BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q3 2025 (September 30)125holders +7
22new positions
14sold out
1famous investor
$128.44avg. 13F price*
At the end of Q3 2025, 125 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings, up 7 from Q2 2025. 22 opened new positions and 14 sold out. The largest holders were RPOA Advisors, Inc. ($1.7B), Integrated Wealth Concepts LLC ($330.4M) and Bank of New York Mellon Corp ($202.4M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- BNY Mellon US LRG Cap Cor
- CUSIP
- 09661T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $133.3M |
| Exits | 14 | $23.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,577,471 shares bought and 551,415 shares sold, net +2,026,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| RPOA Advisors, Inc. | 43.88% | Add +5.6% | 13,435,929 | $1.7B |
| Integrated Wealth Concepts LLC | 2.95% | Add +6.0% | 2,573,361 | $330.4M |
| Bank of New York Mellon Corp | 0.04% | Reduce -12.3% | 1,576,755 | $202.4M |
| Main Management Fund Advisors LLC | 12.42% | New | 997,910 | $128.1M |
| Sentinel Pension Advisors, LLC | 17.49% | Reduce -0.1% | 852,008 | $109.4M |
| Stadion Money Management, LLC | 7.18% | Reduce -3.7% | 701,695 | $89.9M |
| Tidal Investments LLC | 0.37% | Add +22.0% | 675,429 | $86.5M |
| Ameriprise Financial Inc. | 0.02% | Add +78.0% | 648,631 | $85.3M |
| GM Advisory Group, LLC | 2.83% | Add +14.4% | 517,958 | $66.5M |
| Zhang Financial LLC | 1.61% | Add +1.1% | 308,448 | $39.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.2% | 304,046 | $39.0M |
| JDM Financial Group LLC | 12.52% | Reduce -1.1% | 232,605 | $29.9M |
| Woodard & Co. Asset Management Group Inc. | 4.75% | Reduce -1.0% | 227,807 | $29.2M |
| Aptus Capital Advisors, LLC | 0.23% | Add +10.3% | 197,517 | $25.4M |
| LPL Financial LLC | 0.01% | Reduce -2.8% | 176,572 | $22.7M |
| WealthBridge Capital Management, LLC | 4.26% | Add +0.6% | 141,473 | $18.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -11.4% | 145,025 | $17.9M |
| Mgo One Seven LLC | 0.40% | Add +2.5% | 135,395 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 107,415 | $13.8M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 99,918 | $12.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +0.0% | 98,015 | $12.6M |
| Advisors Preferred, LLC | 1.70% | No change | 89,643 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 86,173 | $11.1M |
| UBS Group AG | 0.00% | Add +4.3% | 81,449 | $10.5M |
| Carolina Wealth Advisors, LLC | 4.28% | Add +8533.3% | 77,182 | $9.9M |
| IFP Advisors, Inc | 0.23% | Add +6.7% | 67,509 | $8.7M |
| KMG Fiduciary Partners, LLC | 0.58% | Reduce -0.4% | 67,106 | $8.6M |
| Cetera Investment Advisers | 0.01% | Add +15.8% | 65,618 | $8.4M |
| Crux Wealth Advisors | 3.15% | Add +2.5% | 61,965 | $8.0M |
| GenTrust, LLC | 0.26% | Add +27.7% | 45,155 | $5.8M |
| Principia Wealth Advisory, LLC | 3.75% | Add +202.7% | 40,921 | $5.3M |
| Wealth Forward, LLC | 2.64% | Add +75.0% | 35,402 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -38.7% | 34,681 | $4.5M |
| Symphony Financial, Ltd. Co. | 0.42% | Add +21.0% | 26,825 | $3.4M |
| Stiles Financial Services Inc | 0.88% | Reduce -20.9% | 21,733 | $2.8M |
| David Kennon Inc | 0.87% | Add +0.5% | 18,877 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Add +68.5% | 18,143 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +7.9% | 17,288 | $2.2M |
| Sigma Planning Corp | 0.05% | Reduce -0.7% | 14,766 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.1% | 14,587 | $1.9M |
| Cornerstone Advisors Asset Management, LLC | 0.32% | No change | 14,300 | $1.8M |
| Collective Family Office LLC | 0.42% | Add +18.0% | 13,755 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +42.1% | 13,115 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -3.4% | 12,285 | $1.6M |
