BNY MELLON ETF TRUST (BKLC)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
147
Reporting holders
$4.0B
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| RPOA Advisors, Inc. | $1.6B | 10,957,162 | 44.75% | 11q | +84.9%+$721.5M |
| Integrated Wealth Concepts LLC | $699.0M | 4,874,815 | 3.41% | 22q | +68.7%+$284.6M |
| Bank of New York Mellon Corp | $257.9M | 1,798,540 | 0.04% | 24q | +17.8%+$39.0M |
| MORGAN STANLEY | $228.2M | 1,591,662 | 0.01% | 13q | +234.3%+$160.0M |
| SENTINEL PENSION ADVISORS, LLC | $146.6M | 3,089,007 | 19.23% | 18q | +209.8%+$99.3M |
| Aptus Capital Advisors, LLC | $117.0M | 815,965 | 0.80% | 10q | -11.4%-$15.0M |
| Wealthspire Advisors, LLC | $98.6M | 687,689 | 0.54% | 5q | +7880.6%+$97.4M |
| Stadion Money Management, LLC | $82.2M | 574,513 | 7.08% | 11q | -5.4%-$4.7M |
| AMERIPRISE FINANCIAL INC | $74.4M | 519,190 | 0.02% | 8q | -56.5%-$96.5M |
| Tidal Investments LLC | $58.5M | 409,475 | 0.10% | 6q | -43.8%-$45.6M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $56.0M | 390,319 | 8.07% | 6q | +51.7%+$19.1M |
| LPL Financial LLC | $52.8M | 367,942 | 0.01% | 20q | +46.3%+$16.7M |
| ROYAL BANK OF CANADA | $46.5M | 324,262 | 0.01% | 21q | -21.2%-$12.5M |
| Zhang Financial LLC | $41.7M | 290,869 | 1.22% | 22q | -4.1%-$1.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.2M | 280,378 | 0.02% | 18q | -3.1%-$1.3M |
| JDM Financial Group LLC | $34.5M | 343,702 | 11.77% | 9q | +30.6%+$8.1M |
| HighTower Advisors, LLC | $30.3M | 211,293 | 0.03% | 13q | +3970.4%+$29.6M |
| WealthBridge Capital Management, LLC | $22.3M | 155,823 | 4.44% | 20q | +6.8%+$1.4M |
| Kestra Advisory Services, LLC | $21.9M | 152,466 | 0.07% | 13q | +2.5%+$539.1K |
| MGO ONE SEVEN LLC | $21.0M | 146,767 | 0.35% | 9q | +5.1%+$1.0M |
| Cetera Investment Advisers | $20.3M | 141,380 | 0.02% | 10q | +102.2%+$10.2M |
| ENVESTNET ASSET MANAGEMENT INC | $18.4M | 128,639 | 0.00% | 18q | +16.0%+$2.5M |
| VAQUERO PRIVATE WEALTH, LTD | $18.1M | 126,339 | 3.73% | new | FIRST |
| Carolina Wealth Advisors, LLC | $16.9M | 118,144 | 6.64% | 5q | +5.0%+$800.1K |
| UBS Group AG | $14.2M | 99,349 | 0.00% | 18q | -4.5%-$669.2K |
| Advisors Preferred, LLC | $12.8M | 89,643 | 1.99% | 12q | HELD |
| OSAIC HOLDINGS, INC. | $11.8M | 82,378 | 0.01% | 24q | +41.7%+$3.5M |
| CRUX WEALTH ADVISORS | $10.0M | 69,947 | 3.48% | 6q | +2.0%+$196.0K |
| JPMORGAN CHASE & CO | $9.9M | 69,204 | 0.00% | 9q | -11.9%-$1.3M |
| IFP Advisors, Inc | $7.2M | 50,408 | 0.13% | 10q | -10.6%-$861.5K |
| DAVENPORT & Co LLC | $6.8M | 47,477 | 0.03% | 2q | +1790.8%+$6.4M |
| NewEdge Advisors, LLC | $5.9M | 41,123 | 0.02% | new | NEW |
| Equitable Holdings, Inc. | $5.6M | 39,043 | 0.03% | 6q | +8.3%+$430.7K |
| Wealth Forward, LLC | $5.1M | 35,865 | 2.56% | 11q | +2.5%+$123.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4.9M | 34,326 | 0.01% | 3q | +650.8%+$4.3M |
| Strategic Financial Planning, Inc. | $4.6M | 32,027 | 2.40% | 3q | -72.0%-$11.8M |
| GOLDMAN SACHS GROUP INC | $4.2M | 29,561 | 0.00% | 3q | -30.3%-$1.8M |
| AQR CAPITAL MANAGEMENT LLC | $3.8M | 26,625 | 0.00% | 3q | HELD |
