.825%
7/14/2025Park Avenue Securities LLC2,706$270K0.0%N/A0.220%
5/15/2025Royal Bank of Canada39,195$3.66M0.0%+13.3%4.041%
5/14/2025SVB Wealth LLC535$50K0.0%N/A0.055%
5/14/2025Flow Traders U.S. LLC5,054$471K0.0%-3.9%0.521%
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5/7/2025LPL Financial LLC22,036$2.06M0.0%+148.9%2.272%
5/6/2025Cetera Investment Advisers5,201$485K0.0%+35.1%0.536%
4/29/2025Envestnet Asset Management Inc.4,556$425K0.0%+6.4%0.470%
4/29/2025Bank of New York Mellon Corp238,464$22.25M0.0%-3.3%24.584%
4/11/2025RPOA Advisors Inc.661,435$61.71M1.7%+1.7%53.775%
2/17/2025Cetera Investment Advisers3,851$388K0.0%N/A0.318%
2/17/2025Citadel Advisors LLC3,312$334K0.0%N/A0.274%
2/17/2025Bank of America Corp DE3,670$370K0.0%-21.9%0.303%
2/14/2025Integrated Wealth Concepts LLC6,909$697K0.0%-5.9%0.571%
2/11/2025LPL Financial LLC8,855$893K0.0%+297.3%0.732%
2/4/2025Bank of New York Mellon Corp246,492$24.85M0.0%+10.5%20.371%
1/15/2025RPOA Advisors Inc.650,199$65.56M1.8%+1.1%53.735%
1/13/2025Sentinel Pension Advisors Inc.4,022$406K0.1%+56.1%0.332%
11/14/2024Flow Traders U.S. LLC23,519$2.39M0.1%+45.6%1.944%
10/16/2024Sentinel Pension Advisors Inc.2,577$261K0.1%N/A0.213%
10/7/2024RPOA Advisors Inc.643,037$65.24M1.7%+0.5%53.144%
7/26/2024Bank of New York Mellon Corp245,449$22.75M0.0%-5.8%20.285%
7/13/2024RPOA Advisors Inc.640,142$59.34M1.7%+0.7%52.904%
5/15/2024Flow Traders U.S. LLC30,704$2.95M0.2%-47.0%2.538%
3/22/2024PNC Financial Services Group Inc.5,350$500K0.0%N/A0.435%
2/9/2024PNC Financial Services Group Inc.5,350$500K0.0%N/A0.435%
2/7/2024Principal Securities Inc.2,926$274K0.0%N/A0.238%
1/18/2024Blue Trust Inc.319$30K0.0%N/A0.026%
10/24/2023Bank of New York Mellon Corp322,939$26.29M0.0%-4.3%26.255%
8/9/2023Flow Traders U.S. LLC3,914$335K0.0%-89.4%0.318%
8/4/2023Lyell Wealth Management LP3,022$259K0.0%-11.3%0.254%
8/3/2023Bank of New York Mellon Corp337,527$28.90M0.0%+27.2%28.364%
7/31/2023LPL Financial LLC4,932$422K0.0%+17.0%0.414%
5/15/2023Flow Traders U.S. LLC36,968$3.01M0.1%N/A3.107%
5/9/2023Bank of New York Mellon Corp265,272$21.57M0.0%+14.6%22.292%
5/3/2023Integrated Wealth Concepts LLC13,511$1.10M0.0%+18.9%3.002%
2/13/2023Integrated Wealth Concepts LLC11,361$881K0.0%+36.2%2.525%
2/7/2023Envestnet Asset Management Inc.3,300$256K0.0%+6.9%0.733%
1/24/2023Lyell Wealth Management LP3,395$263K0.0%-16.7%0.754%
12/8/2022Bank of New York Mellon Corp237,200$17.17M0.0%+9.7%52.711%
11/15/2022Flow Traders U.S. LLC12,940$937K0.1%-74.7%2.876%
10/24/2022Lyell Wealth Management LP4,075$295K0.1%-4.8%0.906%
8/16/2022Creative Planning216,650$16.31M0.0%N/A40.877%
8/13/2022Flow Traders U.S. LLC51,188$3.85M0.2%-36.7%9.658%
8/8/2022Integrated Wealth Concepts LLC7,820$589K0.0%+15.3%1.475%
8/3/2022Janney Montgomery Scott LLC2,797$211K0.0%N/A0.528%


BKSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 institutional investors and hedge funds held shares of BNY Mellon US Small Cap Core Equity ETF. The most heavily invested institutionals were RPOA Advisors Inc. ($63.25M), Bank of New York Mellon Corp ($19.42M), Royal Bank of Canada ($4.60M), LPL Financial LLC ($2.15M), Envestnet Asset Management Inc. ($1.57M), Kestra Advisory Services LLC ($1.53M), and Flow Traders U.S. LLC ($1.15M).Learn more on BNY Mellon US Small Cap Core Equity ETF's institutional investors.

Of the 22 institutional investors that purchased BNY Mellon US Small 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 ($63.88K), Flow Traders U.S. LLC ($24.65K), LPL Financial LLC ($20.50K), RPOA Advisors Inc. ($18.40K), Kestra Advisory Services LLC ($13.41K), Citadel Advisors LLC ($12.85K), and Cetera Investment Advisers ($6.03K).

Institutional investors have bought a total of 92,963 shares in the last 24 months. This purchase volume represents approximately $3.52M in transactions.

The following institutional investors have sold BNY Mellon US Small Cap Core Equity ETF stock in the last 24 months: Flow Traders U.S. LLC ($11.90K), Citadel Advisors LLC ($3.93K), Royal Bank of Canada ($1.02K), Integrated Wealth Concepts LLC ($106.00), and Crux Wealth Advisors ($83.00).

Institutional investors have sold a total of 17,034 shares in the last 24 months. This volume of shares sold represents approximately $658.83K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:BKSE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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