BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q1 2024 (March 31)64holders
$99.78avg. 13F price*
At the end of Q1 2024, 64 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings. The largest holders were RPOA Advisors, Inc. ($1.4B), Integrated Wealth Concepts LLC ($144.2M) and Bank of New York Mellon Corp ($130.5M).
- Company
- BNY Mellon US LRG Cap Cor
- CUSIP
- 09661T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.2M |
| Exits | 2 | $784K |
Ownership 64 holders
| RPOA Advisors, Inc. | 38.76% | Reduce -1.6% | 13,666,830 | $1.4B |
| Integrated Wealth Concepts LLC | 2.09% | Add +22.8% | 1,445,285 | $144.2M |
| Bank of New York Mellon Corp | 0.03% | Add +4.0% | 1,307,508 | $130.5M |
| Stadion Money Management, LLC | 5.14% | Reduce -6.6% | 796,540 | $79.2M |
| Sentinel Pension Advisors, LLC | 16.16% | Add +0.3% | 756,982 | $75.5M |
| Zhang Financial LLC | 1.48% | Reduce -0.0% | 199,907 | $20.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -32.1% | 157,727 | $15.7M |
| Osaic Holdings, Inc. | 0.03% | Add +11.5% | 144,994 | $14.5M |
| WealthBridge Capital Management, LLC | 3.18% | Add +23.6% | 94,547 | $9.4M |
| UBS Group AG | 0.00% | Add +19.2% | 61,213 | $6.1M |
| Advisors Preferred, LLC | 1.00% | No change | 60,043 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +45.6% | 50,745 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -13.3% | 31,952 | $3.2M |
| LPL Financial LLC | 0.00% | Add +1.1% | 28,353 | $2.8M |
| Flow Traders U.S. LLC | 0.11% | Reduce -44.6% | 20,905 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.1% | 17,287 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 16,802 | $1.7M |
| David Kennon Inc | 0.64% | New | 14,990 | $1.5M |
| Cornerstone Advisors Asset Management, LLC | 0.50% | No change | 14,300 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +512.8% | 13,787 | $1.4M |
| Fort Point Capital Partners LLC | 0.16% | Reduce -5.6% | 12,092 | $1.2M |
| Wealth Forward, LLC | 0.94% | Add +1.3% | 11,912 | $1.2M |
| Collective Family Office LLC | 0.36% | Add +287.0% | 11,223 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.8% | 9,624 | $960K |
| Cetera Investment Advisers | 0.00% | New | 9,591 | $957K |
| Retirement Income Solutions, Inc. | 0.22% | Reduce -0.6% | 9,533 | $951K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +10.5% | 9,460 | $944K |
| Herold Advisors, Inc. | 0.16% | No change | 6,715 | $670K |
| Bank of America Corp. | 0.00% | Add +13.5% | 6,096 | $608K |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -2.9% | 5,794 | $578K |
| Pinnacle Wealth Management, LLC | 0.58% | Add +0.3% | 5,617 | $561K |
| Bank of Montreal | 0.00% | No change | 5,270 | $527K |
| Curi Capital, LLC | 0.01% | New | 4,999 | $499K |
| Principal Securities, Inc. | 0.01% | No change | 4,423 | $441K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.2% | 3,297 | $329K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,290 | $328K |
| CW Advisors, LLC | 0.01% | New | 3,263 | $326K |
| Raymond James & Associates | 0.00% | Reduce -48.3% | 3,239 | $323K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 3,157 | $315K |
| HighTower Advisors, LLC | 0.00% | No change | 3,150 | $315K |
| Cahill Financial Advisors Inc. | 0.04% | Add +1.0% | 3,115 | $311K |
| Northern Trust Corp. | 0.00% | New | 3,000 | $299K |
| FMR LLC | 0.00% | Add +21.9% | 2,899 | $289K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +40.7% | 2,873 | $287K |
| Capital Investment Advisory Services, LLC | 0.03% | New | 2,635 | $263K |
| Mariner, LLC | 0.00% | No change | 2,600 | $259K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 2,600 | $259K |
| Aptus Capital Advisors, LLC | 0.01% | New | 2,502 | $250K |
| Betterment LLC | 0.00% | New | 2,253 | $225K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,169 | $216K |
| Watchman Group, Inc. | 0.06% | New | 2,126 | $212K |
| WealthCare Investment Partners, LLC | 0.10% | Reduce -29.3% | 2,119 | $211K |
| Royal Bank of Canada | 0.00% | Reduce -14.3% | 1,485 | $148K |
| Clear Point Advisors Inc. | 0.12% | Add +2981.3% | 1,479 | $148K |
| Compass Wealth Management LLC | 0.04% | Reduce -25.7% | 1,422 | $142K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -63.2% | 1,345 | $134K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.0% | 1,293 | $129K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,200 | $120K |
| First Horizon Advisors, Inc. | 0.00% | New | 557 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | New | 150 | $15K |
| Tidemark, LLC | 0.01% | No change | 144 | $14K |
| IFP Advisors, Inc | 0.00% | New | 106 | $11K |
| Qube Research & Technologies Ltd | 0.00% | New | 58 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 8 | $812 |
"% 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.