DaveManuel.com · Institutional Ownership · Who Owns It
BNY MELLON ETF TRUST (BKIE)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
77
Reporting holders
$835.3M
Reported value
0.0%
Calls
0.0%
Puts
-1
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 |
|---|---|---|---|---|---|
| RPOA Advisors, Inc. | $326.2M | 3,242,222 | 9.29% | 11q | +84.5%+$149.4M |
| Bank of New York Mellon Corp | $65.2M | 648,189 | 0.01% | 24q | +184.8%+$42.3M |
| SENTINEL PENSION ADVISORS, LLC | $61.1M | 1,838,019 | 8.01% | 18q | +217.5%+$41.8M |
| Integrated Wealth Concepts LLC | $57.4M | 570,178 | 0.38% | 19q | +4.4%+$2.4M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $50.6M | 503,315 | 2.41% | 7q | +13.1%+$5.9M |
| MGO ONE SEVEN LLC | $48.3M | 479,766 | 0.80% | 9q | +4.6%+$2.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $35.2M | 349,866 | 0.03% | 3q | -14.1%-$5.8M |
| LPL Financial LLC | $31.3M | 311,097 | 0.01% | 19q | +4.4%+$1.3M |
| JANE STREET GROUP, LLC | $12.4M | 122,788 | 0.00% | 10q | -62.8%-$20.8M |
| FLAGSHIP WEALTH ADVISORS, LLC | $11.7M | 116,558 | 2.63% | 7q | +173.4%+$7.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.7M | 116,001 | 0.01% | 15q | -7.6%-$965.8K |
| OSAIC HOLDINGS, INC. | $10.5M | 104,277 | 0.01% | 24q | -14.3%-$1.7M |
| RAYMOND JAMES FINANCIAL INC | $10.4M | 102,888 | 0.00% | 7q | +17.8%+$1.6M |
| BANK OF AMERICA CORP /DE/ | $7.2M | 71,139 | 0.00% | 21q | +8.8%+$576.8K |
| Wealth Forward, LLC | $7.1M | 71,072 | 3.56% | 4q | +1.5%+$104.2K |
| VestGen Advisors, LLC | $6.9M | 69,005 | 0.20% | 3q | -22.1%-$2.0M |
| Sunrise Financial Services, LLC | $6.5M | 65,061 | 3.89% | 3q | +8.3%+$499.2K |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 63,759 | 0.00% | 17q | +1.7%+$109.3K |
| Stratos Wealth Partners, LTD. | $5.6M | 55,407 | 0.06% | 6q | -5.9%-$352.0K |
| MML INVESTORS SERVICES, LLC | $5.0M | 49,712 | 0.01% | 8q | +13.6%+$600.5K |
| Cetera Investment Advisers | $4.7M | 46,964 | 0.00% | 10q | +8.8%+$381.7K |
| Innovative Wealth Building LLC | $4.2M | 41,755 | 2.44% | 7q | +4.0%+$160.5K |
| MORGAN STANLEY | $3.9M | 38,758 | 0.00% | 15q | +13.9%+$476.5K |
| WELLS FARGO & COMPANY/MN | $3.7M | 36,406 | 0.00% | 8q | +36.1%+$972.4K |
| Zhang Financial LLC | $3.6M | 36,261 | 0.11% | 19q | +1.1%+$40.6K |
| GOLDMAN SACHS GROUP INC | $3.5M | 35,078 | 0.00% | new | NEW |
| DAVENPORT & Co LLC | $3.4M | 33,708 | 0.02% | new | NEW |
| Alta Wealth Advisors LLC | $2.9M | 28,414 | 0.77% | 4q | +32.4%+$699.4K |
| Treasure Coast Financial Planning | $2.7M | 26,762 | 1.31% | 16q | -3.4%-$93.8K |
