BKMC Institutional Ownership
BNY Mellon US Mid Cap Core Equity ETF
1W: +0.0%
1M: -3.4%
3M: -4.4%
YTD: +7.1%
1Y: +9.3%
3Y: +53.9%
5Y: +38.2%
$39.09
+0.35 (+0.91%)
Weekly Expected Move ±1.5%
$38
$39
$39
$40
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BKMC
48
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
560M
Total Invested
9
New Positions
16
Increased
15
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RPOA Advisors, Inc. | 3,459,848 | $135M | +1,674,730 | +93.8% | 11Q | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 648,070 | $25M | +97,611 | +17.7% | 24Q | SEC ↗ |
| 3 | Diversify Advisory Services, LLC NEW | 142,329 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 4 | DIVERSIFY WEALTH MANAGEMENT, LLC | 142,329 | $6M | +91,867 | +182.1% | 9Q | SEC ↗ |
| 5 | Kingsview Wealth Management, LLC NEW | 82,344 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Geneos Wealth Management Inc. | 64,532 | $3M | -4,983 | -7.2% | 23Q | SEC ↗ |
| 7 | SENTINEL PENSION ADVISORS, LLC | 26,224 | $1M | +18,955 | +260.8% | 9Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 25,679 | $1M | +124 | +0.5% | 15Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 14,191 | $555K | +770 | +5.7% | 22Q | SEC ↗ |
| 10 | MORGAN STANLEY | 11,879 | $464K | +2,191 | +22.6% | 15Q | SEC ↗ |
| 11 | Zhang Financial LLC | 10,425 | $407K | -1,006 | -8.8% | 19Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 9,692 | $379K | +138 | +1.4% | 10Q | SEC ↗ |
| 13 | Symphony Financial, Ltd. Co. | 8,795 | $344K | +200 | +2.3% | 4Q | SEC ↗ |
| 14 | Key Financial Inc | 7,705 | $301K | +452 | +6.2% | 9Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 7,632 | $298K | +103 | +1.4% | 9Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 7,428 | $290K | +2,594 | +53.7% | 2Q | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 6,666 | $261K | -299 | -4.3% | 5Q | SEC ↗ |
| 18 | LPL Financial LLC | 5,563 | $217K | -237 | -4.1% | 10Q | SEC ↗ |
| 19 | CRUX WEALTH ADVISORS | 5,177 | $202K | -151 | -2.8% | 6Q | SEC ↗ |
| 20 | INSIGNEO ADVISORY SERVICES, LLC | 4,954 | $194K | -4 | -0.1% | 3Q | SEC ↗ |
| 21 | Sunrise Financial Services, LLC | 4,946 | $193K | -63 | -1.3% | 3Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 4,823 | $189K | -392 | -7.5% | 16Q | SEC ↗ |
| 23 | FLOW TRADERS U.S. LLC | 4,045 | $158K | -82,105 | -95.3% | 7Q | SEC ↗ |
| 24 | PRINCIPAL SECURITIES, INC. | 3,487 | $136K | -11 | -0.3% | 11Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 3,434 | $134K | +1,834 | +114.6% | 2Q | SEC ↗ |
| 26 | FMR LLC | 3,165 | $124K | +1,479 | +87.7% | 11Q | SEC ↗ |
| 27 | Equitable Holdings, Inc. | 3,103 | $121K | +676 | +27.9% | 2Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 2,284 | $89K | +2,007 | +724.5% | 8Q | SEC ↗ |
| 29 | Krilogy Financial LLC | 2,210 | $86K | -91 | -4.0% | 2Q | SEC ↗ |
| 30 | Fifth Third Wealth Advisors LLC | 2,084 | $81K | — | +0.0% | 4Q | SEC ↗ |
| 31 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 2,000 | $78K | — | +0.0% | 5Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors NEW | 1,807 | $71K | — | +0.0% | 1Q | SEC ↗ |
| 33 | M&T Bank Corp NEW | 1,800 | $70K | — | +0.0% | 1Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC NEW | 1,784 | $70K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Arlington Trust Co LLC NEW | 1,260 | $49K | — | +0.0% | 1Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV NEW | 665 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 37 | VANGUARD ADVISERS INC | 584 | $23K | — | +0.0% | 2Q | SEC ↗ |
