DaveManuel.com · Institutional Ownership · Who Owns It
BNY MELLON ETF TRUST (BKHY)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
42
Reporting holders
$103.3M
Reported value
0.0%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | $30.1M | 631,480 | 0.00% | 23q | +4.4%+$1.3M |
| MORGAN STANLEY | $16.7M | 350,490 | 0.00% | 11q | +57.4%+$6.1M |
| ASSETMARK, INC | $10.0M | 210,767 | 0.02% | 11q | -4.4%-$457.8K |
| Ocean Park Asset Management, LLC | $6.3M | 131,600 | 0.30% | 13q | HELD |
| ShoreHaven Wealth Partners, LLC | $4.8M | 101,068 | 1.51% | 12q | +71.4%+$2.0M |
| JPMORGAN CHASE & CO | $4.8M | 101,067 | 0.00% | 12q | +71.5%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $4.7M | 99,254 | 0.00% | 11q | +9.2%+$397.0K |
| LPL Financial LLC | $3.7M | 77,173 | 0.00% | 14q | -48.0%-$3.4M |
| Integrated Wealth Concepts LLC | $3.1M | 66,128 | 0.02% | 15q | +3.2%+$98.2K |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 60,592 | 0.00% | 7q | +4.9%+$134.7K |
| Cetera Investment Advisers | $2.8M | 58,890 | 0.00% | 11q | +5.8%+$152.8K |
| CRUX WEALTH ADVISORS | $2.7M | 57,059 | 0.94% | 6q | +3.3%+$85.8K |
| AE Wealth Management LLC | $2.2M | 45,200 | 0.01% | 3q | -2.2%-$47.6K |
| Sellwood Investment Partners LLC | $1.2M | 25,225 | 0.42% | 7q | +9.3%+$102.6K |
| JANE STREET GROUP, LLC | $1.0M | 21,071 | 0.00% | new | NEW |
| Symphony Financial, Ltd. Co. | $991.6K | 20,841 | 0.11% | 5q | +7.9%+$72.9K |
| GTS SECURITIES LLC | $914.4K | 19,207 | 0.02% | 5q | -16.0%-$174.5K |
| Janney Montgomery Scott LLC | $784.0K | 16,460 | 0.00% | 3q | HELD |
| Rockefeller Capital Management L.P. | $676.0K | 14,198 | 0.00% | 4q | +14.6%+$86.3K |
| Cambridge Investment Research Advisors, Inc. | $632.0K | 13,290 | 0.00% | 4q | +123.5%+$349.2K |
| CAPTRUST FINANCIAL ADVISORS | $587.1K | 12,331 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $460.0K | 9,659 | 0.00% | 10q | +2.4%+$10.7K |
| Global View Capital Management LLC | $295.0K | 6,197 | 0.06% | 7q | -5.7%-$17.9K |
| Fifth Third Securities, Inc. | $263.3K | 5,531 | 0.02% | 3q | -0.8%-$2.1K |
| RPOA Advisors, Inc. | $214.7K | 4,510 | 0.01% | 11q | -28.8%-$86.7K |
| Stratos Wealth Partners, LTD. | $203.2K | 4,268 | 0.00% | new | NEW |
| Beacon Capital Management, Inc. | $88.6K | 1,860 | 0.01% | 4q | +15.6%+$12.0K |
| Geneos Wealth Management Inc. | $80.9K | 1,700 | 0.00% | 23q | -60.7%-$125.2K |
| PRIVATE TRUST CO NA | $47.4K | 995 | 0.00% | 7q | HELD |
| Aptus Capital Advisors, LLC | $42.3K | 888 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $36.3K | 763 | 0.00% | 11q | -5.6%-$2.1K |
| Continuum Advisory, LLC | $10.2K | 214 | 0.00% | new | NEW |
| FMR LLC | $6.4K | 135 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $5.6K | 117 | 0.00% | 22q | HELD |
| Signature Equity Partners, LLC | $5.2K | 109 | 0.00% | 2q | +1.9% |
| Rossby Financial, LCC | $4.9K | 103 | 0.00% | 5q | +74.6%+$2.1K |
| Smartleaf Asset Management LLC | $2.3K | 49 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $2.1K | 45 | 0.00% | 3q | +32.4% |
| Global Retirement Partners, LLC | $1.1K | 24 | 0.00% | 4q | -66.2%-$2.2K |
| HARBOUR INVESTMENTS, INC. | $104 | 2 | 0.00% | 2q | -90.0% |
| Financial Gravity Companies, Inc. | $95 | 2 | 0.00% | 4q | -84.6% |
| WELLS FARGO & COMPANY/MN | $15 | none filed | 0.00% | 8q | HELD |
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 | 12 | $21.6M | 470,603 | 1 | 3 | 5 | 0.0% |
| Q2 2026 | 42 | $103.3M | 2,170,562 | 4 | 18 | 12 | 0.0% |
| Q1 2026 | 44 | $95.7M | 2,019,522 | 5 | 21 | 10 | 0.0% |
| Q4 2025 | 48 | $335.5M | 6,980,302 | 7 | 17 | 18 | 0.0% |
| Q3 2025 | 50 | $335.6M | 6,890,864 | 9 | 22 | 15 | 0.0% |
| Q2 2025 | 51 | $327.5M | 6,786,272 | 10 | 17 | 18 | 0.0% |
| Q1 2025 | 48 | $315.4M | 6,622,796 | 4 | 13 | 21 | 0.0% |
| Q4 2024 | 56 | $318.0M | 6,667,745 | 11 | 19 | 15 | 0.0% |
| Q3 2024 | 46 | $315.2M | 6,417,640 | 10 | 22 | 9 | 0.0% |
| Q2 2024 | 42 | $268.6M | 5,693,505 | 4 | 18 | 14 | 0.0% |
| Q1 2024 | 43 | $266.5M | 5,591,588 | 13 | 14 | 11 | 0.0% |
| Q4 2023 | 33 | $247.7M | 5,231,086 | 15 | 3 | 10 | 0.0% |
| Q3 2023 | 22 | $59.1M | 1,297,774 | 9 | 6 | 5 | 0.0% |
| Q2 2023 | 27 | $89.7M | 1,930,399 | 14 | 7 | 4 | 0.0% |
| Q1 2023 | 15 | $60.1M | 1,268,941 | 6 | 6 | 1 | 0.0% |
| Q4 2022 | 11 | $19.9M | 431,120 | 3 | 4 | 1 | 0.0% |
| Q3 2022 | 7 | $17.9M | 400,730 | 1 | 3 | 1 | 0.0% |
| Q2 2022 | 7 | $18.5M | 401,485 | 1 | 1 | 3 | 0.0% |
| Q1 2022 | 6 | $9.9M | 190,891 | 0 | 2 | 3 | 0.0% |
| Q4 2021 | 7 | $17.7M | 322,761 | 0 | 3 | 2 | 0.0% |
| Q3 2021 | 7 | $9.4M | 166,606 | 1 | 4 | 1 | 0.0% |
| Q2 2021 | 6 | $8.9M | 156,920 | 0 | 3 | 2 | 0.0% |
| Q1 2021 | 7 | $15.3M | 271,767 | 2 | 4 | 0 | 0.0% |
| Q4 2020 | 5 | $6.0M | 107,576 | 3 | 0 | 2 | 0.0% |
| Q3 2020 | 2 | $26.0M | 481,385 | 0 | 2 | 0 | 0.0% |
| Q2 2020 | 3 | $10.4M | 197,548 | 3 | 0 | 0 | 0.0% |