BKAG Institutional Ownership
BNY Mellon Core Bond ETF
1W: -0.7%
1M: -3.0%
3M: -4.8%
YTD: -5.5%
1Y: -5.6%
3Y: +8.3%
5Y: -7.6%
$39.82
-0.10 (-0.25%)
Weekly Expected Move ±0.7%
$39
$40
$40
$40
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BKAG
101
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
12
New Positions
56
Increased
28
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (108 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | 20,729,160 | $825M | +110,261 | +0.5% | 11Q | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 6,294,450 | $251M | +1,014,222 | +19.2% | 24Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,445,005 | $97M | +67,125 | +2.8% | 15Q | SEC ↗ |
| 4 | TOTAL INVESTMENT MANAGEMENT INC | 1,732,205 | $69M | +13,897 | +0.8% | 21Q | SEC ↗ |
| 5 | Talon Private Wealth, LLC | 1,225,426 | $49M | +24,561 | +2.0% | 2Q | SEC ↗ |
| 6 | Aptus Capital Advisors, LLC | 1,137,964 | $45M | +48,116 | +4.4% | 12Q | SEC ↗ |
| 7 | Signal Advisors Wealth, LLC | 1,062,469 | $42M | +234,982 | +28.4% | 8Q | SEC ↗ |
| 8 | Tanager Wealth Management LLP | 1,018,696 | $41M | -185,899 | -15.4% | 15Q | SEC ↗ |
| 9 | Brookstone Capital Management | 1,010,180 | $40M | +11,756 | +1.2% | 8Q | SEC ↗ |
| 10 | CENTRAL TRUST Co | 941,445 | $37M | +237,633 | +33.8% | 15Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC | 900,167 | $36M | +37,376 | +4.3% | 21Q | SEC ↗ |
| 12 | Stadion Money Management, LLC | 798,129 | $32M | +12,919 | +1.6% | 18Q | SEC ↗ |
| 13 | Glen Eagle Advisors, LLC | 699,904 | $28M | -16,446 | -2.3% | 13Q | SEC ↗ |
| 14 | Wealthspire Advisors, LLC NEW | 676,711 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 15 | GM Advisory Group, LLC | 615,975 | $25M | +31,715 | +5.4% | 8Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 491,335 | $20M | +19,515 | +4.1% | 8Q | SEC ↗ |
| 17 | CRUX WEALTH ADVISORS | 323,784 | $13M | +979 | +0.3% | 6Q | SEC ↗ |
| 18 | Carolina Wealth Advisors, LLC | 306,994 | $12M | +5,776 | +1.9% | 5Q | SEC ↗ |
| 19 | Lord & Richards Wealth Management, LLC | 255,358 | $10M | +15,642 | +6.5% | 7Q | SEC ↗ |
| 20 | MORGAN STANLEY | 238,030 | $9M | +4,157 | +1.8% | 16Q | SEC ↗ |
| 21 | Wealth Forward, LLC | 212,034 | $8M | +4,155 | +2.0% | 4Q | SEC ↗ |
| 22 | Tailwinds Wealth, LLC | 189,927 | $8M | +126,389 | +198.9% | 3Q | SEC ↗ |
| 23 | SevenBridge Financial Group, LLC | 171,841 | $7M | +8,727 | +5.4% | 7Q | SEC ↗ |
| 24 | LPL Financial LLC | 171,573 | $7M | -6,499 | -3.6% | 18Q | SEC ↗ |
| 25 | MARIPAU WEALTH MANAGEMENT LLC | 169,814 | $7M | +23,247 | +15.9% | 9Q | SEC ↗ |
| 26 | Curran Financial Partners, LLC | 149,356 | $6M | -171,333 | -53.4% | 4Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 143,614 | $6M | +66,086 | +85.2% | 24Q | SEC ↗ |
| 28 | Symphony Financial, Ltd. Co. | 121,552 | $5M | +6,252 | +5.4% | 5Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 117,261 | $5M | -11,340 | -8.8% | 10Q | SEC ↗ |
| 30 | Sightline Wealth Advisors, LLC | 112,492 | $4M | +13,426 | +13.6% | 3Q | SEC ↗ |
| 31 | Equitable Holdings, Inc. | 111,661 | $4M | +2,749 | +2.5% | 6Q | SEC ↗ |
| 32 | Second Line Capital, LLC | 106,590 | $4M | +2,558 | +2.5% | 11Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 104,107 | $4M | +2,171 | +2.1% | 10Q | SEC ↗ |
| 34 | GUARDIAN WEALTH ADVISORS, LLC / NC | 102,787 | $4M | +14,320 | +16.2% | 4Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 101,820 | $4M | -21,077 | -17.2% | 7Q | SEC ↗ |
| 36 | First Heartland Consultants, Inc. | 88,101 | $4M | -121,839 | -58.0% | 12Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO | 82,174 | $3M | +64,342 | +360.8% | 3Q | SEC ↗ |
