BNY Mellon US Small Cap CoreBKSEETF
13F holders, Q4 2025 (December 31)24holders +2
4new positions
2sold out
1famous investor
$112.52avg. 13F price*
At the end of Q4 2025, 24 institutions reported holding BNY Mellon US Small Cap Core (BKSE) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Bank of New York Mellon Corp ($14.6M), Royal Bank of Canada ($4.7M) and LPL Financial LLC ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BNY Mellon US Small Cap Core
- CUSIP
- 09661T305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $212K |
| Exits | 2 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 7,838 shares bought and 49,733 shares sold, net −41,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Bank of New York Mellon Corp | 0.00% | Reduce -21.6% | 130,046 | $14.6M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 41,355 | $4.7M |
| LPL Financial LLC | 0.00% | Add +3.7% | 19,125 | $2.2M |
| Citadel Advisors | 0.00% | Add +1.1% | 16,138 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 9,149 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.4% | 7,309 | $822K |
| Bank of America Corp. | 0.00% | Add +13.9% | 6,032 | $679K |
| Crux Wealth Advisors | 0.24% | Reduce -1.4% | 5,799 | $652K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +7.2% | 5,714 | $648K |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 5,692 | $640K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +19.0% | 5,611 | $631K |
| Park Avenue Securities LLC | 0.01% | Add +25.6% | 5,489 | $617K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 4,766 | $536K |
| Morgan Stanley | 0.00% | Reduce -47.3% | 3,585 | $403K |
| Principal Securities, Inc. | 0.01% | Add +1.2% | 2,939 | $331K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,408 | $271K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $225K |
| Elm3 Financial Group, LLC | 0.17% | New | 1,782 | $200K |
| FMR LLC | 0.00% | No change | 69 | $8K |
| Cwm, LLC | 0.00% | New | 51 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 33 | $4K |
| Toth Financial Advisory Corp. | 0.00% | New | 12 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $787 |
| Wells Fargo & Company | 0.00% | No change | 1 | $87 |
"% of holder's portfolio" is BKSE's weight in each manager's 13F, not the share of BNY Mellon US Small Cap Core the manager owns.