BNY Mellon Core Bond ETFBKAGETF
13F holders, Q4 2024 (December 31)67holders +10
10new positions
4sold out
1famous investor
$41.23avg. 13F price*
At the end of Q4 2024, 67 institutions reported holding BNY Mellon Core Bond ETF (BKAG) in their 13F filings, up 10 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were RPOA Advisors, Inc. ($1.1B), Bank of New York Mellon Corp ($115.8M) and Talon Private Wealth, LLC ($71.3M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.2M |
| Exits | 4 | $9.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,352,507 shares bought and 4,106,632 shares sold, net −1,754,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| RPOA Advisors, Inc. | 30.89% | Reduce -0.6% | 27,721,170 | $1.1B |
| Bank of New York Mellon Corp | 0.02% | Add +16.8% | 2,809,994 | $115.8M |
| Talon Private Wealth, LLC | 14.89% | Reduce -48.3% | 1,728,777 | $71.3M |
| Total Investment Management Inc. | 9.01% | Add +1.8% | 1,558,636 | $64.2M |
| Brookstone Capital Management | 0.86% | Reduce -50.7% | 1,436,678 | $59.2M |
| Integrated Wealth Concepts LLC | 0.61% | Add +8.6% | 1,273,629 | $52.5M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 1,235,125 | $50.9M |
| Stadion Money Management, LLC | 3.65% | Reduce -27.0% | 1,130,187 | $46.6M |
| Tanager Wealth Management LLP | 5.26% | Add +68.6% | 979,438 | $40.5M |
| Aptus Capital Advisors, LLC | 0.30% | Add +12.3% | 611,236 | $25.3M |
| Glen Eagle Advisors, LLC | 4.12% | Add +8.1% | 603,037 | $24.9M |
| Citadel Advisors | 0.02% | Add +3306.0% | 579,231 | $23.9M |
| CENTRAL TRUST Co | 0.52% | Add +9.6% | 512,230 | $21.1M |
| GM Advisory Group, LLC | 0.83% | Add +10.9% | 362,116 | $14.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.4% | 318,151 | $13.1M |
| Sentinel Pension Advisors, LLC | 2.23% | Reduce -2.1% | 291,474 | $12.0M |
| Signal Advisors Wealth, LLC | 1.20% | Add +200.5% | 256,125 | $10.6M |
| First Heartland Consultants, Inc. | 0.77% | Add +18.3% | 181,974 | $7.5M |
| LPL Financial LLC | 0.00% | Add +12.0% | 159,996 | $6.6M |
| Morgan Stanley | 0.00% | Reduce -53.7% | 112,521 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +21.0% | 107,374 | $4.4M |
| Jane Street Group, LLC | 0.01% | Add +119.9% | 97,724 | $4.0M |
| Second Line Capital, LLC | 1.04% | Add +5.5% | 93,550 | $3.9M |
| Nilsine Partners, LLC | 0.40% | Add +8.0% | 90,171 | $3.7M |
| Maripau Wealth Management LLC | 2.20% | Add +114.1% | 89,508 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1006.3% | 77,716 | $3.2M |
| Lord & Richards Wealth Management, LLC | 6.67% | — | 76,641 | $3.2M |
| Flow Traders U.S. LLC | 0.11% | Add +89.5% | 64,423 | $2.7M |
| Symphony Financial, Ltd. Co. | 0.37% | Add +302.0% | 57,170 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +999.5% | 55,555 | $2.3M |
| Waterloo Capital, L.P. | 0.21% | Add +9.3% | 48,168 | $2.0M |
| Silver Oak Securities, Incorporated | 0.13% | Add +1.4% | 33,341 | $1.4M |
| Zhang Financial LLC | 0.07% | Reduce -0.5% | 31,278 | $1.3M |
| United Advisor Group, LLC | 0.25% | Add +150.0% | 30,186 | $1.2M |
| BankPlus Wealth Management LLC | 0.87% | — | 28,332 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.2% | 28,308 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.9% | 25,050 | $1.0M |
| UBS Group AG | 0.00% | Add +6.4% | 24,592 | $1.0M |
| Old Mission Capital LLC | 0.02% | New | 22,199 | $915K |
| SevenBridge Financial Group, LLC | 0.12% | New | 15,600 | $646K |
| Second Half Financial Partners, LLC | 0.31% | Add +2.8% | 15,500 | $639K |
| Raymond James Financial Inc. | 0.00% | — | 14,859 | $612K |
| Magnolia Private Wealth, LLC | 0.53% | — | 14,340 | $591K |
| HB Wealth Management, LLC | 0.01% | No change | 14,300 | $589K |
| Fifth Third Securities, Inc. | 0.05% | Add +1.5% | 13,515 | $557K |
| Harbour Capital Advisors, LLC | 0.10% | New | 11,235 | $463K |
| Park Place Capital Corp | 0.11% | Add +562.6% | 9,680 | $399K |
| Wells Fargo & Company | 0.00% | Reduce -10.6% | 9,454 | $390K |
| Pathstone Holdings, LLC | 0.00% | New | 8,491 | $350K |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 6,816 | $281K |
| Atria Investments, Inc | 0.00% | Add +3.0% | 6,452 | $266K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.8% | 6,190 | $255K |
| True Vision MN LLC | 0.15% | New | 6,137 | $254K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,954 | $245K |
| Advisory Services Network, LLC | 0.00% | New | 5,318 | $219K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.2% | 4,904 | $202K |
| BankPlus Trust Department | 0.07% | — | 4,860 | $200K |
| Principal Securities, Inc. | 0.00% | Add +13.1% | 2,326 | $96K |
| Parallel Advisors, LLC | 0.00% | Add +17.5% | 2,254 | $93K |
| REAP Financial Group, LLC | 0.02% | New | 1,659 | $68K |
| NewEdge Advisors, LLC | 0.00% | Add +690.0% | 1,264 | $52K |
| Assetmark, Inc. | 0.00% | New | 401 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -1.0% | 381 | $16K |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 278 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +398.0% | 249 | $10K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $4K |
| FMR LLC | 0.00% | New | 4 | $165 |
"% 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.