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BNY MLN Enhnc DVD and in ETF (BEDY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,192,953 from 2,326,000
Change-133,047 (-6%)
Value$62.7M (-$4.8M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares854,716 from 669,501
Change+185,215 (+28%)
Value$24.4M (+$5.0M)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares559,248 from 29,675
Change+529,573 (+1785%)
Value$16.0M (+$15.1M)
Filed 2026-11-10
Commonwealth Equity Services, LLC
INCREASED
Shares237,127 from 139,719
Change+97,408 (+70%)
Value$6.8M (+$2.7M)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares90,576 from 74,277
Change+16,299 (+22%)
Value$2.6M (+$435.3K)
Filed 2026-10-20
FCG Investment Co
INCREASED
Shares73,824 from 59,632
Change+14,192 (+24%)
Value$2.1M (+$381.1K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
NEW
Shares67,908
Change+67,908
Value$1.9M
Filed 2026-10-14
S&A Financial Services, Inc.
INCREASED
Shares57,304 from 18,834
Change+38,470 (+204%)
Value$1.6M (+$1.1M)
Filed 2026-11-03
HighPoint Advisor Group LLC
INCREASED
Shares47,195 from 44,528
Change+2,667 (+6%)
Value$1.3M (+$57.8K)
Filed 2026-11-09
Smithfield Trust Co
UNCHANGED
Shares37,429 from 37,429
Change0 (0%)
Value$1.1M (-$16.0K)
Filed 2026-11-09
Rodgers & Associates, LTD
DECREASED
Shares30,269 from 32,124
Change-1,855 (-6%)
Value$865.5K (-$66.3K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares27,225 from 27,725
Change-500 (-2%)
Value$788.4K (-$15.8K)
Filed 2026-10-13
Lewis Asset Management, LLC
NEW
Shares25,289
Change+25,289
Value$723.1K
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,162 from 13,556
Change+4,606 (+34%)
Value$519.0K (+$126.0K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
UNCHANGED
Shares11,024 from 11,024
Change0 (0%)
Value$315.2K (-$4.6K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares9,230 from 9,076
Change+154 (+2%)
Value$264.0K (+$652)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares8,614 from 8,304
Change+310 (+4%)
Value$246.3K (+$5.4K)
Filed 2026-11-02
Catalyst Financial Partners LLC
INCREASED
Shares8,074 from 7,933
Change+141 (+2%)
Value$230.9K (+$748)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$129.0K (-$1.9K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares1,678 from 1,348
Change+330 (+24%)
Value$48.0K (+$8.9K)
Filed 2026-10-16
Bessemer Group Inc
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$43.0K (-$1.0K)
Filed 2026-11-09
Farther Finance Advisors, LLC
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$40.8K (-$590)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares1,208
Change+1,208
Value$34.5K
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares1,026 from 4,192
Change-3,166 (-76%)
Value$29.3K (-$92.3K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$20.2K (-$292)
Filed 2026-10-23
Alpine Bank Wealth Management
NEW
Shares511
Change+511
Value$14.6K
Filed 2026-10-16
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 7,043
Change-7,043 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-22
Northwestern Mutual Wealth Management Co
N/A
Shares— from 314,899
Change-314,899 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 235,313
Change-235,313 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 193,392
Change-193,392 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 57,743
Change-57,743 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,190
Change-27,190 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 20,152
Change-20,152 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,032
Change-20,032 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,636
Change-8,636 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 173
Change-173 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED2,192,9532,326,000-133,047-6%$67.5M$62.7M-$4.8M2026-11-05
LPL Financial LLC
INCREASED854,716669,501+185,215+28%$19.4M$24.4M+$5.0M2026-11-06
HighTower Advisors, LLC
INCREASED559,24829,675+529,573+1785%$860.8K$16.0M+$15.1M2026-11-10
Commonwealth Equity Services, LLC
INCREASED237,127139,719+97,408+70%$4.1M$6.8M+$2.7M2026-11-02
Trilogy Capital Inc.
