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

BNY Mellon US Large Cap Core Equity ETF logo
$113.32 +1.25 (+1.12%)
(As of 12/20/2024 05:31 PM ET)

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)
$123.03M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$83.03M
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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
11/25/2024 Sanctuary Advisors LLC13,673$1.56M0.0%N/A0.058%
11/18/2024 JDM Financial Group LLC183,000$20.05M10.9%+9,856.5%0.773%
11/15/2024 Wills Financial Group Inc.2,543$279K0.1%-16.2%0.011%
11/15/2024 Integrated Wealth Concepts LLC2,018,483$221.15M2.7%+13.3%8.528%
11/15/2024 HighTower Advisors LLC3,150$345K0.0%-7.4%0.013%
11/14/2024 Flow Traders U.S. LLC3,115$341K0.0%-86.1%0.013%
11/13/2024 FMR LLC4,022$441K0.0%+13.8%0.017%
11/12/2024 GM Advisory Group LLC213,021$23.34M1.4%-3.9%0.900%
11/8/2024 First Horizon Advisors Inc.410$45K0.0%-23.8%0.002%
11/5/2024 Aptus Capital Advisors LLC7,488$820K0.0%+74.1%0.032%
10/28/2024 Wealth 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%
10/22/2024 David Kennon Inc17,193$1.88M0.7%+3.5%0.073%
10/22/2024 Symphony Financial Ltd. Co.5,806$634K0.1%N/A0.025%
10/18/2024KMG 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%
10/7/2024 WealthBridge 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%
8/22/2024 Cetera Investment Advisers12,518$1.30M0.0%+30.5%0.053%
8/16/2024 Northwestern Mutual Wealth Management Co.18,620$1.93M0.0%+1,284.4%0.079%
8/14/2024 Clear Point Advisors Inc.1,981$206K0.2%+33.9%0.008%
8/13/2024 GM Advisory Group LLC221,590$23.00M1.5%N/A0.936%
8/12/2024 Mercer Global Advisors Inc. ADV6,087$632K0.0%+84.6%0.026%
8/7/2024 MGO One Seven LLC142,877$14.83M0.7%N/A0.604%
8/6/2024 Fiducient Advisors LLC2,495$259K0.0%N/A0.011%
8/2/2024 WealthBridge Capital Management LLC100,480$10.43M3.4%+6.3%0.425%
8/1/2024 Retirement Income Solutions Inc8,311$863K0.2%-12.8%0.035%
7/31/2024 Aptus Capital Advisors LLC4,302$446K0.0%+71.9%0.018%
7/30/2024 Pinnacle Wealth Management LLC5,818$604K0.8%+3.6%0.025%
7/26/2024 Bank of New York Mellon Corp1,114,268$115.64M0.0%-14.8%4.708%
7/25/2024 David Kennon Inc16,619$1.73M0.7%+10.9%0.070%
7/24/2024 Herold Advisors Inc.11,855$1.23M0.3%+76.5%0.050%
7/22/2024 Atria 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%
7/19/2024 Wealth Forward LLC11,593$1.20M0.9%-2.7%0.049%
7/18/2024 WealthCare 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

