BNYM Midcap Index-InvPESPX
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$27.61avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding BNYM Midcap Index-Inv (PESPX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($3.1M) and McIlrath & Eck, LLC ($903).
- Company
- BNYM Midcap Index-Inv
- Filed as
- BNY MELLON MID-CAP INDEX FUND INVESTOR SHARES (Q1 2026)
- CUSIP
- 05588M209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $903 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 33 shares bought and 367 shares sold, net −334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Dumont & Blake Investment Advisors LLC | 0.78% | Reduce -0.3% | 113,290 | $3.1M |
| McIlrath & Eck, LLC | 0.00% | New | 33 | $903 |
"% of holder's portfolio" is PESPX's weight in each manager's 13F, not the share of BNYM Midcap Index-Inv the manager owns.