BKUI Institutional Ownership & Shareholders

BNY MELLON ULTR SHRT INC ETF (BKUI) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $476.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Rpoa Advisors, Inc. is currently the largest disclosed institutional shareholder of BKUI tracked by InsiderSet, reporting ownership valued at approximately $314.90M 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 $313.40M, representing an estimated loss of -0.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed BKUI value among the investors covered in this analysis. Major shareholders include Rpoa Advisors, Inc., Total Investment Management Inc, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in BNY MELLON ULTR SHRT INC ETF (BKUI).

This page ranks the largest institutional BKUI 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

38

Total Reported Value

$476.80M

Largest Holder

Rpoa Advisors, Inc.

Largest Position

$314.90M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

43

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Rpoa Advisors, Inc.8.97%6,327,461$314,901,937$313,399,143-$1,502,794-0.48%
Total Investment Management Inc8.54%1,628,213$80,962,905$80,645,390-$317,515-0.39%
Bank Of New York Mellon Corp0.00%444,292$22,111,325$22,005,783-$105,542-0.48%
Wells Fargo & Company/Mn0.00%216,007$10,750,128$10,698,827-$51,301-0.48%
Integrity Alliance, Llc.0.26%165,611$8,242,088$8,202,713-$39,375-0.48%
Kensington Asset Management, Llc0.40%147,692$7,350,261$7,315,185-$35,076-0.48%
Raymond James Financial Inc0.00%93,235$4,640,073$4,617,930-$22,143-0.48%
Venture Visionary Partners Llc0.10%76,885$3,814,694$3,808,114-$6,580-0.17%
Avestar Capital, Llc0.18%60,883$3,029,998$3,015,535-$14,463-0.48%
Lpl Financial Llc0.00%42,696$2,124,886$2,114,733-$10,153-0.48%
Elevated Financial Group Llc0.59%42,090$2,094,714$2,084,718-$9,996-0.48%
Osaic Holdings, Inc.0.00%36,584$1,820,785$1,812,006-$8,779-0.48%
Citadel Advisors Llc0.00%28,274$1,407,126$1,400,411-$6,715-0.48%
Pcg Wealth Advisors, Llc0.28%25,001$1,244,237$1,238,300-$5,937-0.48%
Goldman Sachs Group Inc0.00%24,676$1,228,063$1,222,202-$5,861-0.48%
Western Wealth Management, Llc0.04%23,173$1,153,285$1,147,759-$5,526-0.48%
Flow Traders U.S. Llc0.05%22,487$1,119,000$1,113,781-$5,219-0.47%
O'Shaughnessy Asset Management, Llc0.00%20,100$1,000,327$995,553-$4,774-0.48%
Private Advisor Group, Llc0.00%19,331$962,060$957,464-$4,596-0.48%
Wealthcare Investment Partners, Llc0.22%18,571$924,215$919,822-$4,393-0.48%
&Partners0.00%16,418$817,083$813,184-$3,899-0.48%
Commonwealth Equity Services, Llc0.00%16,219$807,180$803,327-$3,853-0.48%
Envestnet Asset Management Inc0.00%13,988$696,142$692,826-$3,316-0.48%
Stonex Group Inc.0.02%11,800$587,758$584,454-$3,304-0.56%
Jane Street Group, Llc0.00%10,246$509,918$507,484-$2,434-0.48%
Overbrook Management Corp0.08%10,066$499,425$498,569-$856-0.17%
Flagship Harbor Advisors, Llc0.02%10,000$497,675$495,300-$2,375-0.48%
Krilogy Financial Llc0.01%7,980$397,145$395,249-$1,896-0.48%
Steward Partners Investment Advisory, Llc0.00%7,456$371,066$369,296-$1,770-0.48%
Mml Investors Services, Llc0.00%5,416$269,535$268,254-$1,281-0.48%
Jpmorgan Chase & Co0.00%4,443$221,180$220,062-$1,118-0.51%
Sanctuary Advisors, Llc0.00%4,166$207,348$206,342-$1,006-0.49%
Geneos Wealth Management Inc.0.00%382$19,012$18,920-$92-0.48%
Harbour Investments, Inc.0.00%157$7,793$7,776-$17-0.22%
Fifth Third Bancorp0.00%143$7,117$7,083-$34-0.48%
Strive Financial Group ,Llc0.00%94$4,678$4,656-$22-0.47%
Jones Financial Companies Lllp0.00%31$1,542$1,535-$7-0.43%
Triumph Capital Management0.00%25$1,244$1,238-$6-0.46%
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Frequently asked questions about BKUI

  • Who are the largest institutional holders of BKUI?

    The largest institutional holders of BKUI reported in the latest SEC Form 13F filings include Rpoa Advisors, Inc., Total Investment Management Inc, Bank Of New York Mellon Corp, Wells Fargo & Company/Mn, and Integrity Alliance, Llc.. InsiderSet ranks institutional holders by their latest reported BKUI position.

  • What is BKUI institutional ownership?

    This page tracks BKUI positions reported by institutional investment managers through SEC Form 13F. BNY MELLON ULTR SHRT INC ETF (BKUI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own BKUI?

    InsiderSet currently tracks 38 institutional managers reporting BKUI 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 BKUI shareholders.

  • How much BKUI stock do institutions own?

    Institutional investment managers disclosed approximately $476.80M in BKUI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was BKUI institutional ownership last updated?

    The latest BKUI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 BKUI 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 BKUI position after the reporting date.

  • Are institutions buying or selling BKUI?

    Institutional buying and selling can be analyzed by comparing BKUI positions across consecutive 13F reporting periods. InsiderSet's BKUI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BKUI ownership changes.

  • How has BKUI institutional ownership changed over time?

    InsiderSet tracks BKUI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.