BKAG Institutional Ownership & Shareholders
BNY MELLON CORE BOND ETF (BKAG) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.30B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of BKAG tracked by InsiderSet, reporting ownership valued at approximately $264.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $256.62M, representing an estimated loss of -2.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed BKAG value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Exchange Traded Concepts, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in BNY MELLON CORE BOND ETF (BKAG).
This page ranks the largest institutional BKAG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$1.30B
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$264.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.04% | 6,294,450 | $264,052,190 | $256,624,727 | -$7,427,463 | -2.81% | |
| Exchange Traded Concepts, Llc | 1.04% | 5,857,574 | $234,701,275 | $238,813,292 | +$4,112,017 | +1.75% | |
| Bank Of America Corp | 0.01% | 2,445,005 | $102,567,958 | $99,682,854 | -$2,885,104 | -2.81% | |
| Total Investment Management Inc | 7.36% | 1,885,646 | $75,554,071 | $76,877,787 | +$1,323,716 | +1.75% | |
| Talon Private Wealth, Llc | 6.01% | 1,225,426 | $51,406,607 | $49,960,618 | -$1,445,989 | -2.81% | |
| Aptus Capital Advisors, Llc | 0.35% | 1,137,964 | $47,737,602 | $46,394,792 | -$1,342,810 | -2.81% | |
| Signal Advisors Wealth, Llc | 2.01% | 1,140,641 | $45,703,220 | $46,503,934 | +$800,714 | +1.75% | |
| Brookstone Capital Management | 0.40% | 998,875 | $40,022,935 | $40,724,134 | +$701,199 | +1.75% | |
| Central Trust Co | 0.71% | 941,445 | $39,493,619 | $38,382,713 | -$1,110,906 | -2.81% | |
| Tanager Wealth Management Llp | 3.28% | 981,779 | $39,337,914 | $40,027,130 | +$689,216 | +1.75% | |
| Integrated Wealth Concepts Llc | 0.25% | 900,167 | $37,762,007 | $36,699,809 | -$1,062,198 | -2.81% | |
| Stadion Money Management, Llc | 2.88% | 798,129 | $33,356,924 | $32,539,719 | -$817,205 | -2.45% | |
| Glen Eagle Advisors, Llc | 3.70% | 699,904 | $29,360,976 | $28,535,086 | -$825,890 | -2.81% | |
| Wealthspire Advisors, Llc | 0.16% | 676,711 | $28,388,018 | $27,589,507 | -$798,511 | -2.81% | |
| Gm Advisory Group, Llc | 1.00% | 615,975 | $25,994,148 | $25,113,301 | -$880,847 | -3.39% | |
| Royal Bank Of Canada | 0.00% | 491,335 | $20,612,000 | $20,031,728 | -$580,272 | -2.82% | |
| Crux Wealth Advisors | 4.71% | 323,784 | $13,582,750 | $13,200,674 | -$382,076 | -2.81% | |
| Carolina Wealth Advisors, Llc | 5.00% | 328,092 | $13,145,990 | $13,376,311 | +$230,321 | +1.75% | |
| Morgan Stanley | 0.00% | 238,030 | $9,985,359 | $9,704,483 | -$280,876 | -2.81% | |
| Lord & Richards Wealth Management, Llc | 7.22% | 236,042 | $9,457,724 | $9,623,432 | +$165,708 | +1.75% | |
| Sevenbridge Financial Group, Llc | 1.24% | 207,406 | $8,356,394 | $8,455,943 | +$99,549 | +1.19% | |
| Tailwinds Wealth, Llc | 4.71% | 189,927 | $7,967,425 | $7,743,324 | -$224,101 | -2.81% | |
| Rpoa Advisors, Inc. | 0.23% | 195,882 | $7,848,613 | $7,986,109 | +$137,496 | +1.75% | |
| Lpl Financial Llc | 0.00% | 171,573 | $7,197,508 | $6,995,031 | -$202,477 | -2.81% | |
| Maripau Wealth Management Llc | 2.56% | 169,814 | $7,192,137 | $6,923,317 | -$268,820 | -3.74% | |
| Curran Financial Partners, Llc | 0.93% | 149,356 | $6,265,484 | $6,089,244 | -$176,240 | -2.81% | |
| Osaic Holdings, Inc. | 0.01% | 143,614 | $6,024,588 | $5,855,143 | -$169,445 | -2.81% | |
| Rockefeller Capital Management L.P. | 0.01% | 117,261 | $4,919,099 | $4,780,731 | -$138,368 | -2.81% | |
