BKLC Institutional Ownership
BNY Mellon US Large Cap Core Equity ETF
1W: -0.2%
1M: +0.8%
3M: +2.4%
YTD: +13.4%
1Y: +16.1%
3Y: +90.0%
5Y: +87.0%
$49.23
+0.36 (+0.74%)
Weekly Expected Move ±1.4%
$48
$49
$49
$50
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — BKLC
171
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
31
New Positions
60
Increased
51
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (188 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | 10,957,162 | $539M | +5,031,584 | +84.9% | 11Q | SEC ↗ |
| 2 | SENTINEL PENSION ADVISORS, LLC | 3,089,007 | $152M | +2,091,810 | +209.8% | 18Q | SEC ↗ |
| 3 | Integrated Wealth Concepts LLC | 2,945,201 | $145M | +55,455 | +1.9% | 22Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1,798,540 | $89M | +272,294 | +17.8% | 24Q | SEC ↗ |
| 5 | MORGAN STANLEY | 1,591,662 | $78M | +1,115,578 | +234.3% | 13Q | SEC ↗ |
| 6 | Aptus Capital Advisors, LLC | 815,965 | $40M | -104,846 | -11.4% | 10Q | SEC ↗ |
| 7 | Wealthspire Advisors, LLC | 687,689 | $34M | +679,072 | +7880.6% | 5Q | SEC ↗ |
| 8 | GM Advisory Group, LLC | 622,092 | $31M | +80,131 | +14.8% | 8Q | SEC ↗ |
| 9 | Stadion Money Management, LLC | 574,513 | $28M | -32,996 | -5.4% | 11Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 519,190 | $26M | -77,057 | -12.9% | 8Q | SEC ↗ |
| 11 | Tidal Investments LLC | 409,475 | $20M | -318,812 | -43.8% | 6Q | SEC ↗ |
| 12 | WOODARD & CO ASSET MANAGEMENT GROUP IN | 390,319 | $19M | +132,942 | +51.7% | 6Q | SEC ↗ |
| 13 | LPL Financial LLC | 367,942 | $18M | +116,481 | +46.3% | 20Q | SEC ↗ |
| 14 | JDM Financial Group LLC | 343,702 | $17M | +80,505 | +30.6% | 9Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 324,262 | $16M | -87,385 | -21.2% | 21Q | SEC ↗ |
| 16 | Zhang Financial LLC | 290,869 | $14M | -12,518 | -4.1% | 22Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 280,378 | $14M | -8,948 | -3.1% | 18Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 211,293 | $10M | +206,102 | +3970.4% | 13Q | SEC ↗ |
| 19 | WealthBridge Capital Management, LLC | 155,823 | $8M | +9,904 | +6.8% | 20Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 152,466 | $8M | +3,760 | +2.5% | 13Q | SEC ↗ |
| 21 | MGO ONE SEVEN LLC | 146,767 | $7M | +7,109 | +5.1% | 9Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 141,380 | $7M | +71,459 | +102.2% | 10Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 128,639 | $6M | +17,699 | +16.0% | 18Q | SEC ↗ |
| 24 | VAQUERO PRIVATE WEALTH, LTD NEW | 126,339 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Carolina Wealth Advisors, LLC | 118,144 | $6M | +5,580 | +5.0% | 5Q | SEC ↗ |
| 26 | Principia Wealth Advisory, LLC | 102,922 | $5M | +3,002 | +3.0% | 5Q | SEC ↗ |
| 27 | UBS Group AG | 99,349 | $5M | -4,667 | -4.5% | 18Q | SEC ↗ |
| 28 | Advisors Preferred, LLC | 89,643 | $4M | — | +0.0% | 12Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 82,378 | $4M | +24,227 | +41.7% | 24Q | SEC ↗ |
| 30 | CRUX WEALTH ADVISORS | 69,947 | $3M | +1,367 | +2.0% | 6Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 69,204 | $3M | -9,347 | -11.9% | 9Q | SEC ↗ |
