BNY Mellon Core Bond ETFBKAGETF

13F holders, Q1 2024 (March 31)
42holders
1famous investor
$41.86avg. 13F price*

At the end of Q1 2024, 42 institutions reported holding BNY Mellon Core Bond ETF (BKAG) in their 13F filings. The largest holders were RPOA Advisors, Inc. ($1.1B), Bank of New York Mellon Corp ($172.7M) and Stadion Money Management, LLC ($68.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
BNY Mellon Core Bond ETF
CUSIP
09661T602
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 42Q1 2024Q2 2024: 48Q2 2024Q3 2024: 57Q3 2024Q4 2024: 67Q4 2024Q1 2025: 67Q1 2025Q2 2025: 75Q2 2025Q3 2025: 76Q3 2025Q4 2025: 86Q4 2025Q1 2026: 89Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$19.8M
Exits7$2.2M

Ownership 42 holders

RPOA Advisors, Inc. 30.75% Add +0.9% 25,841,379 $1.1B
Bank of New York Mellon Corp 0.03% Add +23.5% 4,124,723 $172.7M
Stadion Money Management, LLC 4.41% Add +3.5% 1,629,506 $68.0M
Total Investment Management Inc. 7.82% Add +0.1% 1,484,472 $62.2M
Integrated Wealth Concepts LLC 0.80% Add +2.2% 1,322,174 $55.4M
Sentinel Pension Advisors, LLC 10.40% Add +5.5% 1,161,010 $48.6M
Aptus Capital Advisors, LLC 0.58% Add +15.6% 640,421 $26.8M
Glen Eagle Advisors, LLC 4.12% Add +3.9% 518,673 $21.7M
Tanager Wealth Management LLP 3.25% Add +21.0% 479,909 $20.1M
Rockefeller Capital Management L.P. 0.05% New 400,083 $16.8M
CENTRAL TRUST Co 0.33% Add +13.1% 317,786 $13.3M
Osaic Holdings, Inc. 0.02% Add +142.3% 241,990 $10.1M
Advisory Resource Group 2.02% Add +1.6% 210,747 $8.8M
First Heartland Consultants, Inc. 0.89% Add +17.9% 204,805 $8.6M
Morgan Stanley 0.00% Add +67.4% 144,396 $6.0M
LPL Financial LLC 0.00% Add +43.2% 103,307 $4.3M
Nilsine Partners, LLC 0.46% Reduce -25.5% 80,041 $3.4M
Second Line Capital, LLC 1.07% Add +10.8% 78,867 $3.3M
Advisory Services Network, LLC 0.06% Add +2.0% 69,763 $2.9M
Citadel Advisors 0.00% Add +350.9% 63,042 $2.6M
Jane Street Group, LLC 0.00% New 54,941 $2.3M
Waterloo Capital, L.P. 0.26% Add +7.7% 47,732 $2.0M
Zhang Financial LLC 0.13% Reduce -6.0% 40,908 $1.7M
Bank of America Corp. 0.00% Reduce -18.3% 38,540 $1.6M
Susquehanna International Group, LLP 0.00% Add +510.0% 34,893 $1.5M
Dynamic Advisor Solutions LLC 0.04% Add +12.3% 29,084 $1.2M
Flow Traders U.S. LLC 0.06% Add +120.9% 27,086 $1.1M
Silver Oak Securities, Incorporated 0.16% Add +11.0% 24,707 $1.0M
UBS Group AG 0.00% Add +337.6% 24,292 $1.0M
Wells Fargo & Company 0.00% Reduce -69.4% 10,707 $448K
Wealthspire Retirement, LLC 0.03% Add +19.6% 7,249 $304K
United Advisor Group, LLC 0.11% New 7,240 $303K
Captrust Financial Advisors 0.00% Add +0.9% 6,607 $277K
Fifth Third Securities, Inc. 0.03% New 6,259 $262K
Legacy Private Trust Co. 0.02% Add +10.0% 5,528 $231K
Envestnet Asset Management Inc. 0.00% New 4,818 $202K
Principal Securities, Inc. 0.00% No change 2,056 $86K
Bank of Montreal 0.00% No change 1,370 $57K
Benjamin F. Edwards & Company, Inc. 0.00% New 277 $12K
Missouri Trust & Investment Co 0.00% New 148 $6K
Signaturefd, LLC 0.00% New 120 $5K
Harbour Investments, Inc. 0.00% No change 50 $2K

"% of holder's portfolio" is BKAG's weight in each manager's 13F, not the share of BNY Mellon Core Bond ETF the manager owns.