BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q2 2025 (June 30)118holders +18
24new positions
8sold out
$118.42avg. 13F price*
At the end of Q2 2025, 118 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings, up 18 from Q1 2025. 24 opened new positions and 8 sold out. The largest holders were RPOA Advisors, Inc. ($1.5B), Integrated Wealth Concepts LLC ($287.5M) and Bank of New York Mellon Corp ($212.9M).
- Company
- BNY Mellon US LRG Cap Cor
- CUSIP
- 09661T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $27.5M |
| Exits | 8 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,395,244 shares bought and 1,997,785 shares sold, net −602,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| RPOA Advisors, Inc. | 40.19% | Reduce -2.4% | 12,726,372 | $1.5B |
| Integrated Wealth Concepts LLC | 2.88% | Add +11.8% | 2,427,445 | $287.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -40.9% | 1,798,063 | $212.9M |
| Sentinel Pension Advisors, LLC | 17.00% | Add +2.0% | 852,649 | $101.0M |
| Stadion Money Management, LLC | 7.06% | Reduce -6.4% | 728,410 | $86.0M |
| Tidal Investments LLC | 0.43% | Reduce -12.7% | 553,746 | $65.4M |
| GM Advisory Group, LLC | 2.65% | Add +8.5% | 452,842 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Add +5.4% | 364,511 | $43.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +12.7% | 307,822 | $36.5M |
| Zhang Financial LLC | 1.67% | Add +8.2% | 305,121 | $36.1M |
| JDM Financial Group LLC | 13.14% | Add +10.2% | 235,158 | $27.8M |
| Woodard & Co. Asset Management Group Inc. | 5.01% | Add +2868.7% | 230,107 | $27.3M |
| LPL Financial LLC | 0.01% | Reduce -45.7% | 181,577 | $21.5M |
| Aptus Capital Advisors, LLC | 0.21% | Add +335.0% | 179,103 | $21.2M |
| Osaic Holdings, Inc. | 0.03% | Add +3.7% | 163,741 | $19.4M |
| WealthBridge Capital Management, LLC | 4.22% | Add +6.3% | 140,671 | $16.7M |
| Mgo One Seven LLC | 0.50% | Reduce -10.0% | 132,111 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Add +539.1% | 112,192 | $13.3M |
| Morgan Stanley | 0.00% | Add +275.4% | 110,223 | $13.1M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.5% | 97,978 | $11.6M |
| Two Sigma Investments, LP | 0.02% | New | 90,600 | $10.7M |
| Advisors Preferred, LLC | 1.75% | No change | 89,643 | $10.6M |
| UBS Group AG | 0.00% | Add +6.3% | 78,070 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +62.3% | 74,631 | $8.8M |
| KMG Fiduciary Partners, LLC | 0.59% | Add +4.4% | 67,389 | $8.0M |
| IFP Advisors, Inc | 0.21% | Add +139.9% | 63,259 | $7.5M |
| Crux Wealth Advisors | 3.05% | Add +113.3% | 60,473 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +4.2% | 56,685 | $6.7M |
| Equitable Holdings, Inc. | 0.06% | Add +70.4% | 56,607 | $6.7M |
| GenTrust, LLC | 0.20% | Add +843.0% | 35,370 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -7.3% | 34,196 | $4.0M |
| Stiles Financial Services Inc | 1.12% | Reduce -22.6% | 27,469 | $3.3M |
| Flow Traders U.S. LLC | 0.11% | Add +58.3% | 24,868 | $2.9M |
| Symphony Financial, Ltd. Co. | 0.35% | New | 22,164 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +106.0% | 21,406 | $2.5M |
| Wealth Forward, LLC | 1.61% | Reduce -0.1% | 20,232 | $2.4M |
| David Kennon Inc | 0.83% | Add +3.0% | 18,779 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +7.4% | 16,918 | $2.0M |
| Advisory Services Network, LLC | 0.03% | New | 16,022 | $2.0M |
| Sigma Planning Corp | 0.05% | New | 14,876 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -46.8% | 14,746 | $1.7M |
| FMR LLC | 0.00% | Add +250.2% | 14,719 | $1.7M |
| Herold Advisors, Inc. | 0.36% | Reduce -17.2% | 14,526 | $1.7M |
| Cornerstone Advisors Asset Management, LLC | 0.33% | No change | 14,300 | $1.7M |
| Wealth Group Ltd | 0.41% | New | 13,534 | $1.6M |
