$24.97

+0.04 (+0.14%)

Weekly Expected Move ±0.9%

$25 $25 $25 $25 $26

ETF NASDAQ · AUM $1.6B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — BKMI

Institutional Holders

+17 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (72 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Bank of New York Mellon Corp	60,561,171	1.5B	-873,876	-1.4%	2Q	SEC ↗
2	SECURITY NATIONAL BANK OF SO DAK	471,246	12M	+12,159	+2.6%	2Q	SEC ↗
3	SECURITY NATIONAL BANK OF SIOUX CITY I	449,497	11M	+2,771	+0.6%	2Q	SEC ↗
4	SageView Advisory Group, LLC	261,058	7M	+3,396	+1.3%	2Q	SEC ↗
5	BESSEMER GROUP INC	124,305	3M	—	+0.0%	2Q	SEC ↗
6	BROWN ADVISORY INC NEW	91,933	2M	—	+0.0%	1Q	SEC ↗
7	M&T Bank Corp	86,894	2M	+8,560	+10.9%	2Q	SEC ↗
8	JANE STREET GROUP, LLC	83,823	2M	-22,099	-20.9%	2Q	SEC ↗
9	MORGAN STANLEY	57,274	1M	+5,940	+11.6%	2Q	SEC ↗
10	RAYMOND JAMES FINANCIAL INC	56,753	1M	+19,834	+53.7%	2Q	SEC ↗
11	Fiduciary Trust Co	52,360	1M	—	+0.0%	2Q	SEC ↗
12	FIFTH THIRD BANCORP	50,260	1M	+5,464	+12.2%	2Q	SEC ↗
13	TWIN FOCUS CAPITAL PARTNERS, LLC	49,504	1M	—	+0.0%	2Q	SEC ↗
14	Parkside Financial Bank & Trust	46,667	1M	-714	-1.5%	2Q	SEC ↗
15	Janney Montgomery Scott LLC	46,587	1M	+35,288	+312.3%	2Q	SEC ↗
16	COLLECTIVE FAMILY OFFICE LLC NEW	38,689	966K	—	+0.0%	1Q	SEC ↗
17	GOLDMAN SACHS GROUP INC	37,819	944K	-127,913	-77.2%	2Q	SEC ↗
18	Clearstead Advisors, LLC	36,005	899K	—	+0.0%	2Q	SEC ↗
19	FRANKLIN RESOURCES INC	34,708	867K	—	+0.0%	2Q	SEC ↗
20	LPL Financial LLC NEW	31,607	789K	—	+0.0%	1Q	SEC ↗
21	CAPTRUST FINANCIAL ADVISORS	28,954	723K	+1	+0.0%	2Q	SEC ↗
22	INTEGRITY ALLIANCE, LLC.	28,546	713K	+2,709	+10.5%	2Q	SEC ↗
23	Trivium Point Advisory, LLC	25,241	630K	—	+0.0%	2Q	SEC ↗
24	FLPUTNAM INVESTMENT MANAGEMENT CO	24,423	610K	—	+0.0%	2Q	SEC ↗
25	PNC Financial Services Group, Inc.	19,501	487K	-35,911	-64.8%	2Q	SEC ↗
26	ROYAL BANK OF CANADA	17,721	442K	-7,105	-28.6%	2Q	SEC ↗
27	CITADEL ADVISORS LLC	17,634	440K	+8,199	+86.9%	2Q	SEC ↗
28	ZWJ INVESTMENT COUNSEL INC NEW	15,930	398K	—	+0.0%	1Q	SEC ↗
29	Corient Private Wealth LP	14,359	359K	—	+0.0%	2Q	SEC ↗
30	Essex Financial Services, Inc.	14,164	354K	+15	+0.1%	2Q	SEC ↗
31	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	13,920	348K	—	+0.0%	2Q	SEC ↗
32	CERTUITY, LLC	13,165	329K	—	+0.0%	2Q	SEC ↗
33	KEYBANK NATIONAL ASSOCIATION/OH	13,163	329K	-24,297	-64.9%	2Q	SEC ↗
34	NTV Asset Management LLC	12,815	320K	-3,000	-19.0%	2Q	SEC ↗
35	Creative Planning	12,621	315K	—	+0.0%	2Q	SEC ↗
36	Pathstone Holdings, LLC	11,963	299K	—	+0.0%	2Q	SEC ↗
37	Newman Dignan & Sheerar, Inc.	11,858	296K	+76	+0.6%	2Q	SEC ↗
38	Washington Trust Advisors, Inc. NEW	11,627	290K	—	+0.0%	1Q	SEC ↗
39	Greenwich Wealth Management LLC	10,775	269K	—	+0.0%	2Q	SEC ↗
40	Bison Wealth, LLC NEW	10,572	264K	—	+0.0%	1Q	SEC ↗
41	Clean Yield Group	10,529	263K	—	+0.0%	2Q	SEC ↗
42	NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW	10,503	262K	—	+0.0%	1Q	SEC ↗
43	MONECO ADVISORS, LLC NEW	10,466	261K	—	+0.0%	1Q	SEC ↗
44	Belpointe Asset Management LLC	10,310	257K	—	+0.0%	2Q	SEC ↗
45	CLIFTONLARSONALLEN WEALTH ADVISORS, LL	10,222	255K	—	+0.0%	2Q	SEC ↗
46	HighTower Advisors, LLC	9,345	233K	—	+0.0%	2Q	SEC ↗
47	Radnor Capital Management, LLC NEW	9,310	232K	—	+0.0%	1Q	SEC ↗
48	Waldron Private Wealth LLC	8,769	219K	—	+0.0%	2Q	SEC ↗
49	PRINCIPAL SECURITIES, INC.	8,686	217K	—	+0.0%	2Q	SEC ↗
50	Signature Resources Capital Management	8,358	209K	—	+0.0%	2Q	SEC ↗

