BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q4 2025 (December 31)145holders +20
28new positions
7sold out
2famous investors
$130.80avg. 13F price*
At the end of Q4 2025, 145 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings, up 20 from Q3 2025. 28 opened new positions and 7 sold out. The largest holders were RPOA Advisors, Inc. ($1.7B), Integrated Wealth Concepts LLC ($316.9M) and Bank of New York Mellon Corp ($176.9M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $37.4M |
| Exits | 7 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 810,006 shares bought and 1,056,224 shares sold, net −246,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| RPOA Advisors, Inc. | 43.60% | Reduce -2.2% | 13,139,845 | $1.7B |
| Integrated Wealth Concepts LLC | 3.76% | Reduce -5.9% | 2,422,412 | $316.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -14.2% | 1,352,198 | $176.9M |
| Main Management Fund Advisors LLC | 12.27% | Add +3.1% | 1,028,900 | $134.6M |
| Sentinel Pension Advisors, LLC | 19.40% | Add +13.3% | 965,595 | $126.3M |
| Ameriprise Financial Inc. | 0.02% | Add +5.0% | 681,000 | $89.1M |
| Tidal Investments LLC | 0.36% | Reduce -3.2% | 653,677 | $85.5M |
| GM Advisory Group, LLC | 2.78% | Add +4.6% | 541,961 | $70.9M |
| Stadion Money Management, LLC | 4.85% | Reduce -34.8% | 457,390 | $59.8M |
| Zhang Financial LLC | 1.52% | Add +1.3% | 312,336 | $40.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +1.3% | 308,002 | $40.3M |
| Woodard & Co. Asset Management Group Inc. | 5.45% | Add +15.6% | 263,406 | $34.5M |
| LPL Financial LLC | 0.01% | Add +32.4% | 233,837 | $30.6M |
| JDM Financial Group LLC | 11.00% | Reduce -6.9% | 216,631 | $28.3M |
| Aptus Capital Advisors, LLC | 0.23% | Add +5.1% | 207,657 | $27.2M |
| WealthBridge Capital Management, LLC | 4.40% | Add +4.3% | 147,610 | $19.3M |
| Ferguson Shapiro LLC | 5.69% | New | 141,392 | $18.5M |
| Mgo One Seven LLC | 0.37% | Add +2.4% | 138,616 | $18.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +38.1% | 135,349 | $17.7M |
| Morgan Stanley | 0.00% | Add +20.6% | 120,450 | $15.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 100,753 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 100,190 | $13.1M |
| UBS Group AG | 0.00% | Add +21.1% | 98,656 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -37.4% | 90,842 | $11.9M |
| Advisors Preferred, LLC | 1.91% | No change | 89,643 | $11.7M |
| Carolina Wealth Advisors, LLC | 4.64% | Add +3.1% | 79,581 | $10.4M |
| Principia Wealth Advisory, LLC | 5.69% | Add +69.8% | 69,497 | $9.1M |
| KMG Fiduciary Partners, LLC | 0.62% | Reduce -0.8% | 66,577 | $8.7M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 66,526 | $8.7M |
| Crux Wealth Advisors | 3.18% | Add +5.5% | 65,371 | $8.6M |
| IFP Advisors, Inc | 0.16% | Reduce -19.5% | 54,368 | $7.1M |
| GenTrust, LLC | 0.28% | Add +10.7% | 49,975 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 46,618 | $6.1M |
| Wealth Forward, LLC | 2.61% | Reduce -0.1% | 35,366 | $4.6M |
| Equitable Holdings, Inc. | 0.03% | Reduce -6.5% | 32,429 | $4.2M |
| Symphony Financial, Ltd. Co. | 0.50% | Add +5.4% | 28,272 | $3.7M |
| Park Avenue Securities LLC | 0.03% | Add +27.2% | 23,081 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +1464.8% | 20,969 | $2.7M |
| David Kennon Inc | 0.89% | Add +1.7% | 19,192 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +10.1% | 19,027 | $2.5M |
| Strategic Financial Planning, Inc. | 1.33% | New | 17,897 | $2.3M |
| Stiles Financial Services Inc | 0.71% | Reduce -19.2% | 17,552 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +38.5% | 17,017 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +418.0% | 16,639 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +8.6% | 16,039 | $2.1M |
