BNY MELLON DYNAMIC VALUE (BKDV) Institutional Shareholders
BNY MELLON DYNAMIC VALUE (BKDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.55B in BKDV holdings during the latest filing period.
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 $366.63M, representing an estimated gain of +1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
92
Total Reported Value
$1.55B
Largest Holder
Raymond James Financial Inc
Largest Position
$359.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
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 | $366,628,442 | +$6,769,517 | +1.88% | |
| Bank Of New York Mellon Corp | 0.02% | 4,478,242 | $149,976,296 | $152,797,617 | +$2,821,321 | +1.88% | |
| Principle Wealth Partners Llc | 6.72% | 4,065,430 | $136,151,239 | $138,712,472 | +$2,561,233 | +1.88% | |
| Bank Of America Corp | 0.01% | 3,875,672 | $129,796,239 | $132,237,929 | +$2,441,690 | +1.88% | |
| Lpl Financial Llc | 0.03% | 3,804,521 | $127,413,422 | $129,810,257 | +$2,396,835 | +1.88% | |
| Commonwealth Equity Services, Llc | 0.09% | 2,231,535 | $74,734,117 | $76,139,974 | +$1,405,857 | +1.88% | |
| Mariner, Llc | 0.06% | 1,725,205 | $57,777,098 | $58,863,995 | +$1,086,897 | +1.88% | |
| Stifel Financial Corp | 0.05% | 1,625,007 | $54,421,478 | $55,445,239 | +$1,023,761 | +1.88% | |
| Envestnet Asset Management Inc | 0.01% | 1,457,789 | $48,821,356 | $49,739,761 | +$918,405 | +1.88% | |
| Bleakley Financial Group, Llc | 0.51% | 1,189,385 | $39,832,504 | $40,581,816 | +$749,312 | +1.88% | |
| Advisor Os, Llc | 2.42% | 1,083,118 | $36,273,630 | $36,955,986 | +$682,356 | +1.88% | |
| Mjp Associates Inc | 3.97% | 1,083,118 | $36,273,630 | $36,955,986 | +$682,356 | +1.88% | |
| Integrated Wealth Concepts Llc | 0.16% | 710,411 | $23,791,660 | $24,239,223 | +$447,563 | +1.88% | |
| Truist Financial Corp | 0.03% | 692,948 | $23,206,829 | $23,643,386 | +$436,557 | +1.88% | |
| Mml Investors Services, Llc | 0.04% | 597,718 | $20,017,565 | $20,394,138 | +$376,573 | +1.88% | |
| Osaic Holdings, Inc. | 0.02% | 537,078 | $17,986,531 | $18,325,101 | +$338,570 | +1.88% | |
| Private Advisor Group, Llc | 0.07% | 471,371 | $15,786,222 | $16,083,179 | +$296,957 | +1.88% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 385,364 | $12,905,840 | $13,148,620 | +$242,780 | +1.88% | |
| Trivium Point Advisory, Llc | 1.09% | 359,591 | $12,042,703 | $12,269,245 | +$226,542 | +1.88% | |
| Crux Wealth Advisors | 3.93% | 338,200 | $11,326,318 | $11,539,384 | +$213,066 | +1.88% | |
| Stonecrest Wealth Management, Inc. | 3.14% | 293,642 | $9,834,071 | $10,019,065 | +$184,994 | +1.88% | |
| Jsf Financial, Llc | 1.43% | 264,433 | $8,855,877 | $9,022,454 | +$166,577 | +1.88% | |
| Ruggaard & Associates Llc | 3.17% | 264,134 | $8,845,839 | $9,012,252 | +$166,413 | +1.88% | |
| Merit Financial Group, Llc | 0.05% | 244,967 | $8,203,951 | $8,358,274 | +$154,323 | +1.88% | |
| Nations Financial Group Inc | 0.39% | 244,837 | $8,199,591 | $8,353,838 | +$154,247 | +1.88% | |
| Thrivent Financial For Lutherans | 0.01% | 223,107 | $7,472,000 | $7,612,411 | +$140,411 | +1.88% | |
| Fas Wealth Partners, Inc. | 0.37% | 213,465 | $7,148,951 | $7,283,426 | +$134,475 | +1.88% | |
| Mgo One Seven Llc | 0.11% | 204,107 | $6,835,527 | $6,964,131 | +$128,604 | +1.88% | |
| Kestra Advisory Services, Llc | 0.02% | 197,033 | $6,598,619 | $6,722,766 | +$124,147 | +1.88% | |
| Intentional Wealth Strategies, Llc | 5.37% | 170,948 | $5,725,049 | $5,832,746 | +$107,697 | +1.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 139,896 | $4,728,485 | $4,773,252 | +$44,767 | +0.95% | |
| Maia Wealth Llc | 0.70% | 140,952 | $4,720,482 | $4,809,282 | +$88,800 | +1.88% | |
| Equitable Holdings, Inc. | 0.02% | 119,876 | $4,014,647 | $4,090,169 | +$75,522 | +1.88% | |
| Noble Wealth Management Pbc | 1.78% | 116,654 | $3,906,742 | $3,980,234 | +$73,492 | +1.88% | |
| Concurrent Investment Advisors, Llc | 0.03% | 114,487 | $3,834,178 | $3,906,296 | +$72,118 | +1.88% | |
| Newedge Advisors, Llc | 0.01% | 114,388 | $3,830,854 | $3,902,919 | +$72,065 | +1.88% | |
| Financial Partners Group, Inc | 0.45% | 127,749 | $3,789,039 | $4,358,796 | +$569,757 | +15.04% | |
| &Partners | 0.02% | 112,665 | $3,773,151 | $3,844,130 | +$70,979 | +1.88% | |
| American Alpha Advisors, Llc | 2.07% | 104,319 | $3,493,643 | $3,559,364 | +$65,721 | +1.88% | |
| Next Level Private Llc | 0.63% | 96,305 | $3,225,254 | $3,285,927 | +$60,673 | +1.88% | |
| Sugar Maple Asset Management, Llc | 2.02% | 93,788 | $3,140,959 | $3,200,047 | +$59,088 | +1.88% | |
| Sanctuary Advisors, Llc | 0.01% | 93,336 | $3,125,817 | $3,184,624 | +$58,807 | +1.88% | |
| Ifp Advisors, Inc | 0.06% | 91,873 | $3,076,827 | $3,134,707 | +$57,880 | +1.88% | |
| Ggm Financial Llc | 1.15% | 90,191 | $3,020,493 | $3,077,317 | +$56,824 | +1.88% | |
| Park Avenue Securities Llc | 0.02% | 78,210 | $2,619,000 | $2,668,525 | +$49,525 | +1.89% | |
| Smith, Moore & Co. | 0.14% | 64,012 | $2,143,766 | $2,184,089 | +$40,323 | +1.88% | |
| Oppenheimer & Co Inc | 0.02% | 52,052 | $1,743,221 | $1,776,014 | +$32,793 | +1.88% | |
| Cerity Partners Llc | 0.00% | 48,303 | $1,617,667 | $1,648,098 | +$30,431 | +1.88% | |
| Kfa Private Wealth Group, Llc | 0.35% | 43,780 | $1,466,195 | $1,493,774 | +$27,579 | +1.88% | |
| Insigneo Advisory Services, Llc | 0.05% | 41,963 | $1,405,341 | $1,431,778 | +$26,437 | +1.88% |
Frequently asked questions about BKDV
Who owns the most BKDV stock?
The largest holders of BKDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BNY MELLON DYNAMIC VALUE (BKDV).
Is BKDV widely held by superinvestors?
Many widely followed stocks like BKDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BKDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.