BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q2 2026 (June 30)154holders +11
29new positions
18sold out
2famous investors
$132.30avg. 13F price*
At the end of Q2 2026, 154 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings, up 11 from Q1 2026. 29 opened new positions and 18 sold out. The largest holders were RPOA Advisors, Inc. ($1.6B), Integrated Wealth Concepts LLC ($422.3M) and Bank of New York Mellon Corp ($257.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- BNY Mellon US LRG Cap Cor
- CUSIP
- 09661T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $16.6M |
| Exits | 18 | $270.1M |
All 13F filers, Q1 2026 → Q2 2026: 10,185,106 shares bought and 2,617,997 shares sold, net +7,567,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| RPOA Advisors, Inc. | 44.75% | Add +84.9% | 10,957,162 | $1.6B |
| Integrated Wealth Concepts LLC | 2.76% | Add +1.9% | 2,945,201 | $422.3M |
| Bank of New York Mellon Corp | 0.04% | Add +17.8% | 1,798,540 | $257.9M |
| Morgan Stanley | 0.01% | Add +234.3% | 1,591,662 | $228.2M |
| Sentinel Pension Advisors, LLC | 19.23% | Add +209.8% | 3,089,007 | $146.6M |
| Aptus Capital Advisors, LLC | 0.85% | Reduce -11.4% | 815,965 | $117.0M |
| Wealthspire Advisors, LLC | 0.54% | Add +7880.6% | 687,689 | $98.6M |
| Stadion Money Management, LLC | 7.08% | Reduce -5.4% | 574,513 | $82.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -12.9% | 519,190 | $74.4M |
| Tidal Investments LLC | 0.14% | Reduce -43.8% | 409,475 | $58.5M |
| Woodard & Co. Asset Management Group Inc. | 8.07% | Add +51.6% | 390,319 | $56.0M |
| LPL Financial LLC | 0.01% | Add +46.3% | 367,942 | $52.8M |
| Royal Bank of Canada | 0.01% | Reduce -21.2% | 324,262 | $46.5M |
| Zhang Financial LLC | 1.22% | Reduce -4.1% | 290,869 | $41.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.1% | 280,378 | $40.2M |
| JDM Financial Group LLC | 11.77% | Add +30.6% | 343,702 | $34.5M |
| HighTower Advisors, LLC | 0.03% | Add +3970.4% | 211,293 | $30.3M |
| WealthBridge Capital Management, LLC | 4.44% | Add +6.8% | 155,823 | $22.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +2.5% | 152,466 | $21.9M |
| Mgo One Seven LLC | 0.35% | Add +5.1% | 146,767 | $21.0M |
| Cetera Investment Advisers | 0.02% | Add +102.2% | 141,380 | $20.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.9% | 128,639 | $18.4M |
| Vaquero Private Wealth, Ltd. | 3.73% | — | 126,339 | $18.1M |
| Carolina Wealth Advisors, LLC | 6.64% | Add +5.0% | 118,144 | $16.9M |
| Principia Wealth Advisory, LLC | 7.38% | Add +3.0% | 102,922 | $14.8M |
| UBS Group AG | 0.00% | Reduce -4.5% | 99,349 | $14.2M |
| Advisors Preferred, LLC | 1.99% | No change | 89,643 | $12.8M |
| Osaic Holdings, Inc. | 0.01% | Add +41.7% | 82,378 | $11.8M |
| Crux Wealth Advisors | 3.48% | Add +2.0% | 69,947 | $10.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 69,204 | $9.9M |
| IFP Advisors, Inc | 0.13% | Reduce -10.7% | 50,408 | $7.2M |
| DAVENPORT & Co LLC | 0.03% | Add +1790.8% | 47,477 | $6.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.7% | 41,123 | $5.9M |
| Equitable Holdings, Inc. | 0.03% | Add +8.3% | 39,043 | $5.6M |
| Park Avenue Securities LLC | 0.03% | Add +16.5% | 37,418 | $5.4M |
| Wealth Forward, LLC | 2.56% | Add +2.5% | 35,865 | $5.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +650.8% | 34,326 | $4.9M |
| Strategic Financial Planning, Inc. | 2.40% | Reduce -72.0% | 32,027 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.3% | 29,561 | $4.2M |
| AQR Capital Management | 0.00% | Reduce -0.1% | 26,625 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +134.1% | 26,560 | $3.8M |
| GenTrust, LLC | 0.13% | Reduce -28.1% | 24,351 | $3.5M |
| Vanguard National Trust Co | 0.18% | Reduce -0.9% | 23,275 | $3.3M |
| Symphony Financial, Ltd. Co. | 0.35% | Reduce -30.5% | 22,695 | $3.2M |
