DaveManuel.com · Institutional Ownership · Who Owns It
BNY MELLON (BKCG)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
30
Reporting holders
$16.3M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | $7.1M | 190,665 | 0.02% | 5q | HELD |
| LPL Financial LLC | $2.0M | 53,259 | 0.00% | 6q | +6.9%+$127.9K |
| Kaydan Wealth Management, Inc. | $753.3K | 20,193 | 0.23% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $705.2K | 18,905 | 0.00% | 5q | -2.6%-$18.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $674.2K | 18,073 | 0.00% | 6q | -23.4%-$205.9K |
| Symphony Financial Services, Inc. | $531.0K | 14,236 | 0.24% | 6q | -2.4%-$13.1K |
| RAYMOND JAMES FINANCIAL INC | $508.2K | 13,623 | 0.00% | 5q | +3.4%+$16.5K |
| Cambridge Investment Research Advisors, Inc. | $448.0K | 12,032 | 0.00% | 6q | +100.7%+$224.7K |
| Equitable Holdings, Inc. | $438.3K | 11,751 | 0.00% | 6q | -8.6%-$41.0K |
| MORGAN STANLEY | $433.3K | 11,617 | 0.00% | 6q | -3.9%-$17.4K |
| OSAIC HOLDINGS, INC. | $280.1K | 7,509 | 0.00% | 6q | +35.6%+$73.5K |
| Cetera Investment Advisers | $245.0K | 6,568 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $231.9K | 6,217 | 0.01% | 5q | HELD |
| BridgePort Financial Solutions, LLC | $227.8K | 6,107 | 0.06% | 4q | HELD |
| CITADEL ADVISORS LLC | $226.1K | 6,062 | 0.00% | 3q | -67.9%-$477.5K |
| NorthRock Partners, LLC | $205.2K | 5,502 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $205.0K | 5,503 | 0.00% | 6q | HELD |
| GOLDMAN SACHS GROUP INC | $200.7K | 5,380 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $168.3K | 4,571 | 0.00% | 2q | HELD |
| Concord Wealth Partners | $167.0K | 4,477 | 0.02% | new | NEW |
| CoreCap Advisors, LLC | $156.3K | 4,190 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $115.4K | 3,093 | 0.00% | 5q | HELD |
| HUNTINGTON NATIONAL BANK | $45.1K | 1,209 | 0.00% | 2q | HELD |
| Golden State Wealth Management, LLC | $37.1K | 995 | 0.00% | 6q | HELD |
| FMR LLC | $35.9K | 962 | 0.00% | 6q | -0.5% |
| Global Retirement Partners, LLC | $32.7K | 876 | 0.00% | 4q | HELD |
| Clearstead Advisors, LLC | $28.2K | 757 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $23.6K | 631 | 0.00% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $20.5K | 550 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $14.8K | 397 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 2 | $818.3K | 20,756 | 0 | 0 | 1 | 0.0% |
| Q2 2026 | 30 | $16.3M | 435,910 | 5 | 4 | 7 | 0.0% |
| Q1 2026 | 26 | $14.4M | 423,354 | 6 | 3 | 8 | 0.0% |
| Q4 2025 | 24 | $15.8M | 433,006 | 3 | 4 | 4 | 0.0% |
| Q3 2025 | 24 | $15.0M | 420,600 | 3 | 3 | 8 | 0.0% |
| Q2 2025 | 22 | $15.8M | 456,470 | 9 | 4 | 5 | 0.0% |
| Q1 2025 | 16 | $5.2M | 169,360 | 16 | 0 | 0 | 0.0% |