BKCG Institutional Ownership
BNY Mellon Concentrated Growth ETF
1W: +0.1%
1M: +2.4%
3M: +4.6%
YTD: +9.1%
1Y: +11.3%
$39.73
+0.44 (+1.13%)
Weekly Expected Move ±1.8%
$38
$39
$40
$40
$41
Overview
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Institutional Ownership — BKCG
32
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
6
New Positions
6
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fayez Sarofim & Co | 190,665 | 8M | — | +0.0% | 5Q | SEC ↗ |
| 2 | LPL Financial LLC | 53,259 | 2M | +3,428 | +6.9% | 6Q | SEC ↗ |
| 3 | Kaydan Wealth Management, Inc. | 20,193 | 802K | — | +0.0% | 5Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 18,905 | 751K | -499 | -2.6% | 5Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 18,073 | 718K | -5,521 | -23.4% | 6Q | SEC ↗ |
| 6 | Symphony Financial Services, Inc. | 14,236 | 566K | -350 | -2.4% | 6Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 13,623 | 541K | +443 | +3.4% | 5Q | SEC ↗ |
| 8 | Equitable Holdings, Inc. | 11,751 | 467K | -1,100 | -8.6% | 6Q | SEC ↗ |
| 9 | MORGAN STANLEY | 11,617 | 462K | -467 | -3.9% | 6Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 7,509 | 298K | +1,971 | +35.6% | 6Q | SEC ↗ |
| 11 | Cetera Investment Advisers NEW | 6,568 | 261K | — | +0.0% | 1Q | SEC ↗ |
| 12 | SILVER OAK SECURITIES, INCORPORATED | 6,217 | 247K | — | +0.0% | 5Q | SEC ↗ |
| 13 | BridgePort Financial Solutions, LLC | 6,107 | 243K | — | +0.0% | 4Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 6,062 | 241K | -12,801 | -67.9% | 3Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 6,016 | 239K | +20 | +0.3% | 6Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 5,503 | 219K | — | +0.0% | 6Q | SEC ↗ |
| 17 | NorthRock Partners, LLC NEW | 5,502 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC NEW | 5,380 | 214K | — | +0.0% | 1Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 4,571 | 182K | — | +0.0% | 2Q | SEC ↗ |
| 20 | Concord Wealth Partners NEW | 4,477 | 178K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CoreCap Advisors, LLC | 4,190 | 166K | +1 | +0.0% | 5Q | SEC ↗ |
| 22 | FIFTH THIRD BANCORP | 3,093 | 123K | — | +0.0% | 5Q | SEC ↗ |
| 23 | Golden State Wealth Management, LLC | 995 | 40K | — | +0.0% | 6Q | SEC ↗ |
| 24 | FMR LLC | 962 | 38K | -5 | -0.5% | 6Q | SEC ↗ |
| 25 | Global Retirement Partners, LLC NEW | 876 | 35K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Clearstead Advisors, LLC | 757 | 30K | — | +0.0% | 2Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 631 | 25K | +3 | +0.5% | 2Q | SEC ↗ |
| 28 | NATIONAL BANK OF CANADA /FI | 550 | 22K | — | +0.0% | 2Q | SEC ↗ |
| 29 | FIDUCIARY FINANCIAL ADVISORS NEW | 397 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 0 | 0K | -2,692 | -100.0% | 1Q | SEC ↗ |
| 31 | Allworth Financial LP | 0 | 0K | -733 | -100.0% | 2Q | SEC ↗ |
| 32 | UBS Group AG | 0 | 0K | -45 | -100.0% | 4Q | SEC ↗ |
| 33 | Advisory Services Network, LLC | 0 | 0K | -1,050 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Cetera Investment Advisers | 6,568 | 261K |
| NorthRock Partners, LLC | 5,502 | 219K |
| GOLDMAN SACHS GROUP INC | 5,380 | 214K |
| Concord Wealth Partners | 4,477 | 178K |
| Global Retirement Partners, LLC | 876 | 35K |
| FIDUCIARY FINANCIAL ADVISORS | 397 | 16K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 2,692 | 107K |
| Advisory Services Network, LLC | 1,050 | 42K |
| Allworth Financial LP | 733 | 29K |
| UBS Group AG | 45 | 2K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +3,428 | +6.9% | 53,259 |
| OSAIC HOLDINGS, INC. | +1,971 | +35.6% | 7,509 |
| RAYMOND JAMES FINANCIAL INC | +443 | +3.4% | 13,623 |
| Cambridge Investment Research Advis | +20 | +0.3% | 6,016 |
| HARBOUR INVESTMENTS, INC. | +3 | +0.5% | 631 |
| CoreCap Advisors, LLC | +1 | +0.0% | 4,190 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -12,801 | -67.9% | 6,062 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,521 | -23.4% | 18,073 |
| Equitable Holdings, Inc. | -1,100 | -8.6% | 11,751 |
| WELLS FARGO & COMPANY/MN | -499 | -2.6% | 18,905 |
| MORGAN STANLEY | -467 | -3.9% | 11,617 |
| Symphony Financial Services, Inc. | -350 | -2.4% | 14,236 |
| FMR LLC | -5 | -0.5% | 962 |