BNY MELLON US SMALL CAP CORE (BKSE) Top Institutional Shareholders
BNY MELLON US SMALL CAP CORE (BKSE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $43.25M in BKSE holdings during the latest filing period.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of BKSE tracked by InsiderSet, reporting ownership valued at approximately $19.41M in its March 31, 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 $21.87M, representing an estimated gain of +12.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed BKSE value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Royal Bank Of Canada, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in BNY MELLON US SMALL CAP CORE (BKSE).
This page ranks the largest institutional BKSE 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
29
Total Reported Value
$43.25M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$19.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.00% | 170,437 | $19,414,683 | $21,872,044 | +$2,457,361 | +12.66% | |
| Royal Bank Of Canada | 0.00% | 40,339 | $4,595,000 | $5,176,672 | +$581,672 | +12.66% | |
| Raymond James Financial Inc | 0.00% | 34,963 | $3,982,684 | $4,486,774 | +$504,090 | +12.66% | |
| Goldman Sachs Group Inc | 0.00% | 22,867 | $2,604,812 | $2,934,504 | +$329,692 | +12.66% | |
| Lpl Financial Llc | 0.00% | 18,360 | $2,091,384 | $2,356,124 | +$264,740 | +12.66% | |
| Kestra Advisory Services, Llc | 0.01% | 13,414 | $1,528,008 | $1,721,408 | +$193,400 | +12.66% | |
| Envestnet Asset Management Inc | 0.00% | 10,870 | $1,238,229 | $1,394,938 | +$156,709 | +12.66% | |
| Bank Of America Corp | 0.00% | 9,353 | $1,065,410 | $1,200,263 | +$134,853 | +12.66% | |
| Integrated Wealth Concepts Llc | 0.01% | 7,788 | $887,096 | $999,428 | +$112,332 | +12.66% | |
| Symphony Financial, Ltd. Co. | 0.10% | 6,646 | $748,234 | $852,876 | +$104,642 | +13.99% | |
| Cetera Investment Advisers | 0.00% | 6,408 | $729,990 | $822,334 | +$92,344 | +12.65% | |
| Citadel Advisors Llc | 0.00% | 5,940 | $676,634 | $762,275 | +$85,641 | +12.66% | |
| Sentinel Pension Advisors, Llc | 0.09% | 5,611 | $639,212 | $720,055 | +$80,843 | +12.65% | |
| Crux Wealth Advisors | 0.24% | 5,470 | $623,093 | $701,961 | +$78,868 | +12.66% | |
| Morgan Stanley | 0.00% | 4,810 | $547,914 | $617,263 | +$69,349 | +12.66% | |
| Osaic Holdings, Inc. | 0.00% | 4,739 | $539,796 | $608,152 | +$68,356 | +12.66% | |
| Principal Securities, Inc. | 0.00% | 2,934 | $334,216 | $376,518 | +$42,302 | +12.66% | |
| Fifth Third Wealth Advisors Llc | 0.01% | 2,408 | $274,299 | $309,017 | +$34,718 | +12.66% | |
| Accredited Investors Inc. | 0.01% | 2,048 | $233,291 | $262,818 | +$29,527 | +12.66% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,000 | $227,822 | $256,658 | +$28,836 | +12.66% | |
| Elm3 Financial Group, Llc | 0.18% | 1,832 | $208,686 | $235,099 | +$26,413 | +12.66% | |
| Nbc Securities, Inc. | 0.00% | 173 | $19,706 | $22,201 | +$2,495 | +12.66% | |
| Ubs Group Ag | 0.00% | 160 | $18,226 | $20,533 | +$2,307 | +12.66% | |
| Vanguard Advisers Inc | 0.00% | 70 | $7,974 | $8,983 | +$1,009 | +12.65% | |
| Fmr Llc | 0.00% | 66 | $7,549 | $8,470 | +$921 | +12.20% | |
| Flow Traders U.S. Llc | 0.03% | 8,680 | $989 | $1,113,897 | +$1,112,908 | +112528.66% | |
| Park Avenue Securities Llc | 0.01% | 7,235 | $824 | $928,462 | +$927,638 | +112577.40% | |
| Harbour Investments, Inc. | 0.00% | 7 | $797 | $898 | +$101 | +12.71% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $76 | $128 | +$52 | +68.85% |
Frequently asked questions about BKSE
Who owns the most BKSE stock?
The largest holders of BKSE 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 SMALL CAP CORE (BKSE).
Is BKSE widely held by superinvestors?
Many widely followed stocks like BKSE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BKSE 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.