BNY Mellon Core Bond ETFBKAGETF
13F holders, Q4 2025 (December 31)86holders +10
17new positions
9sold out
1famous investor
$42.39avg. 13F price*
At the end of Q4 2025, 86 institutions reported holding BNY Mellon Core Bond ETF (BKAG) in their 13F filings, up 10 from Q3 2025. 17 opened new positions and 9 sold out. The largest holders were RPOA Advisors, Inc. ($1.1B), Bank of New York Mellon Corp ($118.9M) and Bank of America Corp. ($101.7M). One famous investor held it 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $16.5M |
| Exits | 9 | $5.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,083,041 shares bought and 527,539 shares sold, net +555,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| RPOA Advisors, Inc. | 27.89% | Reduce 0.0% | 25,943,475 | $1.1B |
| Bank of New York Mellon Corp | 0.02% | Add +0.4% | 2,805,541 | $118.9M |
| Bank of America Corp. | 0.01% | Add +5.1% | 2,398,642 | $101.7M |
| Total Investment Management Inc. | 9.27% | Add +1.4% | 1,705,087 | $72.3M |
| Tanager Wealth Management LLP | 5.32% | Add +4.8% | 1,256,294 | $53.3M |
| Aptus Capital Advisors, LLC | 0.39% | Add +13.2% | 1,084,875 | $46.0M |
| Brookstone Capital Management | 0.48% | Add +1.1% | 986,411 | $41.8M |
| Stadion Money Management, LLC | 2.71% | Reduce -21.9% | 789,593 | $33.5M |
| Signal Advisors Wealth, LLC | 2.53% | Add +14.2% | 750,307 | $31.8M |
| Integrated Wealth Concepts LLC | 0.36% | Reduce -5.5% | 716,209 | $30.4M |
| Glen Eagle Advisors, LLC | 3.81% | Add +3.7% | 659,997 | $28.0M |
| CENTRAL TRUST Co | 0.53% | Add +9.9% | 637,074 | $27.0M |
| GM Advisory Group, LLC | 0.97% | Add +1.6% | 584,260 | $24.8M |
| Crux Wealth Advisors | 4.98% | Add +3.4% | 315,824 | $13.4M |
| Carolina Wealth Advisors, LLC | 5.79% | Reduce -1.2% | 306,592 | $13.0M |
| Lord & Richards Wealth Management, LLC | 8.70% | Add +5.1% | 238,966 | $10.1M |
| First Heartland Consultants, Inc. | 0.66% | Add +7.1% | 206,229 | $8.7M |
| Wealth Forward, LLC | 4.89% | Add +2.1% | 204,086 | $8.6M |
| Morgan Stanley | 0.00% | Add +12.1% | 184,235 | $7.8M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 171,893 | $7.3M |
| SevenBridge Financial Group, LLC | 1.04% | Add +3.7% | 152,480 | $6.5M |
| Maripau Wealth Management LLC | 2.65% | Add +18.3% | 135,976 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.7% | 133,364 | $5.7M |
| Curran Financial Partners, LLC | 0.88% | Add +5.9% | 109,178 | $4.6M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.3% | 102,968 | $4.4M |
| Symphony Financial, Ltd. Co. | 0.55% | Add +8.4% | 96,360 | $4.1M |
| Second Line Capital, LLC | 0.83% | Add +3.5% | 95,067 | $4.0M |
| Jane Street Group, LLC | 0.00% | New | 94,509 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 84,797 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Add +1.6% | 83,553 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.6% | 80,582 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 75,018 | $3.2M |
| Advisory Services Network, LLC | 0.03% | Add +19.9% | 53,253 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.34% | Reduce -19.3% | 52,497 | $2.2M |
| Sightline Wealth Advisors, LLC | 0.87% | New | 48,158 | $2.0M |
| Tailwinds Wealth, LLC | 2.14% | — | 46,832 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +18.9% | 45,196 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -10.7% | 41,905 | $1.8M |
| Legacy Private Trust Co. | 0.10% | No change | 40,536 | $1.7M |
| M Holdings Securities, Inc. | 0.12% | New | 40,152 | $1.7M |
| BankPlus Wealth Management LLC | 0.90% | Add +2.3% | 38,479 | $1.6M |
| Collective Family Office LLC | 0.36% | Add +49.5% | 37,534 | $1.6M |
| Savvy Advisors, Inc. | 0.05% | New | 33,492 | $1.4M |
| Stiles Financial Services Inc | 0.40% | New | 30,916 | $1.3M |
| Fifth Third Securities, Inc. | 0.08% | Add +3.5% | 29,512 | $1.3M |
| Zhang Financial LLC | 0.05% | Reduce 0.0% | 29,074 | $1.2M |
| Magnolia Private Wealth, LLC | 0.80% | Reduce -2.0% | 27,099 | $1.1M |
| E6 Portfolios, LLC | 1.04% | — | 21,557 | $914K |
| NewEdge Advisors, LLC | 0.00% | New | 20,615 | $874K |
| Fisher Asset Management | 0.00% | Add +177.4% | 19,981 | $847K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.5% | 19,301 | $818K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -24.5% | 17,209 | $729K |
| Harbour Capital Advisors, LLC | 0.14% | Add +29.5% | 16,115 | $684K |
| Strong Retirement Solutions LLC | 0.37% | — | 13,119 | $556K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.4% | 13,000 | $551K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.4% | 12,365 | $524K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.0% | 11,935 | $506K |
| CreativeOne Wealth, LLC | 0.01% | Add +16.7% | 10,503 | $445K |
| Flow Traders U.S. LLC | 0.01% | Reduce -87.3% | 10,354 | $439K |
| Wells Fargo & Company | 0.00% | Add +9.0% | 9,946 | $422K |
| Independent Advisor Alliance | 0.01% | New | 9,858 | $418K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,590 | $364K |
| Advisor Resource Council | 0.13% | New | 8,567 | $362K |
| BankPlus Trust Department | 0.09% | Add +20.1% | 8,040 | $341K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 7,120 | $302K |
| Kings Path Partners LLC | 0.11% | Reduce -28.3% | 7,076 | $300K |
| UBS Group AG | 0.00% | Add +90.5% | 6,641 | $281K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -0.2% | 6,072 | $258K |
| Mariner, LLC | 0.00% | New | 5,765 | $244K |
| Waverly Advisors, LLC | 0.00% | No change | 5,440 | $231K |
| Lantern Wealth Advisors, LLC | 0.11% | Reduce -17.7% | 4,825 | $205K |
| FMR LLC | 0.00% | Add +259.1% | 2,891 | $123K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +522.1% | 1,518 | $64K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,371 | $58K |
| Key Financial Inc | 0.01% | No change | 1,255 | $53K |
| JPMorgan Chase & Co. | 0.00% | New | 945 | $40K |
| Princeton Global Asset Management LLC | 0.01% | New | 833 | $35K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 669 | $28K |
| Royal Bank of Canada | 0.00% | Reduce -5.8% | 274 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 216 | $9K |
| Assetmark, Inc. | 0.00% | New | 158 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 152 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -61.2% | 126 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $4K |
| AE Wealth Management LLC | 0.00% | New | 59 | $3K |
| Copia Wealth Management | 0.00% | No change | 5 | $212 |
"% 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.