| Capital Investment Advisors, LLC | $2.6M | 26,194 | 0.03% | 5q | +33.7%+$663.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 23,944 | 0.05% | 11q | -18.1%-$533.9K |
| CRUX WEALTH ADVISORS | $1.7M | 17,376 | 0.61% | 6q | +1.8%+$30.4K |
| IFC & Insurance Marketing, Inc. | $1.4M | 14,398 | 1.28% | 3q | -0.8%-$12.1K |
| Arkadios Wealth Advisors | $1.2M | 11,699 | 0.02% | 9q | +2.6%+$29.4K |
| Symphony Financial, Ltd. Co. | $1.1M | 10,625 | 0.12% | 5q | +41.1%+$310.6K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 10,120 | 0.00% | 10q | +88.4%+$477.6K |
| Advisory Resource Group | $970.7K | 9,649 | 0.15% | 20q | -0.8%-$8.1K |
| Private Advisor Group, LLC | $943.9K | 9,383 | 0.00% | 6q | -3.8%-$37.6K |
| Steward Partners Investment Advisory, LLC | $943.8K | 9,382 | 0.00% | 11q | -28.1%-$368.8K |
| HighTower Advisors, LLC | $941.8K | 9,362 | 0.00% | 4q | +165.2%+$586.7K |
| Glen Eagle Advisors, LLC | $842.9K | 8,379 | 0.11% | 14q | +18.4%+$131.2K |
| Fifth Third Wealth Advisors LLC | $748.5K | 7,440 | 0.02% | 4q | HELD |
| Farther Finance Advisors, LLC | $731.3K | 7,269 | 0.01% | 15q | -7.6%-$59.9K |
| Balboa Wealth Partners | $705.2K | 7,010 | 0.10% | 2q | +1.1%+$7.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $678.9K | 6,748 | 0.00% | 9q | +24.1%+$131.7K |
| CAPTRUST FINANCIAL ADVISORS | $634.8K | 6,310 | 0.00% | 15q | +0.5%+$3.2K |
| FMR LLC | $634.3K | 6,305 | 0.00% | 11q | +127.4%+$355.3K |
| PRINCIPAL SECURITIES, INC. | $555.3K | 5,520 | 0.01% | 11q | HELD |
| ROYAL BANK OF CANADA | $481.0K | 4,784 | 0.00% | 12q | HELD |
| Equitable Holdings, Inc. | $479.6K | 4,767 | 0.00% | 2q | +24.3%+$93.9K |
| XY Planning Network, Inc. | $475.8K | 4,730 | 0.06% | new | NEW |
| AMERIPRISE FINANCIAL INC | $392.0K | 3,897 | 0.00% | new | NEW |
| Certified Advisory Corp | $371.8K | 3,696 | 0.03% | 3q | -68.5%-$809.8K |
| Kestra Advisory Services, LLC | $302.7K | 3,009 | 0.00% | 4q | +0.6%+$1.9K |
| Key Financial Inc | $279.6K | 2,779 | 0.05% | 13q | +309.9%+$211.4K |
| SageView Advisory Group, LLC | $275.6K | 2,740 | 0.01% | new | NEW |
| ZENITH SOLUTIONS, INC. | $273.1K | 2,714 | 0.25% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $238.4K | 2,374 | 0.00% | 2q | -42.2%-$174.2K |
| AQR CAPITAL MANAGEMENT LLC | $237.5K | 2,361 | 0.00% | 2q | HELD |
| Ethic Inc. | $234.9K | 2,335 | 0.00% | 6q | HELD |
| Krilogy Financial LLC | $221.6K | 2,203 | 0.01% | 2q | -4.0%-$9.2K |
| HARBOUR INVESTMENTS, INC. | $216.5K | 2,152 | 0.00% | 8q | +13.9%+$26.4K |