| 32 | IFP Advisors, Inc | 50,408 | $2M | -6,008 | -10.6% | 10Q | SEC ↗ |
| 33 | DAVENPORT & Co LLC | 47,477 | $2M | +44,966 | +1790.8% | 2Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 41,123 | $2M | -2,044 | -4.7% | 4Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 39,043 | $2M | +3,004 | +8.3% | 6Q | SEC ↗ |
| 36 | PARK AVENUE SECURITIES LLC | 37,418 | $2M | +5,302 | +16.5% | 5Q | SEC ↗ |
| 37 | Wealth Forward, LLC | 35,865 | $2M | +863 | +2.5% | 11Q | SEC ↗ |
| 38 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 34,326 | $2M | +29,754 | +650.8% | 3Q | SEC ↗ |
| 39 | Strategic Financial Planning, Inc. | 32,027 | $2M | -82,179 | -72.0% | 3Q | SEC ↗ |
| 40 | GOLDMAN SACHS GROUP INC | 29,561 | $1M | -12,847 | -30.3% | 3Q | SEC ↗ |
| 41 | AQR CAPITAL MANAGEMENT LLC | 26,625 | $1M | -34 | -0.1% | 3Q | SEC ↗ |
| 42 | Sanctuary Advisors, LLC | 26,560 | $1M | +15,214 | +134.1% | 8Q | SEC ↗ |
| 43 | GenTrust, LLC | 24,351 | $1M | -9,535 | -28.1% | 6Q | SEC ↗ |
| 44 | Vanguard National Trust Co | 23,275 | $1M | -213 | -0.9% | 2Q | SEC ↗ |
| 45 | Symphony Financial, Ltd. Co. | 22,695 | $1M | -9,963 | -30.5% | 5Q | SEC ↗ |
| 46 | FMR LLC | 22,180 | $1M | +11,088 | +100.0% | 13Q | SEC ↗ |
| 47 | Advisory Services Network, LLC | 21,511 | $1M | +2,300 | +12.0% | 5Q | SEC ↗ |
| 48 | RAYMOND JAMES FINANCIAL INC | 21,241 | $1M | -15,221 | -41.7% | 7Q | SEC ↗ |
| 49 | Optiver Holding B.V. | 21,000 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 50 | MML INVESTORS SERVICES, LLC | 20,969 | $1M | +3,637 | +21.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VAQUERO PRIVATE WEALTH, LTD | 126,339 | $6M |
| Vestmark Advisory Solutions, Inc. | 11,580 | $570K |
| ELEVATION POINT WEALTH PARTNERS, LL | 11,580 | $570K |
| HRT FINANCIAL LP | 9,987 | $492K |
| Andina Capital Management, LLC | 9,976 | $491K |
| Quantinno Capital Management LP | 9,574 | $471K |
| Tower Research Capital LLC (TRC) | 5,848 | $288K |
| Arlington Trust Co LLC | 5,675 | $279K |
| Western Wealth Management, LLC | 5,317 | $262K |
| Penobscot Investment Management Com | 4,749 | $234K |
| Foundations Investment Advisors, LL | 4,271 | $210K |
| CITIGROUP INC | 3,864 | $190K |
| Oath Planning, LLC | 3,166 | $156K |
| Keyes, Stange & Wooten Wealth Manag | 2,957 | $146K |
| Peterson Wealth Advisors, LLC | 2,928 | $144K |
| Creative Planning | 2,925 | $144K |
| BlackRock, Inc. | 2,308 | $114K |
| StoneX Group Inc. | 2,129 | $105K |
| Tidemark, LLC | 1,991 | $98K |
| OneDigital Investment Advisors LLC | 1,817 | $89K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Main Management Fund Advisors LLC | 1,592,635 | $78M |
| Ferguson Shapiro LLC | 141,392 | $7M |
| WIN ADVISORS, INC | 78,689 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,813 | $1M |
| SILVER OAK SECURITIES, INCORPORATED | 14,660 | $722K |
| Elevation Capital Advisory, LLC | 14,312 | $705K |
| JANE STREET GROUP, LLC | 12,530 | $617K |
| GTS SECURITIES LLC | 9,580 | $472K |
| BANK OF MONTREAL /CAN | 5,270 | $259K |
