BKLC Institutional Ownership & Shareholders
BNY MELLON US LRG CAP COR (BKLC) is currently held by 146 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.61B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Rpoa Advisors, Inc. is currently the largest disclosed institutional shareholder of BKLC tracked by InsiderSet, reporting ownership valued at approximately $1.48B in its September 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 $1.46B, representing an estimated loss of -1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed BKLC value among the investors covered in this analysis. Major shareholders include Rpoa Advisors, Inc., Integrated Wealth Concepts Llc, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in BNY MELLON US LRG CAP COR (BKLC).
This page ranks the largest institutional BKLC 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
146
Total Reported Value
$3.61B
Largest Holder
Rpoa Advisors, Inc.
Largest Position
$1.48B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rpoa Advisors, Inc. | 44.15% | 30,295,291 | $1,480,227,915 | $1,462,959,602 | -$17,268,313 | -1.17% | |
| Integrated Wealth Concepts Llc | 2.76% | 2,945,201 | $422,312,279 | $142,223,756 | -$280,088,523 | -66.32% | |
| Bank Of New York Mellon Corp | 0.04% | 1,798,540 | $257,892,709 | $86,851,497 | -$171,041,212 | -66.32% | |
| Morgan Stanley | 0.01% | 1,591,662 | $228,228,503 | $76,861,358 | -$151,367,145 | -66.32% | |
| Sentinel Pension Advisors, Llc | 19.36% | 3,173,430 | $155,053,799 | $153,244,935 | -$1,808,864 | -1.17% | |
| Aptus Capital Advisors, Llc | 0.85% | 815,965 | $117,001,221 | $39,402,950 | -$77,598,271 | -66.32% | |
| Wealthspire Advisors, Llc | 0.54% | 687,689 | $98,607,724 | $33,208,502 | -$65,399,222 | -66.32% | |
| Stadion Money Management, Llc | 7.08% | 574,513 | $82,159,438 | $27,743,233 | -$54,416,205 | -66.23% | |
| Gm Advisory Group, Llc | 2.99% | 622,092 | $77,643,245 | $30,040,823 | -$47,602,422 | -61.31% | |
| Ameriprise Financial Inc | 0.02% | 519,190 | $74,446,650 | $25,071,685 | -$49,374,965 | -66.32% | |
| Tidal Investments Llc | 0.14% | 409,475 | $58,543,795 | $19,773,548 | -$38,770,247 | -66.22% | |
| Woodard & Co Asset Management Group Inc | 8.07% | 390,319 | $55,967,875 | $18,848,505 | -$37,119,370 | -66.32% | |
| Lpl Financial Llc | 0.01% | 367,942 | $52,759,168 | $17,767,919 | -$34,991,249 | -66.32% | |
| Royal Bank Of Canada | 0.01% | 324,262 | $46,496,000 | $15,658,612 | -$30,837,388 | -66.32% | |
| Zhang Financial Llc | 1.22% | 290,869 | $41,707,685 | $14,046,064 | -$27,661,621 | -66.32% | |
| Jdm Financial Group Llc | 11.77% | 343,702 | $34,485,741 | $16,597,370 | -$17,888,371 | -51.87% | |
| Wealthbridge Capital Management, Llc | 4.55% | 479,096 | $23,408,622 | $23,135,546 | -$273,076 | -1.17% | |
| Kestra Advisory Services, Llc | 0.06% | 462,399 | $22,592,799 | $22,329,248 | -$263,551 | -1.17% | |
| Mgo One Seven Llc | 0.36% | 441,659 | $21,579,472 | $21,327,713 | -$251,759 | -1.17% | |
| Cetera Investment Advisers | 0.02% | 141,380 | $20,272,452 | $6,827,240 | -$13,445,212 | -66.32% | |
| Carolina Wealth Advisors, Llc | 7.22% | 388,536 | $18,983,869 | $18,762,403 | -$221,466 | -1.17% | |
| Envestnet Asset Management Inc | 0.00% | 128,639 | $18,445,515 | $6,211,977 | -$12,233,538 | -66.32% | |
| Ubs Group Ag | 0.00% | 99,349 | $14,245,653 | $4,797,563 | -$9,448,090 | -66.32% | |
| Advisors Preferred, Llc | 1.99% | 89,643 | $12,816,260 | $4,328,860 | -$8,487,400 | -66.22% | |
| Osaic Holdings, Inc. | 0.01% | 82,378 | $11,813,131 | $3,978,034 | -$7,835,097 | -66.33% | |
| Crux Wealth Advisors | 3.48% | 69,947 | $10,029,677 | $3,377,741 | -$6,651,936 | -66.32% | |
| Davenport & Co Llc | 0.05% | 203,375 | $9,936,925 | $9,820,979 | -$115,946 | -1.17% | |
