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

BNY Mellon US Large Cap Core Equity ETF logo
$115.52 +1.14 (+1.00%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$130.32M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$101.15M
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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
1/16/2025 Zhang Financial LLC232,026$26.00M1.5%+17.6%0.980%
1/15/2025 KMG Fiduciary Partners LLC61,741$6.92M0.6%+6.3%0.261%
1/15/2025 RPOA Advisors Inc.12,952,668$1.45B39.2%-1.2%54.722%
1/15/2025 Retireful LLC15,153$1.70M1.0%N/A0.064%
1/13/2025 Sentinel Pension Advisors Inc.817,780$91.64M17.0%+2.7%3.455%
1/10/2025 Wealth Enhancement Advisory Services LLC48,902$5.36M0.0%+3.2%0.207%
12/26/2024JPMorgan Chase & Co.1,545$169K0.0%+111.1%0.007%
11/25/2024Sanctuary Advisors LLC13,673$1.56M0.0%N/A0.058%
11/18/2024JDM Financial Group LLC183,000$20.05M10.9%+9,856.5%0.773%
11/15/2024Wills Financial Group Inc.2,543$279K0.1%-16.2%0.011%
11/15/2024Integrated Wealth Concepts LLC2,018,483$221.15M2.7%+13.3%8.528%
11/15/2024HighTower Advisors LLC3,150$345K0.0%-7.4%0.013%
11/14/2024Flow Traders U.S. LLC3,115$341K0.0%-86.1%0.013%
11/13/2024FMR LLC4,022$441K0.0%+13.8%0.017%
11/12/2024GM Advisory Group LLC213,021$23.34M1.4%-3.9%0.900%
11/8/2024First Horizon Advisors Inc.410$45K0.0%-23.8%0.002%
11/5/2024Aptus Capital Advisors LLC7,488$820K0.0%+74.1%0.032%
10/28/2024Wealth Forward LLC16,652$1.82M1.3%+43.6%0.070%
10/24/2024 Wealth Enhancement Advisory Services LLC47,373$5.19M0.0%+1.9%0.200%
10/22/2024David Kennon Inc17,193$1.88M0.7%+3.5%0.073%
10/22/2024Symphony Financial Ltd. Co.5,806$634K0.1%N/A0.025%
10/18/2024 KMG Fiduciary Partners LLC58,105$6.37M0.5%+362.4%0.245%
10/16/2024 Sentinel Pension Advisors Inc.796,520$87.27M16.8%+4.1%3.365%
10/15/2024 Zhang Financial LLC197,270$21.61M1.4%-0.7%0.833%
10/7/2024 RPOA Advisors Inc.13,114,389$1.44B38.2%-1.7%55.405%
10/7/2024WealthBridge Capital Management LLC117,624$12.89M3.7%+17.1%0.497%
10/5/2024 Collective Family Office LLC10,975$1.20M0.3%-2.2%0.046%
8/22/2024Cetera Investment Advisers12,518$1.30M0.0%+30.5%0.053%
8/16/2024Northwestern Mutual Wealth Management Co.18,620$1.93M0.0%+1,284.4%0.079%
8/14/2024Clear Point Advisors Inc.1,981$206K0.2%+33.9%0.008%
8/13/2024GM Advisory Group LLC221,590$23.00M1.5%N/A0.936%
8/12/2024Mercer Global Advisors Inc. ADV6,087$632K0.0%+84.6%0.026%
8/7/2024MGO One Seven LLC142,877$14.83M0.7%N/A0.604%
8/6/2024Fiducient Advisors LLC2,495$259K0.0%N/A0.011%
8/2/2024WealthBridge Capital Management LLC100,480$10.43M3.4%+6.3%0.425%
8/1/2024Retirement Income Solutions Inc8,311$863K0.2%-12.8%0.035%
7/31/2024Aptus Capital Advisors LLC4,302$446K0.0%+71.9%0.018%
7/30/2024Pinnacle Wealth Management LLC5,818$604K0.8%+3.6%0.025%
7/26/2024Bank of New York Mellon Corp1,114,268$115.64M0.0%-14.8%4.708%
7/25/2024David Kennon Inc16,619$1.73M0.7%+10.9%0.070%
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7/24/2024Herold Advisors Inc.11,855$1.23M0.3%+76.5%0.050%
7/22/2024Atria Wealth Solutions Inc.9,575$994K0.0%+1.2%0.040%
7/20/2024 Zhang Financial LLC198,681$20.62M1.4%-0.6%0.839%
7/19/2024Wealth Forward LLC11,593$1.20M0.9%-2.7%0.049%
7/18/2024WealthCare Investment Partners LLC2,812$292K0.1%+32.7%0.012%
7/16/2024 Wealth Enhancement Advisory Services LLC46,484$4.82M0.0%+2,043.1%0.196%
7/13/2024 RPOA Advisors Inc.13,336,894$1.38B39.3%-2.4%56.345%
5/17/2024Clear Point Advisors Inc.1,479$148K0.1%+2,981.3%0.006%
5/14/2024 Sentinel Pension Advisors Inc.756,982$75.55M16.2%+0.4%3.198%
5/10/2024Osaic Holdings Inc.144,994$14.47M0.0%+11.5%0.613%
5/8/2024Wealth Forward LLC11,912$1.19M0.9%+1.2%0.050%
4/30/2024WealthBridge Capital Management LLC94,547$9.44M3.2%+23.6%0.403%
4/25/2024Bank of New York Mellon Corp1,307,508$130.49M0.0%+4.0%5.576%
4/25/2024Capital Investment Advisory Services LLC2,635$263K0.0%N/A0.011%
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%
4/5/2024Compass 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%
1/31/2024 Zhang 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%
1/4/2024Compass 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%
10/23/2023 Sentinel Pension Advisors Inc.712,305$57.70M14.1%-1.3%3.293%
10/11/2023 Zhang 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%
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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%
7/18/2023 Zhang Financial LLC193,201$16.09M1.7%-5.9%0.852%
7/18/2023 Sentinel 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%
5/11/2023 Zhang 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%
(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, 54 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. ($1.45B), Integrated Wealth Concepts LLC ($221.15M), Bank of New York Mellon Corp ($115.64M), Sentinel Pension Advisors Inc. ($91.64M), Exchange Traded Concepts LLC ($43.32M), Zhang Financial LLC ($26.00M), and GM Advisory Group LLC ($23.34M).Learn more on BKLC's institutional investors.

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

Of the 47 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: Exchange Traded Concepts LLC ($519.63K), Integrated Wealth Concepts LLC ($436.57K), GM Advisory Group LLC ($221.59K), JDM Financial Group LLC ($181.16K), MGO One Seven LLC ($142.88K), Sentinel Pension Advisors Inc. ($137.63K), and Flow Traders U.S. LLC ($66.51K).

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

Institutional investors have bought a total of 2,227,248 shares in the last 24 months. This purchase volume represents approximately $211.09M in transactions.

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

Of the 21 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 ($1.27M), RPOA Advisors Inc. ($714.16K), Zhang Financial LLC ($98.61K), Retirement Income Solutions Inc ($20.34K), Flow Traders U.S. LLC ($19.31K), 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 2,174,928 shares in the last 24 months. This volume of shares sold represents approximately $199.66M in transactions.



This page (NYSEARCA:BKLC) was last updated on 1/21/2025 by MarketBeat.com Staff
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