BNY Mellon GLBL InfraBKGIETF

13F holders, Q1 2026 (March 31)
91holders +24
28new positions
3sold out
2famous investors
$44.54avg. 13F price*

At the end of Q1 2026, 91 institutions reported holding BNY Mellon GLBL Infra Inc. (BKGI) in their 13F filings, up 24 from Q4 2025. 28 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($190.4M), LPL Financial LLC ($63.8M) and Royal Bank of Canada ($57.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
BNY Mellon GLBL Infra Inc.
CUSIP
09661T826
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 4Q1 2024Q2 2024: 10Q2 2024Q3 2024: 12Q3 2024Q4 2024: 18Q4 2024Q1 2025: 22Q1 2025Q2 2025: 43Q2 2025Q3 2025: 56Q3 2025Q4 2025: 67Q4 2025Q1 2026: 91Q1 2026Q2 2026: 117Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions28$82.2M
Exits3$6.3M

All 13F filers, Q4 2025 → Q1 2026: 7,261,046 shares bought and 249,888 shares sold, net +7,011,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

Morgan Stanley 0.01% Add +158.9% 4,275,407 $190.4M
LPL Financial LLC 0.02% Add +32.7% 1,432,088 $63.8M
Royal Bank of Canada 0.01% Add +75.6% 1,293,694 $57.6M
Captrust Financial Advisors 0.06% New 827,999 $36.9M
Sovereign Investment Advisors, LLC 7.04% Add +9.7% 746,732 $33.3M
Raymond James Financial Inc. 0.01% Add +74.0% 624,176 $27.8M
Bank of New York Mellon Corp 0.00% Reduce -6.6% 549,525 $24.5M
Modern Wealth Management, LLC 0.36% Add +1.9% 471,068 $20.9M
Cwm, LLC 0.05% Add +37.9% 436,027 $19.4M
Legacy CG, LLC 5.39% Reduce -1.4% 435,775 $19.4M
Bank of America Corp. 0.00% New 405,460 $18.1M
Stratos Wealth Partners, LTD. 0.19% Add +4386.1% 376,425 $16.8M
Nottingham Advisors, Inc. 1.71% Add +6.2% 297,415 $13.2M
Insight Wealth Strategies, LLC 1.32% Add +0.5% 264,809 $11.8M
Twin Focus Capital Partners, LLC 1.29% Reduce -1.3% 252,819 $11.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +403.8% 199,591 $8.9M
Jane Street Group, LLC 0.01% Add +1410.2% 195,209 $8.7M
Private Advisor Group, LLC 0.04% Add +155.9% 190,859 $8.5M
MML Investors Services, LLC 0.02% New 180,241 $8.0M
Waterloo Capital, L.P. 0.53% Add +147.7% 168,663 $7.5M
Cetera Investment Advisers 0.01% Add +162.5% 167,958 $7.5M
Steward Partners Investment Advisory, LLC 0.03% Add +902.1% 121,918 $5.4M
Courier Capital LLC 0.28% Add +10.6% 111,505 $5.0M
Commonwealth Equity Services, LLC 0.01% Add +263.2% 108,453 $4.8M
Osaic Holdings, Inc. 0.01% Reduce -2.5% 100,035 $4.5M
Community Bank, N.A. 0.42% Add +2.5% 79,899 $3.6M
Kensington Asset Management, LLC 0.17% Add +6.2% 68,712 $3.1M
S&A Financial Services, Inc. 2.06% — 67,245 $3.0M
Trilogy Capital Inc. 0.13% Add +72.3% 64,927 $2.9M
Aureum Wealth Management, LLC 1.92% Add +24.4% 61,894 $2.8M
Citadel Advisors 0.00% New 60,735 $2.7M
Fifth Third Bancorp 0.00% New 60,428 $2.7M
Envestnet Asset Management Inc. 0.00% Add +42.6% 59,107 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +124.6% 58,945 $2.6M
Orion Porfolio Solutions, LLC 0.02% Add +65.5% 51,707 $2.3M
Susquehanna International Group, LLP 0.00% New 49,661 $2.2M
&partners 0.01% Reduce -4.6% 46,843 $2.1M
