BNY Mellon US LRG Cap CorBKLCETF
13F holders, Q1 2026 (March 31)143holders −2
16new positions
17sold out
1famous investor
$126.76avg. 13F price*
At the end of Q1 2026, 143 institutions reported holding BNY Mellon US LRG Cap Cor (BKLC) in their 13F filings, down 2 from Q4 2025. 16 opened new positions and 17 sold out. The largest holders were RPOA Advisors, Inc. ($739.6M), Integrated Wealth Concepts LLC ($360.7M) and Main Management Fund Advisors LLC ($251.6M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $17.1M |
| Exits | 17 | $25.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,561,030 shares bought and 7,642,171 shares sold, net −4,081,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| RPOA Advisors, Inc. | 32.36% | Reduce -54.9% | 5,925,578 | $739.6M |
| Integrated Wealth Concepts LLC | 2.88% | Add +19.3% | 2,889,746 | $360.7M |
| Main Management Fund Advisors LLC | 21.13% | Add +54.8% | 1,592,635 | $251.6M |
| Bank of New York Mellon Corp | 0.04% | Add +12.9% | 1,526,246 | $190.5M |
| Sentinel Pension Advisors, LLC | 18.40% | Add +3.3% | 997,197 | $124.5M |
| Aptus Capital Advisors, LLC | 0.97% | Add +343.4% | 920,811 | $114.9M |
| Tidal Investments LLC | 0.28% | Add +11.4% | 728,287 | $90.6M |
| GM Advisory Group, LLC | 2.99% | Add +14.8% | 622,092 | $77.6M |
| Stadion Money Management, LLC | 7.63% | Add +32.8% | 607,509 | $75.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -12.4% | 596,247 | $74.4M |
| Morgan Stanley | 0.00% | Add +295.3% | 476,084 | $59.4M |
| Royal Bank of Canada | 0.01% | Add +2374.0% | 411,647 | $51.4M |
| Zhang Financial LLC | 1.31% | Reduce -2.9% | 303,387 | $37.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -6.1% | 289,326 | $36.1M |
| Woodard & Co. Asset Management Group Inc. | 5.14% | Reduce -2.3% | 257,377 | $32.1M |
| LPL Financial LLC | 0.01% | Add +7.5% | 251,461 | $31.4M |
| JDM Financial Group LLC | 11.74% | Add +21.5% | 263,197 | $30.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +9.9% | 148,706 | $18.6M |
| WealthBridge Capital Management, LLC | 4.19% | Reduce -1.1% | 145,919 | $18.2M |
| Mgo One Seven LLC | 0.35% | Add +0.8% | 139,658 | $17.4M |
| Carolina Wealth Advisors, LLC | 5.85% | Add +41.5% | 112,564 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.1% | 110,940 | $13.8M |
| UBS Group AG | 0.00% | Add +5.4% | 104,016 | $13.0M |
| Principia Wealth Advisory, LLC | 7.06% | Add +43.8% | 99,920 | $12.5M |
| Advisors Preferred, LLC | 1.65% | No change | 89,643 | $11.2M |
| Win Advisors, Inc. | 4.49% | New | 78,689 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.6% | 78,551 | $9.5M |
| Cetera Investment Advisers | 0.01% | Add +5.1% | 69,921 | $8.7M |
| Crux Wealth Advisors | 3.29% | Add +4.9% | 68,580 | $8.6M |
| KMG Fiduciary Partners, LLC | 0.58% | Reduce -5.0% | 63,270 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.0% | 58,151 | $7.3M |
| IFP Advisors, Inc | 0.15% | Add +3.8% | 56,416 | $7.0M |
| NewEdge Advisors, LLC | 0.02% | Add +105.9% | 43,167 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.0% | 42,408 | $5.3M |
| Strategic Financial Planning, Inc. | 2.98% | Add +538.1% | 114,206 | $5.1M |
| Equitable Holdings, Inc. | 0.03% | Add +11.1% | 36,039 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +479.2% | 36,462 | $4.6M |
| Wealth Forward, LLC | 2.46% | Reduce -1.0% | 35,002 | $4.4M |
| GenTrust, LLC | 0.18% | Reduce -32.2% | 33,886 | $4.2M |
| Symphony Financial, Ltd. Co. | 0.53% | Add +15.5% | 32,658 | $4.0M |
| Park Avenue Securities LLC | 0.03% | Add +39.1% | 32,116 | $4.0M |
| Susquehanna International Group, LLP | 0.00% | Add +111.6% | 27,813 | $3.5M |
| AQR Capital Management | 0.00% | Add +749.0% | 26,659 | $3.3M |
| Vanguard National Trust Co | 0.18% | — | 23,488 | $2.9M |
| Optiver Holding B.V. | 0.10% | New | 21,000 | $2.6M |
| David Kennon Inc | 0.89% | Add +4.1% | 19,976 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +1.0% | 19,211 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +1.9% | 17,332 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -0.3% | 15,999 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.5% | 15,104 | $1.9M |
| Silver Oak Securities, Incorporated | 0.13% | Add +0.1% | 14,660 | $1.8M |
| Capital Analysts, LLC | 0.04% | Add +607.8% | 13,618 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 13,471 | $1.7M |
| Wealth Group Ltd | 0.38% | Add +31.5% | 13,235 | $1.7M |
| Stiles Financial Services Inc | 0.49% | Reduce -26.1% | 12,977 | $1.6M |
| Collective Family Office LLC | 0.36% | Reduce -16.0% | 12,831 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +76.0% | 12,530 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +99.0% | 12,372 | $1.5M |
| Prudential PLC | 0.01% | New | 12,200 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.0% | 11,346 | $1.4M |
| Herold Advisors, Inc. | 0.31% | Reduce -3.2% | 11,170 | $1.4M |
| FMR LLC | 0.00% | Add +36.6% | 11,092 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 10,064 | $1.3M |
| Single Point Partners, LLC | 0.23% | Add +0.3% | 9,112 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.3% | 8,617 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | New | 8,078 | $1.0M |
