BNY MELLON US LRG CAP COR (BKLC) Institutional Ownership Changes & 13F Activity

BNY MELLON US LRG CAP COR (BKLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Ameriprise Financial Inc, Jdm Financial Group Llc, Tidal Investments Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+17,699+16.0%128,639$18.45MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+55,455+1.9%2,945,201$422.31MQ2 2026Sep 09, 2026
Mercer Global Advisors IncSell-164-2.9%5,580$800.09KQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+343,702—343,702$34.49MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+3,004+8.3%39,043$5.60MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+519,190—519,190$74.45MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-87,385-21.2%324,262$46.50MQ2 2026Aug 14, 2026
Strategic Financial Planning, Inc.Sell-82,179-72.0%32,027$4.59MQ2 2026Aug 14, 2026
Stadion Money Management, LlcSell-32,996-5.4%574,513$82.16MQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+29,754+650.8%34,326$4.92MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+24,227+41.7%82,378$11.81MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-15,221-41.7%21,241$3.05MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-12,847-30.3%29,561$4.24MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+11,580—11,580$1.66MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+9,987—9,987$1.43MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+5,317—5,317$762.40KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+4,271—4,271$612.42KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+2,923+46.9%9,154$1.31MQ2 2026Aug 14, 2026
Prudential PlcBuy+1,500+12.3%13,700$1.96MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+1,484—1,484$212.79KQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+1,381+17.8%9,132$1.31MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+509+5.1%10,573$1.52MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+400—400$57.36KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-293-9.2%2,877$412.60KQ2 2026Aug 14, 2026
Betterment LlcBuy+117+2.3%5,243$752.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+100—100$14.03KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+66+2.5%2,668$382.60KQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-34-0.1%26,625$3.82MQ2 2026Aug 14, 2026
Morgan StanleyBuy+1,115,578+234.3%1,591,662$228.23MQ2 2026Aug 13, 2026
Tidal Investments LlcSell-318,812-43.8%409,475$58.54MQ2 2026Aug 13, 2026
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Frequently asked questions about BKLC activity

  • Which institutional owners are buying BKLC?

    Institutional owners buying BKLC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BKLC activity?

    "Buy" means an investor increased their reported position in BKLC compared to the prior reporting period. This reflects growing exposure to BNY MELLON US LRG CAP COR (BKLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BKLC increasing?

    Institutional interest in BKLC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.