| Sanctuary Advisors, LLC | $3.8M | 26,560 | 0.02% | 8q | +134.1%+$2.2M |
| GenTrust, LLC | $3.5M | 24,351 | 0.13% | 6q | -28.1%-$1.4M |
| Vanguard National Trust Co | $3.3M | 23,275 | 0.18% | 2q | -0.9%-$30.5K |
| Symphony Financial, Ltd. Co. | $3.2M | 22,695 | 0.35% | 5q | -30.5%-$1.4M |
| FMR LLC | $3.2M | 22,180 | 0.00% | 13q | +100.0%+$1.6M |
| Advisory Services Network, LLC | $3.1M | 21,511 | 0.03% | 5q | +12.0%+$329.8K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 21,241 | 0.00% | 7q | -41.7%-$2.2M |
| Optiver Holding B.V. | $3.0M | 21,000 | 0.00% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $3.0M | 20,969 | 0.01% | 11q | +21.0%+$521.5K |
| Sigma Planning Corp | $3.0M | 20,942 | 0.08% | 5q | +30.9%+$708.8K |
| David Kennon Inc | $2.9M | 20,115 | 0.95% | 10q | +0.7%+$19.9K |
| Stratos Wealth Partners, LTD. | $2.2M | 15,654 | 0.02% | 7q | +3.6%+$78.9K |
| Wealth Group Ltd | $2.0M | 14,058 | 0.39% | 5q | +6.2%+$118.0K |
| PRUDENTIAL PLC | $2.0M | 13,700 | 0.01% | 2q | +12.3%+$215.1K |
| Steward Partners Investment Advisory, LLC | $1.8M | 12,705 | 0.01% | 20q | +2.7%+$47.7K |
| COLLECTIVE FAMILY OFFICE LLC | $1.7M | 11,657 | 0.34% | 11q | -9.1%-$168.3K |
| Vestmark Advisory Solutions, Inc. | $1.7M | 11,580 | 0.02% | new | NEW |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.7M | 11,580 | 0.03% | new | NEW |
| Stiles Financial Services Inc | $1.6M | 11,474 | 0.41% | 7q | -11.6%-$215.5K |
| Herold Advisors, Inc. | $1.6M | 11,174 | 0.32% | 20q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 11,067 | 0.00% | 10q | +565.1%+$1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 11,160 | 0.00% | 12q | +94.3%+$776.6K |
| BANK OF AMERICA CORP /DE/ | $1.5M | 10,573 | 0.00% | 22q | +5.1%+$73.0K |
| Andina Capital Management, LLC | $1.4M | 9,976 | 2.31% | new | NEW |
| Quantinno Capital Management LP | $1.4M | 9,574 | 0.00% | new | NEW |
| Single Point Partners, LLC | $1.3M | 9,142 | 0.23% | 5q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $1.3M | 9,132 | 0.05% | 7q | +17.8%+$198.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 8,380 | 0.00% | 11q | -37.8%-$730.0K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $1.1M | 7,501 | 0.14% | 12q | HELD |
| Krilogy Financial LLC | $999.1K | 6,968 | 0.03% | 3q | -4.1%-$42.3K |
| Lantern Wealth Advisors, LLC | $987.9K | 6,890 | 0.45% | 6q | +8.0%+$73.1K |
| RETIREMENT INCOME SOLUTIONS, INC | $931.1K | 7,460 | 0.16% | 17q | HELD |
| Concurrent Investment Advisors, LLC | $858.4K | 5,986 | 0.01% | 7q | +1.8%+$15.1K |
| Tower Research Capital LLC (TRC) | $838.5K | 5,848 | 0.02% | new | NEW |
| Arlington Trust Co LLC | $813.7K | 5,675 | 0.07% | new | NEW |
| Western Wealth Management, LLC | $762.4K | 5,317 | 0.02% | new | NEW |
| E6 Portfolios, LLC | $738.2K | 5,148 | 0.59% | 3q | +29.5%+$168.2K |
| Corient Private Wealth LP | $711.8K | 4,964 | 0.00% | 3q | +100.0%+$355.9K |
| Penobscot Investment Management Company, Inc. | $681.0K | 4,749 | 0.05% | new | NEW |
| FIRST TRUST ADVISORS LP | $663.6K | 4,628 | 0.00% | 7q | -16.6%-$132.5K |
