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BNY Mellon Core Bond ETF (BKAG) Institutional Ownership

BNY Mellon Core Bond ETF logo
$41.27 -0.02 (-0.05%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for BNY Mellon Core Bond ETF (NYSEARCA:BKAG)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$308.90M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$107.06M
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BKAG Institutional Buying and Selling by Quarter

BNY Mellon Core Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Park Place Capital Corp9,680$399K0.1%+562.6%0.023%
1/15/2025 RPOA Advisors Inc.27,721,170$1.14B30.9%-0.6%65.303%
1/14/2025 Signal Advisors Wealth LLC256,125$10.60M1.2%+200.5%0.603%
1/13/2025 Sentinel Pension Advisors Inc.291,474$12.02M2.2%-2.1%0.687%
1/13/2025 Harbour Capital Advisors LLC11,235$463K0.1%N/A0.026%
1/13/2025 Brookstone Capital Management1,436,678$59.22M0.9%-50.7%3.384%
11/25/2024Sanctuary Advisors LLC29,108$1.21M0.0%+122.5%0.069%
11/20/2024Advisory Resource Group203,681$8.79M1.9%+1.7%0.480%
11/19/2024Second Line Capital LLC88,701$3.83M1.0%+1.8%0.209%
11/15/2024Glen Eagle Advisors LLC557,655$24.06M4.1%+4.0%1.314%
11/15/2024Jane Street Group LLC44,445$1.92M0.0%-12.9%0.105%
11/15/2024Integrated Wealth Concepts LLC1,173,146$50.62M0.6%+1.8%2.764%
11/14/2024Flow Traders U.S. LLC33,996$1.47M0.1%-50.3%0.080%
11/14/2024Rockefeller Capital Management L.P.304,778$13.15M0.0%-23.6%0.718%
11/12/2024GM Advisory Group LLC326,600$14.09M0.8%+148.0%0.769%
11/8/2024Second Half Financial Partners LLC15,073$650K0.3%N/A0.036%
11/8/2024BIP Wealth LLC8,928$385K0.0%N/A0.021%
11/5/2024Aptus Capital Advisors LLC544,353$23.49M0.3%-8.2%1.282%
11/5/2024First Heartland Consultants Inc.153,864$6.64M0.7%-27.6%0.362%
11/5/2024Total Investment Management Inc.1,531,517$66.09M7.4%+2.3%3.608%
10/31/2024Advisor Resource Council6,171$266K0.1%N/A0.015%
10/30/2024United Advisor Group LLC12,074$521K0.1%-23.0%0.028%
10/23/2024Silver Oak Securities Incorporated32,874$1.42M0.2%+5.1%0.077%
10/23/2024CENTRAL TRUST Co467,241$20.16M0.5%+31.9%1.101%
10/23/2024Tanager Wealth Management LLP581,070$25.07M3.4%+10.3%1.369%
10/22/2024Symphony Financial Ltd. Co.14,221$616K0.1%N/A0.034%
10/22/2024Maripau Wealth Management LLC41,806$1.80M1.6%+143.4%0.098%
10/16/2024 Sentinel Pension Advisors Inc.297,855$12.85M2.5%+5.9%0.702%
10/15/2024Zhang Financial LLC31,432$1.36M0.1%-11.4%0.074%
10/8/2024 Brookstone Capital Management2,915,269$125.79M1.9%N/A6.868%
10/8/2024Park Place Capital Corp1,461$63K0.0%N/A0.003%
10/7/2024 RPOA Advisors Inc.27,895,847$1.20B32.0%+4.0%65.715%
9/5/2024Sanctuary Advisors LLC13,082$533K0.0%N/A0.031%
8/16/2024Second Line Capital LLC87,165$3.61M1.1%+10.5%0.205%
8/13/2024GM Advisory Group LLC131,679$5.45M0.4%N/A0.310%
8/12/2024Waterloo Capital L.P.42,190$1.75M0.2%-11.6%0.099%
8/12/2024Mercer Global Advisors Inc. ADV6,190$256K0.0%N/A0.015%
8/7/2024Total Investment Management Inc.1,496,788$62.00M8.2%+0.8%3.526%
7/31/2024Aptus Capital Advisors LLC592,774$24.55M0.4%-7.4%1.396%
7/31/2024Nilsine Partners LLC82,129$3.40M0.5%+2.6%0.193%
7/26/2024Bank of New York Mellon Corp3,564,004$147.62M0.0%-13.6%8.396%
7/25/2024First Heartland Consultants Inc.212,476$8.80M0.6%+3.7%0.501%
7/25/2024Tanager Wealth Management LLP526,915$21.83M3.2%+9.8%1.241%
7/24/2024Advisory Resource Group200,184$8.29M1.9%-5.0%0.472%
7/20/2024Zhang Financial LLC35,472$1.47M0.1%-13.3%0.084%
7/15/2024Fifth Third Securities Inc.16,782$695K0.1%+168.1%0.040%
