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BEDY · BNY Mellon Enhanced Dividend and Income ETF · Holdings ETF

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$28.56 +0.17 (+0.59%) At close · Oct 2
Volume · Oct 2 58.1K Avg daily vol (3M) 90.33K

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.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 38
Total Value: $128,914,665
Total Shares: 4,444,108

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 38 13F filers · Δ vs Mar 31, 2026
Top Holder
52.3%
Dec 2025 → Jun 2026 · range 52.3% – 85.9%
−17.7 pts
Top 5
84.1%
Dec 2025 → Jun 2026 · range 84.1% – 94.1%
−8.7 pts
Top 10
92.6%
Dec 2025 → Jun 2026 · range 92.6% – 97.2%
−3.9 pts
HHI
3,084
Dec 2025 → Jun 2026 · range 3,084 – 7,408
Highly concentrated−2,088

Quarterly Activity

vs Mar 31, 2026
New
11
Increased
16
Decreased
4
Sold Out
2
Unchanged
7
Holder count: +9
Institutional value: +27.7%
Shares held: +19.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
RAYMOND JAMES FINANCIAL INC +215,817 235,313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO +151,001 314,899
LPL Financial LLC +98,795 669,501
COMMONWEALTH EQUITY SERVICES, LLC +66,728 139,719
Trilogy Capital Inc. +40,746 74,277

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Bank of New York Mellon Corp −277,215 2,326,000
MORGAN STANLEY −4,082 1,771
US BANCORP \DE\ −480 4,513
FLAGSHIP HARBOR ADVISORS, LLC −350 11,024

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Equitable Holdings, Inc. 193,392 $5,609,915
FCG Investment Co 59,632 $1,729,805
STIFEL FINANCIAL CORP 57,743 $1,675,008
HighTower Advisors, LLC 29,675 $860,812
JANE STREET GROUP, LLC 20,032 $581,088

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
NewEdge Advisors, LLC 9,206 $250,062
JPMORGAN CHASE & CO 2,491 $67,663
Filter: New 11 Increased 16 Reduced 4 Sold out 2 Unchanged 7
Showing 38 of 38
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Bank of New York Mellon Corp $67,472,605 52.34% 2,326,000
LPL Financial LLC $19,420,885 15.06% 669,501
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $9,134,590 7.09% 314,899
RAYMOND JAMES FINANCIAL INC $6,825,958 5.29% 235,313
Equitable Holdings, Inc. $5,609,915 4.35% 193,392
COMMONWEALTH EQUITY SERVICES, LLC $4,052,968 3.14% 139,719
Trilogy Capital Inc. $2,154,627 1.67% 74,277
FCG Investment Co $1,729,805 1.34% 59,632
STIFEL FINANCIAL CORP $1,675,008 1.30% 57,743
HighPoint Advisor Group LLC $1,291,668 1.00% 44,528
Smithfield Trust Co $1,085,740 0.84% 37,429
Rodgers & Associates, LTD $931,852 0.72% 32,124
HighTower Advisors, LLC $860,812 0.67% 29,675
Krilogy Financial LLC $804,246 0.62% 27,725
OSAIC HOLDINGS, INC. $788,727 0.61% 27,190
Cresset Asset Management, LLC $584,569 0.45% 20,152
JANE STREET GROUP, LLC $581,088 0.45% 20,032
S&A Financial Services, Inc. $546,336 0.42% 18,834
Cambridge Investment Research Advisors, Inc. $393,232 0.31% 13,556
FLAGSHIP HARBOR ADVISORS, LLC $319,784 0.25% 11,024
INTEGRITY ALLIANCE, LLC. $263,276 0.20% 9,076
Advisory Services Network, LLC $261,275 0.20% 9,007
TRANSCEND CAPITAL ADVISORS, LLC $254,226 0.20% 8,764
Integrated Wealth Concepts LLC $250,513 0.19% 8,636
Kestra Advisory Services, LLC $240,882 0.19% 8,304
CATALYST FINANCIAL PARTNERS LLC $230,120 0.18% 7,933
Laird Norton Wetherby Trust Company, LLC $226,407 0.18% 7,805
Beaumont Financial Advisors, LLC $204,303 0.16% 7,043
Steward Partners Investment Advisory, LLC $135,525 0.11% 4,672
US BANCORP \DE\ $130,912 0.10% 4,513
WELLS FARGO & COMPANY/MN $129,810 0.10% 4,475
PRIVATE TRUST CO NA $121,601 0.09% 4,192
MORGAN STANLEY $51,373 0.04% 1,771
BESSEMER GROUP INC $44,092 0.03% 1,520
Farther Finance Advisors, LLC $41,365 0.03% 1,426
BROWN, LISLE/CUMMINGS, INC. $39,102 0.03% 1,348
Wilmington Savings Fund Society, FSB $20,450 0.02% 705
ROYAL BANK OF CANADA $5,018 0.00% 173