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BKMS Institutional Ownership

BNY Mellon Municipal Short Duration ETF
1W: +0.0% 1M: -1.4% 3M: -2.1% YTD: -2.1%
$24.99
+0.01 (+0.04%)
 
Weekly Expected Move ±0.4%
$25 $25 $25 $25 $25
ETF NASDAQ · AUM $11.1B

Institutional Ownership — BKMS

30
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
432M
Total Invested
13
New Positions
5
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (30 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Bank of New York Mellon Corp 16,171,969 $404M -367,458 -2.2% 2Q SEC ↗
2 SageView Advisory Group, LLC 271,600 $7M -4,870 -1.8% 2Q SEC ↗
3 GOLDMAN SACHS GROUP INC 174,052 $4M +116,594 +202.9% 2Q SEC ↗
4 LPL Financial LLC NEW 68,710 $2M — +0.0% 1Q SEC ↗
5 JANE STREET GROUP, LLC 30,950 $773K +8,851 +40.1% 2Q SEC ↗
6 JPMORGAN CHASE & CO NEW 30,865 $771K — +0.0% 1Q SEC ↗
7 OLD MISSION CAPITAL LLC 20,643 $516K +7,001 +51.3% 2Q SEC ↗
8 Belpointe Asset Management LLC 18,944 $473K — +0.0% 2Q SEC ↗
9 Trivium Point Advisory, LLC 14,733 $368K +3,000 +25.6% 2Q SEC ↗
10 MORGAN STANLEY 13,975 $349K +1,956 +16.3% 2Q SEC ↗
11 M&T Bank Corp NEW 11,590 $290K — +0.0% 1Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC NEW 11,443 $286K — +0.0% 1Q SEC ↗
13 Private Advisor Group, LLC NEW 11,392 $285K — +0.0% 1Q SEC ↗
14 Cypress Capital Group 10,099 $252K — +0.0% 2Q SEC ↗
15 PNC Financial Services Group, Inc. NEW 8,440 $211K — +0.0% 1Q SEC ↗
16 CITADEL ADVISORS LLC NEW 8,238 $206K — +0.0% 1Q SEC ↗
17 WELLS FARGO & COMPANY/MN 8,198 $205K -4,091 -33.3% 2Q SEC ↗
18 WHITTIER TRUST CO OF NEVADA INC 5,132 $128K — +0.0% 2Q SEC ↗
19 TRUST CO OF VERMONT NEW 1,762 $44K — +0.0% 1Q SEC ↗
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 1,347 $34K — +0.0% 1Q SEC ↗
21 UBS Group AG 1,324 $33K -4,038 -75.3% 2Q SEC ↗
22 Balentine LLC NEW 367 $9K — +0.0% 1Q SEC ↗
23 Signature Resources Capital Management 350 $9K — +0.0% 2Q SEC ↗
24 OSAIC HOLDINGS, INC. NEW 307 $8K — +0.0% 1Q SEC ↗
25 FIFTH THIRD BANCORP NEW 130 $3K — +0.0% 1Q SEC ↗
26 Farther Finance Advisors, LLC NEW 20 $0K — +0.0% 1Q SEC ↗
27 CITIGROUP INC 0 $0K -2,771 -100.0% 1Q SEC ↗
28 NewEdge Advisors, LLC 0 $0K -3,977 -100.0% 1Q SEC ↗
29 BENJAMIN EDWARDS INC 0 $0K -8,042 -100.0% 1Q SEC ↗
30 LYELL WEALTH MANAGEMENT, LP 0 $0K -8,019 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (4)
HolderPrev SharesPrev Value
BENJAMIN EDWARDS INC 8,042 $201K
LYELL WEALTH MANAGEMENT, LP 8,019 $200K
NewEdge Advisors, LLC 3,977 $99K
CITIGROUP INC 2,771 $69K
Biggest Increases (5)
HolderAddedChange %Total Shares
GOLDMAN SACHS GROUP INC +116,594 +202.9% 174,052
JANE STREET GROUP, LLC +8,851 +40.1% 30,950
OLD MISSION CAPITAL LLC +7,001 +51.3% 20,643
Trivium Point Advisory, LLC +3,000 +25.6% 14,733
MORGAN STANLEY +1,956 +16.3% 13,975
Biggest Decreases (4)
HolderReducedChange %Total Shares
Bank of New York Mellon Corp -367,458 -2.2% 16,171,969
SageView Advisory Group, LLC -4,870 -1.8% 271,600
WELLS FARGO & COMPANY/MN -4,091 -33.3% 8,198
UBS Group AG -4,038 -75.3% 1,324

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms