BKLC · BNY Mellon US Large Cap Core Equity ETF ETF
$49.25
-0.16 (-0.32%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $5,037,962
Total Shares: 105,404
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
97.6%
+0.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,540
Highly concentrated+15
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
0
Institutional value:
+18.2%
Shares held:
+2.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | +3,002 | 102,922 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 2,482 | $118,631 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 2,492 | $103,675 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Principia Wealth Advisory, LLC BKLC | $4,919,331 | 97.65% | 102,922 | Shares | 2026-08-26 | |
| Large Corient Private Wealth LLC BKLC | $118,631 | 2.35% | 2,482 | Shares | 2026-08-27 |