BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q4 2024 (December 31)89holders +15
18new positions
4sold out
$112.06avg. 13F price*
At the end of Q4 2024, 89 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings, up 15 from Q3 2024. 18 opened new positions and 4 sold out. The largest holders were RPOA Advisors, Inc. ($1.5B), Bank of New York Mellon Corp ($357.3M) and Integrated Wealth Concepts LLC ($225.7M).
- Company
- BNY Mellon US LRG Cap Cor
- CUSIP
- 09661T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $33.7M |
| Exits | 4 | $4.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,922,064 shares bought and 223,291 shares sold, net +2,698,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| RPOA Advisors, Inc. | 39.24% | Reduce -1.2% | 12,952,668 | $1.5B |
| Bank of New York Mellon Corp | 0.07% | Add +167.5% | 3,188,782 | $357.3M |
| Integrated Wealth Concepts LLC | 2.62% | Reduce -0.2% | 2,014,177 | $225.7M |
| Sentinel Pension Advisors, LLC | 17.00% | Add +2.7% | 817,780 | $91.6M |
| Stadion Money Management, LLC | 7.00% | Add +3.4% | 797,898 | $89.4M |
| GM Advisory Group, LLC | 2.30% | Add +74.3% | 371,345 | $41.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.4% | 265,802 | $29.8M |
| Zhang Financial LLC | 1.49% | Add +17.6% | 232,026 | $26.0M |
| JDM Financial Group LLC | 11.15% | Add +4.7% | 191,515 | $21.5M |
| LPL Financial LLC | 0.01% | Add +273.3% | 148,039 | $16.6M |
| Mgo One Seven LLC | 0.63% | Add +0.8% | 145,092 | $16.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -4.3% | 144,154 | $16.2M |
| Two Sigma Investments, LP | 0.04% | New | 132,500 | $14.8M |
| WealthBridge Capital Management, LLC | 4.06% | Add +11.0% | 130,518 | $14.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +5.0% | 98,653 | $11.1M |
| Advisors Preferred, LLC | 1.61% | No change | 89,643 | $10.0M |
| UBS Group AG | 0.00% | Add +39.5% | 81,567 | $9.1M |
| Aptus Capital Advisors, LLC | 0.11% | Add +980.5% | 80,905 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +31.0% | 62,073 | $7.0M |
| KMG Fiduciary Partners, LLC | 0.57% | Add +6.3% | 61,741 | $6.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | No change | 46,648 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +224.6% | 43,242 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +313.1% | 39,827 | $4.5M |
| Morgan Stanley | 0.00% | Add +0.8% | 34,536 | $3.9M |
| IFP Advisors, Inc | 0.11% | Add +366.6% | 30,420 | $3.4M |
| Stiles Financial Services Inc | 1.23% | New | 30,354 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | New | 28,495 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | New | 25,242 | $2.8M |
| Win Advisors, Inc. | 1.31% | New | 24,126 | $2.7M |
| Wealth Forward, LLC | 1.59% | Add +20.9% | 20,126 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +186.7% | 19,171 | $2.1M |
| Symphony Financial, Ltd. Co. | 0.31% | Add +197.7% | 17,287 | $2.0M |
| David Kennon Inc | 0.77% | Add +1.8% | 17,497 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | New | 15,987 | $1.8M |
| Retireful, LLC | 0.96% | New | 15,153 | $1.7M |
| Herold Advisors, Inc. | 0.36% | Add +14.4% | 14,897 | $1.7M |
| Cornerstone Advisors Asset Management, LLC | 0.35% | No change | 14,300 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +0.7% | 14,261 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +23.6% | 13,078 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.9% | 12,587 | $1.5M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -3.7% | 11,783 | $1.3M |
| Collective Family Office LLC | 0.34% | No change | 10,975 | $1.2M |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -1.8% | 7,660 | $858K |
| Bank of America Corp. | 0.00% | Add +15.3% | 7,127 | $799K |
| Insigneo Advisory Services, LLC | 0.07% | New | 6,146 | $689K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 5,941 | $666K |
| Betterment LLC | 0.00% | Reduce -1.5% | 5,671 | $635K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -5.4% | 5,488 | $615K |
| Bank of Montreal | 0.00% | No change | 5,270 | $591K |
| Pinnacle Wealth Management, LLC | 0.63% | Reduce -9.3% | 5,087 | $570K |
| Commonwealth Equity Services, LLC | 0.00% | Add +92.3% | 4,999 | $560K |
| First Trust Advisors LP | 0.00% | New | 4,830 | $541K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.5% | 4,622 | $518K |
| Principal Securities, Inc. | 0.01% | Reduce -3.5% | 4,269 | $478K |
| Raymond James Financial Inc. | 0.00% | — | 4,257 | $477K |
| FMR LLC | 0.00% | Add +1.7% | 4,089 | $458K |
| Royal Bank of Canada | 0.00% | Reduce -62.2% | 4,079 | $457K |
| Cerity Partners LLC | 0.00% | Add +65.9% | 3,627 | $406K |
| Corient Private Wealth LP | 0.00% | Reduce -16.3% | 3,321 | $372K |
| HighTower Advisors, LLC | 0.00% | No change | 3,150 | $353K |
| Hill Investment Group Partners, LLC | 0.05% | New | 3,115 | $349K |
| Lantern Wealth Advisors, LLC | 0.22% | New | 3,072 | $344K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 2,962 | $332K |
| Belvedere Trading LLC | 0.02% | New | 2,908 | $326K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -2.1% | 2,873 | $322K |
| WealthCare Investment Partners, LLC | 0.14% | Add +0.3% | 2,839 | $318K |
| Mariner, LLC | 0.00% | No change | 2,600 | $291K |
| Neuberger Berman Group LLC | 0.00% | New | 2,598 | $291K |
| Fiducient Advisors LLC | 0.03% | No change | 2,495 | $280K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,444 | $274K |
| Clear Point Advisors Inc. | 0.23% | Add +14.4% | 2,432 | $273K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,223 | $249K |
| Wills Financial Group, Inc. | 0.10% | Reduce -21.3% | 2,001 | $224K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 1,989 | $223K |
| Watchman Group, Inc. | 0.06% | Reduce -1.6% | 1,934 | $217K |
| Transce3nd, LLC | 0.05% | — | 1,318 | $148K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.4% | 1,246 | $140K |
| Compass Wealth Management LLC | 0.03% | Reduce -13.3% | 1,240 | $139K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.7% | 1,070 | $120K |
| REAP Financial Group, LLC | 0.02% | New | 760 | $85K |
| NewEdge Advisors, LLC | 0.00% | New | 580 | $65K |
| Global Retirement Partners, LLC | 0.00% | Add +89.9% | 488 | $55K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.2% | 411 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 350 | $39K |
| Capital Analysts, LLC | 0.00% | New | 330 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 150 | $17K |
| Key Financial Inc | 0.00% | No change | 139 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 8 | $912 |
"% 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.