| Jpmorgan Chase & Co | 0.00% | 69,204 | $9,861,625 | $3,341,861 | -$6,519,764 | -66.11% | |
| Ifp Advisors, Inc | 0.15% | 183,174 | $8,949,882 | $8,845,472 | -$104,410 | -1.17% | |
| Newedge Advisors, Llc | 0.02% | 41,123 | $5,896,706 | $1,985,830 | -$3,910,876 | -66.32% | |
| Equitable Holdings, Inc. | 0.03% | 39,043 | $5,598,376 | $1,885,386 | -$3,712,990 | -66.32% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.01% | 34,326 | $4,922,005 | $1,657,603 | -$3,264,402 | -66.32% | |
| Strategic Financial Planning, Inc. | 2.40% | 32,027 | $4,592,292 | $1,546,584 | -$3,045,708 | -66.32% | |
| Goldman Sachs Group Inc | 0.00% | 29,561 | $4,238,752 | $1,427,501 | -$2,811,251 | -66.32% | |
| Aqr Capital Management Llc | 0.00% | 26,625 | $3,817,748 | $1,285,721 | -$2,532,027 | -66.32% | |
| Wealth Forward, Llc | 1.73% | 78,033 | $3,812,710 | $3,768,214 | -$44,496 | -1.17% | |
| Sanctuary Advisors, Llc | 0.02% | 26,560 | $3,808,496 | $1,282,582 | -$2,525,914 | -66.32% | |
| Gentrust, Llc | 0.13% | 24,351 | $3,491,690 | $1,175,910 | -$2,315,780 | -66.32% | |
| Vanguard National Trust Co | 0.18% | 23,275 | $3,337,402 | $1,123,950 | -$2,213,452 | -66.32% | |
| Symphony Financial, Ltd. Co. | 0.29% | 65,184 | $3,205,793 | $3,147,735 | -$58,058 | -1.81% | |
| Fmr Llc | 0.00% | 22,180 | $3,180,323 | $1,071,072 | -$2,109,251 | -66.32% | |
| Advisory Services Network, Llc | 0.04% | 21,511 | $3,084,523 | $1,038,766 | -$2,045,757 | -66.32% | |
| Raymond James Financial Inc | 0.00% | 21,241 | $3,045,747 | $1,025,728 | -$2,020,019 | -66.32% | |
| Optiver Holding B.V. | 0.04% | 21,000 | $3,011,190 | $1,014,090 | -$1,997,100 | -66.32% | |
| Mml Investors Services, Llc | 0.01% | 20,969 | $3,006,710 | $1,012,593 | -$1,994,117 | -66.32% | |
| David Kennon Inc | 0.99% | 61,250 | $2,992,688 | $2,957,763 | -$34,926 | -1.17% | |
| Sigma Planning Corp | 0.08% | 60,965 | $2,978,771 | $2,944,000 | -$34,771 | -1.17% | |
| Wealth Group Ltd | 0.42% | 46,598 | $2,294,020 | $2,250,217 | -$43,803 | -1.91% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 15,654 | $2,244,627 | $755,932 | -$1,488,695 | -66.32% | |
| Andina Capital Management, Llc | 2.97% | 42,120 | $2,057,983 | $2,033,975 | -$24,008 | -1.17% |
Frequently asked questions about BKLC
Who are the largest institutional holders of BKLC?
The largest institutional holders of BKLC reported in the latest SEC Form 13F filings include Rpoa Advisors, Inc., Integrated Wealth Concepts Llc, Bank Of New York Mellon Corp, Morgan Stanley, and Sentinel Pension Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BKLC position.
What is BKLC institutional ownership?
This page tracks BKLC positions reported by institutional investment managers through SEC Form 13F. BNY MELLON US LRG CAP COR (BKLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BKLC?
InsiderSet currently tracks 146 institutional managers reporting BKLC 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 BKLC shareholders.
How much BKLC stock do institutions own?
Institutional investment managers disclosed approximately $3.61B in BKLC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BKLC institutional ownership last updated?
The latest BKLC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 BKLC 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 BKLC position after the reporting date.
Are institutions buying or selling BKLC?
Institutional buying and selling can be analyzed by comparing BKLC positions across consecutive 13F reporting periods. InsiderSet's BKLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BKLC ownership changes.
How has BKLC institutional ownership changed over time?
InsiderSet tracks BKLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.