| Collective Family Office LLC | 0.46% | Add +11.0% | 15,270 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.1% | 14,887 | $1.9M |
| Silver Oak Securities, Incorporated | 0.13% | New | 14,648 | $1.9M |
| Elevation Capital Advisory, LLC | 0.76% | New | 14,312 | $1.9M |
| Cornerstone Advisors Asset Management, LLC | 0.30% | No change | 14,300 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.9% | 13,284 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 13,142 | $1.7M |
| Herold Advisors, Inc. | 0.34% | Add +4.1% | 11,540 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.3% | 11,125 | $1.5M |
| Bank of America Corp. | 0.00% | Add +3.0% | 10,800 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.1% | 10,348 | $1.4M |
| Wealth Group Ltd | 0.29% | Add +1.8% | 10,067 | $1.3M |
| GTS Securities LLC | 0.04% | New | 9,580 | $1.3M |
| Single Point Partners, LLC | 0.24% | Add +0.3% | 9,084 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.3% | 8,591 | $1.1M |
| FMR LLC | 0.00% | Reduce -13.7% | 8,122 | $1.1M |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -3.2% | 7,781 | $1.0M |
| Retirement Income Solutions, Inc. | 0.17% | No change | 7,460 | $976K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +15.8% | 7,248 | $948K |
| Jane Street Group, LLC | 0.00% | New | 7,118 | $931K |
| Raymond James Financial Inc. | 0.00% | Add +52.9% | 6,295 | $823K |
| First Trust Advisors LP | 0.00% | Add +216.9% | 6,218 | $813K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.8% | 6,216 | $813K |
| Mariner, LLC | 0.00% | Add +133.2% | 6,024 | $788K |
| Lantern Wealth Advisors, LLC | 0.42% | Reduce -10.2% | 5,974 | $781K |
| HighTower Advisors, LLC | 0.00% | No change | 5,453 | $713K |
| Bank of Montreal | 0.00% | No change | 5,270 | $689K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.9% | 5,241 | $686K |
| Fisher Asset Management | 0.00% | Add +1.0% | 5,179 | $678K |
| Pinnacle Wealth Management, LLC | 0.42% | Reduce -2.1% | 4,820 | $630K |
| Flow Traders U.S. LLC | 0.02% | New | 4,471 | $585K |
| Clear Point Advisors Inc. | 0.45% | Add +14.5% | 4,455 | $583K |
| Betterment LLC | 0.00% | Add +7.8% | 4,449 | $582K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.8% | 4,216 | $551K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +16.6% | 4,203 | $550K |
| Principal Securities, Inc. | 0.01% | Reduce -0.1% | 4,198 | $549K |
| Independent Financial Group, LLC | 0.01% | Add +0.3% | 4,109 | $537K |
| Quadcap Wealth Management, LLC | 0.05% | Add +2.7% | 3,661 | $479K |
| Kickstand Ventures, Llc. | 0.10% | Add +12.5% | 3,527 | $461K |
| One Wealth Advisors, LLC | 0.05% | Reduce -2.0% | 3,270 | $428K |
| AQR Capital Management | 0.00% | New | 3,140 | $411K |
| Accredited Investors Inc. | 0.02% | No change | 3,070 | $402K |
| E6 Portfolios, LLC | 0.45% | — | 2,992 | $391K |
| Outlook Wealth Advisors, LLC | 0.09% | New | 2,959 | $387K |
| WealthCare Investment Partners, LLC | 0.11% | Add +0.6% | 2,872 | $376K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Reduce -0.4% | 2,874 | $376K |
| Fiduciary Alliance LLC | 0.02% | Add +12.1% | 2,718 | $356K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.0% | 2,609 | $346K |
| 626 Financial, LLC | 0.15% | Add +4.8% | 2,579 | $337K |
| Integrity Alliance, Llc. | 0.01% | Add +53.8% | 2,536 | $332K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 2,508 | $328K |
| Fiducient Advisors LLC | 0.04% | No change | 2,495 | $327K |
| M&T Bank Corp | 0.00% | No change | 2,492 | $326K |
| Corient Private Wealth LP | 0.00% | New | 2,482 | $325K |
| Wells Fargo & Company | 0.00% | Add +23.2% | 2,302 | $301K |
"% 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.