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Get Institutions for : 
Bny Mellon Us Large Cap Core Equity Etf (BKLC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    7
Total shares held : 
 5,144,544  
% of shares held : 
 57.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 1,711,119  
% of shares held change : 
   19.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 886,163
 17.23%
 
Increased Positions :
21
 867,033
 16.85%
 
Unchanged Positions :
11
 41,632
 0.81%
 
Decreased Positions :
8
-30,435
-0.59%
 
Closed Positions :
4
-11,642
-0.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RPOA Advisors Inc. 1 - 2024-03-31 13,666,830 $1,363,950,000 -226,471
   Integrated Wealth Concepts LLC 4 - 2024-03-31 1,445,285 $144,240,000 268,454
   BANK OF NEW YORK MELLON CORP 535 - 2024-03-31 1,307,508 $130,489,000 50,823
   PMFM INC. 5 - 2024-03-31 796,540 $79,230,000 -56,673
   SENTINEL PENSION ADVISORS INC 1 - 2024-03-31 756,982 $75,547,000 2,664
   Zhang Financial LLC 16 - 2024-03-31 199,907 $19,951,000 -36
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 252 - 2024-03-31 157,727 $15,741,000 -74,568
   Advisor Group Holdings Inc. 529 - 2024-03-31 144,994 $14,471,000 14,989
   WealthBridge Capital Management LLC 6 - 2024-03-31 94,547 $9,436,000 18,039
   UBS Group AG 2003 - 2024-03-31 61,213 $6,109,000 9,845
   Advisors Preferred LLC 29 - 2024-03-31 60,043 $5,965,000 0
   Kestra Advisory Services LLC 516 - 2024-03-31 50,745 $5,064,000 15,900
   MORGAN STANLEY 4160 - 2024-03-31 31,952 $3,189,000 -4,894
   LPL FINANCIAL CORP 2204 - 2024-03-31 28,353 $2,830,000 314
   FLOW TRADERS U.S. LLC 171 - 2024-03-31 20,905 $2,086,000 -16,864
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1928 - 2024-03-31 17,287 $1,725,000 -47,002
   WELLS FARGO & CO/MN 2690 - 2024-03-31 16,802 $1,677,000 -64
   David Kennon Inc 25 *New 2024-03-31 14,990 $1,496,000 14,990
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1504 - 2024-03-31 13,787 $1,376,000 11,537
   Fort Point Capital Partners LLC 99 - 2024-03-31 12,092 $1,207,000 -715
   Wealth Forward LLC 15 - 2024-03-31 11,912 $1,189,000 147
   COLLECTIVE FAMILY OFFICE LLC 64 - 2024-03-31 11,223 $1,120,000 8,323
   ENVESTNET ASSET MANAGEMENT INC 3035 - 2024-03-31 9,624 $960,000 1,312
   Cetera Investment Advisers 2092 *New 2024-03-31 9,591 $957,000 9,591
   Retirement Income Solutions Inc 50 - 2024-03-31 9,533 $951,000 -54
   Atria Wealth Solutions Inc. 929 - 2024-03-31 9,460 $944,000 900
   Herold Advisors Inc. 149 - 2024-03-31 6,715 $670,000 0
   BANK OF AMERICA CORP /DE/ 4294 - 2024-03-31 6,096 $608,000 724
   Quadcap Wealth Management LLC 185 - 2024-03-31 5,794 $578,000 -171
   Pinnacle Wealth Management LLC 38 - 2024-03-31 5,617 $561,000 14
   BANK OF MONTREAL /CAN/ 2034 - 2024-03-31 5,270 $527,000 0
   RMB CAPITAL MANAGEMENT LLC 430 *New 2024-03-31 4,999 $499,000 4,999
   PRINCIPAL SECURITIES INC. 710 - 2024-03-31 4,423 $441,000 0
   FINANCIAL NETWORK 2024 - 2024-03-31 4,294 $429,000 1,108
   MERCER GLOBAL ADVISORS INC /ADV 1508 - 2024-03-31 3,297 $329,000 305
   GOLDMAN SACHS GROUP INC/ 4075 *New 2024-03-31 3,290 $328,000 3,290
   Congress Wealth Management LLC / DE / 495 *New 2024-03-31 3,263 $326,000 3,263
   RAYMOND JAMES & ASSOCIATES 3289 - 2024-03-31 3,239 $323,000 -3,028
   MML INVESTORS SERVICES LLC 2068 - 2024-03-31 3,157 $315,000 16
   HIGHTOWER ADVISORS, LLC 2599 - 2024-03-31 3,150 $315,000 0
   OHE FINANCIAL INC 212 - 2024-03-31 3,115 $311,000 32
   MULTIFINANCIAL SECURITIES CORP 1908 - 2024-03-31 3,095 $309,000 0
   NORTHERN TRUST CORP 3742 *New 2024-03-31 3,000 $299,000 3,000
   FMR LLC 2737 - 2024-03-31 2,899 $289,000 521
   Steward Partners Investment Advisory LLC 1273 - 2024-03-31 2,873 $287,000 831
   Capital Investment Advisory Services LLC 423 *New 2024-03-31 2,635 $263,000 2,635
   MARINER WEALTH ADVISORS, LLC 2559 - 2024-03-31 2,600 $259,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3362 - 2024-03-31 2,600 $259,000 0
   Aptus Capital Advisors LLC 661 *New 2024-03-31 2,502 $250,000 2,502
   Betterment LLC 343 *New 2024-03-31 2,253 $225,000 2,253
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2116 *New 2024-03-31 2,169 $216,000 2,169
   Watchman Group Inc. 80 *New 2024-03-31 2,126 $212,000 2,126
   WealthCare Investment Partners LLC 126 - 2024-03-31 2,119 $211,000 -878
   ROYAL BANK OF CANADA 4366 - 2024-03-31 1,485 $148,000 -247
   Clear Point Advisors Inc. 118 - 2024-03-31 1,479 $148,000 1,431
   Compass Wealth Management LLC 174 - 2024-03-31 1,422 $142,000 -493
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1695 - 2024-03-31 1,345 $134,000 -2,310
   Geneos Wealth Management Inc. 797 - 2024-03-31 1,293 $129,000 50
   PNC FINANCIAL SERVICES GROUP INC 2502 - 2024-03-31 1,200 $120,000 0
   FTB Advisors Inc. 898 *New 2024-03-31 557 $56,000 557
   Atlantic Trust Group LLC 2124 *New 2024-03-31 150 $15,000 150
   Tidemark LLC 386 - 2024-03-31 144 $14,000 0
   Coppell Advisory Solutions LLC 1061 - 2023-12-31 70 $6,000 70
   Qube Research & Technologies Ltd 3336 *New 2024-03-31 58 $6,000 58
   McIlrath & Eck LLC 840 - 2024-03-31 8 $1,000 0
   Ronald Blue Trust Inc. 2182 *Closed 2024-03-31 0 $0 -7,141
   IFP Advisors Inc 3144 *Closed 2023-12-31 0 $0 0
   Strategic Investment Solutions Inc. /IL 748 *Closed 2023-12-31 0 $0 -315
   Keener Financial Planning LLC 213 *Closed 2024-03-31 0 $0 -2,278
   PROEQUITIES INC. 10060 - 2024-03-31 0 $0 0
  70 Records found
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