BNY MELLON ETF TRUST II (BKDV)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
93
Reporting holders
$1.6B
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $359.9M | 10,745,265 | 0.10% | 4q | +56.2%+$129.5M |
| Bank of New York Mellon Corp | $150.0M | 4,478,242 | 0.02% | 6q | +1.6%+$2.4M |
| Principle Wealth Partners LLC | $136.2M | 4,065,430 | 6.72% | 6q | +2.4%+$3.2M |
| BANK OF AMERICA CORP /DE/ | $129.8M | 3,875,672 | 0.01% | 4q | +12.9%+$14.8M |
| LPL Financial LLC | $127.4M | 3,804,521 | 0.03% | 4q | +280.6%+$93.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $74.7M | 2,231,535 | 0.09% | 6q | HELD |
| Mariner, LLC | $57.8M | 1,725,205 | 0.06% | 2q | +79.7%+$25.6M |
| STIFEL FINANCIAL CORP | $54.4M | 1,625,007 | 0.05% | 5q | +3.1%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $48.8M | 1,457,789 | 0.01% | 6q | +314.5%+$37.0M |
| Bleakley Financial Group, LLC | $39.8M | 1,189,385 | 0.51% | 4q | +239.7%+$28.1M |
| MJP ASSOCIATES INC /ADV | $36.3M | 1,083,118 | 3.97% | 4q | -3.4%-$1.3M |
| Advisor OS, LLC | $36.3M | 1,083,118 | 2.42% | 4q | -3.2%-$1.2M |
| HighTower Advisors, LLC | $30.8M | 920,181 | 0.03% | 6q | +7.3%+$2.1M |
| Integrated Wealth Concepts LLC | $27.7M | 826,583 | 0.13% | 5q | +40.7%+$8.0M |
| TRUIST FINANCIAL CORP | $23.2M | 692,948 | 0.03% | 2q | +278.6%+$17.1M |
| MML INVESTORS SERVICES, LLC | $20.0M | 597,718 | 0.04% | 3q | +2175.5%+$19.1M |
| OSAIC HOLDINGS, INC. | $18.0M | 537,078 | 0.02% | 6q | +84.5%+$8.2M |
| Merit Financial Group, LLC | $16.4M | 489,934 | 0.05% | 6q | +100.7%+$8.2M |
| Private Advisor Group, LLC | $15.8M | 471,371 | 0.07% | new | NEW |
| Steward Partners Investment Advisory, LLC | $12.9M | 385,364 | 0.07% | 6q | -47.7%-$11.8M |
| Trivium Point Advisory, LLC | $12.0M | 359,591 | 1.09% | 6q | +90.4%+$5.7M |
| CRUX WEALTH ADVISORS | $11.3M | 338,200 | 3.93% | 6q | -1.3%-$146.2K |
| StoneCrest Wealth Management, Inc. | $9.8M | 293,642 | 3.14% | 6q | -1.9%-$186.2K |
| JSF Financial, LLC | $8.9M | 264,433 | 1.40% | 3q | +41.6%+$2.6M |
| Ruggaard & Associates LLC | $8.8M | 264,134 | 3.17% | 3q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.2M | 244,837 | 0.39% | 4q | +19.5%+$1.3M |
| FAS Wealth Partners, Inc. | $7.1M | 213,465 | 0.37% | 4q | +110.1%+$3.7M |
| MGO ONE SEVEN LLC | $6.8M | 204,107 | 0.11% | 2q | +2.3%+$156.0K |
| Kestra Advisory Services, LLC | $6.6M | 197,033 | 0.02% | 5q | +143.2%+$3.9M |
| Intentional Wealth Strategies, LLC | $5.7M | 170,948 | 5.37% | 2q | -25.6%-$2.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 139,896 | 0.01% | 3q | -34.2%-$2.5M |
| Maia Wealth LLC | $4.7M | 140,952 | 0.70% | 6q | +10.7%+$456.6K |
