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Disclosery

BKMC BNY MELLON ETF TRUST

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US MDCP CORE EQT (fund)

34 managers (35 13F filers) reported a position in BKMC shares at 2024-12-31, 4,807,666 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
34
13F filers
35
New
6
Added
13
Reduced
8
Sold out
1
Shares held by filers
4,807,666

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.3,945,271$401M10.84%+11,58113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp554,496$56.3M0.01%+94,42713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding175,657$17.8M-39,726Timeline
Geneos Wealth Management Inc.29,844$3.03M0.11%+7413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,292$1.66M<0.01%+5,95413F-HRTimelineGroup
Zhang Financial LLC12,252$1.24M0.07%013F-HRTimeline
Symphony Financial, Ltd. Co.6,960$744K0.12%+4,74013F-HRTimeline
FLOW TRADERS U.S. LLC6,635$674K0.03%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,278$638K0.12%+1,34213F-HRTimeline
Cetera Investment Advisers5,476$556K<0.01%+1,34513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,076$516K<0.01%+9513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,948$503K<0.01%-14813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,527$460K<0.01%013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC4,483$455K0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC4,414$448K0.01%-16713F-HRTimeline
LPL Financial LLC4,101$417K<0.01%+1,47713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,473$353K0.01%-1713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,901$295K<0.01%+1,01913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,765$281K<0.01%+24313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,597$264K<0.01%-28113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,236$227K<0.01%-1,73013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,000$203K0.02%013F-HRTimeline
Key Financial Inc1,658$168K0.04%+48013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA886$90K<0.01%+46313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC672$68.3K<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC622$63.2K<0.01%-3913F-HRTimelineGroup
Transce3nd, LLC375$38.1K0.01%13F-HRTimeline
REAP Financial Group, LLC237$24.1K0.01%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.232$23.6K0.02%013F-HRTimeline
NewEdge Advisors, LLC180$18.3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC74$7.52K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.47$4.83K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$76<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.