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

050100150200 Q1 2024: 64Q1 2024Q2 2024: 73Q2 2024Q3 2024: 74Q3 2024Q4 2024: 89Q4 2024Q1 2025: 100Q1 2025Q2 2025: 118Q2 2025Q3 2025: 125Q3 2025Q4 2025: 145Q4 2025Q1 2026: 143Q1 2026Q2 2026: 154Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions24$27.5M
Exits8$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
Wills Financial Group LLC 0.09% Reduce -15.3% 1,700 $201K
Carolina Wealth Advisors, LLC 0.05% New 894 $106K
REAP Financial Group, LLC 0.02% No change 760 $90K
Global Retirement Partners, LLC 0.00% — 617 $73K
Capital Analysts, LLC 0.00% Add +13.6% 375 $44K
First Horizon Advisors, Inc. 0.00% Reduce -11.9% 364 $43K
PNC Financial Services Group, Inc. 0.00% No change 350 $41K
FSA Wealth Management LLC 0.01% New 316 $37K
Creekmur Asset Management LLC 0.01% New 276 $33K
EverSource Wealth Advisors, LLC 0.00% No change 195 $23K
Harbour Investments, Inc. 0.00% No change 166 $20K
CIBC Private Wealth Group LLC 0.00% No change 150 $18K
Key Financial Inc 0.00% No change 139 $16K
Parallel Advisors, LLC 0.00% No change 50 $6K
Simplex Trading, LLC 0.00% New 41 $4K
Spire Wealth Management 0.00% No change 16 $2K
CoreCap Advisors, LLC 0.00% New 9 $1K
McIlrath & Eck, LLC 0.00% No change 8 $964

"% 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.