| Financial Partners Group, Inc | $4.5M | 134,206 | 0.46% | 6q | +5.1%+$216.2K |
| Equitable Holdings, Inc. | $4.0M | 119,876 | 0.02% | new | NEW |
| Noble Wealth Management PBC | $3.9M | 116,654 | 1.75% | 6q | +26.6%+$821.6K |
| Concurrent Investment Advisors, LLC | $3.8M | 114,487 | 0.03% | new | NEW |
| NewEdge Advisors, LLC | $3.8M | 114,388 | 0.01% | 2q | +581.9%+$3.3M |
| &PARTNERS | $3.8M | 112,665 | 0.02% | 6q | +20.6%+$645.4K |
| American Alpha Advisors, LLC | $3.5M | 104,319 | 1.89% | 6q | +28.7%+$779.4K |
| Next Level Private LLC | $3.2M | 96,305 | 0.63% | 5q | +17.0%+$468.9K |
| Sugar Maple Asset Management, LLC | $3.1M | 93,788 | 2.02% | 3q | +21.9%+$564.2K |
| Sanctuary Advisors, LLC | $3.1M | 93,336 | 0.01% | 6q | +2.2%+$65.9K |
| IFP Advisors, Inc | $3.1M | 91,873 | 0.06% | 4q | +11.7%+$322.6K |
| GGM Financial LLC | $3.0M | 90,191 | 1.15% | 3q | +38.1%+$834.0K |
| SMITH, MOORE & CO. | $2.1M | 64,012 | 0.14% | 7q | HELD |
| OPPENHEIMER & CO INC | $1.7M | 52,052 | 0.02% | 3q | +17.6%+$261.1K |
| Copper Harbor Investment Advisors, LLC | $1.7M | 50,657 | 0.36% | new | FIRST |
| Cerity Partners LLC | $1.6M | 48,303 | 0.00% | 2q | +86.1%+$748.6K |
| Global Retirement Partners, LLC | $1.5M | 44,686 | 0.02% | new | NEW |
| KFA Private Wealth Group, LLC | $1.5M | 43,780 | 0.35% | 3q | +52.9%+$507.2K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.4M | 41,963 | 0.05% | 6q | -4.4%-$64.8K |
| Legacy Capital Wealth Partners, LLC | $1.3M | 39,960 | 0.26% | 3q | +28.4%+$296.0K |
| JPMORGAN CHASE & CO | $1.1M | 32,505 | 0.00% | 3q | -15.8%-$204.9K |
| Baron Wealth Management LLC | $1.1M | 32,419 | 0.28% | 3q | +17.5%+$161.6K |
| 5T Wealth, LLC | $944.1K | 28,190 | 0.35% | 3q | +0.6%+$5.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $938.1K | 28,012 | 0.03% | 3q | -20.3%-$239.5K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $913.8K | 27,286 | 0.13% | 2q | +151.0%+$549.8K |
| COFG Advisors, LLC | $903.1K | 26,967 | 0.16% | new | NEW |
| GTS SECURITIES LLC | $878.5K | 26,231 | 0.02% | 5q | -40.4%-$596.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $861.3K | 25,718 | 0.00% | 2q | -47.7%-$785.5K |
| Trademark Financial Management, LLC | $841.2K | 25,118 | 0.34% | 6q | +48.3%+$273.9K |
| Investment Insight Wealth Management, LLC | $775.0K | 23,141 | 0.67% | 3q | +5.8%+$42.2K |
| Meramec Financial Planners, LLC | $729.5K | 21,659 | 0.27% | 3q | +85.4%+$336.1K |
| BXM Wealth LLC | $682.5K | 20,380 | 0.37% | 3q | +28.7%+$152.2K |
| Advisory Services Network, LLC | $653.5K | 19,515 | 0.01% | 2q | +328.9%+$501.2K |
| NCM Capital Management, LLC | $586.1K | 17,500 | 0.18% | 2q | +43.4%+$177.5K |