Proficio Capital Partners LLC 0.10% New 43,715 $1.9M
HighTower Advisors, LLC 0.00% Add +3.2% 40,548 $1.8M
Base Wealth Management LLC 0.90% Reduce -2.7% 36,087 $1.6M
HighPoint Advisor Group LLC 0.06% Add +30.1% 30,233 $1.3M
Spirepoint Private Client, LLC 0.12% New 29,259 $1.3M
NewEdge Advisors, LLC 0.00% Reduce -1.6% 28,931 $1.3M
Providence First Trust Co 0.42% New 26,577 $1.2M
Lido Advisors, LLC 0.00% Reduce -5.3% 26,004 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Add +74.8% 25,000 $1.1M
Independent Advisor Alliance 0.01% New 23,556 $1.0M
IFP Advisors, Inc 0.02% New 21,805 $971K
Integrated Wealth Concepts LLC 0.01% Add +50.1% 20,956 $933K
Stratos Investment Management, LLC 0.04% Reduce -1.1% 20,120 $896K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -45.9% 19,788 $885K
Equitable Holdings, Inc. 0.01% Reduce -6.5% 18,654 $831K
Arax Advisory Partners 0.02% New 17,765 $791K
WealthCare Investment Partners, LLC 0.22% Add +34.9% 17,742 $785K
Kestra Private Wealth Services, LLC 0.01% Add +20.5% 16,044 $715K
Trademark Financial Management, LLC 0.31% Add +17.6% 14,040 $625K
Thompson David Blair 0.35% Reduce -48.5% 13,809 $615K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +4.2% 13,677 $609K
Mgo One Seven LLC 0.01% New 12,426 $553K
Gladstone Institutional Advisory LLC 0.02% New 12,350 $550K
Gotham Asset Management 0.00% New 11,853 $528K
Kestra Advisory Services, LLC 0.00% Add +1370.7% 11,060 $493K
Sanctuary Advisors, LLC 0.00% Add +8.2% 10,937 $487K
PCG Wealth Advisors, LLC 0.12% Add +22.2% 10,809 $481K
Rockefeller Capital Management L.P. 0.00% New 10,712 $477K
Rubicon Advisors, GP 0.42% Add +5.4% 10,614 $473K
BXM Wealth LLC 0.34% Add +33.0% 9,875 $440K
Principle Wealth Partners LLC 0.02% New 8,958 $399K
Astoria Portfolio Advisors LLC. 0.08% Reduce -1.2% 8,299 $371K
Arkadios Wealth Advisors 0.01% Add +63.5% 8,298 $370K
First Trust Advisors LP 0.00% Add +3.3% 8,151 $363K
Capital Analysts, LLC 0.01% New 7,517 $334K
Summit Financial, LLC 0.00% Add +18.6% 6,667 $297K
Moneco Advisors, LLC 0.02% New 6,648 $296K
Smith, Moore & Co. 0.02% Reduce -23.1% 6,365 $283K
Barnes Wealth Management Group, Inc 0.14% Reduce -1.2% 6,329 $282K
Flagship Harbor Advisors, LLC 0.01% Reduce -37.4% 6,000 $267K
Balefire, LLC 0.05% New 5,945 $265K
Reliant Investment Partners, LLC 0.19% New 5,228 $233K
Total Clarity Wealth Management, Inc. 0.05% New 5,047 $225K
Level Four Advisory Services, LLC 0.01% New 4,941 $220K
UBS Group AG 0.00% No change 4,663 $208K
Advisory Services Network, LLC 0.00% New 4,424 $197K
JPMorgan Chase & Co. 0.00% Add +24.2% 2,102 $93K
Private Trust Co. NA 0.01% Add +39.9% 1,757 $78K
2UniFi Bank 0.01% New 610 $27K
Harbor Asset Planning, Inc. 0.02% New 446 $20K
Crewe Advisors LLC 0.00% No change 313 $14K
Atlantic Union Bankshares Corp 0.00% Reduce -13.0% 300 $13K
Zions Bancorporation, National Association 0.00% New 114 $5K
Mark Sheptoff Financial Planning, LLC 0.00% New 50 $2K

"% of holder's portfolio" is BKGI's weight in each manager's 13F, not the share of BNY Mellon GLBL Infra Inc. the manager owns.