| 38 | UBS Group AG | 497 | $19K | -504 | -50.3% | 20Q | SEC ↗ |
| 39 | Kings Path Partners LLC | 196 | $8K | — | +0.0% | 4Q | SEC ↗ |
| 40 | PRIVATE TRUST CO NA | 163 | $6K | — | +0.0% | 2Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC NEW | 119 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Global Retirement Partners, LLC NEW | 74 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 21 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 44 | HARBOUR INVESTMENTS, INC. | 18 | $1K | — | +0.0% | 6Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 0 | $0K | -532 | -100.0% | 2Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 0 | $0K | -61 | -100.0% | 1Q | SEC ↗ |
| 47 | TWO SIGMA INVESTMENTS, LP | 0 | $0K | -9,423 | -100.0% | 1Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 0 | $0K | — | — | 8Q | SEC ↗ |
| 49 | AE Wealth Management LLC | 0 | $0K | -350 | -100.0% | 1Q | SEC ↗ |
| 50 | GOLDMAN SACHS GROUP INC | 0 | $0K | -37,453 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 142,329 | $6M |
| Kingsview Wealth Management, LLC | 82,344 | $3M |
| Cambridge Investment Research Advis | 1,807 | $71K |
| M&T Bank Corp | 1,800 | $70K |
| RAYMOND JAMES FINANCIAL INC | 1,784 | $70K |
| Arlington Trust Co LLC | 1,260 | $49K |
| MERCER GLOBAL ADVISORS INC /ADV | 665 | $26K |
| Integrated Wealth Concepts LLC | 119 | $5K |
| Global Retirement Partners, LLC | 74 | $3K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 37,453 | $1M |
| TWO SIGMA INVESTMENTS, LP | 9,423 | $368K |
| Rockefeller Capital Management L.P. | 532 | $21K |
| AE Wealth Management LLC | 350 | $14K |
| Advisory Services Network, LLC | 61 | $2K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RPOA Advisors, Inc. | +1,674,730 | +93.8% | 3,459,848 |
| Bank of New York Mellon Corp | +97,611 | +17.7% | 648,070 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +91,867 | +182.1% | 142,329 |
| SENTINEL PENSION ADVISORS, LLC | +18,955 | +260.8% | 26,224 |
| CITADEL ADVISORS LLC | +2,594 | +53.7% | 7,428 |
| MORGAN STANLEY | +2,191 | +22.6% | 11,879 |
| ROYAL BANK OF CANADA | +2,007 | +724.5% | 2,284 |
| JPMORGAN CHASE & CO | +1,834 | +114.6% | 3,434 |
| FMR LLC | +1,479 | +87.7% | 3,165 |
| OSAIC HOLDINGS, INC. | +770 | +5.7% | 14,191 |
| Equitable Holdings, Inc. | +676 | +27.9% | 3,103 |
| Key Financial Inc | +452 | +6.2% | 7,705 |
| Symphony Financial, Ltd. Co. | +200 | +2.3% | 8,795 |
| Cetera Investment Advisers | +138 | +1.4% | 9,692 |
| BANK OF AMERICA CORP /DE | +124 | +0.5% | 25,679 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +103 | +1.4% | 7,632 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | -82,105 | -95.3% | 4,045 |
| Geneos Wealth Management Inc. | -4,983 | -7.2% | 64,532 |
| Zhang Financial LLC | -1,006 | -8.8% | 10,425 |
| UBS Group AG | -504 | -50.3% | 497 |
| ENVESTNET ASSET MANAGEMENT INC | -392 | -7.5% | 4,823 |
| Financial Engines Advisors L.L.C. | -299 | -4.3% | 6,666 |
| LPL Financial LLC | -237 | -4.1% | 5,563 |
| CRUX WEALTH ADVISORS | -151 | -2.8% | 5,177 |
| Krilogy Financial LLC | -91 | -4.0% | 2,210 |
| Sunrise Financial Services, LLC | -63 | -1.3% | 4,946 |
| PRINCIPAL SECURITIES, INC. | -11 | -0.3% | 3,487 |
| INSIGNEO ADVISORY SERVICES, LLC | -4 | -0.1% | 4,954 |