5/17/2024 Clear 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%
5/10/2024 Osaic Holdings Inc.144,994$14.47M0.0%+11.5%0.613%
5/8/2024 Wealth Forward LLC11,912$1.19M0.9%+1.2%0.050%
4/30/2024 WealthBridge Capital Management LLC94,547$9.44M3.2%+23.6%0.403%
4/25/2024 Bank of New York Mellon Corp1,307,508$130.49M0.0%+4.0%5.576%
4/25/2024 Capital Investment Advisory Services LLC2,635$263K0.0%N/A0.011%
4/15/2024 WealthCare 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%
4/5/2024 Compass Wealth Management LLC1,422$142K0.0%-25.7%0.007%
3/22/2024 PNC Financial Services Group Inc.1,200$108K0.0%N/A0.006%
2/21/2024 Wealth Forward LLC11,765$1.06M0.9%N/A0.054%
2/7/2024 Principal Securities Inc.4,423$400K0.0%N/A0.020%
2/2/2024 Atria 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%
1/26/2024 Geneos Wealth Management Inc.1,243$112K0.0%-11.8%0.006%
1/26/2024Keener Financial Planning LLC2,278$206K0.2%N/A0.011%
1/24/2024 Advisors Preferred LLC60,043$5.39M0.9%+164.6%0.278%
1/24/2024 Pinnacle Wealth Management LLC5,603$507K0.6%-53.5%0.026%
1/18/2024Blue Trust Inc.7,141$646K0.0%N/A0.033%
1/18/2024 WealthCare Investment Partners LLC2,997$270K0.1%N/A0.014%
1/9/2024 Collective Family Office LLC2,900$262K0.1%N/A0.013%
1/4/2024 Compass Wealth Management LLC1,915$173K0.0%N/A0.009%
11/15/2023 Integrated Wealth Concepts LLC918,450$74.39M1.3%+3.0%4.246%
11/13/2023 Kestra Advisory Services LLC34,901$2.83M0.0%+93.3%0.161%
11/8/2023 Atria Wealth Solutions Inc.7,285$590K0.0%+59.9%0.034%
11/8/2023 WealthBridge Capital Management LLC61,138$4.95M2.0%+10.6%0.283%
11/7/2023 Advisors Preferred LLC22,693$1.84M0.6%N/A0.105%
10/24/2023 Bank 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%
10/24/2023 Cambridge 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%
10/11/2023 Geneos Wealth Management Inc.1,410$114K0.0%-17.5%0.007%
8/11/2023 Kestra Advisory Services LLC18,055$1.51M0.0%N/A0.083%
8/10/2023 GeoWealth Management LLC302$25K0.0%N/A0.001%
8/10/2023 Pinnacle Wealth Management LLC12,734$1.06M1.1%N/A0.059%
8/9/2023 Flow Traders U.S. LLC73,387$6.12M0.3%+967.4%0.339%
8/3/2023 Atria Wealth Solutions Inc.4,555$380K0.0%+9.6%0.020%
8/3/2023 Bank of New York Mellon Corp1,957,454$163.17M0.0%-9.3%8.635%
8/1/2023 WealthBridge Capital Management LLC55,273$4.61M1.8%+1.1%0.244%
7/31/2023 LPL Financial LLC36,048$3.01M0.0%+5.8%0.159%
7/28/2023 Retirement Income Solutions Inc9,587$799K0.2%-22.5%0.042%
7/25/2023Raymond James & Associates6,057$505K0.0%-31.9%0.027%
7/20/2023 Exchange Traded Concepts LLC519,632$43.32M1.1%N/A2.292%
7/19/2023 Foundations 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%
5/12/2023 Cahill Financial Advisors Inc.2,722$207K0.0%N/A0.012%
5/11/2023 Envestnet Asset Management Inc.8,413$641K0.0%+2.0%0.037%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

5/11/2023 WealthBridge 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%
5/9/2023 Bank of New York Mellon Corp2,158,148$164.34M0.0%-5.1%9.520%
5/5/2023 Retirement Income Solutions Inc12,366$942K0.3%-29.7%0.177%
5/3/2023 Integrated Wealth Concepts LLC864,225$65.81M1.4%+21.2%12.399%
4/28/2023 Sentinel Pension Advisors Inc.710,269$53.77M13.6%+7.1%10.190%
4/19/2023 Herold Advisors Inc.6,715$511K0.2%-20.5%0.096%
4/14/2023Raymond James & Associates8,891$677K0.0%N/A0.128%
2/15/2023 Fort Point Capital Partners LLC12,003$841K0.1%-1.6%0.172%
2/13/2023 Integrated Wealth Concepts LLC713,252$50.00M1.4%+3.2%10.233%
(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, 52 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. ($1.44B), Integrated Wealth Concepts LLC ($221.15M), Bank of New York Mellon Corp ($115.64M), Sentinel Pension Advisors Inc. ($87.27M), Exchange Traded Concepts LLC ($43.32M), GM Advisory Group LLC ($23.34M), and Zhang Financial LLC ($21.61M).Learn more on BKLC's institutional investors.

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

Of the 45 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. ($116.37K), 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 2,150,101 shares in the last 24 months. This purchase volume represents approximately $202.44M 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. ($552.44K), Zhang Financial LLC ($158.63K), 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 2,072,931 shares in the last 24 months. This volume of shares sold represents approximately $185.71M in transactions.



This page (NYSEARCA:BKLC) was last updated on 12/22/2024 by MarketBeat.com Staff
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