| Krilogy Financial LLC | 0.03% | Add +327.5% | 7,263 | $975K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -0.4% | 7,751 | $967K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | Reduce -47.5% | 7,501 | $936K |
| Retirement Income Solutions, Inc. | 0.16% | No change | 7,460 | $931K |
| Lantern Wealth Advisors, LLC | 0.41% | Add +6.8% | 6,380 | $796K |
| Flow Traders U.S. LLC | 0.02% | Add +39.4% | 6,231 | $778K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -18.9% | 5,881 | $734K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.6% | 5,744 | $717K |
| First Trust Advisors LP | 0.00% | Reduce -10.7% | 5,552 | $693K |
| Bank of Montreal | 0.00% | No change | 5,270 | $658K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 5,191 | $648K |
| Betterment LLC | 0.00% | Add +15.2% | 5,126 | $640K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +281.0% | 4,572 | $571K |
| Capital Investment Advisory Services, LLC | 0.04% | No change | 4,203 | $525K |
| Principal Securities, Inc. | 0.01% | Reduce -0.3% | 4,185 | $522K |
| E6 Portfolios, LLC | 0.52% | Add +32.9% | 3,975 | $496K |
| Choreo, LLC | 0.01% | New | 3,925 | $490K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 3,661 | $457K |
| Cerity Partners LLC | 0.00% | Add +74.5% | 3,170 | $396K |
| Independent Financial Group, LLC | 0.01% | Reduce -23.3% | 3,153 | $394K |
| Brighton Jones LLC | 0.01% | New | 3,139 | $392K |
| Fiduciary Alliance LLC | 0.02% | Add +5.5% | 2,868 | $384K |
| Accredited Investors Inc. | 0.02% | No change | 3,070 | $383K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 2,959 | $369K |
| WealthCare Investment Partners, LLC | 0.10% | No change | 2,872 | $362K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -73.9% | 2,705 | $338K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.6% | 2,648 | $331K |
| Wells Fargo & Company | 0.00% | Add +13.0% | 2,602 | $325K |
| 626 Financial, LLC | 0.14% | Add +0.2% | 2,584 | $323K |
| DAVENPORT & Co LLC | 0.00% | New | 2,511 | $313K |
| Fiducient Advisors LLC | 0.04% | No change | 2,495 | $311K |
| M&T Bank Corp | 0.00% | No change | 2,492 | $311K |
| Corient Private Wealth LP | 0.00% | No change | 2,482 | $310K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -30.4% | 2,456 | $307K |
| Integrity Alliance, Llc. | 0.01% | Reduce -4.3% | 2,426 | $303K |
| Sowell Financial Services LLC | 0.01% | No change | 2,265 | $283K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 2,257 | $282K |
| Summit Financial, LLC | 0.00% | Add +0.2% | 2,230 | $278K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +20.3% | 2,213 | $276K |
| Castleview Partners, LLC | 0.14% | New | 2,206 | $275K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | No change | 2,079 | $259K |
| Private Advisor Group, LLC | 0.00% | New | 2,030 | $253K |
| HUB Investment Partners, LLC | 0.01% | No change | 1,949 | $243K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.0% | 1,947 | $243K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,905 | $238K |
| Northern Trust Corp. | 0.00% | No change | 1,905 | $238K |
| Vanguard Advisers Inc. | 0.00% | — | 1,750 | $218K |
| Define Financial, LLC | 0.12% | Add +0.3% | 1,717 | $214K |
| One Wealth Advisors, LLC | 0.03% | Reduce -47.9% | 1,704 | $213K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.2% | 1,664 | $209K |
| Mariner, LLC | 0.00% | Reduce -72.7% | 1,646 | $205K |
| AE Wealth Management LLC | 0.00% | Add +3473.7% | 1,358 | $169K |
| Triumph Capital Management | 0.02% | No change | 800 | $100K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.4% | 775 | $97K |
| REAP Financial Group, LLC | 0.02% | No change | 760 | $95K |
| Whittier Trust Co. | 0.00% | No change | 613 | $77K |
| Kings Path Partners LLC | 0.03% | No change | 589 | $74K |
| Waverly Advisors, LLC | 0.00% | New | 548 | $68K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -42.7% | 400 | $50K |
| Financial Management Professionals, Inc. | 0.01% | No change | 384 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 350 | $44K |
| Abound Wealth Management | 0.01% | New | 313 | $39K |
| Ascentis Independent Advisors | 0.00% | New | 200 | $25K |
| Evergreen Advisors, LLC | 0.00% | New | 148 | $19K |
| Allworth Financial LP | 0.00% | No change | 145 | $18K |
| Key Financial Inc | 0.00% | No change | 139 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 141 | $17K |
| Noble Wealth Management PBC | 0.01% | No change | 120 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 118 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -67.9% | 92 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -83.3% | 58 | $7K |
| Cwm, LLC | 0.00% | Reduce -89.0% | 58 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $6K |
| McIlrath & Eck, LLC | 0.00% | Add +337.5% | 35 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.7% | 12 | $2K |
| SHP Wealth Management | 0.00% | New | 4 | $499 |
| PFS Partners, LLC | 0.00% | New | 1 | $125 |
"% 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.