| Birchwood Financial Partners, Inc. | $186.9K | 1,857 | 0.15% | 3q | +0.8%+$1.5K |
| JPMORGAN CHASE & CO | $178.5K | 1,779 | 0.00% | 5q | +2.6%+$4.5K |
| Capital Analysts, LLC | $142.0K | 1,415 | 0.00% | 3q | HELD |
| Arlington Trust Co LLC | $100.6K | 1,000 | 0.01% | new | NEW |
| VANGUARD ADVISERS INC | $48.9K | 486 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $38.9K | 387 | 0.00% | 24q | +15.5%+$5.2K |
| Abound Wealth Management | $33.1K | 329 | 0.01% | 2q | HELD |
| IFP Advisors, Inc | $24.1K | 240 | 0.00% | 13q | HELD |
| CGC Financial Services, LLC | $24.1K | 240 | 0.01% | 12q | HELD |
| MATHER GROUP, LLC. | $20.7K | 206 | 0.00% | 2q | HELD |
| Kings Path Partners LLC | $19.7K | 196 | 0.01% | 4q | HELD |
| ASSETMARK, INC | $4.0K | 40 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $1.7K | 17 | 0.00% | 3q | -95.4%-$35.2K |
| SIGNATUREFD, LLC | $78 | 1 | 0.00% | 2q | -97.1%-$2.7K |
| BlackRock, Inc. | $78 | 1 | 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 | 25 | $410.5M | 12,287,912 | 1 | 8 | 6 | 0.0% |
| Q2 2026 | 77 | $835.3M | 9,534,273 | 7 | 38 | 18 | 0.0% |
| Q1 2026 | 78 | $616.5M | 6,597,169 | 16 | 26 | 25 | 0.0% |
| Q4 2025 | 69 | $793.2M | 8,569,681 | 11 | 30 | 14 | 0.0% |
| Q3 2025 | 61 | $711.3M | 7,946,241 | 11 | 33 | 11 | 0.0% |
| Q2 2025 | 56 | $596.9M | 6,926,566 | 10 | 23 | 17 | 0.0% |
| Q1 2025 | 50 | $559.7M | 7,235,882 | 7 | 23 | 12 | 0.0% |
| Q4 2024 | 52 | $491.5M | 6,785,700 | 6 | 20 | 9 | 0.0% |
| Q3 2024 | 47 | $546.6M | 6,904,732 | 6 | 20 | 12 | 0.0% |
| Q2 2024 | 47 | $496.5M | 6,671,703 | 9 | 17 | 13 | 0.0% |
| Q1 2024 | 41 | $504.3M | 6,670,507 | 7 | 20 | 3 | 0.0% |
| Q4 2023 | 39 | $453.2M | 6,341,743 | 10 | 14 | 5 | 0.0% |
| Q3 2023 | 26 | $144.8M | 2,219,352 | 4 | 11 | 6 | 0.0% |
| Q2 2023 | 27 | $157.5M | 2,276,767 | 4 | 8 | 10 | 0.0% |
| Q1 2023 | 27 | $156.0M | 2,326,721 | 6 | 11 | 5 | 0.0% |
| Q4 2022 | 24 | $109.5M | 1,758,374 | 8 | 8 | 5 | 0.0% |
| Q3 2022 | 20 | $92.5M | 1,728,085 | 6 | 8 | 3 | 0.0% |
| Q2 2022 | 16 | $88.9M | 1,470,093 | 1 | 7 | 6 | 0.0% |
| Q1 2022 | 18 | $93.8M | 1,334,856 | 5 | 5 | 6 | 0.0% |
| Q4 2021 | 13 | $88.5M | 1,191,587 | 4 | 6 | 1 | 0.0% |
| Q3 2021 | 12 | $35.7M | 491,087 | 1 | 3 | 2 | 0.0% |
| Q2 2021 | 10 | $33.1M | 449,193 | 6 | 3 | 0 | 0.0% |
| Q1 2021 | 6 | $13.6M | 193,714 | 1 | 2 | 2 | 0.0% |
| Q4 2020 | 6 | $7.1M | 106,070 | 2 | 3 | 1 | 0.0% |
| Q3 2020 | 5 | $2.6M | 43,408 | 3 | 0 | 1 | 0.0% |
| Q2 2020 | 2 | $2.8M | 49,137 | 2 | 0 | 0 | 0.0% |