BNY Mellon US Small Cap CoreBKSEETF
13F holders, Q1 2026 (March 31)29holders +5
7new positions
3sold out
1famous investor
$113.89avg. 13F price*
At the end of Q1 2026, 29 institutions reported holding BNY Mellon US Small Cap Core (BKSE) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 3 sold out. The largest holders were Bank of New York Mellon Corp ($19.4M), Royal Bank of Canada ($4.6M) and Raymond James Financial Inc. ($4.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $9.4M |
| Exits | 3 | $11K |
All 13F filers, Q4 2025 → Q1 2026: 132,886 shares bought and 12,439 shares sold, net +120,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Bank of New York Mellon Corp | 0.00% | Add +31.1% | 170,437 | $19.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 40,339 | $4.6M |
| Raymond James Financial Inc. | 0.00% | New | 34,963 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,867 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 18,360 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | New | 13,414 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.8% | 10,870 | $1.2M |
| Bank of America Corp. | 0.00% | Add +55.1% | 9,353 | $1.1M |
| Flow Traders U.S. LLC | 0.03% | New | 8,680 | $989K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.5% | 7,788 | $887K |
| Park Avenue Securities LLC | 0.01% | Add +31.8% | 7,235 | $824K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +16.3% | 6,646 | $748K |
| Cetera Investment Advisers | 0.00% | Add +12.6% | 6,408 | $730K |
| Citadel Advisors | 0.00% | Reduce -63.2% | 5,940 | $677K |
| Sentinel Pension Advisors, LLC | 0.09% | No change | 5,611 | $639K |
| Crux Wealth Advisors | 0.24% | Reduce -5.7% | 5,470 | $623K |
| Morgan Stanley | 0.00% | Add +34.2% | 4,810 | $548K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 4,739 | $540K |
| Principal Securities, Inc. | 0.00% | Reduce -0.2% | 2,934 | $334K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,408 | $274K |
| Accredited Investors Inc. | 0.01% | New | 2,048 | $233K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $228K |
| Elm3 Financial Group, LLC | 0.18% | Add +2.8% | 1,832 | $209K |
| Lanark Financial, Inc. | 0.00% | New | 173 | $20K |
| UBS Group AG | 0.00% | New | 160 | $18K |
| Vanguard Advisers Inc. | 0.00% | — | 70 | $8K |
| FMR LLC | 0.00% | Reduce -4.3% | 66 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $797 |
| Wells Fargo & Company | 0.00% | No change | 1 | $76 |
"% 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.