BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q1 2025 (March 31)100holders +11
26new positions
13sold out
$106.32avg. 13F price*
At the end of Q1 2025, 100 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings, up 11 from Q4 2024. 26 opened new positions and 13 sold out. The largest holders were RPOA Advisors, Inc. ($1.4B), Bank of New York Mellon Corp ($323.5M) and Integrated Wealth Concepts LLC ($230.9M).
- Company
- BNY Mellon US LRG Cap Cor
- CUSIP
- 09661T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $83.0M |
| Exits | 13 | $28.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,784,152 shares bought and 487,650 shares sold, net +1,296,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| RPOA Advisors, Inc. | 37.71% | Add +0.7% | 13,039,435 | $1.4B |
| Bank of New York Mellon Corp | 0.06% | Reduce -4.6% | 3,042,807 | $323.5M |
| Integrated Wealth Concepts LLC | 2.69% | Add +7.8% | 2,172,107 | $230.9M |
| Sentinel Pension Advisors, LLC | 16.35% | Add +2.2% | 835,915 | $88.9M |
| Stadion Money Management, LLC | 8.25% | Reduce -2.5% | 778,212 | $82.7M |
| Tidal Investments LLC | 0.57% | New | 634,490 | $67.5M |
| GM Advisory Group, LLC | 2.40% | Add +12.4% | 417,523 | $44.4M |
| Ameriprise Financial Inc. | 0.01% | Add +1704.4% | 345,916 | $36.8M |
| LPL Financial LLC | 0.01% | Add +125.9% | 334,482 | $35.6M |
| Zhang Financial LLC | 1.59% | Add +21.6% | 282,118 | $30.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.8% | 273,162 | $29.0M |
| JDM Financial Group LLC | 11.51% | Add +11.4% | 213,344 | $22.7M |
| Osaic Holdings, Inc. | 0.04% | Add +9.5% | 157,843 | $16.8M |
| Mgo One Seven LLC | 0.61% | Add +1.2% | 146,858 | $15.6M |
| WealthBridge Capital Management, LLC | 3.97% | Add +1.4% | 132,302 | $14.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.8% | 100,445 | $10.7M |
| Advisors Preferred, LLC | 1.29% | No change | 89,643 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +25.2% | 77,704 | $8.3M |
| UBS Group AG | 0.00% | Reduce -9.9% | 73,475 | $7.8M |
| KMG Fiduciary Partners, LLC | 0.57% | Add +4.5% | 64,550 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +25.8% | 54,399 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 45,997 | $4.9M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -49.1% | 41,171 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +29.4% | 36,881 | $3.9M |
| Stiles Financial Services Inc | 1.45% | Add +17.0% | 35,510 | $3.8M |
| Equitable Holdings, Inc. | 0.03% | New | 33,215 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -15.0% | 29,365 | $3.1M |
| Crux Wealth Advisors | 1.57% | New | 28,350 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +9.8% | 27,710 | $2.9M |
| IFP Advisors, Inc | 0.09% | Reduce -13.3% | 26,369 | $2.8M |
| Wealth Forward, LLC | 1.53% | Add +0.6% | 20,248 | $2.2M |
| David Kennon Inc | 0.77% | Add +4.2% | 18,239 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1540.7% | 17,555 | $1.9M |
| Herold Advisors, Inc. | 0.41% | Add +17.8% | 17,550 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.4% | 15,758 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | New | 15,713 | $1.7M |
| Cornerstone Advisors Asset Management, LLC | 0.31% | No change | 14,300 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +0.8% | 13,184 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 12,504 | $1.3M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -1.1% | 11,653 | $1.2M |
| Collective Family Office LLC | 0.31% | Reduce -1.7% | 10,789 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 10,390 | $1.1M |
| Insigneo Advisory Services, LLC | 0.09% | Add +28.7% | 7,912 | $841K |
| M&T Bank Corp | 0.00% | New | 7,817 | $831K |
| Woodard & Co. Asset Management Group Inc. | 0.17% | New | 7,751 | $824K |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -2.6% | 7,460 | $793K |
| MML Investors Services, LLC | 0.00% | Add +136.2% | 6,996 | $744K |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 6,683 | $711K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.7% | 6,399 | $680K |
| Betterment LLC | 0.00% | Add +4.7% | 5,939 | $631K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.2% | 5,610 | $597K |
| Quadcap Wealth Management, LLC | 0.09% | Add +2.0% | 5,598 | $595K |
| Bank of Montreal | 0.00% | No change | 5,270 | $560K |
| Pinnacle Wealth Management, LLC | 0.63% | Add +2.7% | 5,226 | $556K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.7% | 5,117 | $544K |
| First Trust Advisors LP | 0.00% | Add +4.6% | 5,052 | $537K |
| Mariner, LLC | 0.00% | Add +87.3% | 4,870 | $518K |
| HRT Financial LP | 0.00% | New | 4,554 | $484K |
| Principal Securities, Inc. | 0.01% | No change | 4,269 | $478K |
| FMR LLC | 0.00% | Add +2.8% | 4,203 | $447K |
| Wells Fargo & Company | 0.00% | Reduce -70.7% | 4,179 | $444K |
| ShoreHaven Wealth Partners, LLC | 0.21% | New | 4,168 | $443K |
| Mayflower Financial Advisors, LLC | 0.06% | New | 4,016 | $427K |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 3,995 | $425K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.8% | 3,968 | $422K |
| GenTrust, LLC | 0.02% | New | 3,751 | $399K |
| Goodman Financial Corp | 0.09% | New | 3,749 | $399K |
| HighTower Advisors, LLC | 0.00% | Add +12.6% | 3,546 | $377K |
| Cerity Partners LLC | 0.00% | Reduce -2.4% | 3,541 | $376K |
| Kickstand Ventures, Llc. | 0.09% | New | 3,323 | $353K |
| Corient Private Wealth LP | 0.00% | Reduce -9.4% | 3,007 | $320K |
| CFS Investment Advisory Services, LLC | 0.03% | New | 3,001 | $319K |
| One Wealth Advisors, LLC | 0.04% | New | 2,798 | $297K |
| Trajan Wealth LLC | 0.02% | New | 2,718 | $289K |
| Clear Point Advisors Inc. | 0.26% | Add +11.7% | 2,717 | $289K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -7.0% | 2,673 | $284K |
| WealthCare Investment Partners, LLC | 0.12% | Add +0.3% | 2,848 | $279K |
| Fiducient Advisors LLC | 0.03% | No change | 2,495 | $265K |
| Sowell Financial Services LLC | 0.01% | New | 2,330 | $248K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.6% | 2,209 | $235K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,014 | $214K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,010 | $214K |
| Wills Financial Group LLC | 0.09% | — | 2,007 | $213K |
| BOK Financial Private Wealth, Inc. | 0.02% | New | 1,905 | $203K |
| Northern Trust Corp. | 0.00% | New | 1,905 | $203K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.1% | 1,285 | $137K |
| Compass Wealth Management LLC | 0.03% | No change | 1,240 | $132K |
| REAP Financial Group, LLC | 0.02% | No change | 760 | $81K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.5% | 413 | $44K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 350 | $37K |
| Capital Analysts, LLC | 0.00% | No change | 330 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 195 | $21K |
| Harbour Investments, Inc. | 0.00% | New | 166 | $18K |
| Assetmark, Inc. | 0.00% | New | 150 | $16K |
| Key Financial Inc | 0.00% | No change | 139 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 150 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $5K |
| Concord Wealth Partners | 0.00% | New | 44 | $5K |
| Spire Wealth Management | 0.00% | New | 16 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 8 | $865 |
"% 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.