Institutional Ownership Bny Mellon ETF Tr Concentrated (BKCI)
This table provides information about the institutional ownership of Bny Mellon ETF Tr Concentrated (BKCI). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,080,190
shares
|
$53.1 Million
0.89% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
656,914
shares
|
$32.3 Million
8.23% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
282,019
shares
|
$13.9 Million
5.32% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
148,508
shares
|
$7.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
67,856
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
65,766
shares
|
$3.23 Million
0.02% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
35,170
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 45.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
17,596
shares
|
$864,491
0.0% of portfolio
|
Q3 2024
Added 520.89%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,316
shares
|
$801,605
0.01% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
10,571
shares
|
$519,353
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,204
shares
|
$353,932
0.31% of portfolio
|
Q1 2023
Reduced 12.45%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
6,279
shares
|
$308,487
0.04% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,771
shares
|
$185,269
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,616
shares
|
$177,654
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,090
shares
|
$151,811
0.0% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,575
shares
|
$126,509
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
189
shares
|
$9,285
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
148
shares
|
$7,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$2,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
30
shares
|
$1,473
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|