BKDV Institutional Ownership & Shareholders
BNY MELLON DYNAMIC VALUE (BKDV) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.56B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BKDV tracked by InsiderSet, reporting ownership valued at approximately $359.86M 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 $373.08M, representing an estimated gain of +3.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed BKDV value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Bank Of New York Mellon Corp, Principle Wealth Partners Llc, and several other long-term asset managers with concentrated positions in BNY MELLON DYNAMIC VALUE (BKDV).
This page ranks the largest institutional BKDV 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
95
Total Reported Value
$1.56B
Largest Holder
Raymond James Financial Inc
Largest Position
$359.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.10% | 10,745,265 | $359,858,925 | $373,075,601 | +$13,216,676 | +3.67% | |
| Bank Of New York Mellon Corp | 0.02% | 4,478,242 | $149,976,296 | $155,484,562 | +$5,508,266 | +3.67% | |
| Principle Wealth Partners Llc | 6.72% | 4,065,430 | $136,151,239 | $141,151,730 | +$5,000,491 | +3.67% | |
| Bank Of America Corp | 0.01% | 3,875,672 | $129,796,239 | $134,563,332 | +$4,767,093 | +3.67% | |
| Lpl Financial Llc | 0.03% | 3,804,521 | $127,413,422 | $132,092,969 | +$4,679,547 | +3.67% | |
| Commonwealth Equity Services, Llc | 0.09% | 2,231,535 | $74,734,117 | $77,478,895 | +$2,744,778 | +3.67% | |
| Mariner, Llc | 0.06% | 1,725,205 | $57,777,098 | $59,899,118 | +$2,122,020 | +3.67% | |
| Stifel Financial Corp | 0.05% | 1,625,007 | $54,421,478 | $56,420,243 | +$1,998,765 | +3.67% | |
| Envestnet Asset Management Inc | 0.01% | 1,457,789 | $48,821,356 | $50,614,434 | +$1,793,078 | +3.67% | |
| Bleakley Financial Group, Llc | 0.51% | 1,189,385 | $39,832,504 | $41,295,447 | +$1,462,943 | +3.67% | |
| Advisor Os, Llc | 2.42% | 1,083,118 | $36,273,630 | $37,605,857 | +$1,332,227 | +3.67% | |
| Mjp Associates Inc | 3.97% | 1,083,118 | $36,273,630 | $37,605,857 | +$1,332,227 | +3.67% | |
| Truist Financial Corp | 0.03% | 706,303 | $23,802,394 | $24,522,840 | +$720,446 | +3.03% | |
| Integrated Wealth Concepts Llc | 0.16% | 710,411 | $23,791,660 | $24,665,470 | +$873,810 | +3.67% | |
| Mml Investors Services, Llc | 0.04% | 597,718 | $20,017,565 | $20,752,769 | +$735,204 | +3.67% | |
| Osaic Holdings, Inc. | 0.02% | 537,078 | $17,986,531 | $18,647,348 | +$660,817 | +3.67% | |
| Private Advisor Group, Llc | 0.07% | 471,371 | $15,786,222 | $16,366,001 | +$579,779 | +3.67% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 385,364 | $12,905,840 | $13,379,838 | +$473,998 | +3.67% | |
| Trivium Point Advisory, Llc | 1.09% | 359,591 | $12,042,703 | $12,485,000 | +$442,297 | +3.67% | |
| Crux Wealth Advisors | 3.93% | 338,200 | $11,326,318 | $11,742,304 | +$415,986 | +3.67% | |
| Jsf Financial, Llc | 1.66% | 316,285 | $10,658,819 | $10,981,415 | +$322,596 | +3.03% | |
| Stonecrest Wealth Management, Inc. | 3.14% | 293,642 | $9,834,071 | $10,195,250 | +$361,179 | +3.67% | |
| Ruggaard & Associates Llc | 3.17% | 264,134 | $8,845,839 | $9,170,732 | +$324,893 | +3.67% | |
| Merit Financial Group, Llc | 0.05% | 244,967 | $8,203,951 | $8,505,254 | +$301,303 | +3.67% | |
| Nations Financial Group Inc | 0.39% | 244,837 | $8,199,591 | $8,500,741 | +$301,150 | +3.67% | |
| Concurrent Investment Advisors, Llc | 0.06% | 241,329 | $8,132,787 | $8,378,943 | +$246,156 | +3.03% | |
| Mgo One Seven Llc | 0.12% | 224,326 | $7,559,793 | $7,788,599 | +$228,806 | +3.03% | |
