Who Owns BKDV?

BNY Mellon Dynamic Value ETF — Institutional Ownership & 13F Holdings

Financial ServicesNYSE_ARCA

$31.49

+0.07 (+0.22%)

Market Cap

$506.8M

Shares Outstanding

16,960,960

Institutional Holders

26

Total Inst. Value

$175.5M

% of Float Held

—

QoQ Holder Change

—

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Bank of New York Mellon Corp$137.9M5,452,259
2Principle Wealth Partners LLC$23.0M911,018
3CRUX WEALTH ADVISORS$2.9M115,494
4Trivium Point Advisory, LLC$2.9M114,086
5SMITH, MOORE & CO.$1.7M67,522
6StoneCrest Wealth Management, Inc.$1.6M64,148
7Key Client Fiduciary Advisors, LLC$1.2M47,425
8American Alpha Advisors, LLC$885K34,982
9INSIGNEO ADVISORY SERVICES, LLC$743K29,409
10HighTower Advisors, LLC$709K28,024

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
SMITH, MOORE & CO.+8K$1.7M
Bleakley Financial Group, LLC+11$337K

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold BKDV?

As of Q1 2025, 26 institutional investors report holding BKDV (BNY Mellon Dynamic Value ETF) in their 13F filings.

Which hedge fund owns the most BKDV?

The largest institutional holder of BKDV is Bank of New York Mellon Corp with $137.9M in shares.

Are institutions buying or selling BKDV?

This quarter, 23 institutions opened new positions in BKDV and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.