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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  
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            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
   BANK OF NEW YORK MELLON CORP 535 - 2024-03-31 1,307,508 $130,489,000 50,823
   Integrated Wealth Concepts LLC 4 - 2023-12-31 1,176,831 $106,386,000 258,381
   PMFM INC. 5 *New 2023-12-31 853,213 $77,130,000 853,213
   SENTINEL PENSION ADVISORS INC 1 - 2023-12-31 754,318 $68,190,000 42,013
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 225 - 2023-12-31 232,295 $20,999,000 192,364
   Zhang Financial LLC 16 - 2024-03-31 199,907 $19,951,000 -36
   Advisor Group Holdings Inc. 704 - 2023-12-31 130,005 $11,752,000 90,817
   WealthBridge Capital Management LLC 8 - 2023-12-31 76,508 $6,916,000 15,370
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1020 - 2023-12-31 64,289 $5,812,000 64,289
   Advisors Preferred LLC - 2023-12-31 60,043 $5,392,000 37,350
   UBS Group AG 2072 - 2023-12-31 51,368 $4,644,000 43,128
   FLOW TRADERS U.S. LLC 137 - 2023-12-31 37,769 $3,414,000 37,769
   MORGAN STANLEY 4099 - 2023-12-31 36,846 $3,331,000 16,171
   Kestra Advisory Services LLC 620 - 2023-12-31 34,845 $3,150,000 -56
   LPL FINANCIAL CORP 2185 - 2023-12-31 28,039 $2,535,000 -9,013
   WELLS FARGO & CO/MN 2686 - 2023-12-31 16,866 $1,525,000 -558
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1504 - 2024-03-31 13,787 $1,376,000 11,537
   Fort Point Capital Partners LLC 87 - 2023-12-31 12,807 $1,158,000 140
   COLLECTIVE FAMILY OFFICE LLC 64 - 2024-03-31 11,223 $1,120,000 8,323
   Wealth Forward LLC 15 - 2023-12-31 11,765 $1,064,000 0
   Retirement Income Solutions Inc 53 - 2023-12-31 9,587 $867,000 0
   Atria Wealth Solutions Inc. 975 - 2023-12-31 8,560 $774,000 1,275
   ENVESTNET ASSET MANAGEMENT INC 3090 - 2023-12-31 8,312 $751,000 779
   Herold Advisors Inc. 141 - 2023-12-31 6,715 $607,000 0
   Ronald Blue Trust Inc. 221 *New 2023-12-31 7,141 $578,000 7,141
   Quadcap Wealth Management LLC 195 - 2023-12-31 5,965 $539,000 0
   Pinnacle Wealth Management LLC - 2023-12-31 5,603 $507,000 -6,447
   BANK OF AMERICA CORP /DE/ 4493 - 2023-12-31 5,372 $486,000 161
   BANK OF MONTREAL /CAN/ 2058 *New 2023-12-31 5,270 $479,000 5,270
   PRINCIPAL SECURITIES INC. 685 - 2023-12-31 4,423 $400,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1326 - 2023-12-31 3,655 $330,000 -6,203
   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
   FINANCIAL NETWORK 2273 *New 2023-12-31 3,186 $288,000 3,186
   HIGHTOWER ADVISORS, LLC 2677 - 2023-12-31 3,150 $285,000 0
   MML INVESTORS SERVICES LLC 2067 *New 2023-12-31 3,141 $284,000 3,141
   MULTIFINANCIAL SECURITIES CORP 1458 - 2023-12-31 3,095 $280,000 0
   OHE FINANCIAL INC 205 - 2023-12-31 3,083 $279,000 139
   MERCER GLOBAL ADVISORS INC /ADV 1666 - 2023-12-31 2,992 $270,000 -7,172
   Capital Investment Advisory Services LLC 423 *New 2024-03-31 2,635 $263,000 2,635
   COMMONWEALTH EQUITY SERVICES LLC. 3304 *New 2023-12-31 2,600 $235,000 2,600
   MARINER WEALTH ADVISORS, LLC 2551 *New 2023-12-31 2,600 $235,000 2,600
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2116 *New 2024-03-31 2,169 $216,000 2,169
   FMR LLC 2789 - 2023-12-31 2,378 $215,000 2,261
   WealthCare Investment Partners LLC 126 - 2024-03-31 2,119 $211,000 -878
   Keener Financial Planning LLC 41 - 2023-12-31 2,278 $206,000 0
   Steward Partners Investment Advisory LLC 1402 - 2023-12-31 2,042 $185,000 189
   ROYAL BANK OF CANADA 4637 - 2023-12-31 1,732 $157,000 51
   Compass Wealth Management LLC 174 - 2024-03-31 1,422 $142,000 -493
   Geneos Wealth Management Inc. - 2023-12-31 1,243 $112,000 -167
   PNC FINANCIAL SERVICES GROUP INC 2542 *New 2023-12-31 1,200 $108,000 1,200
   FTB Advisors Inc. 898 *New 2024-03-31 557 $56,000 557
   Tidemark LLC 385 - 2023-12-31 144 $13,000 0
   Coppell Advisory Solutions LLC 1061 - 2023-12-31 70 $6,000 70
   McIlrath & Eck LLC 862 - 2023-12-31 8 $1,000 0
   Penserra Capital Management LLC 1230 *Closed 2023-12-31 0 $0 -87
   PROEQUITIES INC. 3716 - 2023-12-31 0 $0 0
   IFP Advisors Inc 3144 *Closed 2023-12-31 0 $0 0
   Strategic Investment Solutions Inc. /IL 748 *Closed 2023-12-31 0 $0 -315
   MARSHALL WACE LLP 2055 *Closed 2023-12-31 0 $0 -11,240
  61 Records found
  1    
  Page 1 of 1
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