BNY Mellon Core Bond ETFBKAGETF
13F holders, Q1 2026 (March 31)89holders +3
9new positions
8sold out
$42.20avg. 13F price*
At the end of Q1 2026, 89 institutions reported holding BNY Mellon Core Bond ETF (BKAG) in their 13F filings, up 3 from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were RPOA Advisors, Inc. ($870.1M), Bank of New York Mellon Corp ($222.8M) and Bank of America Corp. ($100.3M).
- Company
- BNY Mellon Core Bond ETF
- CUSIP
- 09661T602
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.0M |
| Exits | 8 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,163,266 shares bought and 5,627,092 shares sold, net −1,463,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| RPOA Advisors, Inc. | 38.07% | Reduce -20.5% | 20,618,899 | $870.1M |
| Bank of New York Mellon Corp | 0.04% | Add +88.2% | 5,280,228 | $222.8M |
| Bank of America Corp. | 0.01% | Reduce -0.9% | 2,377,880 | $100.3M |
| Total Investment Management Inc. | 8.45% | Add +0.8% | 1,718,308 | $72.5M |
| Tanager Wealth Management LLP | 4.92% | Reduce -4.1% | 1,204,595 | $50.8M |
| Talon Private Wealth, LLC | 6.73% | — | 1,200,865 | $50.7M |
| Aptus Capital Advisors, LLC | 0.39% | Add +0.5% | 1,089,848 | $46.0M |
| Brookstone Capital Management | 0.48% | Add +1.2% | 998,424 | $42.1M |
| Integrated Wealth Concepts LLC | 0.29% | Add +20.5% | 862,791 | $36.4M |
| Signal Advisors Wealth, LLC | 2.40% | Add +10.3% | 827,487 | $34.9M |
| Stadion Money Management, LLC | 3.33% | Reduce -0.6% | 785,210 | $33.1M |
| Glen Eagle Advisors, LLC | 4.23% | Add +8.5% | 716,350 | $30.2M |
| CENTRAL TRUST Co | 0.58% | Add +10.5% | 703,812 | $29.7M |
| GM Advisory Group, LLC | 1.00% | Add +5.4% | 615,975 | $26.0M |
| Royal Bank of Canada | 0.00% | Add +172097.1% | 471,820 | $19.9M |
| Crux Wealth Advisors | 5.23% | Add +2.2% | 322,805 | $13.6M |
| Curran Financial Partners, LLC | 2.42% | Add +193.7% | 320,689 | $13.5M |
| Carolina Wealth Advisors, LLC | 5.29% | Reduce -1.8% | 301,218 | $12.7M |
| Lord & Richards Wealth Management, LLC | 8.87% | Add +0.3% | 239,716 | $10.1M |
| Morgan Stanley | 0.00% | Add +26.9% | 233,873 | $9.9M |
| First Heartland Consultants, Inc. | 0.68% | Add +1.8% | 209,940 | $8.9M |
| Wealth Forward, LLC | 4.95% | Add +1.9% | 207,879 | $8.8M |
| LPL Financial LLC | 0.00% | Add +3.6% | 178,072 | $7.5M |
| SevenBridge Financial Group, LLC | 1.08% | Add +7.0% | 163,114 | $6.9M |
| Maripau Wealth Management LLC | 2.72% | Add +7.8% | 146,567 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.6% | 128,601 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +171.9% | 122,897 | $5.2M |
| Symphony Financial, Ltd. Co. | 0.64% | Add +19.7% | 115,300 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Add +5.8% | 108,912 | $4.6M |
| Second Line Capital, LLC | 0.83% | Add +9.4% | 104,032 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.9% | 101,936 | $4.3M |
| Sightline Wealth Advisors, LLC | 1.77% | Add +105.7% | 99,066 | $4.2M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Add +5.9% | 88,467 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 77,528 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Add +22.2% | 65,082 | $2.7M |
| Tailwinds Wealth, LLC | 6.58% | Add +35.7% | 63,538 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +195.8% | 60,984 | $2.6M |
