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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
   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
   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
   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 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
   LPL FINANCIAL CORP 2204 - 2024-03-31 28,353 $2,830,000 314
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1504 - 2024-03-31 13,787 $1,376,000 11,537
   Wealth Forward LLC 15 - 2024-03-31 11,912 $1,189,000 147
   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
   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
   Pinnacle Wealth Management LLC 38 - 2024-03-31 5,617 $561,000 14
   BANK OF AMERICA CORP /DE/ 4493 - 2023-12-31 5,372 $486,000 161
   OHE FINANCIAL INC 205 - 2023-12-31 3,083 $279,000 139
   FMR LLC 2789 - 2023-12-31 2,378 $215,000 2,261
   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
   Clear Point Advisors Inc. 118 - 2024-03-31 1,479 $148,000 1,431
   Geneos Wealth Management Inc. 797 - 2024-03-31 1,293 $129,000 50
   Coppell Advisory Solutions LLC 1061 - 2023-12-31 70 $6,000 70
  25 Records found
  1    
  Page 1 of 1
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