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BNY Mellon US Mid Cap Core Equity ETF (BKMC) Institutional Ownership

$104.52 -1.25 (-1.18%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$43.07M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$12.64M
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BKMC Institutional Buying and Selling by Quarter

BNY Mellon US Mid Cap Core Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2024 FMR LLC661$67K0.0%+21.7%0.013%
10/29/2024 Key Financial Inc1,178$120K0.0%+19.4%0.024%
10/25/2024 Diversify Wealth Management LLC153,013$15.57M1.4%+3.4%3.116%
10/25/2024 Diversify Advisory Services LLC62,370$6.39M0.3%-24.1%1.270%
10/22/2024 Symphony Financial Ltd. Co.2,220$226K0.0%N/A0.045%
10/16/2024 Sentinel Pension Advisors Inc.4,936$503K0.1%+14.6%0.101%
10/15/2024 Zhang Financial LLC12,252$1.25M0.1%-5.2%0.250%
10/11/2024 Patriot Investment Management Group Inc.2,000$204K0.0%N/A0.041%
10/7/2024 RPOA Advisors Inc.3,933,690$401.12M10.7%+2.3%80.116%
8/16/2024 Northwestern Mutual Wealth Management Co.4,527$427K0.0%N/A0.092%
8/8/2024 Diversify Wealth Management LLC147,990$13.62M1.6%N/A3.014%
7/30/2024 Key Financial Inc987$93K0.0%N/A0.020%
7/26/2024 Bank of New York Mellon Corp439,480$41.43M0.0%-0.2%8.951%
7/23/2024 Geneos Wealth Management Inc.28,032$2.64M0.1%+6.0%0.571%
7/20/2024 Zhang Financial LLC12,919$1.22M0.1%-1.2%0.263%
7/13/2024 RPOA Advisors Inc.3,846,253$362.59M10.3%-0.6%78.335%
7/12/2024 Diversify Advisory Services LLC82,132$7.62M0.4%-50.8%1.673%
5/4/2024 Geneos Wealth Management Inc.26,453$2.62M0.1%+12.4%0.539%
5/1/2024 Diversify Advisory Services LLC166,936$16.39M1.0%N/A3.400%
3/22/2024 PNC Financial Services Group Inc.800$73K0.0%N/A0.016%
2/7/2024 Principal Securities Inc.3,490$317K0.0%N/A0.068%
1/31/2024 Zhang Financial LLC13,076$1.19M0.1%-9.3%0.256%
1/26/2024 Geneos Wealth Management Inc.23,529$2.13M0.1%+7.3%0.460%
1/26/2024Keener Financial Planning LLC636$58K0.0%N/A0.012%
1/18/2024Blue Trust Inc.1,904$173K0.0%N/A0.037%
1/10/2024Dfpg Investments LLC144,577$12.74M1.0%+7.4%2.829%
10/24/2023 Bank of New York Mellon Corp385,059$30.93M0.0%-6.7%7.535%
10/11/2023 Zhang Financial LLC14,411$1.16M0.1%-2.7%0.282%
10/11/2023 Geneos Wealth Management Inc.21,923$1.76M0.1%+3.9%0.429%
8/14/2023 Fort Point Capital Partners LLC2,375$201K0.0%N/A0.046%
8/9/2023 Flow Traders U.S. LLC13,191$1.12M0.0%-76.3%0.258%
8/8/2023 Geneos Wealth Management Inc.21,110$1.79M0.1%+1.1%0.413%
8/3/2023 Bank of New York Mellon Corp412,615$34.93M0.0%+9.9%7.712%
7/18/2023 Zhang Financial LLC14,809$1.25M0.1%-8.9%0.277%
5/15/2023 Flow Traders U.S. LLC55,596$4.51M0.2%+98.7%1.039%
5/9/2023 Bank of New York Mellon Corp375,418$30.48M0.0%-0.3%7.017%
5/3/2023 Integrated Wealth Concepts LLC7,977$648K0.0%-5.9%0.694%
4/25/2023 Geneos Wealth Management Inc.20,876$1.70M0.1%+2.3%1.815%
2/13/2023 Integrated Wealth Concepts LLC8,478$664K0.0%-6.4%0.737%
2/7/2023 LPL Financial LLC6,217$487K0.0%-38.1%0.541%
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2/7/2023IFP Advisors Inc635$35K0.0%+3,868.8%0.055%
2/7/2023 Envestnet Asset Management Inc.3,925$308K0.0%+6.6%0.341%
1/31/2023 Geneos Wealth Management Inc.20,403$1.60M0.1%+29.1%1.774%
1/17/2023 Zhang Financial LLC16,250$1.27M0.2%-12.9%1.413%
12/8/2022 Bank of New York Mellon Corp359,147$25.92M0.0%+4.2%32.356%
10/25/2022Raymond James Financial Services Advisors Inc.4,552$329K0.0%+6.6%0.410%
10/18/2022 Zhang Financial LLC18,667$1.35M0.2%+20.0%1.682%
8/16/2022 Creative Planning158,850$11.95M0.0%N/A13.349%
8/13/2022 Flow Traders U.S. LLC46,938$3.53M0.2%-6.0%3.944%
8/8/2022 Integrated Wealth Concepts LLC9,512$716K0.0%-31.0%0.799%
7/22/2022 Geneos Wealth Management Inc.10,298$784K0.0%+166.5%0.798%
7/14/2022 Zhang Financial LLC15,561$1.17M0.2%+29.9%1.206%
5/12/2022 Integrated Wealth Concepts LLC13,792$1.24M0.0%+16.9%1.179%
4/21/2022 Zhang Financial LLC11,976$1.08M0.2%+187.4%0.958%
4/21/2022 First Heartland Consultants Inc.2,298$207K0.0%-96.0%0.184%
2/14/2022 Fort Point Capital Partners LLC2,310$219K0.0%N/A0.185%
2/10/2022 Zhang Financial LLC4,167$395K0.1%N/A0.333%
2/9/2022 Geneos Wealth Management Inc.2,236$212K0.0%+347.2%0.179%
2/8/2022Raymond James Financial Services Advisors Inc.3,228$306K0.0%N/A0.258%
2/3/2022 Advisor Group Holdings Inc.1,320$125K0.0%+157.8%0.106%
1/24/2022Virtue Capital Management LLC3,456$328K0.0%+10.7%0.276%
11/18/2021 Bank of New York Mellon Corp473,110$42.07M0.0%+3.9%37.849%
11/15/2021 Flow Traders U.S. LLC17,334$1.54M0.1%-37.9%1.445%
11/5/2021 Advisor Group Holdings Inc.512$46K0.0%+44.2%0.043%
8/24/2021 Flow Traders U.S. LLC27,905$2.50M0.1%N/A2.325%
8/16/2021 First Heartland Consultants Inc.84,409$7.56M1.1%+0.7%7.034%
8/11/2021 Bank of New York Mellon Corp455,205$40.77M0.0%-6.4%37.934%
8/2/2021 Advisor Group Holdings Inc.355$32K0.0%+102.9%0.030%
8/2/2021San Francisco Sentry Investment Group CA600$54K0.0%N/A0.050%
5/18/2021 First Heartland Consultants Inc.83,823$7.04M1.1%N/A6.985%
5/17/2021 HRT Financial LP6,356$533K0.0%N/A0.530%
5/13/2021 Bank of New York Mellon Corp486,210$40.81M0.0%+74.1%40.518%
2/9/2021 Bank of New York Mellon Corp279,213$21.65M0.0%+1,444.1%46.536%
(Data available from 1/1/2016 forward)

BKMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKMC shares?

During the previous two years, 23 institutional investors and hedge funds held shares of BNY Mellon US Mid Cap Core Equity ETF. The most heavily invested institutionals were RPOA Advisors Inc. ($401.12M), Bank of New York Mellon Corp ($41.43M), Diversify Wealth Management LLC ($15.57M), Dfpg Investments LLC ($12.74M), Diversify Advisory Services LLC ($6.39M), Geneos Wealth Management Inc. ($2.64M), and Zhang Financial LLC ($1.25M).Learn more on BKMC's institutional investors.

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

Of the 20 institutional investors that purchased BNY Mellon US Mid Cap Core Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Diversify Advisory Services LLC ($166.94K), Diversify Wealth Management LLC ($153.01K), RPOA Advisors Inc. ($87.44K), Bank of New York Mellon Corp ($51.68K), Flow Traders U.S. LLC ($27.61K), Geneos Wealth Management Inc. ($12.23K), and Dfpg Investments LLC ($9.92K).

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

Institutional investors have bought a total of 529,566 shares in the last 24 months. This purchase volume represents approximately $50.26M in transactions.

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

The following institutional investors have sold BNY Mellon US Mid Cap Core Equity ETF stock in the last 24 months: Diversify Advisory Services LLC ($104.57K), Flow Traders U.S. LLC ($42.41K), Bank of New York Mellon Corp ($29.65K), RPOA Advisors Inc. ($24.80K), Zhang Financial LLC ($6.42K), LPL Financial LLC ($3.83K), and Integrated Wealth Concepts LLC ($1.08K).

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

Institutional investors have sold a total of 212,743 shares in the last 24 months. This volume of shares sold represents approximately $19.27M in transactions.



This page (NYSEARCA:BKMC) was last updated on 11/17/2024 by MarketBeat.com Staff
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