BNY Mellon Core Bond ETFBKAGETF

13F holders, Q1 2025 (March 31)
67holders
9new positions
9sold out
1famous investor
$42.12avg. 13F price*

At the end of Q1 2025, 67 institutions reported holding BNY Mellon Core Bond ETF (BKAG) in their 13F filings, unchanged from Q4 2024. 9 opened new positions and 9 sold out. The largest holders were RPOA Advisors, Inc. ($1.1B), Bank of New York Mellon Corp ($114.4M) and Bank of America Corp. ($104.9M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$12.1M
Exits9$10.6M

All 13F filers, Q4 2024 → Q1 2025: 2,593,137 shares bought and 2,137,647 shares sold, net +455,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

RPOA Advisors, Inc. 31.21% Reduce -1.8% 27,237,351 $1.1B
Bank of New York Mellon Corp 0.02% Reduce -3.4% 2,715,092 $114.4M
Bank of America Corp. 0.01% Add +101.7% 2,491,007 $104.9M
Total Investment Management Inc. 9.10% Add +6.0% 1,651,825 $69.6M
Talon Private Wealth, LLC 9.20% Reduce -5.6% 1,631,500 $68.6M
Integrated Wealth Concepts LLC 0.63% Add +1.4% 1,291,158 $54.4M
Stadion Money Management, LLC 4.49% Reduce -5.3% 1,070,342 $45.1M
Tanager Wealth Management LLP 5.63% Add +4.9% 1,027,061 $43.3M
Brookstone Capital Management 0.57% Reduce -33.8% 950,881 $40.1M
Glen Eagle Advisors, LLC 4.32% Add +2.7% 619,117 $26.1M
Aptus Capital Advisors, LLC 0.28% Reduce -5.0% 580,574 $24.5M
GM Advisory Group, LLC 1.27% Add +53.8% 556,880 $23.5M
CENTRAL TRUST Co 0.57% Add +7.4% 550,046 $23.2M
Signal Advisors Wealth, LLC 1.83% Add +73.1% 443,264 $18.7M
Sentinel Pension Advisors, LLC 2.25% Reduce -0.4% 290,365 $12.2M
First Heartland Consultants, Inc. 0.80% Add +1.4% 184,431 $7.8M
Rockefeller Capital Management L.P. 0.02% Reduce -42.1% 184,295 $7.8M
Lord & Richards Wealth Management, LLC 8.64% Add +136.0% 180,892 $7.6M
LPL Financial LLC 0.00% Add +2.8% 164,465 $6.9M
Crux Wealth Advisors 2.83% New 128,908 $5.4M
Morgan Stanley 0.00% Add +11.5% 125,471 $5.3M
Citadel Advisors 0.00% Reduce -80.1% 115,337 $4.9M
Maripau Wealth Management LLC 2.79% Add +28.8% 115,299 $4.9M
Susquehanna International Group, LLP 0.01% Add +2190.1% 112,306 $4.7M
Osaic Holdings, Inc. 0.01% Add +0.8% 108,284 $4.6M
Envestnet Asset Management Inc. 0.00% Add +34.8% 104,775 $4.4M
Second Line Capital, LLC 1.04% Add +2.5% 95,881 $4.0M
Farther Finance Advisors, LLC 0.08% New 73,798 $3.1M
SevenBridge Financial Group, LLC 0.60% Add +369.3% 73,215 $3.0M
Old Mission Capital LLC 0.05% Add +187.1% 63,743 $2.7M
Flow Traders U.S. LLC 0.11% Reduce -7.9% 59,343 $2.5M
Cetera Investment Advisers 0.00% Add +5.5% 58,629 $2.5M
Equitable Holdings, Inc. 0.02% New 52,343 $2.2M
Waterloo Capital, L.P. 0.19% Add +0.2% 48,243 $2.0M
Silver Oak Securities, Incorporated 0.15% Add +13.6% 37,883 $1.6M
Park Place Capital Corp 0.42% Add +277.1% 36,504 $1.5M
BankPlus Wealth Management LLC 1.04% Add +18.5% 33,576 $1.4M
United Advisor Group, LLC 0.28% Add +7.8% 32,537 $1.4M
Zhang Financial LLC 0.07% Reduce -1.6% 30,779 $1.3M
Dynamic Advisor Solutions LLC 0.04% Reduce -2.6% 27,570 $1.2M
Sanctuary Advisors, LLC 0.01% Add +1.2% 25,350 $1.1M
Fifth Third Securities, Inc. 0.08% Add +67.1% 22,580 $951K
Harbour Capital Advisors, LLC 0.19% Add +63.1% 18,325 $775K
Raymond James Financial Inc. 0.00% Add +20.5% 17,911 $755K
Magnolia Private Wealth, LLC 0.59% Add +14.6% 16,430 $692K
Second Half Financial Partners, LLC 0.32% Reduce -0.1% 15,488 $653K
HB Wealth Management, LLC 0.01% No change 14,300 $602K
Advisor Resource Council 0.03% New 10,157 $385K
Wells Fargo & Company 0.00% Reduce -6.4% 8,850 $373K
Renasant Bank 0.21% New 7,637 $322K
Advisory Services Network, LLC 0.01% Add +33.2% 7,082 $298K
Stratos Wealth Partners, LTD. 0.00% New 7,005 $295K
Captrust Financial Advisors 0.00% Add +1.1% 6,889 $290K
True Vision MN LLC 0.17% Add +7.3% 6,584 $277K
Commonwealth Equity Services, LLC 0.00% Add +7.3% 6,390 $269K
Trajan Wealth LLC 0.01% New 6,220 $262K
Mercer Global Advisors Inc. 0.00% No change 6,190 $261K
Atria Investments, Inc 0.00% Reduce -6.1% 6,058 $255K
BankPlus Trust Department 0.08% Add +17.0% 5,686 $240K
UBS Group AG 0.00% Reduce -80.7% 4,740 $200K
Bokf, NA 0.00% New 2,770 $117K
Principal Securities, Inc. 0.00% No change 2,326 $96K
Harbour Investments, Inc. 0.00% Add +96.4% 489 $21K
Royal Bank of Canada 0.00% No change 278 $12K
Parallel Advisors, LLC 0.00% Reduce -90.6% 212 $9K
New England Asset Management Inc. 0.00% No change 100 $4K
Copia Wealth Management 0.00% New 5 $211

"% 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.