| Savvy Advisors, Inc. | $658.3K | 4,591 | 0.01% | 2q | -43.2%-$500.0K |
| BBR PARTNERS, LLC | $647.7K | 4,517 | 0.03% | new | NEW |
| Foundations Investment Advisors, LLC | $612.4K | 4,271 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $603.8K | 4,211 | 0.04% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $594.5K | 4,146 | 0.01% | 5q | +31.5%+$142.4K |
| PRINCIPAL SECURITIES, INC. | $588.0K | 4,101 | 0.01% | 11q | -2.0%-$12.0K |
| CHOREO, LLC | $562.8K | 3,925 | 0.01% | 2q | HELD |
| CITIGROUP INC | $554.1K | 3,864 | 0.00% | new | NEW |
| Quadcap Wealth Management, LLC | $499.1K | 3,481 | 0.05% | 11q | -4.9%-$25.8K |
| Oath Planning, LLC | $453.9K | 3,166 | 0.34% | new | NEW |
| BRIGHTON JONES LLC | $450.1K | 3,139 | 0.01% | 2q | HELD |
| Accredited Investors Inc. | $440.2K | 3,070 | 0.02% | 5q | HELD |
| Outlook Wealth Advisors, LLC | $424.3K | 2,959 | 0.09% | 3q | HELD |
| Keyes, Stange & Wooten Wealth Management, LLC | $424.0K | 2,957 | 0.17% | new | NEW |
| Peterson Wealth Advisors, LLC | $419.8K | 2,928 | 0.05% | new | NEW |
| Creative Planning | $419.5K | 2,925 | 0.00% | new | NEW |
| WealthCare Investment Partners, LLC | $413.2K | 2,882 | 0.10% | 11q | HELD |
| Cerity Partners LLC | $412.6K | 2,877 | 0.00% | 8q | -9.2%-$42.0K |
| 626 Financial, LLC | $411.8K | 2,872 | 0.16% | 4q | +11.1%+$41.3K |
| Fiduciary Alliance LLC | $411.2K | 2,868 | 0.03% | 4q | HELD |
| INTEGRITY ALLIANCE, LLC. | $387.9K | 2,705 | 0.01% | 4q | +11.5%+$40.0K |
| WELLS FARGO & COMPANY/MN | $382.6K | 2,668 | 0.00% | 21q | -48.7%-$363.7K |
Showing the largest 100 of 153 reported holders.
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 | 147 | $4.0B | 29,887,174 | 29 | 50 | 31 | 0.0% |
| Q1 2026 | 134 | $2.4B | 19,246,319 | 16 | 47 | 34 | 0.0% |
| Q4 2025 | 138 | $3.1B | 24,045,607 | 27 | 53 | 25 | 0.0% |
| Q3 2025 | 118 | $3.1B | 24,440,956 | 21 | 37 | 27 | 0.0% |
| Q2 2025 | 110 | $2.8B | 23,272,617 | 21 | 36 | 29 | 0.0% |
| Q1 2025 | 93 | $2.5B | 23,893,464 | 22 | 36 | 20 | 0.0% |
| Q4 2024 | 85 | $2.5B | 22,629,166 | 17 | 32 | 17 | 0.0% |
| Q3 2024 | 70 | $2.2B | 19,929,160 | 8 | 31 | 13 | 0.0% |
| Q2 2024 | 69 | $2.0B | 19,285,381 | 15 | 28 | 13 | 0.0% |
| Q1 2024 | 58 | $1.9B | 19,090,485 | 14 | 18 | 12 | 0.0% |
| Q4 2023 | 47 | $1.7B | 19,042,633 | 10 | 18 | 5 | 0.0% |
| Q3 2023 | 34 | $277.2M | 3,421,595 | 5 | 18 | 7 | 0.0% |
| Q2 2023 | 35 | $380.0M | 4,559,125 | 10 | 11 | 8 | 0.0% |
| Q1 2023 | 26 | $252.4M | 3,318,889 | 5 | 10 | 6 | 0.0% |
| Q4 2022 | 20 | $242.1M | 3,453,495 | 0 | 5 | 13 | 0.0% |
| Q3 2022 | 27 | $294.2M | 4,426,417 | 3 | 11 | 7 | 0.0% |
| Q2 2022 | 27 | $317.9M | 4,549,070 | 4 | 14 | 3 | 0.0% |
| Q1 2022 | 28 | $379.3M | 4,466,886 | 9 | 11 | 4 | 0.0% |
| Q4 2021 | 21 | $337.5M | 3,776,769 | 2 | 13 | 3 | 0.0% |
| Q3 2021 | 20 | $271.4M | 3,326,661 | 6 | 5 | 4 | 0.0% |
| Q2 2021 | 15 | $252.2M | 3,099,558 | 4 | 7 | 1 | 0.0% |
| Q1 2021 | 12 | $224.3M | 2,981,064 | 5 | 5 | 1 | 0.0% |
| Q4 2020 | 8 | $100.6M | 1,413,340 | 2 | 3 | 1 | 0.0% |
| Q3 2020 | 6 | $44.9M | 696,264 | 5 | 1 | 0 | 0.0% |
| Q2 2020 | 1 | $1.9M | 32,362 | 1 | 0 | 0 | 0.0% |