BNYM Smallcap STCK Indx-InvDISSX

13F holders, Q2 2025 (June 30)
2holders +1
1new positions
0sold out
$23.05avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding BNYM Smallcap STCK Indx-Inv (DISSX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($402K) and Luminist Capital LLC ($8K).

Company
BNYM Smallcap STCK Indx-Inv
Filed as
BNY MELLON SMALL CAP STOCK INDEX INV (Q2 2025)
CUSIP
09661L401
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$8K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 338 shares bought and 184 shares sold, net +154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Dumont & Blake Investment Advisors LLC 0.10% Reduce -1.0% 17,454 $402K
Luminist Capital LLC 0.01% New 338 $8K

"% of holder's portfolio" is DISSX's weight in each manager's 13F, not the share of BNYM Smallcap STCK Indx-Inv the manager owns.