Recent Activity

New Positions (17)

Holder	Shares	Value
BROWN ADVISORY INC	91,933	2M
COLLECTIVE FAMILY OFFICE LLC	38,689	966K
LPL Financial LLC	31,607	789K
ZWJ INVESTMENT COUNSEL INC	15,930	398K
Washington Trust Advisors, Inc.	11,627	290K
Bison Wealth, LLC	10,572	264K
NORTHWESTERN MUTUAL WEALTH MANAGEME	10,503	262K
MONECO ADVISORS, LLC	10,466	261K
Radnor Capital Management, LLC	9,310	232K
Balentine LLC	6,503	162K
TRUST CO OF VERMONT	6,250	156K
OSAIC HOLDINGS, INC.	6,048	151K
First Command Advisory Services, In	5,086	127K
ASSETMARK, INC	2,205	55K
ST GERMAIN D J CO INC	1,465	37K
MERCER GLOBAL ADVISORS INC /ADV	194	5K
Farther Finance Advisors, LLC	186	5K

Sold Out (6)

Holder	Prev Shares	Prev Value
OLD MISSION CAPITAL LLC	24,583	614K
WELLS FARGO & COMPANY/MN	17,242	431K
Cresset Asset Management, LLC	15,993	399K
Northstar Financial Companies, Inc.	12,163	304K
TIAA TRUST, NATIONAL ASSOCIATION	10,551	263K
CITIGROUP INC	7,716	193K

Biggest Increases (14)

Holder	Added	Change %	Total Shares
Janney Montgomery Scott LLC	+35,288	+312.3%	46,587
RAYMOND JAMES FINANCIAL INC	+19,834	+53.7%	56,753
SECURITY NATIONAL BANK OF SO DAK	+12,159	+2.6%	471,246
M&T Bank Corp	+8,560	+10.9%	86,894
CITADEL ADVISORS LLC	+8,199	+86.9%	17,634
MORGAN STANLEY	+5,940	+11.6%	57,274
FIFTH THIRD BANCORP	+5,464	+12.2%	50,260
SageView Advisory Group, LLC	+3,396	+1.3%	261,058
SECURITY NATIONAL BANK OF SIOUX CIT	+2,771	+0.6%	449,497
INTEGRITY ALLIANCE, LLC.	+2,709	+10.5%	28,546
Newman Dignan & Sheerar, Inc.	+76	+0.6%	11,858
Essex Financial Services, Inc.	+15	+0.1%	14,164
Morse Asset Management, Inc	+15	+0.6%	2,352
CAPTRUST FINANCIAL ADVISORS	+1	+0.0%	28,954

Biggest Decreases (10)

Holder	Reduced	Change %	Total Shares
Bank of New York Mellon Corp	-873,876	-1.4%	60,561,171
GOLDMAN SACHS GROUP INC	-127,913	-77.2%	37,819
PNC Financial Services Group, Inc.	-35,911	-64.8%	19,501
KEYBANK NATIONAL ASSOCIATION/OH	-24,297	-64.9%	13,163
JANE STREET GROUP, LLC	-22,099	-20.9%	83,823
UBS Group AG	-15,371	-74.5%	5,261
ROYAL BANK OF CANADA	-7,105	-28.6%	17,721
NTV Asset Management LLC	-3,000	-19.0%	12,815
BOK Financial Private Wealth, Inc.	-2,040	-37.3%	3,422
Parkside Financial Bank & Trust	-714	-1.5%	46,667

BKMI Institutional Ownership

Institutional Ownership — BKMI

Ownership Trends

Top Institutional Holders (72 total)

Recent Activity

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