BNY Mellon Core Bond ETFBKAGETF

13F holders, Q3 2025 (September 30)
76holders +1
12new positions
10sold out
2famous investors
$42.60avg. 13F price*

At the end of Q3 2025, 76 institutions reported holding BNY Mellon Core Bond ETF (BKAG) in their 13F filings, up 1 from Q2 2025. 12 opened new positions and 10 sold out. The largest holders were RPOA Advisors, Inc. ($1.1B), Bank of New York Mellon Corp ($119.1M) and Bank of America Corp. ($97.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$21.7M
Exits10$3.9M

All 13F filers, Q2 2025 → Q3 2025: 1,837,552 shares bought and 468,187 shares sold, net +1,369,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

RPOA Advisors, Inc. 28.12% Add +0.9% 25,943,647 $1.1B
Bank of New York Mellon Corp 0.02% Reduce -3.6% 2,795,483 $119.1M
Bank of America Corp. 0.01% Reduce -1.3% 2,281,786 $97.2M
Total Investment Management Inc. 9.31% Add +0.1% 1,681,432 $71.6M
Tanager Wealth Management LLP 5.36% Add +12.2% 1,199,167 $51.1M
Stadion Money Management, LLC 3.43% Reduce -0.3% 1,011,360 $42.9M
Brookstone Capital Management 0.50% Add +1.1% 975,410 $41.6M
Aptus Capital Advisors, LLC 0.37% Add +17.4% 958,189 $40.8M
Integrated Wealth Concepts LLC 0.29% Add +11.1% 758,263 $32.3M
Signal Advisors Wealth, LLC 2.54% Add +22.4% 656,762 $28.0M
Glen Eagle Advisors, LLC 3.77% Add +3.9% 636,224 $27.1M
CENTRAL TRUST Co 0.52% Add +12.8% 579,778 $24.7M
GM Advisory Group, LLC 1.04% Add +0.2% 575,112 $24.5M
Carolina Wealth Advisors, LLC 5.71% Add +1870.3% 310,417 $13.2M
Crux Wealth Advisors 5.16% Add +7.5% 305,438 $13.0M
Lord & Richards Wealth Management, LLC 8.87% Add +6.8% 227,305 $9.7M
Wealth Forward, LLC 4.95% New 199,949 $8.5M
First Heartland Consultants, Inc. 0.66% Add +3.5% 192,629 $8.2M
LPL Financial LLC 0.00% Add +6.4% 172,276 $7.3M
Morgan Stanley 0.00% Add +31.5% 164,408 $7.0M
SevenBridge Financial Group, LLC 1.03% Add +37.8% 147,027 $6.3M
Rockefeller Capital Management L.P. 0.01% Reduce -5.2% 131,156 $5.6M
Maripau Wealth Management LLC 2.46% Add +3.8% 114,905 $4.9M
Equitable Holdings, Inc. 0.04% Reduce -7.1% 113,462 $4.8M
Curran Financial Partners, LLC 0.87% New 103,100 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -21.3% 101,535 $4.3M
Second Line Capital, LLC 0.81% Add +2.4% 91,816 $3.9M
Symphony Financial, Ltd. Co. 0.46% Add +10.7% 88,868 $3.8M
Guardian Wealth Advisors, LLC / NC 0.23% New 82,238 $3.5M
Flow Traders U.S. LLC 0.14% New 81,521 $3.5M
Envestnet Asset Management Inc. 0.00% Add +0.1% 77,149 $3.3M
Sentinel Pension Advisors, LLC 0.44% Reduce -18.6% 65,037 $2.8M
Cetera Investment Advisers 0.00% Reduce -21.9% 46,916 $2.0M
Advisory Services Network, LLC 0.03% Add +22.0% 44,428 $1.9M
Legacy Private Trust Co. 0.10% No change 40,536 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -73.7% 38,604 $1.6M
Raymond James Financial Inc. 0.00% Add +82.4% 38,029 $1.6M
BankPlus Wealth Management LLC 0.94% Add +5.1% 37,600 $1.6M
Citadel Advisors 0.00% Reduce -38.3% 33,584 $1.4M
Zhang Financial LLC 0.05% Reduce -2.0% 29,075 $1.2M
Fifth Third Securities, Inc. 0.08% Add +0.1% 28,523 $1.2M
Magnolia Private Wealth, LLC 0.86% Add +68.2% 27,640 $1.2M
Park Avenue Securities LLC 0.01% Add +73.5% 25,727 $1.1M
Collective Family Office LLC 0.26% Add +46.1% 25,113 $1.1M
Dynamic Advisor Solutions LLC 0.03% Reduce -15.6% 22,783 $971K
Sanctuary Advisors, LLC 0.00% Reduce -17.8% 19,796 $843K
Stratos Wealth Partners, LTD. 0.01% Add +16.3% 12,453 $530K
Harbour Capital Advisors, LLC 0.11% Reduce -45.1% 12,440 $529K
Farther Finance Advisors, LLC 0.01% Add +1262.7% 12,319 $525K
Commonwealth Equity Services, LLC 0.00% Add +3.9% 11,052 $471K
Kings Path Partners LLC 0.15% New 9,873 $421K
Wells Fargo & Company 0.00% Add +19.6% 9,126 $389K
Old Mission Capital LLC 0.01% New 9,069 $386K
CreativeOne Wealth, LLC 0.01% Add +0.9% 9,003 $384K
HRT Financial LP 0.00% New 7,805 $332K
Fisher Asset Management 0.00% New 7,202 $307K
Captrust Financial Advisors 0.00% Add +1.1% 7,036 $300K
BankPlus Trust Department 0.08% Add +14.4% 6,692 $285K
Mercer Global Advisors Inc. 0.00% No change 6,190 $264K
Silver Oak Securities, Incorporated 0.02% Reduce -13.3% 6,084 $259K
Lantern Wealth Advisors, LLC 0.13% Add +13.7% 5,861 $250K
Waverly Advisors, LLC 0.00% New 5,440 $232K
UBS Group AG 0.00% Add +0.0% 3,487 $149K
Wealthspire Advisors, LLC 0.00% New 2,817 $120K
Principal Securities, Inc. 0.00% No change 2,326 $99K
Key Financial Inc 0.01% No change 1,255 $53K
FMR LLC 0.00% Reduce -95.1% 805 $34K
Atlantic Union Bankshares Corp 0.00% New 669 $29K
FSA Wealth Management LLC 0.01% No change 559 $24K
Harbour Investments, Inc. 0.00% No change 325 $14K
Royal Bank of Canada 0.00% Add +4.7% 291 $12K
Allworth Financial LP 0.00% New 248 $11K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -54.9% 244 $10K
Parallel Advisors, LLC 0.00% Add +0.5% 213 $9K
New England Asset Management Inc. 0.00% No change 100 $4K
Copia Wealth Management 0.00% No change 5 $213

"% 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.