| 38 | Merited Wealth, LLC | 82,171 | $3M | +64,339 | +360.8% | 2Q | SEC ↗ |
| 39 | Advisory Services Network, LLC | 70,821 | $3M | +5,739 | +8.8% | 7Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 65,159 | $3M | +4,175 | +6.8% | 3Q | SEC ↗ |
| 41 | Stiles Financial Services Inc | 62,452 | $2M | +29,627 | +90.3% | 3Q | SEC ↗ |
| 42 | M Holdings Securities, Inc. | 60,439 | $2M | +4,208 | +7.5% | 3Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 54,494 | $2M | +285 | +0.5% | 9Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC NEW | 51,467 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | SENTINEL PENSION ADVISORS, LLC | 50,688 | $2M | -1,183 | -2.3% | 18Q | SEC ↗ |
| 46 | Concurrent Investment Advisors, LLC NEW | 48,609 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | PARK AVENUE SECURITIES LLC | 46,563 | $2M | +5,748 | +14.1% | 2Q | SEC ↗ |
| 48 | Legacy Private Trust Co. | 45,016 | $2M | +6,415 | +16.6% | 5Q | SEC ↗ |
| 49 | JANE STREET GROUP, LLC | 39,242 | $2M | +9,923 | +33.8% | 3Q | SEC ↗ |
| 50 | VestGen Advisors, LLC | 39,094 | $2M | +10,281 | +35.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 676,711 | $27M |
| CITADEL ADVISORS LLC | 51,467 | $2M |
| Concurrent Investment Advisors, LLC | 48,609 | $2M |
| SageView Advisory Group, LLC | 17,409 | $693K |
| FLOW TRADERS U.S. LLC | 9,572 | $381K |
| Foundations Investment Advisors, LL | 9,065 | $361K |
| Strategic Financial Planning, Inc. | 8,579 | $342K |
| Bouchey Financial Group, Ltd. | 5,898 | $235K |
| Oath Planning, LLC | 5,322 | $212K |
| COMPASS FINANCIAL MANAGEMENT LLC | 2,663 | $106K |
| IFP Advisors, Inc | 1,680 | $67K |
| NEW ENGLAND ASSET MANAGEMENT INC | 100 | $4K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BankPlus Wealth Management LLC | 40,522 | $2M |
| GOLDMAN SACHS GROUP INC | 27,969 | $1M |
| Fisher Asset Management, LLC | 19,981 | $796K |
| Magnolia Private Wealth, LLC | 18,934 | $754K |
| CreativeOne Wealth, LLC | 10,503 | $418K |
| SILVER OAK SECURITIES, INCORPORATED | 6,072 | $242K |
| Kestra Advisory Services, LLC | 1,371 | $55K |
| Key Financial Inc | 1,000 | $40K |
| Atlantic Union Bankshares Corp | 669 | $27K |
| ASSETMARK, INC | 158 | $6K |
| Western Wealth Management, LLC | 122 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | +1,014,222 | +19.2% | 6,294,450 |
| CENTRAL TRUST Co | +237,633 | +33.8% | 941,445 |
| Signal Advisors Wealth, LLC | +234,982 | +28.4% | 1,062,469 |
| Tailwinds Wealth, LLC | +126,389 | +198.9% | 189,927 |
| RPOA Advisors, Inc. | +110,261 | +0.5% | 20,729,160 |
| BANK OF AMERICA CORP /DE | +67,125 | +2.8% | 2,445,005 |
| OSAIC HOLDINGS, INC. | +66,086 | +85.2% | 143,614 |
| JPMORGAN CHASE & CO | +64,342 | +360.8% | 82,174 |
| Merited Wealth, LLC | +64,339 | +360.8% | 82,171 |
| Aptus Capital Advisors, LLC | +48,116 | +4.4% | 1,137,964 |
| Integrated Wealth Concepts LLC | +37,376 | +4.3% | 900,167 |
| GM Advisory Group, LLC | +31,715 | +5.4% | 615,975 |
| Stiles Financial Services Inc | +29,627 | +90.3% | 62,452 |
| Talon Private Wealth, LLC | +24,561 | +2.0% | 1,225,426 |
| MARIPAU WEALTH MANAGEMENT LLC | +23,247 | +15.9% | 169,814 |
| ROYAL BANK OF CANADA | +19,515 | +4.1% | 491,335 |
| Lord & Richards Wealth Management, | +15,642 | +6.5% | 255,358 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +14,320 | +16.2% | 102,787 |
| TOTAL INVESTMENT MANAGEMENT INC | +13,897 | +0.8% | 1,732,205 |
| Sightline Wealth Advisors, LLC | +13,426 | +13.6% | 112,492 |