7/13/2024 RPOA Advisors Inc.26,812,446$1.11B31.5%+3.8%63.162%
5/22/2024Second Line Capital LLC78,867$3.30M1.1%+10.8%0.186%
5/17/2024Advisory Resource Group210,747$8.82M2.0%+1.6%0.496%
5/14/2024 Sentinel Pension Advisors Inc.1,161,010$48.61M10.4%+5.5%2.735%
5/10/2024Osaic Holdings Inc.241,990$10.13M0.0%+142.3%0.570%
5/6/2024Advisory Services Network LLC69,763$2.92M0.1%+2.0%0.164%
5/1/2024Tanager Wealth Management LLP479,909$20.09M3.2%+21.0%1.119%
4/25/2024Bank of New York Mellon Corp4,124,723$172.70M0.0%+23.5%9.615%
4/24/2024Zhang Financial LLC40,908$1.71M0.1%-6.0%0.095%
4/24/2024CENTRAL TRUST Co317,786$13.31M0.3%+13.1%0.741%
4/22/2024Nilsine Partners LLC80,041$3.35M0.5%-25.5%0.187%
4/16/2024Total Investment Management Inc.1,484,472$62.16M7.8%+0.1%13.374%
4/10/2024 Legacy Private Trust Co.5,528$231K0.0%+10.0%0.050%
2/14/2024Waterloo Capital L.P.44,305$1.88M0.3%-1.5%0.399%
2/9/2024Advisory Services Network LLC68,420$2.91M0.1%+31.3%0.616%
2/8/2024First Heartland Consultants Inc.173,754$7.38M0.9%+3.2%1.565%
2/7/2024Principal Securities Inc.2,056$87K0.0%N/A0.019%
2/5/2024Silver Oak Securities Incorporated22,253$946K0.1%+17.7%0.200%
2/2/2024Total Investment Management Inc.1,482,835$63.01M8.0%+1.8%13.359%
1/31/2024Tanager Wealth Management LLP396,690$16.89M3.1%+17.2%3.574%
1/31/2024Zhang Financial LLC43,502$1.85M0.2%-20.6%0.392%
1/26/2024Keener Financial Planning LLC4,024$171K0.1%N/A0.036%
1/24/2024CENTRAL TRUST Co281,066$11.94M0.3%+27.6%2.532%
1/24/2024Nilsine Partners LLC107,405$4.56M0.7%+4.2%0.968%
1/11/2024Advisory Resource Group207,334$8.81M2.2%-1.8%1.868%
1/11/2024Dynamic Advisor Solutions LLC25,887$1.09M0.0%-1.1%0.233%
1/10/2024Sound Income Strategies LLC1,766$75K0.0%N/A0.016%
1/4/2024Compass Wealth Management LLC4,690$199K0.1%N/A0.042%
12/5/2023Advisory Resource Group211,117$8.51M2.3%+0.1%1.902%
11/20/2023Silver Oak Securities Incorporated18,912$762K0.1%N/A0.170%
11/16/2023Atticus Wealth Management LLC1,365$55K0.0%N/A0.012%
11/15/2023Integrated Wealth Concepts LLC320,848$12.93M0.2%+7.2%2.891%
11/9/2023First Heartland Consultants Inc.168,437$6.79M0.8%N/A1.517%
11/8/2023Aptus Capital Advisors LLC652,443$26.29M0.7%N/A5.878%
11/8/2023Tanager Wealth Management LLP338,598$13.64M2.8%+210.7%3.050%
11/8/2023Pillar Wealth Advisors LLC10,700$431K0.4%-53.4%0.096%
11/1/2023Nilsine Partners LLC103,108$4.16M0.6%N/A0.929%
10/30/2023RFP Financial Group LLC2,898$117K0.1%N/A0.026%
10/26/2023CENTRAL TRUST Co220,277$8.88M0.3%+62.1%1.984%
10/26/2023Fiduciary Planning LLC124,728$5.03M2.4%N/A1.124%
10/24/2023Total Investment Management Inc.1,457,019$58.71M8.4%+51.6%13.126%
10/24/2023Bank of New York Mellon Corp3,902,913$157.27M0.0%+2.9%35.161%
10/23/2023 Sentinel Pension Advisors Inc.1,295,452$52.20M12.7%+13.7%11.671%
10/11/2023 Legacy Private Trust Co.11,756$474K0.0%N/A0.106%
10/11/2023Zhang Financial LLC54,791$2.21M0.2%-20.5%0.494%
10/11/2023Dynamic Advisor Solutions LLC26,177$1.06M0.0%-1.6%0.236%
8/14/2023Stadion Money Management LLC1,090,021$45.78M3.0%+3.1%9.820%
8/4/2023Pillar Wealth Advisors LLC22,950$964K0.8%N/A0.226%
8/3/2023Dynamic Advisor Solutions LLC26,608$1.12M0.1%+124.3%0.262%
8/3/2023Tanager Wealth Management LLP108,982$4.58M1.0%+39.5%1.074%
8/3/2023Bank of New York Mellon Corp3,791,487$159.24M0.0%+3.7%37.355%
8/2/2023Bank of Montreal Can1,370$58K0.0%N/A0.013%
7/31/2023LPL Financial LLC69,185$2.91M0.0%+87.7%0.682%
7/26/2023CENTRAL TRUST Co135,913$5.71M0.2%+8.7%1.339%
(Data available from 1/1/2016 forward)