| Principia Wealth Advisory, LLC | 1.36% | New | 13,521 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +81.7% | 12,712 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.6% | 12,426 | $1.5M |
| Fort Point Capital Partners LLC | 0.14% | Add +0.7% | 11,735 | $1.4M |
| Collective Family Office LLC | 0.35% | Add +8.1% | 11,657 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -16.1% | 11,060 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 10,768 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 9,230 | $1.1M |
| Single Point Partners, LLC | 0.23% | New | 9,037 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +45.1% | 8,139 | $964K |
| Wealthspire Advisors, LLC | 0.01% | New | 7,874 | $932K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -0.5% | 7,869 | $932K |
| Retirement Income Solutions, Inc. | 0.16% | No change | 7,460 | $883K |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 6,592 | $781K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 6,421 | $760K |
| Lantern Wealth Advisors, LLC | 0.41% | — | 5,822 | $690K |
| Quadcap Wealth Management, LLC | 0.08% | Add +0.1% | 5,604 | $664K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.0% | 5,323 | $630K |
| Bank of Montreal | 0.00% | No change | 5,270 | $624K |
| Royal Bank of Canada | 0.00% | Add +26.2% | 5,040 | $597K |
| Pinnacle Wealth Management, LLC | 0.49% | Reduce -4.7% | 4,983 | $590K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +5.8% | 4,248 | $503K |
| Principal Securities, Inc. | 0.01% | Reduce -0.9% | 4,229 | $501K |
| Betterment LLC | 0.00% | Reduce -30.6% | 4,120 | $488K |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 4,105 | $486K |
| ShoreHaven Wealth Partners, LLC | 0.20% | Reduce -3.5% | 4,020 | $476K |
| Independent Financial Group, LLC | 0.01% | New | 3,844 | $455K |
| Dean, Jacobson Financial Services, LLC | 0.33% | New | 3,646 | $432K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +34.8% | 3,603 | $427K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 3,556 | $421K |
| One Wealth Advisors, LLC | 0.06% | Add +19.6% | 3,347 | $396K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -5.2% | 3,152 | $373K |
| Clear Point Advisors Inc. | 0.31% | Add +12.6% | 3,058 | $362K |
| Old Mission Capital LLC | 0.01% | New | 3,009 | $356K |
| WealthCare Investment Partners, LLC | 0.12% | No change | 2,848 | $342K |
| Mariner, LLC | 0.00% | Reduce -45.7% | 2,645 | $313K |
| Fiducient Advisors LLC | 0.04% | No change | 2,495 | $295K |
| M&T Bank Corp | 0.00% | Reduce -68.1% | 2,492 | $295K |
| Corient Private Wealth LP | 0.00% | Reduce -17.5% | 2,482 | $294K |
| Cerity Partners LLC | 0.00% | Reduce -31.0% | 2,443 | $289K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -96.9% | 2,377 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.0% | 2,337 | $277K |
| Sowell Financial Services LLC | 0.01% | No change | 2,330 | $276K |
| Empower Advisory Group, LLC | 0.00% | New | 2,310 | $274K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 2,079 | $246K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 2,010 | $238K |
| First Trust Advisors LP | 0.00% | Reduce -61.0% | 1,968 | $233K |
| Wells Fargo & Company | 0.00% | Reduce -53.1% | 1,958 | $232K |
| Accredited Investors Inc. | 0.01% | New | 1,946 | $230K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,905 | $226K |
| Northern Trust Corp. | 0.00% | No change | 1,905 | $226K |
| Geneos Wealth Management Inc. | 0.01% | Add +44.5% | 1,857 | $220K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,840 | $218K |
| Goldman Sachs Group Inc. | 0.00% | New | 1,814 | $215K |
| Define Financial, LLC | 0.13% | New | 1,703 | $202K |
"% 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.