BNY Mellon Core Bond ETFBKAGETF

13F holders, Q2 2025 (June 30)
75holders +8
16new positions
9sold out
1famous investor
$42.18avg. 13F price*

At the end of Q2 2025, 75 institutions reported holding BNY Mellon Core Bond ETF (BKAG) in their 13F filings, up 8 from Q1 2025. 16 opened new positions and 9 sold out. The largest holders were RPOA Advisors, Inc. ($1.1B), Bank of New York Mellon Corp ($122.4M) and Bank of America Corp. ($97.5M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$10.4M
Exits9$7.9M

All 13F filers, Q1 2025 → Q2 2025: 1,265,361 shares bought and 3,427,450 shares sold, net −2,162,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

RPOA Advisors, Inc. 28.91% Reduce -5.6% 25,704,076 $1.1B
Bank of New York Mellon Corp 0.02% Add +6.8% 2,901,153 $122.4M
Bank of America Corp. 0.01% Reduce -7.2% 2,311,788 $97.5M
Total Investment Management Inc. 10.24% Add +1.7% 1,679,903 $70.9M
Talon Private Wealth, LLC 7.91% Reduce -16.6% 1,361,259 $57.4M
Tanager Wealth Management LLP 5.32% Add +4.1% 1,068,816 $45.1M
Stadion Money Management, LLC 3.50% Reduce -5.2% 1,014,523 $42.6M
Brookstone Capital Management 0.53% Add +1.4% 964,532 $40.7M
Aptus Capital Advisors, LLC 0.34% Add +40.5% 815,929 $34.4M
Integrated Wealth Concepts LLC 0.29% Reduce -47.1% 682,601 $28.8M
Glen Eagle Advisors, LLC 3.97% Reduce -1.1% 612,315 $25.8M
GM Advisory Group, LLC 1.20% Add +3.1% 573,915 $24.2M
Signal Advisors Wealth, LLC 1.77% Add +21.0% 536,448 $22.6M
CENTRAL TRUST Co 0.50% Reduce -6.6% 513,763 $21.7M
Crux Wealth Advisors 5.10% Add +120.3% 284,055 $12.0M
Lord & Richards Wealth Management, LLC 9.38% Add +17.6% 212,775 $9.0M
First Heartland Consultants, Inc. 0.70% Add +0.9% 186,161 $7.9M
LPL Financial LLC 0.00% Reduce -1.6% 161,901 $6.8M
Susquehanna International Group, LLP 0.01% Add +30.8% 146,851 $6.2M
Rockefeller Capital Management L.P. 0.01% Reduce -24.9% 138,314 $5.8M
Osaic Holdings, Inc. 0.01% Add +19.2% 129,057 $5.4M
Morgan Stanley 0.00% Reduce -0.3% 125,051 $5.3M
Equitable Holdings, Inc. 0.04% Add +133.4% 122,184 $5.2M
Maripau Wealth Management LLC 2.36% Reduce -4.0% 110,736 $4.7M
SevenBridge Financial Group, LLC 0.79% Add +45.7% 106,686 $4.5M
Second Line Capital, LLC 0.88% Reduce -6.5% 89,693 $3.8M
Sentinel Pension Advisors, LLC 0.57% Reduce -72.5% 79,899 $3.4M
Symphony Financial, Ltd. Co. 0.44% New 80,270 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -26.4% 77,109 $3.3M
Cetera Investment Advisers 0.00% Add +2.5% 60,106 $2.5M
Citadel Advisors 0.00% Reduce -52.8% 54,415 $2.3M
Legacy Private Trust Co. 0.11% New 40,536 $1.7M
Advisory Services Network, LLC 0.02% Add +414.1% 36,409 $1.5M
BankPlus Wealth Management LLC 1.00% Add +6.5% 35,770 $1.5M
United Advisor Group, LLC 0.24% Add +2.8% 33,458 $1.4M
Zhang Financial LLC 0.06% Reduce -3.6% 29,657 $1.3M
Fifth Third Securities, Inc. 0.09% Add +26.2% 28,490 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -2.1% 26,989 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -5.0% 24,081 $1.0M
Harbour Capital Advisors, LLC 0.20% Add +23.7% 22,665 $951K
Raymond James Financial Inc. 0.00% Add +16.4% 20,850 $879K
Collective Family Office LLC 0.19% New 17,183 $725K
FMR LLC 0.00% New 16,438 $693K
Magnolia Private Wealth, LLC 0.54% No change 16,430 $693K
Carolina Wealth Advisors, LLC 0.33% New 15,755 $665K
GTS Securities LLC 0.03% New 15,102 $637K
Park Avenue Securities LLC 0.01% New 14,830 $626K
Stratos Wealth Partners, LTD. 0.01% Add +52.9% 10,708 $452K
Commonwealth Equity Services, LLC 0.00% Add +66.5% 10,638 $449K
W1M Asset Management Ltd 0.03% New 10,343 $436K
Pathstone Holdings, LLC 0.00% New 10,242 $432K
CreativeOne Wealth, LLC 0.01% New 8,921 $376K
Wells Fargo & Company 0.00% Reduce -13.8% 7,631 $322K
Silver Oak Securities, Incorporated 0.02% Reduce -81.5% 7,019 $296K
Captrust Financial Advisors 0.00% Add +1.1% 6,963 $294K
Mercer Global Advisors Inc. 0.00% No change 6,190 $261K
BankPlus Trust Department 0.07% Add +2.9% 5,848 $247K
Empower Advisory Group, LLC 0.00% New 5,244 $221K
Dean, Jacobson Financial Services, LLC 0.17% New 5,185 $219K
Lantern Wealth Advisors, LLC 0.13% — 5,153 $217K
Herold Advisors, Inc. 0.05% New 5,153 $217K
Waterloo Capital, L.P. 0.02% Reduce -89.5% 5,048 $213K
UBS Group AG 0.00% Reduce -26.5% 3,486 $147K
Bokf, NA 0.00% No change 2,770 $117K
Principal Securities, Inc. 0.00% No change 2,326 $98K
Key Financial Inc 0.01% New 1,255 $53K
Farther Finance Advisors, LLC 0.00% Reduce -98.8% 904 $38K
FSA Wealth Management LLC 0.01% New 559 $24K
Northwestern Mutual Wealth Management Co. 0.00% New 541 $23K
Harbour Investments, Inc. 0.00% Reduce -33.5% 325 $14K
Royal Bank of Canada 0.00% No change 278 $12K
Parallel Advisors, LLC 0.00% No change 212 $9K
Park Place Capital Corp 0.00% Reduce -99.7% 112 $5K
New England Asset Management Inc. 0.00% No change 100 $4K
Copia Wealth Management 0.00% No change 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.