BKAG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKAG shares?

During the previous two years, 56 institutional investors and hedge funds held shares of BNY Mellon Core Bond ETF. The most heavily invested institutionals were RPOA Advisors Inc. ($1.14B), Bank of New York Mellon Corp ($147.62M), Total Investment Management Inc. ($66.09M), Brookstone Capital Management ($59.22M), Integrated Wealth Concepts LLC ($50.62M), Stadion Money Management LLC ($45.78M), and Tanager Wealth Management LLP ($25.07M).Learn more on BKAG's institutional investors.

Which institutional investors have been buying BNY Mellon Core Bond ETF stock?

Of the 50 institutional investors that purchased BNY Mellon Core Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.92M), RPOA Advisors Inc. ($2.05M), Bank of New York Mellon Corp ($1.07M), Stadion Money Management LLC ($665.74K), Aptus Capital Advisors LLC ($652.44K), Total Investment Management Inc. ($626.73K), and Tanager Wealth Management LLP ($587.40K).

How much institutional buying is happening at BNY Mellon Core Bond ETF?

Institutional investors have bought a total of 11,616,152 shares in the last 24 months. This purchase volume represents approximately $489.08M in transactions.

Which BNY Mellon Core Bond ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold BNY Mellon Core Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.48M), Integrated Wealth Concepts LLC ($1.17M), Bank of New York Mellon Corp ($560.72K), RPOA Advisors Inc. ($174.68K), Zhang Financial LLC ($156.21K), Aptus Capital Advisors LLC ($96.07K), and Rockefeller Capital Management L.P. ($94.31K).

How much institutional selling is happening at BNY Mellon Core Bond ETF?

Institutional investors have sold a total of 3,925,594 shares in the last 24 months. This volume of shares sold represents approximately $164.32M in transactions.



This page (NYSEARCA:BKAG) was last updated on 1/17/2025 by MarketBeat.com Staff
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