| FMR LLC | 0.00% | Add +100.0% | 22,180 | $3.2M |
| Advisory Services Network, LLC | 0.04% | Add +12.0% | 21,511 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -41.7% | 21,241 | $3.0M |
| Optiver Holding B.V. | 0.04% | No change | 21,000 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +21.0% | 20,969 | $3.0M |
| Sigma Planning Corp | 0.08% | Add +30.9% | 20,942 | $3.0M |
| David Kennon Inc | 0.95% | Add +0.7% | 20,115 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.6% | 15,654 | $2.2M |
| Wealth Group Ltd | 0.39% | Add +6.2% | 14,058 | $2.0M |
| Prudential PLC | 0.01% | Add +12.3% | 13,700 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.7% | 12,705 | $1.8M |
| Collective Family Office LLC | 0.34% | Reduce -9.2% | 11,657 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 11,580 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 11,580 | $1.7M |
| Stiles Financial Services Inc | 0.41% | Reduce -11.6% | 11,474 | $1.6M |
| Herold Advisors, Inc. | 0.32% | Add +0.0% | 11,174 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +565.1% | 11,067 | $1.6M |
| Bank of America Corp. | 0.00% | Add +5.1% | 10,573 | $1.5M |
| HRT Financial LP | 0.00% | New | 9,987 | $1.4M |
| Andina Capital Management, LLC | 2.35% | New | 9,976 | $1.4M |
| Quantinno Capital Management LP | 0.00% | New | 9,574 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | Add +46.9% | 9,154 | $1.3M |
| Single Point Partners, LLC | 0.23% | Add +0.3% | 9,142 | $1.3M |
| Insigneo Advisory Services, LLC | 0.05% | Add +17.8% | 9,132 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.8% | 8,380 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.14% | No change | 7,501 | $1.1M |
| Krilogy Financial LLC | 0.03% | Reduce -4.1% | 6,968 | $999K |
| Lantern Wealth Advisors, LLC | 0.45% | Add +8.0% | 6,890 | $988K |
| Capital Analysts, LLC | 0.02% | Reduce -52.2% | 6,505 | $933K |
| Retirement Income Solutions, Inc. | 0.16% | No change | 7,460 | $931K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 5,986 | $858K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 5,848 | $839K |
| Arlington Trust Co LLC | 0.07% | New | 5,675 | $814K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.9% | 5,580 | $800K |
| Western Wealth Management, LLC | 0.02% | New | 5,317 | $762K |
| Betterment LLC | 0.00% | Add +2.3% | 5,243 | $752K |
| E6 Portfolios, LLC | 0.59% | Add +29.5% | 5,148 | $738K |
| Penobscot Investment Management Company, Inc. | 0.05% | New | 4,749 | $681K |
| First Trust Advisors LP | 0.00% | Reduce -16.6% | 4,628 | $664K |
| Savvy Advisors, Inc. | 0.01% | Reduce -43.2% | 4,591 | $658K |
| BBR Partners, LLC | 0.03% | New | 4,517 | $648K |
| Foundations Investment Advisors, LLC | 0.01% | New | 4,271 | $612K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.2% | 4,211 | $604K |
| Independent Financial Group, LLC | 0.01% | Add +31.5% | 4,146 | $594K |
| Principal Securities, Inc. | 0.01% | Reduce -2.0% | 4,101 | $588K |
| Choreo, LLC | 0.01% | No change | 3,925 | $563K |
| Citigroup Inc. | 0.00% | New | 3,864 | $554K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -4.9% | 3,481 | $499K |
| Oath Planning, LLC | 0.34% | New | 3,166 | $454K |
| Brighton Jones LLC | 0.01% | No change | 3,139 | $450K |
| Accredited Investors Inc. | 0.02% | No change | 3,070 | $440K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 2,959 | $424K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.17% | New | 2,957 | $424K |
| Peterson Wealth Advisors, LLC | 0.05% | New | 2,928 | $420K |
| Creative Planning | 0.00% | New | 2,925 | $419K |
| WealthCare Investment Partners, LLC | 0.10% | Add +0.3% | 2,882 | $413K |
"% of holder's portfolio" is BKLC's weight in each manager's 13F, not the share of BNY Mellon US LRG Cap Cor the manager owns.