| Fisher Asset Management, LLC | 5,179 | $255K |
| Pinnacle Wealth Management, LLC | 4,820 | $237K |
| Clear Point Advisors Inc. | 4,455 | $219K |
| Mayflower Financial Advisors, LLC | 4,216 | $208K |
| ShoreHaven Wealth Partners, LLC | 2,874 | $141K |
| Orion Porfolio Solutions, LLC | 2,705 | $133K |
| Castleview Partners, LLC | 2,206 | $109K |
| Private Advisor Group, LLC | 2,030 | $100K |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,010 | $99K |
| Virtue Capital Management, LLC | 1,672 | $82K |
| Rockefeller Capital Management L.P. | 1,597 | $79K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RPOA Advisors, Inc. | +5,031,584 | +84.9% | 10,957,162 |
| SENTINEL PENSION ADVISORS, LLC | +2,091,810 | +209.8% | 3,089,007 |
| MORGAN STANLEY | +1,115,578 | +234.3% | 1,591,662 |
| Wealthspire Advisors, LLC | +679,072 | +7880.6% | 687,689 |
| Bank of New York Mellon Corp | +272,294 | +17.8% | 1,798,540 |
| HighTower Advisors, LLC | +206,102 | +3970.4% | 211,293 |
| WOODARD & CO ASSET MANAGEMENT GROUP | +132,942 | +51.7% | 390,319 |
| LPL Financial LLC | +116,481 | +46.3% | 367,942 |
| JDM Financial Group LLC | +80,505 | +30.6% | 343,702 |
| GM Advisory Group, LLC | +80,131 | +14.8% | 622,092 |
| Cetera Investment Advisers | +71,459 | +102.2% | 141,380 |
| Integrated Wealth Concepts LLC | +55,455 | +1.9% | 2,945,201 |
| DAVENPORT & Co LLC | +44,966 | +1790.8% | 47,477 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +29,754 | +650.8% | 34,326 |
| OSAIC HOLDINGS, INC. | +24,227 | +41.7% | 82,378 |
| ENVESTNET ASSET MANAGEMENT INC | +17,699 | +16.0% | 128,639 |
| Sanctuary Advisors, LLC | +15,214 | +134.1% | 26,560 |
| FMR LLC | +11,088 | +100.0% | 22,180 |
| WealthBridge Capital Management, LL | +9,904 | +6.8% | 155,823 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +9,403 | +565.1% | 11,067 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Tidal Investments LLC | -318,812 | -43.8% | 409,475 |
| Aptus Capital Advisors, LLC | -104,846 | -11.4% | 815,965 |
| ROYAL BANK OF CANADA | -87,385 | -21.2% | 324,262 |
| Strategic Financial Planning, Inc. | -82,179 | -72.0% | 32,027 |
| AMERIPRISE FINANCIAL INC | -77,057 | -12.9% | 519,190 |
| KMG FIDUCIARY PARTNERS, LLC | -61,456 | -97.1% | 1,814 |
| Stadion Money Management, LLC | -32,996 | -5.4% | 574,513 |
| RAYMOND JAMES FINANCIAL INC | -15,221 | -41.7% | 21,241 |
| GOLDMAN SACHS GROUP INC | -12,847 | -30.3% | 29,561 |
| Zhang Financial LLC | -12,518 | -4.1% | 290,869 |
| Symphony Financial, Ltd. Co. | -9,963 | -30.5% | 22,695 |
| GenTrust, LLC | -9,535 | -28.1% | 24,351 |
| JPMORGAN CHASE & CO | -9,347 | -11.9% | 69,204 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -8,948 | -3.1% | 280,378 |
| Capital Analysts, LLC | -7,113 | -52.2% | 6,505 |
| IFP Advisors, Inc | -6,008 | -10.6% | 50,408 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,091 | -37.8% | 8,380 |
| UBS Group AG | -4,667 | -4.5% | 99,349 |
| Savvy Advisors, Inc. | -3,487 | -43.2% | 4,591 |
| NewEdge Advisors, LLC | -2,044 | -4.7% | 41,123 |