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

BNY Mellon US Large Cap Core Equity ETF logo
$100.20 -2.65 (-2.58%)
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)
58
Total
Institutional Inflows
(last 12 months)
$459.94M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$101.41M
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BKLC Institutional Buying and Selling by Quarter

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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
4/16/2025Wealth Enhancement Advisory Services LLC77,704$8.26M0.0%+25.2%0.261%
4/15/2025 Zhang Financial LLC282,118$30.00M1.6%+21.6%0.947%
4/14/2025 KMG Fiduciary Partners LLC64,550$6.86M0.6%+4.5%0.217%
4/14/2025 Sentinel Pension Advisors LLC835,915$88.87M16.4%+2.2%2.806%
4/11/2025 RPOA Advisors Inc.13,039,435$1.39B37.7%+0.7%43.771%
4/3/2025 Collective Family Office LLC10,789$1.15M0.3%-1.7%0.036%
3/17/2025Wealth Enhancement Advisory Services LLC62,073$6.96M0.0%+31.0%0.206%
2/27/2025REAP Financial Group LLC760$85K0.0%N/A0.003%
2/18/2025Pinnacle Wealth Management LLC5,087$570K0.6%-9.3%0.021%
2/18/2025JDM Financial Group LLC191,515$21.46M11.2%+4.7%0.809%
2/18/2025Lantern Wealth Advisors LLC3,072$344K0.2%N/A0.013%
2/17/2025Two Sigma Investments LP132,500$14.85M0.0%N/A0.560%
2/17/2025Stadion Money Management LLC797,898$89.41M7.0%+3.4%3.371%
2/17/2025Quadcap Wealth Management LLC5,488$615K0.1%-5.4%0.023%
2/17/2025Cetera Investment Advisers43,242$4.85M0.0%+224.6%0.183%
2/17/2025Bank of America Corp DE7,127$799K0.0%+15.3%0.030%
2/17/2025Ameriprise Financial Inc.19,171$2.15M0.0%+186.7%0.081%
2/17/2025Aptus Capital Advisors LLC80,905$9.07M0.1%+980.5%0.342%
2/14/2025Mercer Global Advisors Inc. ADV5,941$666K0.0%-2.4%0.025%
2/14/2025Betterment LLC5,671$635K0.0%-1.5%0.024%
2/14/2025Wills Financial Group Inc.2,001$224K0.1%-21.3%0.008%
2/14/2025Capital Analysts LLC330$37K0.0%N/A0.001%
2/14/2025Integrated Wealth Concepts LLC2,014,177$225.71M2.6%-0.2%8.509%
2/14/2025MGO One Seven LLC145,092$16.26M0.6%+0.8%0.613%
2/14/2025Susquehanna International Group LLP28,495$3.19M0.0%N/A0.120%
2/14/2025Transce3nd LLC1,318$148K0.1%N/A0.006%
2/14/2025First Trust Advisors LP4,830$541K0.0%N/A0.020%
2/13/2025NewEdge Advisors LLC580$65K0.0%N/A0.002%
2/13/2025Insigneo Advisory Services LLC6,146$689K0.1%N/A0.026%
2/13/2025Raymond James Financial Inc.4,257$477K0.0%N/A0.018%
2/13/2025Cerity Partners LLC3,627$406K0.0%+65.9%0.015%
2/13/2025Envestnet Asset Management Inc.39,827$4.46M0.0%+313.1%0.168%
2/13/2025Wells Fargo & Company MN14,261$1.60M0.0%+0.6%0.060%
2/12/2025JPMorgan Chase & Co.1,070$120K0.0%-30.7%0.005%
2/11/2025LPL Financial LLC148,039$16.59M0.0%+273.3%0.625%
2/11/2025GM Advisory Group LLC371,345$41.61M2.3%+74.3%1.569%
2/10/2025Corient Private Wealth LLC3,321$372K0.0%-16.3%0.014%
2/10/2025Envestnet Portfolio Solutions Inc.2,223$249K0.0%N/A0.009%
2/10/2025Commonwealth Equity Services LLC4,999$560K0.0%+92.3%0.021%
2/7/2025Wealthfront Advisers LLC30,909$3.46M0.0%N/A0.131%
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2/6/2025Raymond James Financial Inc.4,257$477K0.0%N/A0.018%
2/6/2025Steward Partners Investment Advisory LLC4,622$518K0.0%+3.5%0.020%
2/4/2025Bank of New York Mellon Corp3,188,782$357.34M0.1%+167.5%13.472%
2/4/2025IFP Advisors Inc30,420$3.41M0.1%+366.6%0.129%
2/3/2025Concurrent Investment Advisors LLC15,987$1.79M0.0%N/A0.068%
2/3/2025WealthBridge Capital Management LLC130,518$14.63M4.1%+11.0%0.551%
2/3/2025Clear Point Advisors Inc.2,432$273K0.2%+14.4%0.010%
1/31/2025Global Retirement Partners LLC488$55K0.0%+89.9%0.002%
1/31/2025Atria Wealth Solutions Inc.13,078$1.47M0.0%+23.6%0.055%
1/31/2025Sanctuary Advisors LLC12,587$1.46M0.0%-7.9%0.053%
1/31/2025Retirement Income Solutions Inc7,660$858K0.2%-1.8%0.032%
1/30/2025Principal Securities Inc.4,269$478K0.0%-3.5%0.018%
1/28/2025Stiles Financial Services Inc30,354$3.40M1.2%N/A0.128%
1/27/2025Win Advisors Inc.24,126$2.70M1.3%N/A0.102%
1/27/2025Stratos Wealth Partners LTD.25,242$2.83M0.0%N/A0.107%
1/24/2025Symphony Financial Ltd. Co.17,287$2.00M0.3%+197.7%0.073%
1/23/2025David Kennon Inc17,497$1.96M0.8%+1.8%0.074%
1/22/2025Wealth Forward LLC20,126$2.26M1.6%+20.9%0.085%
1/21/2025Compass Wealth Management LLC1,240$139K0.0%-13.3%0.005%
1/21/2025Geneos Wealth Management Inc.1,246$140K0.0%-7.4%0.005%
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%
1/10/2025Wealth 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%
10/24/2024Wealth 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%
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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%
(Data available from 1/1/2016 forward)

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BKLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKLC shares?

During the previous two years, 81 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. ($1.39B), Bank of New York Mellon Corp ($357.34M), Integrated Wealth Concepts LLC ($225.71M), Sentinel Pension Advisors Inc. ($91.64M), Stadion Money Management LLC ($89.41M), Sentinel Pension Advisors LLC ($88.87M), and Exchange Traded Concepts LLC ($43.32M).Learn more on BKLC's institutional investors.

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

Of the 73 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: Bank of New York Mellon Corp ($2.05M), Exchange Traded Concepts LLC ($519.63K), Integrated Wealth Concepts LLC ($414.79K), GM Advisory Group LLC ($379.91K), JDM Financial Group LLC ($189.68K), MGO One Seven LLC ($144.01K), and Two Sigma Investments LP ($132.50K).

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

Institutional investors have bought a total of 5,179,247 shares in the last 24 months. This purchase volume represents approximately $543.24M in transactions.

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

Of the 26 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), Flow Traders U.S. LLC ($19.31K), Retirement Income Solutions Inc ($9.36K), Sentinel Pension Advisors Inc. ($9.13K), and GM Advisory Group LLC ($8.57K).

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

Institutional investors have sold a total of 2,151,779 shares in the last 24 months. This volume of shares sold represents approximately $198.40M in transactions.



This page (NYSEARCA:BKLC) was last updated on 4/16/2025 by MarketBeat.com Staff
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