Who Owns BNY Mellon Core Bond ETF (BKAG)?Hedge Fund & Institutional Holders

$42.10-0.07 (-0.17%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0995629900082e+210T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$40.77$41.45$42.14$42.83$43.51Sep 24Jun 25Mar 26

BKAG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of New York Mellon CorpNew Position+2.8M+$116.0M
Tanager Wealth Management LLPNew Position+1.3M+$53.3M
CENTRAL TRUST CoNew Position+637K+$27.0M
Lord & Richards Wealth Management, LLCNew Position+239K+$10.1M
Wealth Forward, LLCNew Position+204K+$8.6M
Curran Financial Partners, LLCNew Position+109K+$4.6M
JANE STREET GROUP, LLCNew Position+95K+$4.0M
Symphony Financial, Ltd. Co.New Position+96K+$4.0M
Sanctuary Advisors, LLCNew Position+94K+$4.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+75K+$3.0M
GOLDMAN SACHS GROUP INCNew Position+85K+$3.0M
SENTINEL PENSION ADVISORS, LLCNew Position+52K+$2.2M
Sightline Wealth Advisors, LLCNew Position+48K+$2.0M
Wilian Securities, LLCNew Position+47K+$2.0M
M Holdings Securities, Inc.New Position+40K+$1.7M

BKAG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RPOA Advisors, Inc.Decreased-172-$1.1T
Stadion Money Management, LLCDecreased-222K-$42.9B
Integrated Wealth Concepts LLCDecreased-42K-$32.3B
Carolina Wealth Advisors, LLCDecreased-4K-$13.2B
LPL Financial LLCDecreased-383-$7.3B
Equitable Holdings, Inc.Decreased-10K-$4.8B
OSAIC HOLDINGS, INC.Decreased-21K-$4.3B
Cetera Investment AdvisersDecreased-5K-$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-39K-$1.6B
CITADEL ADVISORS LLCClosed Position-34K-$1.4B
Zhang Financial LLCDecreased-1-$1.2B
Dynamic Advisor Solutions LLCDecreased-6K-$969.8M
OLD MISSION CAPITAL LLCClosed Position-9K-$386.3M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-6K-$263.7M
Lantern Wealth Advisors, LLCDecreased-1K-$249.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RPOA Advisors, Inc.25,943,475$1.1B27.89%Share
2BANK OF AMERICA CORP /DE/2,336,032$99.0M0.01%Share
3Bank of New York Mellon Corp1,950,215$82.0M0.01%Share
4TOTAL INVESTMENT MANAGEMENT INC1,705,087$72.3M9.27%Share
5Tanager Wealth Management LLP1,256,294$53.3M5.32%Share
6Brookstone Capital Management986,411$41.8M0.48%Share
7Stadion Money Management, LLC789,593$33.5M2.71%Share
8Signal Advisors Wealth, LLC750,307$31.8M2.53%Share
9Integrated Wealth Concepts LLC716,209$30.0M0.36%Share
10Glen Eagle Advisors, LLC659,997$28.0M3.81%Share
11CENTRAL TRUST Co618,988$26.2M0.51%Share
12Aptus Capital Advisors, LLC609,667$25.0M0.18%Share
13Bank of New York Mellon Corp583,163$24.0M0.00%Share
14GM Advisory Group, LLC584,260$24.0M0.94%Share
15Aptus Capital Advisors, LLC475,208$20.0M0.14%Share
16CRUX WEALTH ADVISORS315,824$13.4M4.98%Share
17Carolina Wealth Advisors, LLC306,592$13.0M5.79%Share
18Bank of New York Mellon Corp256,331$10.0M0.00%Share
19First Heartland Consultants, Inc.206,229$8.7M0.66%Share
20Wealth Forward, LLC204,086$8.6M4.89%Share
21Lord & Richards Wealth Management, LLC188,324$8.0M6.85%Share
22LPL Financial LLC171,893$7.0M0.00%Share
23MORGAN STANLEY184,121$7.0M0.00%Share
24SevenBridge Financial Group, LLC152,480$6.5M1.04%Share
25MARIPAU WEALTH MANAGEMENT LLC135,976$5.8M2.65%Share
26Rockefeller Capital Management L.P.133,364$5.0M0.01%Share
27Curran Financial Partners, LLC109,178$4.6M0.88%Share
28Second Line Capital, LLC95,067$4.0M0.83%Share
29JANE STREET GROUP, LLC94,509$4.0M0.00%Share
30Symphony Financial, Ltd. Co.96,360$4.0M0.54%Share
31Equitable Holdings, Inc.102,968$4.0M0.03%Share
32GUARDIAN WEALTH ADVISORS, LLC / NC83,553$3.5M0.22%Share
33OSAIC HOLDINGS, INC.80,582$3.0M0.00%Share
34ENVESTNET ASSET MANAGEMENT INC75,018$3.0M0.00%Share
35GOLDMAN SACHS GROUP INC84,797$3.0M0.00%Share
36SENTINEL PENSION ADVISORS, LLC52,497$2.2M0.34%Share
37Sightline Wealth Advisors, LLC48,158$2.0M0.87%Share
38BANK OF AMERICA CORP /DE/62,610$2.0M0.00%Share
39Advisory Services Network, LLC53,253$2.0M0.03%Share
40Wilian Securities, LLC46,832$2.0M2.14%Share
41M Holdings Securities, Inc.40,152$1.7M0.12%Share
42Legacy Private Trust Co.38,601$1.6M0.10%Share
43BankPlus Wealth Management LLC38,479$1.6M0.90%Share
44COLLECTIVE FAMILY OFFICE LLC37,534$1.6M0.36%Share
45Savvy Advisors, Inc.33,492$1.4M0.05%Share
46Stiles Financial Services Inc30,916$1.3M0.40%Share
47FIFTH THIRD SECURITIES, INC.29,512$1.3M0.08%Share
48Magnolia Private Wealth, LLC27,099$1.1M0.80%Share
49Lord & Richards Wealth Management, LLC25,929$1.1M0.94%Share
50Sanctuary Advisors, LLC25,350$1.1M0.01%Share

BKAG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$1.9B+28
Q3 202557$1.6T-13
Q2 202570$1.8T+4
Q1 202566$2.1T+3
Q4 202463$1230.4T+11
Q3 202452$1615.1T+7
Q2 202445$1434.0T+8
Q1 202437$2448.1T—

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As of Q4 2025, 50 institutional investors hold BKAG (BNY Mellon Core Bond ETF). The largest holder is RPOA Advisors, Inc. with $1.1B in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BKAG?

As of Q4 2025, 50 institutional investors report holding BKAG (BNY Mellon Core Bond ETF) in their 13F filings.

Who is the largest institutional holder of BKAG?

The largest institutional holder of BKAG is RPOA Advisors, Inc. with $1.1B in shares.

Is institutional ownership of BKAG increasing or decreasing?

This quarter, 15 institutions opened new positions in BKAG and 4 closed their positions.