| Blueprint Investment Partners LLC | $553.2K | 16,518 | 0.05% | 3q | -1.5%-$8.7K |
| Blueprint Financial Advisors LLC | $553.2K | 16,518 | 0.06% | 3q | -1.5%-$8.7K |
| Qube Research & Technologies Ltd | $493.5K | 14,737 | 0.00% | new | NEW |
| Krilogy Financial LLC | $481.9K | 14,390 | 0.01% | 3q | +5.7%+$26.0K |
| PCG Wealth Advisors, LLC | $449.4K | 13,420 | 0.10% | new | NEW |
| FIDUCIENT ADVISORS LLC | $410.8K | 12,265 | 0.06% | 2q | -19.0%-$96.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $382.6K | 11,424 | 0.00% | 2q | +32.7%+$94.4K |
| MN Wealth Advisors, LLC | $346.5K | 10,346 | 0.15% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $330.4K | 9,866 | 0.01% | 3q | +4.2%+$13.4K |
| Harborfront Financial Group LLC | $301.9K | 9,015 | 1.14% | new | NEW |
| FIFTH THIRD BANCORP | $289.6K | 8,647 | 0.00% | 2q | HELD |
| Essex Bank | $281.2K | 8,399 | 0.06% | 5q | -5.9%-$17.7K |
| TRANSCEND CAPITAL ADVISORS, LLC | $233.6K | 6,976 | 0.02% | new | NEW |
| Perigon Wealth Management, LLC | $230.7K | 6,890 | 0.00% | new | NEW |
| MORGAN STANLEY | $144.0K | 4,300 | 0.00% | new | NEW |
| Prosperity Bancshares Inc | $88.9K | 2,654 | 0.06% | 3q | +578.8%+$75.8K |
| ROYAL BANK OF CANADA | $88.0K | 2,642 | 0.00% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $66.8K | 1,982 | 0.00% | 3q | HELD |
| Fourth Dimension Wealth, LLC | $66.2K | 1,977 | 0.02% | new | NEW |
| Atlantic Union Bankshares Corp | $41.9K | 1,250 | 0.00% | 4q | HELD |
| Clearstead Advisors, LLC | $33.3K | 995 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $32.9K | 981 | 0.00% | 2q | +178.7%+$21.1K |
| HARBOUR INVESTMENTS, INC. | $11.7K | 349 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $9.3K | 277,218 | 0.01% | 3q | +100.8%+$4.7K |
| SITTNER & NELSON, LLC | $8.9K | 266 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $8.8K | 264 | 0.00% | 2q | -37.3%-$5.2K |
| Thrivent Financial for Lutherans | $7.5K | 223,107 | 0.01% | 2q | +2.7% |
| SWAN Capital LLC | $4.1K | 121 | 0.00% | new | NEW |
| UBS Group AG | $3.1K | 94 | 0.00% | 2q | +10.6% |
| PARK AVENUE SECURITIES LLC | $2.6K | 78,210 | 0.02% | 4q | +13.2% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Principle Wealth Partners LLC | 7.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 93 | $1.6B | 47,316,130 | 16 | 51 | 17 | 0.0% |
| Q1 2026 | 78 | $1.0B | 34,112,746 | 18 | 47 | 6 | 0.0% |
| Q4 2025 | 63 | $688.3M | 23,702,069 | 22 | 27 | 9 | 0.0% |
| Q3 2025 | 40 | $393.8M | 14,168,594 | 11 | 20 | 6 | 0.0% |
| Q2 2025 | 31 | $305.4M | 11,478,806 | 10 | 14 | 3 | 0.0% |
| Q1 2025 | 26 | $186.3M | 7,368,173 | 23 | 1 | 0 | 0.0% |
| Q4 2024 | 4 | $1.8M | 72,757 | 3 | 0 | 0 | 0.0% |