Basic Stats
Institutional Owners | 28 total, 28 long only, 0 short only, 0 long/short - change of -9.68% MRQ |
Average Portfolio Allocation | 0.4608 % - change of 13.54% MRQ |
Institutional Shares (Long) | 4,858,465 (ex 13D/G) - change of -0.01MM shares -0.23% MRQ |
Institutional Value (Long) | $ 497,561 USD ($1000) |
Institutional Ownership and Shareholders
BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF (US:BKMC) has 28 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,858,465 shares. Largest shareholders include RPOA Advisors, Inc., Bank of New York Mellon Corp, Diversify Wealth Management, Llc, Geneos Wealth Management Inc., Diversify Advisory Services, LLC, Bank Of America Corp /de/, Advisor Group Holdings, Inc., Zhang Financial LLC, Morgan Stanley, and Cetera Investment Advisers .
BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF (ARCA:BKMC) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 108.94 / share. Previously, on September 9, 2024, the share price was 95.92 / share. This represents an increase of 13.57% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 586 | 60 | ||||||
2025-08-01 | 13F | Zhang Financial LLC | 12,252 | 0.00 | 1,254 | 7.09 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,135 | 406.81 | 1,447 | 443.61 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,579 | 776 | ||||||
2025-04-23 | 13F | Symphony Financial, Ltd. Co. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 62,289 | 21.38 | 6,536 | 36.05 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 18 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Optiver Holding B.V. | 6,500 | 665 | ||||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 158,206 | 3.14 | 16,602 | 15.61 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,444 | 57.25 | 762 | 68.36 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 7,594 | 6.52 | 777 | 14.10 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 2,000 | 205 | ||||||
2025-08-13 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 421,430 | -5.78 | 43,139 | 0.87 | ||||
2025-08-14 | 13F | Fmr Llc | 2,921 | 369.61 | 299 | 406.78 | ||||
2025-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 3,713 | 56.40 | 380 | 67.40 | ||||
2025-05-15 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5,641 | 0.07 | 577 | 7.05 | ||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 3,455 | -0.52 | 354 | 0.28 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 3,099 | -81.85 | 0 | -100.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5,304 | 6.96 | 543 | 14.35 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 29,316 | 25.00 | 3,001 | 33.81 | ||||
2025-07-29 | 13F | RPOA Advisors, Inc. | 4,020,106 | -1.07 | 411,508 | 5.91 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6,110 | 9.32 | 625 | 17.04 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 670 | 69 | ||||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 74 | 0.00 | 8 | 0.00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 63,969 | 111.24 | 6,548 | 126.15 | ||||
2025-08-14 | 13F | UBS Group AG | 172 | -8.02 | 18 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 8,263 | 33.55 | 846 | 42.98 | ||||
2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Crux Wealth Advisors | 5,086 | 15.85 | 521 | 24.11 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 533 | -43.84 | 55 | -39.56 |