INCREASED90,57674,277+16,299+22%$2.2M$2.6M+$435.3K2026-10-20
FCG Investment Co
INCREASED73,82459,632+14,192+24%$1.7M$2.1M+$381.1K2026-10-13
Patriot Financial Group Insurance Agency, LLC
NEW67,908—+67,908——$1.9M—2026-10-14
S&A Financial Services, Inc.
INCREASED57,30418,834+38,470+204%$546.3K$1.6M+$1.1M2026-11-03
HighPoint Advisor Group LLC
INCREASED47,19544,528+2,667+6%$1.3M$1.3M+$57.8K2026-11-09
Smithfield Trust Co
UNCHANGED37,42937,42900%$1.1M$1.1M-$16.0K2026-11-09
Rodgers & Associates, LTD
DECREASED30,26932,124-1,855-6%$931.9K$865.5K-$66.3K2026-10-20
Krilogy Financial LLC
DECREASED27,22527,725-500-2%$804.3K$788.4K-$15.8K2026-10-13
Lewis Asset Management, LLC
NEW25,289—+25,289——$723.1K—2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED18,16213,556+4,606+34%$393.0K$519.0K+$126.0K2026-11-02
Flagship Harbor Advisors, LLC
UNCHANGED11,02411,02400%$319.8K$315.2K-$4.6K2026-10-26
Integrity Alliance, Llc.
INCREASED9,2309,076+154+2%$263.3K$264.0K+$6522026-10-29
Kestra Advisory Services, LLC
INCREASED8,6148,304+310+4%$240.9K$246.3K+$5.4K2026-11-02
Catalyst Financial Partners LLC
INCREASED8,0747,933+141+2%$230.1K$230.9K+$7482026-11-06
US Bancorp \de\
UNCHANGED4,5134,51300%$130.9K$129.0K-$1.9K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED1,6781,348+330+24%$39.1K$48.0K+$8.9K2026-10-16
Bessemer Group Inc
UNCHANGED1,5201,52000%$44.0K$43.0K-$1.0K2026-11-09
Farther Finance Advisors, LLC
UNCHANGED1,4261,42600%$41.4K$40.8K-$5902026-10-08
Latitude Advisors, LLC
NEW1,208—+1,208——$34.5K—2026-10-27
Private Trust Co NA
DECREASED1,0264,192-3,166-76%$121.6K$29.3K-$92.3K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED70570500%$20.5K$20.2K-$2922026-10-23
Alpine Bank Wealth Management
NEW511—+511——$14.6K—2026-10-16
Beaumont Financial Advisors, LLC
CLOSED07,043-7,043-100%$204.3K$0-$204.3K2026-10-22
Northwestern Mutual Wealth Management Co
N/A—314,899-314,899-100%$9.1M———
Raymond James Financial Inc
N/A—235,313-235,313-100%$6.8M———
Equitable Holdings, Inc.
N/A—193,392-193,392-100%$5.6M———
Stifel Financial Corp
N/A—57,743-57,743-100%$1.7M———
Osaic Holdings, Inc.
N/A—27,190-27,190-100%$788.8K———
Cresset Asset Management, LLC
N/A—20,152-20,152-100%$584.6K———
Jane Street Group, LLC
N/A—20,032-20,032-100%$581.1K———
Advisory Services Network, LLC
N/A—9,007-9,007-100%$261.3K———
Transcend Capital Advisors, LLC
N/A—8,764-8,764-100%$254.2K———
Integrated Wealth Concepts LLC
N/A—8,636-8,636-100%$250.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,805-7,805-100%$226.4K———
Steward Partners Investment Advisory, LLC
N/A—4,672-4,672-100%$135.5K———
Wells Fargo & Company
N/A—4,475-4,475-100%$129.8K———
Morgan Stanley
N/A—1,771-1,771-100%$51.4K———
Royal Bank of Canada
N/A—173-173-100%$5.0K———
Showing 42 of 42 institutions