BNY Mellon US M/C Core ETFBKMCETF

13F holders, Q4 2024 (December 31)
34holders +6
6new positions
1sold out
1famous investor
$101.59avg. 13F price*

At the end of Q4 2024, 34 institutions reported holding BNY Mellon US M/C Core ETF (BKMC) in their 13F filings, up 6 from Q3 2024. 6 opened new positions and 1 sold out. The largest holders were RPOA Advisors, Inc. ($400.8M), Bank of New York Mellon Corp ($56.3M) and Diversify Wealth Management, LLC ($13.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
BNY Mellon US M/C Core ETF
CUSIP
09661T206
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 23Q1 2024Q2 2024: 25Q2 2024Q3 2024: 28Q3 2024Q4 2024: 34Q4 2024Q1 2025: 28Q1 2025Q2 2025: 28Q2 2025Q3 2025: 34Q3 2025Q4 2025: 34Q4 2025Q1 2026: 38Q1 2026Q2 2026: 42Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$1.2M
Exits1$365K

All 13F filers, Q3 2024 → Q4 2024: 135,521 shares bought and 45,687 shares sold, net +89,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

RPOA Advisors, Inc. 10.84% Add +0.3% 3,945,271 $400.8M
Bank of New York Mellon Corp 0.01% Add +20.5% 554,496 $56.3M
Diversify Wealth Management, LLC 1.07% Reduce -11.7% 135,078 $13.7M
Diversify Advisory Services, LLC 0.23% Reduce -34.9% 40,579 $4.1M
Geneos Wealth Management Inc. 0.11% Add +0.3% 29,844 $3.0M
Citadel Advisors 0.00% Add +57.6% 16,292 $1.7M
Zhang Financial LLC 0.07% No change 12,252 $1.2M
Symphony Financial, Ltd. Co. 0.12% Add +213.5% 6,960 $744K
Flow Traders U.S. LLC 0.03% New 6,635 $674K
Sentinel Pension Advisors, LLC 0.12% Add +27.2% 6,278 $638K
Cetera Investment Advisers 0.00% Add +32.6% 5,476 $556K
Envestnet Asset Management Inc. 0.00% Add +1.9% 5,076 $516K
Morgan Stanley 0.00% Reduce -2.9% 4,948 $503K
Northwestern Mutual Wealth Management Co. 0.00% No change 4,527 $460K
Kestra Private Wealth Services, LLC 0.01% New 4,483 $455K
Integrated Wealth Concepts LLC 0.01% Reduce -3.6% 4,414 $448K
LPL Financial LLC 0.00% Add +56.3% 4,101 $417K
Principal Securities, Inc. 0.01% Reduce -0.5% 3,473 $353K
UBS Group AG 0.00% Add +54.1% 2,901 $295K
Osaic Holdings, Inc. 0.00% Add +9.6% 2,765 $281K
Bank of America Corp. 0.00% Reduce -9.8% 2,597 $264K
Goldman Sachs Group Inc. 0.00% Reduce -43.6% 2,236 $227K
Patriot Investment Management Group, Inc. 0.02% No change 2,000 $203K
Key Financial Inc 0.04% Add +40.8% 1,658 $168K
Royal Bank of Canada 0.00% Add +109.5% 886 $90K
Barclays PLC 0.00% New 672 $68K
FMR LLC 0.00% Reduce -5.9% 622 $63K
Transce3nd, LLC 0.01% — 375 $38K
REAP Financial Group, LLC 0.01% New 237 $24K
Sanctuary Wealth Management, L.L.C. 0.02% No change 232 $24K
NewEdge Advisors, LLC 0.00% New 180 $18K
Global Retirement Partners, LLC 0.00% New 74 $8K
First Horizon Advisors, Inc. 0.00% No change 47 $5K
Wells Fargo & Company 0.00% No change 1 $76

"% of holder's portfolio" is BKMC's weight in each manager's 13F, not the share of BNY Mellon US M/C Core ETF the manager owns.