Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF include Sigma Planning Corp, Wealth Group Ltd, Principia Wealth Advisory, LLC, Park Avenue Securities Llc, Brinker Capital Investments, LLC, SMIDX - SMI Dynamic Allocation Fund, Wealthspire Advisors, LLC, Dean, Jacobson Financial Services, LLC, Duncan Williams Asset Management, LLC, Old Mission Capital Llc, SMILX - SMI 50/40/10 Fund, Empower Advisory Group, LLC, BKD Wealth Advisors, LLC, Accredited Investors Inc., Sequoia Financial Advisors, LLC, Define Financial, Llc, Carolina Wealth Advisors, LLC, FSA Wealth Management LLC, Creekmur Asset Management LLC, and Belvedere Trading LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 112,192 | 539.09 | 13,287 | 612.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24,868 | 58.26 | 3 | 100.00 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 808,422 | 8.01 | 95,741 | 20.32 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5,604 | 0.11 | 664 | 11.43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,603 | 34.79 | 427 | 50.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 179,103 | 335.02 | 21,211 | 384.60 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 11,657 | 8.05 | 1,381 | 20.31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 307,822 | 12.69 | 36,455 | 25.53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,406 | 106.03 | 2,535 | 129.62 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,857 | 44.51 | 220 | 61.03 | ||||
| 2025-06-27 | NP | DUBS - Aptus Large Cap Enhanced Yield ETF | 57,414 | 8.79 | 6,074 | -0.30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56,685 | 4.20 | 6,713 | 16.08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 375 | 13.64 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163,741 | 3.74 | 19,393 | 15.55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14,719 | 250.20 | 1,743 | 290.81 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 18,779 | 2.96 | 2,224 | 14.65 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,840 | 218 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 140,671 | 6.33 | 16,660 | 18.43 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 852,649 | 2.00 | 100,979 | 13.62 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 22,164 | 2,635 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8,139 | 45.08 | 1 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 13,521 | 1,601 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,230 | 1,093 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 13,534 | 1,603 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 67,389 | 4.40 | 7,981 | 16.28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,337 | 16.04 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 235,158 | 10.22 | 27,850 | 22.78 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3,009 | 356 | ||||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 8,460 | 895 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 60,473 | 113.31 | 7,162 | 137.59 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 1,703 | 202 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,814 | 215 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 110,223 | 275.36 | 13,054 | 318.10 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 1,946 | 230 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2,310 | 274 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 56,607 | 70.43 | 6,704 | 89.83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5,040 | 26.16 | 597 | 40.47 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 305,121 | 8.15 | 36,136 | 20.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,105 | 3.45 | 486 | 15.44 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 9,037 | 1 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 894 | 106 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 41 | 0 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3,152 | 373 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,918 | 7.36 | 2,004 | 19.58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,421 | 0.34 | 760 | 11.76 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,712 | 81.70 | 2 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,079 | 246 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 230,107 | 2,868.74 | 27,252 | 3,207.16 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,874 | 932 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 276 | 33 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 5,822 | 89.52 | 690 | 100.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63,259 | 139.90 | 7,492 | 167.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,556 | 0.28 | 421 | 11.67 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 3,347 | 19.62 | 396 | 33.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 617 | 26.43 | 73 | 35.19 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4,248 | 5.78 | 503 | 18.08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 74,631 | 62.25 | 8,839 | 80.74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2,427,445 | 11.76 | 287,482 | 24.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 364,511 | 5.38 | 43,169 | 17.38 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 2,470 | 261 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,600 | 9.09 | 426 | 21.71 | |||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 3,058 | 12.55 | 362 | 25.69 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 12 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,876 | 1,762 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 452,842 | 8.46 | 53,630 | 20.81 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 3,646 | 432 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,323 | 4.03 | 630 | 15.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 78,070 | 6.25 | 9,246 | 18.36 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 35,370 | 842.95 | 4,189 | 952.26 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,022 | 1,951 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 316 | 37 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10,768 | 1 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 90,600 | 10,730 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11,735 | 0.70 | 1,390 | 12.20 |
