Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF include Financial Engines Advisors L.L.C., Optiver Holding B.V., and Raymond James Financial Inc .
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 | Raymond James Financial Inc | 586 | 60 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 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 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5,641 | 0.07 | 577 | 7.05 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 62,289 | 21.38 | 6,536 | 36.05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,304 | 6.96 | 543 | 14.35 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 6,500 | 665 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 29,316 | 25.00 | 3,001 | 33.81 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 158,206 | 3.14 | 16,602 | 15.61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,110 | 9.32 | 625 | 17.04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,444 | 57.25 | 762 | 68.36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 670 | 69 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 63,969 | 111.24 | 6,548 | 126.15 | ||||
| 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 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,263 | 33.55 | 846 | 42.98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,921 | 369.61 | 299 | 406.78 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 5,086 | 15.85 | 521 | 24.11 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 3,713 | 56.40 | 380 | 67.40 |
