BNY MELLON US LRG CAP COR (BKLC) Institutional Shareholders
BNY MELLON US LRG CAP COR (BKLC) 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 $3.69B in BKLC holdings during the latest filing period.
Rpoa Advisors, Inc. is currently the largest disclosed institutional shareholder of BKLC tracked by InsiderSet, reporting ownership valued at approximately $1.57B 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 $528.35M, representing an estimated loss of -66.37% 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
$3.69B
Largest Holder
Rpoa Advisors, Inc.
Largest Position
$1.57B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rpoa Advisors, Inc. | 44.75% | 10,957,162 | $1,571,147,491 | $528,354,352 | -$1,042,793,139 | -66.37% | |
| Integrated Wealth Concepts Llc | 2.76% | 2,945,201 | $422,312,279 | $142,017,592 | -$280,294,687 | -66.37% | |
| Bank Of New York Mellon Corp | 0.04% | 1,798,540 | $257,892,709 | $86,725,599 | -$171,167,110 | -66.37% | |
| Morgan Stanley | 0.01% | 1,591,662 | $228,228,503 | $76,749,942 | -$151,478,561 | -66.37% | |
| Sentinel Pension Advisors, Llc | 19.23% | 3,089,007 | $146,604,277 | $148,951,918 | +$2,347,641 | +1.60% | |
| Aptus Capital Advisors, Llc | 0.85% | 815,965 | $117,001,221 | $39,345,832 | -$77,655,389 | -66.37% | |
| Wealthspire Advisors, Llc | 0.54% | 687,689 | $98,607,724 | $33,160,364 | -$65,447,360 | -66.37% | |
| Stadion Money Management, Llc | 7.08% | 574,513 | $82,159,438 | $27,703,017 | -$54,456,421 | -66.28% | |
| Gm Advisory Group, Llc | 2.99% | 622,092 | $77,643,245 | $29,997,276 | -$47,645,969 | -61.37% | |
| Ameriprise Financial Inc | 0.02% | 519,190 | $74,446,650 | $25,035,342 | -$49,411,308 | -66.37% | |
| Tidal Investments Llc | 0.14% | 409,475 | $58,543,795 | $19,744,885 | -$38,798,911 | -66.27% | |
| Woodard & Co Asset Management Group Inc | 8.07% | 390,319 | $55,967,875 | $18,821,182 | -$37,146,693 | -66.37% | |
| Lpl Financial Llc | 0.01% | 367,942 | $52,759,168 | $17,742,163 | -$35,017,005 | -66.37% | |
| Royal Bank Of Canada | 0.01% | 324,262 | $46,496,000 | $15,635,914 | -$30,860,086 | -66.37% | |
| Zhang Financial Llc | 1.22% | 290,869 | $41,707,685 | $14,025,703 | -$27,681,982 | -66.37% | |
| Jdm Financial Group Llc | 11.77% | 343,702 | $34,485,741 | $16,573,310 | -$17,912,431 | -51.94% | |
| Wealthbridge Capital Management, Llc | 4.44% | 155,823 | $22,343,511 | $7,513,785 | -$14,829,726 | -66.37% | |
| Kestra Advisory Services, Llc | 0.07% | 152,466 | $21,862,048 | $7,351,911 | -$14,510,137 | -66.37% | |
| Mgo One Seven Llc | 0.35% | 146,767 | $21,044,978 | $7,077,105 | -$13,967,873 | -66.37% | |
| Cetera Investment Advisers | 0.02% | 141,380 | $20,272,452 | $6,817,344 | -$13,455,108 | -66.37% | |
| Envestnet Asset Management Inc | 0.00% | 128,639 | $18,445,515 | $6,202,973 | -$12,242,542 | -66.37% | |
| Carolina Wealth Advisors, Llc | 6.64% | 118,144 | $16,940,668 | $5,696,904 | -$11,243,764 | -66.37% | |
| Ubs Group Ag | 0.00% | 99,349 | $14,245,653 | $4,790,609 | -$9,455,044 | -66.37% | |
