Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF include Integrated Wealth Concepts LLC, Stifel Financial Corp, Avantax Advisory Services, Inc., Kestra Advisory Services, LLC, Next Level Private LLC, Gts Securities Llc, Essex Savings Bank, Financial Advisory Service, Inc., Integrity Alliance, Llc., and Royal Bank Of Canada .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new 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 | Stifel Financial Corp | 99,220 | 2,640 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 220,945 | 26,778.95 | 5,879 | 29,295.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 365,834 | 4,906.62 | 9,735 | 5,190.22 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 26,199 | 697 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 67,634 | 0.17 | 1,800 | 5.39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 71,300 | 1.86 | 1,897 | 8.21 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 268,115 | 317.96 | 7,135 | 339.83 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 26,275 | 699 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 117,265 | 2.79 | 3,120 | 8.15 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11,050 | 13.72 | 294 | 20.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58,325 | 1,552 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53,797 | 111.49 | 1,432 | 122.55 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 10,495 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 99,110 | 35.91 | 2,637 | 43.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,792,557 | 966.08 | 48 | 1,075.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5,737 | 153 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 278,776 | 7,418 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7,579 | 202 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 365,734 | 216.67 | 9,732 | 233.29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8,253 | 212 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 220,681 | 13.27 | 5,872 | 19.18 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 56,067 | 234.09 | 1,492 | 251.65 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 87,537 | 406.61 | 2,329 | 465.29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36,493 | 971 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 70,875 | 49.45 | 1,886 | 57.21 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 3,607,616 | 296.00 | 95,999 | 316.68 |
