Skip to content

BKLC BNY MELLON ETF TRUST

Follow

US LRG CP CORE (fund)

89 managers (90 13F filers) reported a position in BKLC shares at 2024-12-31, 22,643,128 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
89
13F filers
90
New
18
Added
36
Reduced
19
Sold out
4
Shares held by filers
22,643,128

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RPOA Advisors, Inc.12,952,668$1.45B39.24%-161,72113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,188,782$357M0.07%+1,996,67813F-HRTimelineGroup
Integrated Wealth Concepts LLC2,014,177$226M2.62%-4,30613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC817,780$91.6M17%+21,26013F-HRTimeline
Stadion Money Management, LLC797,898$89.4M7%+26,49113F-HRTimeline
GM Advisory Group, LLC371,345$41.6M2.3%+158,32413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…265,802$29.8M0.03%+11,17013F-HRTimelineGroup
Zhang Financial LLC232,026$26M1.49%+34,75613F-HRTimeline
JDM Financial Group LLC191,515$21.5M11.15%+8,51513F-HRTimeline
LPL Financial LLC148,039$16.6M0.01%+108,37813F-HRTimeline
MGO ONE SEVEN LLC145,092$16.3M0.63%+1,12913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.144,154$16.2M0.04%-6,47813F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP132,500$14.8M0.03%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC130,518$14.6M4.06%+12,89413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC98,653$11.1M0.06%+4,69213F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC89,643$10M1.61%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG81,567$9.14M<0.01%+23,08013F-HRTimelineGroup
Aptus Capital Advisors, LLC80,905$9.07M0.11%+73,41713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,073$6.96M0.01%+14,70013F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC61,741$6.92M0.57%+3,63613F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…46,648$5.23M0.01%013F-HRTimelineGroup
Cetera Investment Advisers43,242$4.85M0.01%+29,92013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding42,050$4.71M+32,408Timeline
MORGAN STANLEYin group MORGAN STANLEY34,536$3.87M<0.01%+27113F-HR/ATimelineGroup
IFP Advisors, Inc30,420$3.41M0.11%+23,90013F-HRTimeline
Stiles Financial Services Inc30,354$3.4M1.23%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,495$3.19M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,242$2.83M0.04%new13F-HRTimelineGroup
WIN ADVISORS, INC24,126$2.7M1.31%new13F-HRTimeline
Wealth Forward, LLC20,126$2.26M1.59%+3,47413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,171$2.15M<0.01%+12,48413F-HRTimelineGroup
Symphony Financial, Ltd. Co.17,287$2M0.31%+11,48113F-HRTimeline
David Kennon Inc17,497$1.96M0.77%+30413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,987$1.79M0.05%new13F-HRTimelineGroup
Retireful, LLC15,153$1.7M0.96%new13F-HRTimeline
Herold Advisors, Inc.14,897$1.67M0.36%+1,88113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …14,300$1.6M0.35%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,261$1.6M<0.01%+9213F-HRTimelineGroup
Atria Wealth Solutions, Inc.13,078$1.47M0.02%+2,49813F-HRTimeline
Sanctuary Advisors, LLC12,587$1.46M0.01%-1,08613F-HRTimeline
Fort Point Capital Partners LLC11,783$1.32M0.15%-45013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC10,975$1.23M0.34%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC7,660$858K0.17%-13713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,127$799K<0.01%+94613F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC6,146$689K0.07%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,941$666K<0.01%-14613F-HRTimeline
Betterment LLC5,671$635K<0.01%-8713F-HRTimeline
Quadcap Wealth Management, LLC5,488$615K0.09%-31413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,270$591K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Management, LLC5,087$570K0.63%-51913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,999$560K<0.01%+2,39913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,830$541K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,622$518K<0.01%+15613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,269$478K0.01%-15413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,257$477K<0.01%13F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,089$458K<0.01%+6713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,079$457K<0.01%-6,71613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,627$406K<0.01%+1,44113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,321$372K<0.01%-64613F-HRTimelineGroup
HighTower Advisors, LLC3,150$353K<0.01%013F-HRTimeline
Hill Investment Group Partners, LLC3,115$349K0.05%new13F-HRTimeline
Lantern Wealth Advisors, LLC3,072$344K0.22%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,962$332K<0.01%+3413F-HRTimeline
Belvedere Trading LLC2,908$326K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…2,873$322K0.03%-6213F-HRTimeline
WealthCare Investment Partners, LLC2,839$318K0.14%+913F-HRTimeline
Mariner, LLCin group Mariner, LLC2,600$291K<0.01%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,598$291K<0.01%new13F-HRTimelineGroup
FIDUCIENT ADVISORS LLC2,495$280K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,444$274K<0.01%new13F-HRTimeline
Clear Point Advisors Inc.2,432$273K0.23%+30713F-HRTimeline
Wills Financial Group, Inc.2,001$224K0.1%-54213F-HRTimeline
OneDigital Investment Advisors LLC1,989$223K<0.01%013F-HRTimeline
Watchman Group, Inc.1,934$217K0.06%-3213F-HRTimeline
Transce3nd, LLC1,318$148K0.05%13F-HRTimeline
Geneos Wealth Management Inc.1,246$140K<0.01%-10013F-HRTimeline
Compass Wealth Management LLC1,240$139K0.03%-19113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,070$120K<0.01%-47513F-HRTimelineGroup
REAP Financial Group, LLC760$85.2K0.02%new13F-HRTimeline
NewEdge Advisors, LLC580$65K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC488$54.7K<0.01%+23113F-HRTimeline
First Horizon Advisors, Inc.411$46.2K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…350$39.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC330$37K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.150$16.9K<0.01%013F-HRTimelineGroup
Key Financial Inc139$15.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$5.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC8$912<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.