| Advisors Preferred, Llc | 1.99% | 89,643 | $12,816,260 | $4,322,585 | -$8,493,675 | -66.27% | |
| Osaic Holdings, Inc. | 0.01% | 82,378 | $11,813,131 | $3,972,267 | -$7,840,864 | -66.37% | |
| Crux Wealth Advisors | 3.48% | 69,947 | $10,029,677 | $3,372,844 | -$6,656,833 | -66.37% | |
| Jpmorgan Chase & Co | 0.00% | 69,204 | $9,861,625 | $3,337,017 | -$6,524,608 | -66.16% | |
| Ifp Advisors, Inc | 0.13% | 50,408 | $7,228,003 | $2,430,674 | -$4,797,329 | -66.37% | |
| Davenport & Co Llc | 0.03% | 47,477 | $6,807,793 | $2,289,341 | -$4,518,452 | -66.37% | |
| Newedge Advisors, Llc | 0.02% | 41,123 | $5,896,706 | $1,982,951 | -$3,913,755 | -66.37% | |
| Equitable Holdings, Inc. | 0.03% | 39,043 | $5,598,376 | $1,882,653 | -$3,715,723 | -66.37% | |
| Park Avenue Securities Llc | 0.03% | 37,418 | $5,365,000 | $1,804,296 | -$3,560,704 | -66.37% | |
| Wealth Forward, Llc | 2.56% | 35,865 | $5,142,636 | $1,729,410 | -$3,413,226 | -66.37% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.01% | 34,326 | $4,922,005 | $1,655,200 | -$3,266,805 | -66.37% | |
| Strategic Financial Planning, Inc. | 2.40% | 32,027 | $4,592,292 | $1,544,342 | -$3,047,950 | -66.37% | |
| Goldman Sachs Group Inc | 0.00% | 29,561 | $4,238,752 | $1,425,431 | -$2,813,321 | -66.37% | |
| Aqr Capital Management Llc | 0.00% | 26,625 | $3,817,748 | $1,283,858 | -$2,533,891 | -66.37% | |
| Sanctuary Advisors, Llc | 0.02% | 26,560 | $3,808,496 | $1,280,723 | -$2,527,773 | -66.37% | |
| Gentrust, Llc | 0.13% | 24,351 | $3,491,690 | $1,174,205 | -$2,317,485 | -66.37% | |
| Vanguard National Trust Co | 0.18% | 23,275 | $3,337,402 | $1,122,321 | -$2,215,082 | -66.37% | |
| Symphony Financial, Ltd. Co. | 0.35% | 22,695 | $3,234,081 | $1,094,353 | -$2,139,728 | -66.16% | |
| Fmr Llc | 0.00% | 22,180 | $3,180,323 | $1,069,520 | -$2,110,803 | -66.37% | |
| Advisory Services Network, Llc | 0.04% | 21,511 | $3,084,523 | $1,037,260 | -$2,047,263 | -66.37% | |
| Raymond James Financial Inc | 0.00% | 21,241 | $3,045,747 | $1,024,241 | -$2,021,506 | -66.37% | |
| Optiver Holding B.V. | 0.04% | 21,000 | $3,011,190 | $1,012,620 | -$1,998,570 | -66.37% | |
| Mml Investors Services, Llc | 0.01% | 20,969 | $3,006,710 | $1,011,125 | -$1,995,585 | -66.37% | |
| Sigma Planning Corp | 0.08% | 20,942 | $3,002,849 | $1,009,823 | -$1,993,026 | -66.37% | |
| David Kennon Inc | 0.95% | 20,115 | $2,884,262 | $969,945 | -$1,914,317 | -66.37% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 15,654 | $2,244,627 | $754,836 | -$1,489,791 | -66.37% | |
| Wealth Group Ltd | 0.39% | 14,058 | $2,015,777 | $677,877 | -$1,337,900 | -66.37% |
Frequently asked questions about BKLC
Who owns the most BKLC stock?
The largest holders of BKLC 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 US LRG CAP COR (BKLC).
Is BKLC widely held by superinvestors?
Many widely followed stocks like BKLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BKLC 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.