| M Holdings Securities, Inc. | 0.16% | Add +40.0% | 56,231 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +29.4% | 54,209 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.32% | Reduce -1.2% | 51,871 | $2.2M |
| Collective Family Office LLC | 0.42% | Add +18.4% | 44,458 | $1.9M |
| Park Avenue Securities LLC | 0.01% | New | 40,815 | $1.7M |
| BankPlus Wealth Management LLC | 0.88% | Add +5.3% | 40,522 | $1.7M |
| Legacy Private Trust Co. | 0.10% | Reduce -4.8% | 38,601 | $1.6M |
| Stiles Financial Services Inc | 0.42% | Add +6.2% | 32,825 | $1.4M |
| Fifth Third Securities, Inc. | 0.09% | Add +6.4% | 31,406 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -69.0% | 29,319 | $1.2M |
| VestGen Advisors, LLC | 0.03% | New | 28,813 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -67.0% | 27,969 | $1.2M |
| E6 Portfolios, LLC | 1.23% | Add +29.5% | 27,924 | $1.2M |
| Savvy Advisors, Inc. | 0.02% | Reduce -34.9% | 21,807 | $920K |
| Zhang Financial LLC | 0.03% | Reduce -26.3% | 21,433 | $904K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.2% | 20,691 | $873K |
| Magnolia Private Wealth, LLC | 0.53% | Reduce -30.1% | 18,934 | $799K |
| Harbour Capital Advisors, LLC | 0.15% | Add +16.9% | 18,840 | $796K |
| Independent Advisor Alliance | 0.01% | Add +91.0% | 18,827 | $794K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +43.4% | 18,646 | $787K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +115.5% | 18,516 | $781K |
| Merited Wealth, LLC | 0.62% | New | 17,832 | $753K |
| JPMorgan Chase & Co. | 0.00% | Add +1787.0% | 17,832 | $749K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.6% | 16,755 | $707K |
| Krilogy Financial LLC | 0.02% | New | 16,477 | $695K |
| Strong Retirement Solutions LLC | 0.38% | Reduce -2.7% | 12,764 | $539K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 12,484 | $527K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 12,391 | $521K |
| Blueprint Financial Advisors LLC | 0.07% | New | 10,718 | $452K |
| Blueprint Investment Partners LLC | 0.05% | New | 10,718 | $452K |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 9,752 | $412K |
| Pathstone Holdings, LLC | 0.00% | New | 8,813 | $372K |
| Advisor Resource Council | 0.14% | Add +0.6% | 8,622 | $364K |
| BankPlus Trust Department | 0.10% | Add +5.0% | 8,445 | $356K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 7,183 | $303K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,075 | $256K |
| Waverly Advisors, LLC | 0.00% | No change | 5,440 | $230K |
| Mariner, LLC | 0.00% | Reduce -8.3% | 5,289 | $223K |
| Lantern Wealth Advisors, LLC | 0.11% | Add +2.2% | 4,931 | $208K |
| FMR LLC | 0.00% | Add +45.4% | 4,204 | $177K |
| UBS Group AG | 0.00% | Reduce -47.5% | 3,486 | $147K |
| AE Wealth Management LLC | 0.00% | Add +4501.7% | 2,715 | $115K |
| Jones Financial Companies LLLP | 0.00% | New | 2,501 | $105K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.3% | 1,795 | $76K |
| Key Financial Inc | 0.01% | Reduce -20.3% | 1,000 | $42K |
| Princeton Global Asset Management LLC | 0.01% | No change | 833 | $35K |
| Kings Path Partners LLC | 0.01% | Reduce -89.2% | 762 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 217 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 152 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 126 | $5K |
| Vanguard Advisers Inc. | 0.00% | — | 29 | $1K |
| 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.