| Herold Advisors, Inc. | 0.33% | Reduce -23.6% | 11,090 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -11.6% | 10,986 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.7% | 10,554 | $1.4M |
| Bank of America Corp. | 0.00% | Add +59.0% | 10,481 | $1.3M |
| Wealth Group Ltd | 0.29% | Reduce -26.9% | 9,892 | $1.3M |
| FMR LLC | 0.00% | Reduce -36.1% | 9,406 | $1.2M |
| Single Point Partners, LLC | 0.24% | Add +0.3% | 9,061 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +8.8% | 8,570 | $1.1M |
| Insigneo Advisory Services, LLC | 0.07% | Add +2.1% | 8,037 | $1.0M |
| Retirement Income Solutions, Inc. | 0.16% | No change | 7,460 | $958K |
| Lantern Wealth Advisors, LLC | 0.45% | Add +14.3% | 6,654 | $854K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -63.0% | 6,258 | $803K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.0% | 6,231 | $800K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.4% | 5,612 | $720K |
| HighTower Advisors, LLC | 0.00% | Add +53.4% | 5,453 | $700K |
| Bank of Montreal | 0.00% | No change | 5,270 | $677K |
| Fisher Asset Management | 0.00% | New | 5,130 | $659K |
| Pinnacle Wealth Management, LLC | 0.43% | Reduce -1.2% | 4,925 | $632K |
| Virtue Capital Management, LLC | 0.10% | New | 520 | $606K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 4,248 | $545K |
| Principal Securities, Inc. | 0.01% | Reduce -0.6% | 4,203 | $540K |
| Betterment LLC | 0.00% | Add +0.1% | 4,126 | $530K |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 4,118 | $529K |
| Independent Financial Group, LLC | 0.01% | Add +6.5% | 4,095 | $526K |
| Clear Point Advisors Inc. | 0.41% | Add +27.2% | 3,890 | $524K |
| Capital Investment Advisory Services, LLC | 0.04% | No change | 3,603 | $463K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -36.4% | 3,565 | $458K |
| One Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 3,337 | $428K |
| Royal Bank of Canada | 0.00% | Reduce -36.3% | 3,212 | $413K |
| Gunderson Capital Management LLC | 0.15% | New | 3,185 | $409K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -0.5% | 3,136 | $403K |
| Brighton Jones LLC | 0.01% | New | 3,131 | $402K |
| Accredited Investors Inc. | 0.02% | Add +57.8% | 3,070 | $394K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Reduce -28.2% | 2,885 | $370K |
| WealthCare Investment Partners, LLC | 0.12% | Add +0.3% | 2,856 | $367K |
| Summit Financial, LLC | 0.01% | New | 2,807 | $360K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.9% | 2,636 | $339K |
| Mariner, LLC | 0.00% | Reduce -2.3% | 2,583 | $332K |
| Clearstead Trust, LLC | 0.06% | New | 2,580 | $331K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.6% | 2,539 | $326K |
| Fiducient Advisors LLC | 0.04% | No change | 2,495 | $320K |
| M&T Bank Corp | 0.00% | No change | 2,492 | $320K |
| 626 Financial, LLC | 0.14% | New | 2,462 | $316K |
| Fiduciary Alliance LLC | 0.02% | New | 2,424 | $311K |
| Sowell Financial Services LLC | 0.01% | No change | 2,330 | $299K |
| Cerity Partners LLC | 0.00% | Reduce -6.8% | 2,276 | $292K |
| Brueske Advisory Services, LLC | 0.15% | New | 2,197 | $282K |
| Balance Wealth Partners LLC | 0.07% | New | 2,108 | $271K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,079 | $267K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 2,010 | $258K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.9% | 1,967 | $253K |
| First Trust Advisors LP | 0.00% | Reduce -0.3% | 1,962 | $252K |
| HUB Investment Partners, LLC | 0.01% | New | 1,949 | $250K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,905 | $245K |
| Northern Trust Corp. | 0.00% | No change | 1,905 | $245K |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 1,869 | $240K |
"% 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.