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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -5

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 AMERICA CORP /DE/Increased+117K+$100.9B
Tanager Wealth Management LLPNew Position+1.3M+$53.3B
CENTRAL TRUST CoNew Position+637K+$27.0B
Wealth Forward, LLCNew Position+204K+$8.6B
Curran Financial Partners, LLCNew Position+109K+$4.6B
Aptus Capital Advisors, LLCIncreased+127K+$4.2B
Symphony Financial, Ltd. Co.New Position+96K+$4.0B
Signal Advisors Wealth, LLCIncreased+94K+$3.8B
GOLDMAN SACHS GROUP INCNew Position+85K+$3.0B
Sightline Wealth Advisors, LLCNew Position+48K+$2.0B
BankPlus Wealth Management LLCNew Position+38K+$1.6B
Savvy Advisors, Inc.New Position+33K+$1.4B
Stiles Financial Services IncNew Position+31K+$1.3B
Magnolia Private Wealth, LLCNew Position+27K+$1.1B
MARIPAU WEALTH MANAGEMENT LLCIncreased+21K+$877.0M

BKAG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-42K-$32.3B
Stadion Money Management, LLCDecreased-222K-$9.5B
LPL Financial LLCDecreased-383-$7.3B
Cetera Investment AdvisersDecreased-5K-$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-39K-$1.6B
CITADEL ADVISORS LLCClosed Position-34K-$1.4B
OSAIC HOLDINGS, INC.Decreased-21K-$1.3B
Zhang Financial LLCDecreased-1-$1.2B
Dynamic Advisor Solutions LLCDecreased-6K-$969.8M
Equitable Holdings, Inc.Decreased-10K-$833.5M
OLD MISSION CAPITAL LLCClosed Position-9K-$386.3M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-6K-$263.7M
Carolina Wealth Advisors, LLCDecreased-4K-$229.8M
Wealthspire Advisors, LLCClosed Position-3K-$120.0M
Lantern Wealth Advisors, LLCDecreased-1K-$45.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/2,336,032$99.0B0.01%Share
2Tanager Wealth Management LLP1,256,294$53.3B5.32%Share
3Stadion Money Management, LLC789,593$33.5B2.71%Share
4Signal Advisors Wealth, LLC750,307$31.8B2.53%Share
5Glen Eagle Advisors, LLC659,997$28.0B3.81%Share
6CENTRAL TRUST Co618,988$26.2B0.51%Share
7Aptus Capital Advisors, LLC609,667$25.0B0.18%Share
8Aptus Capital Advisors, LLC475,208$20.0B0.14%Share
9CRUX WEALTH ADVISORS315,824$13.4B4.98%Share
10Carolina Wealth Advisors, LLC306,592$13.0B5.79%Share
11First Heartland Consultants, Inc.206,229$8.7B0.66%Share
12Wealth Forward, LLC204,086$8.6B4.89%Share
13MARIPAU WEALTH MANAGEMENT LLC135,976$5.8B2.65%Share
14Rockefeller Capital Management L.P.133,364$5.0B0.01%Share
15Curran Financial Partners, LLC109,178$4.6B0.88%Share
16Second Line Capital, LLC95,067$4.0B0.83%Share
17Symphony Financial, Ltd. Co.96,360$4.0B0.54%Share
18Equitable Holdings, Inc.102,968$4.0B0.03%Share
19GUARDIAN WEALTH ADVISORS, LLC / NC83,553$3.5B0.22%Share
20OSAIC HOLDINGS, INC.80,582$3.0B0.00%Share
21GOLDMAN SACHS GROUP INC84,797$3.0B0.00%Share
22Sightline Wealth Advisors, LLC48,158$2.0B0.87%Share
23BANK OF AMERICA CORP /DE/62,610$2.0B0.00%Share
24Legacy Private Trust Co.38,601$1.6B0.10%Share
25BankPlus Wealth Management LLC38,479$1.6B0.90%Share
26COLLECTIVE FAMILY OFFICE LLC37,534$1.6B0.36%Share
27Savvy Advisors, Inc.33,492$1.4B0.05%Share
28Stiles Financial Services Inc30,916$1.3B0.40%Share
29Magnolia Private Wealth, LLC27,099$1.1B0.80%Share
30RPOA Advisors, Inc.25,943,475$1.1B27.89%Share
31RAYMOND JAMES FINANCIAL INC45,196$1.0B0.00%Share
32CENTRAL TRUST Co18,086$766.0M0.02%Share
33Harbour Capital Advisors, LLC16,115$683.0M0.14%Share
34Stratos Wealth Partners, LTD.13,000$550.0M0.01%Share
35Farther Finance Advisors, LLC12,365$524.0M0.01%Share
36Advisor Resource Council8,567$362.0M0.13%Share
37BankPlus Trust Department6,860$290.0M0.08%Share
38SILVER OAK SECURITIES, INCORPORATED6,072$258.0M0.02%Share
39Lantern Wealth Advisors, LLC4,825$204.0M0.11%Share
40UBS Group AG3,486$147.0M0.00%Share
41UBS Group AG3,155$133.0M0.00%Share
42Bank of New York Mellon Corp1,950,215$82.0M0.01%Share
43Legacy Private Trust Co.1,935$82.0M0.00%Share
44TOTAL INVESTMENT MANAGEMENT INC1,705,087$72.3M9.27%Share
45BankPlus Trust Department1,180$50.0M0.01%Share
46Brookstone Capital Management986,411$41.8M0.48%Share
47GM Advisory Group, LLC584,260$24.0M0.94%Share
48Bank of New York Mellon Corp583,163$24.0M0.00%Share
49Bank of New York Mellon Corp256,331$10.0M0.00%Share
50Lord & Richards Wealth Management, LLC188,324$8.0M6.85%Share

BKAG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$416.7B+28
Q3 202557$326.5B-13
Q2 202570$509.6B+4
Q1 202566$712.6B+3
Q4 202463$1145.5T+11
Q3 202452$1333.3T+7
Q2 202445$1263.7T+8
Q1 202437$2347.4T—

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As of Q4 2025, 50 institutional investors hold BKAG (BNY Mellon Core Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $99.0B in shares. This quarter, 11 institutions opened new positions and 5 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 BANK OF AMERICA CORP /DE/ with $99.0B in shares.

Is institutional ownership of BKAG increasing or decreasing?

This quarter, 11 institutions opened new positions in BKAG and 5 closed their positions.