| Symphony Financial, Ltd. Co. | 0.43% | 119,450 | $4,793,158 | $4,869,977 | +$76,819 | +1.60% | |
| Equitable Holdings, Inc. | 0.03% | 111,661 | $4,684,179 | $4,552,419 | -$131,760 | -2.81% | |
| Second Line Capital, Llc | 0.83% | 106,590 | $4,471,445 | $4,345,674 | -$125,771 | -2.81% | |
| Envestnet Asset Management Inc | 0.00% | 104,107 | $4,367,270 | $4,244,442 | -$122,828 | -2.81% | |
| Guardian Wealth Advisors, Llc / Nc | 0.24% | 102,787 | $4,311,915 | $4,190,626 | -$121,289 | -2.81% | |
| Raymond James Financial Inc | 0.00% | 101,820 | $4,271,359 | $4,151,201 | -$120,158 | -2.81% | |
| Merited Wealth, Llc | 2.84% | 102,296 | $4,098,796 | $4,170,608 | +$71,812 | +1.75% | |
| Wealth Forward, Llc | 1.68% | 92,884 | $3,721,676 | $3,786,881 | +$65,205 | +1.75% | |
| First Heartland Consultants, Inc. | 0.24% | 88,747 | $3,555,918 | $3,618,215 | +$62,297 | +1.75% | |
| Jpmorgan Chase & Co | 0.00% | 82,174 | $3,463,664 | $3,350,234 | -$113,430 | -3.27% | |
| Advisory Services Network, Llc | 0.03% | 70,821 | $2,970,931 | $2,887,372 | -$83,559 | -2.81% | |
| Newedge Advisors, Llc | 0.01% | 65,159 | $2,733,428 | $2,656,532 | -$76,896 | -2.81% | |
| Concurrent Investment Advisors, Llc | 0.02% | 65,145 | $2,610,228 | $2,655,962 | +$45,734 | +1.75% | |
| M Holdings Securities, Inc. | 0.35% | 60,439 | $2,547,000 | $2,464,098 | -$82,902 | -3.25% | |
| Cetera Investment Advisers | 0.00% | 54,494 | $2,286,023 | $2,221,720 | -$64,303 | -2.81% | |
| Stiles Financial Services Inc | 0.57% | 55,359 | $2,218,118 | $2,256,986 | +$38,868 | +1.75% | |
| Citadel Advisors Llc | 0.00% | 51,467 | $2,159,041 | $2,098,310 | -$60,731 | -2.81% | |
| Sentinel Pension Advisors, Llc | 0.25% | 50,857 | $2,037,744 | $2,073,440 | +$35,696 | +1.75% | |
| Vestgen Advisors, Llc | 0.06% | 47,219 | $1,891,969 | $1,925,119 | +$33,150 | +1.75% | |
| Jane Street Group, Llc | 0.00% | 39,242 | $1,646,202 | $1,599,896 | -$46,306 | -2.81% | |
| E6 Portfolios, Llc | 1.10% | 36,492 | $1,462,168 | $1,487,779 | +$25,611 | +1.75% | |
| Fifth Third Securities, Inc. | 0.06% | 30,202 | $1,210,147 | $1,231,336 | +$21,189 | +1.75% |
Frequently asked questions about BKAG
Who are the largest institutional holders of BKAG?
The largest institutional holders of BKAG reported in the latest SEC Form 13F filings include Bank Of New York Mellon Corp, Exchange Traded Concepts, Llc, Bank Of America Corp, Total Investment Management Inc, and Talon Private Wealth, Llc. InsiderSet ranks institutional holders by their latest reported BKAG position.
What is BKAG institutional ownership?
This page tracks BKAG positions reported by institutional investment managers through SEC Form 13F. BNY MELLON CORE BOND ETF (BKAG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BKAG?
InsiderSet currently tracks 89 institutional managers reporting BKAG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BKAG shareholders.
How much BKAG stock do institutions own?
Institutional investment managers disclosed approximately $1.30B in BKAG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BKAG institutional ownership last updated?
The latest BKAG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BKAG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BKAG position after the reporting date.
Are institutions buying or selling BKAG?
Institutional buying and selling can be analyzed by comparing BKAG positions across consecutive 13F reporting periods. InsiderSet's BKAG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BKAG ownership changes.
How has BKAG institutional ownership changed over time?
InsiderSet tracks BKAG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.