| Thrivent Financial For Lutherans | 0.01% | 223,107 | $7,472,000 | $7,746,275 | +$274,275 | +3.67% | |
| Fas Wealth Partners, Inc. | 0.37% | 213,465 | $7,148,951 | $7,411,505 | +$262,554 | +3.67% | |
| Kestra Advisory Services, Llc | 0.02% | 197,033 | $6,598,619 | $6,840,986 | +$242,367 | +3.67% | |
| Intentional Wealth Strategies, Llc | 5.37% | 170,948 | $5,725,049 | $5,935,315 | +$210,266 | +3.67% | |
| Maia Wealth Llc | 0.75% | 161,343 | $5,437,259 | $5,601,829 | +$164,570 | +3.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 148,846 | $5,090,533 | $5,167,933 | +$77,400 | +1.52% | |
| Financial Partners Group, Inc | 0.48% | 138,518 | $4,668,073 | $4,809,345 | +$141,272 | +3.03% | |
| Sugar Maple Asset Management, Llc | 2.60% | 135,525 | $4,567,191 | $4,705,428 | +$138,237 | +3.03% | |
| Ifp Advisors, Inc | 0.08% | 133,759 | $4,507,678 | $4,644,112 | +$136,434 | +3.03% | |
| Equitable Holdings, Inc. | 0.02% | 119,876 | $4,014,647 | $4,162,095 | +$147,448 | +3.67% | |
| Noble Wealth Management Pbc | 1.82% | 117,612 | $3,963,524 | $4,083,489 | +$119,965 | +3.03% | |
| Next Level Private Llc | 0.74% | 114,168 | $3,847,462 | $3,963,913 | +$116,451 | +3.03% | |
| Newedge Advisors, Llc | 0.01% | 114,388 | $3,830,854 | $3,971,551 | +$140,697 | +3.67% | |
| &Partners | 0.02% | 112,665 | $3,773,151 | $3,911,729 | +$138,578 | +3.67% | |
| American Alpha Advisors, Llc | 2.07% | 104,319 | $3,493,643 | $3,621,956 | +$128,313 | +3.67% | |
| Sanctuary Advisors, Llc | 0.01% | 93,336 | $3,125,817 | $3,240,626 | +$114,809 | +3.67% | |
| Ggm Financial Llc | 1.15% | 90,191 | $3,020,493 | $3,131,432 | +$110,939 | +3.67% | |
| Victory Financial Group, Llc | 0.26% | 83,908 | $2,827,700 | $2,913,286 | +$85,586 | +3.03% | |
| Smith, Moore & Co. | 0.14% | 64,012 | $2,143,766 | $2,222,497 | +$78,731 | +3.67% | |
| Oppenheimer & Co Inc | 0.02% | 58,027 | $1,955,510 | $2,014,697 | +$59,187 | +3.03% | |
| Legacy Capital Wealth Partners, Llc | 0.36% | 50,949 | $1,716,974 | $1,768,949 | +$51,975 | +3.03% | |
| Kfa Private Wealth Group, Llc | 0.39% | 49,102 | $1,654,741 | $1,704,821 | +$50,080 | +3.03% | |
| Cerity Partners Llc | 0.00% | 48,303 | $1,617,667 | $1,677,080 | +$59,413 | +3.67% |
Frequently asked questions about BKDV
Who are the largest institutional holders of BKDV?
The largest institutional holders of BKDV reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Bank Of New York Mellon Corp, Principle Wealth Partners Llc, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported BKDV position.
What is BKDV institutional ownership?
This page tracks BKDV positions reported by institutional investment managers through SEC Form 13F. BNY MELLON DYNAMIC VALUE (BKDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BKDV?
InsiderSet currently tracks 95 institutional managers reporting BKDV 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 BKDV shareholders.
How much BKDV stock do institutions own?
Institutional investment managers disclosed approximately $1.56B in BKDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BKDV institutional ownership last updated?
The latest BKDV 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 BKDV 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 BKDV position after the reporting date.
Are institutions buying or selling BKDV?
Institutional buying and selling can be analyzed by comparing BKDV positions across consecutive 13F reporting periods. InsiderSet's BKDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BKDV ownership changes.
How has BKDV institutional ownership changed over time?
InsiderSet tracks BKDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.