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BNY Mellon US LRG Cap COR (BKLC)

CUSIP: 09661T107 | NYSE | 254 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Rpoa Advisors, Inc.30,295,291
44.1% of portfolio›$1.5B
Bank of New York Mellon Corp5,420,021
0.0% of portfolio›$264.8M
Sentinel Pension Advisors, LLC3,173,430
19.4% of portfolio›$155.1M
Woodard & Co Asset Management Group Inc1,072,400
7.8% of portfolio›$52.4M
Elevation Point Wealth Partners, LLC879,936
0.7% of portfolio›$43.0M
WealthBridge Capital Management, LLC479,096
4.5% of portfolio›$23.4M
Kestra Advisory Services, LLC462,399
0.1% of portfolio›$22.6M
MGO One Seven LLC441,659
0.4% of portfolio›$21.6M
Carolina Wealth Advisors, LLC388,536
7.2% of portfolio›$19.0M
Vaquero Private Wealth, LTD357,005
3.7% of portfolio›$17.4M
Davenport & Co LLC203,375
0.1% of portfolio›$9.9M
IFP Advisors, Inc183,174
0.2% of portfolio›$8.9M
Park Avenue Securities LLC129,975
0.1% of portfolio›$6.4M
Wealth Forward, LLC78,033
1.7% of portfolio›$3.8M
Symphony Financial, Ltd. Co.65,184
0.3% of portfolio›$3.2M
David Kennon Inc61,250
1.0% of portfolio›$3.0M
Sigma Planning Corp60,965
0.1% of portfolio›$3.0M
Wealth Group Ltd46,598
0.4% of portfolio›$2.3M
Andina Capital Management, LLC42,120
3.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC35,252
0.0% of portfolio›$1.7M
Collective Family Office LLC33,548
0.3% of portfolio›$1.6M
Stiles Financial Services Inc33,050
0.4% of portfolio›$1.6M
Herold Advisors, Inc.28,760
0.3% of portfolio›$1.4M
Single Point Partners, LLC27,498
0.2% of portfolio›$1.3M
Commonwealth Equity Services, LLC24,199
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.23,182
0.0% of portfolio›$1.1M
Lantern Wealth Advisors, LLC21,363
0.4% of portfolio›$1.0M
Krilogy Financial LLC20,853
0.0% of portfolio›$1.0M
E6 Portfolios, LLC15,649
0.6% of portfolio›$764.6K
Penobscot Investment Management Company, Inc.14,247
0.0% of portfolio›$696.1K
Independent Financial Group, LLC13,683
0.0% of portfolio›$668.6K
Capital Investment Advisory Services, LLC12,631
0.0% of portfolio›$617.1K
Concurrent Investment Advisors, LLC12,094
0.0% of portfolio›$590.9K
Choreo, LLC11,208
0.0% of portfolio›$547.6K
Brighton Jones LLC9,417
0.0% of portfolio›$460.1K
Quadcap Wealth Management, LLC9,228
0.0% of portfolio›$450.9K
Accredited Investors Inc.9,210
0.0% of portfolio›$450.0K
626 Financial, LLC8,989
0.2% of portfolio›$439.2K
Outlook Wealth Advisors, LLC8,877
0.1% of portfolio›$433.7K
Keyes, Stange & Wooten Wealth Management, LLC8,871
0.2% of portfolio›$433.4K
Peterson Wealth Advisors, LLC8,800
0.0% of portfolio›$430.0K
Fiduciary Alliance LLC8,789
0.0% of portfolio›$429.4K
WealthCare Investment Partners, LLC8,667
0.1% of portfolio›$423.5K
Integrity Alliance, Llc.7,734
0.0% of portfolio›$377.9K
Sowell Financial Services LLC6,795
0.0% of portfolio›$332.0K
HUB Investment Partners, LLC6,177
0.0% of portfolio›$301.8K
Forvis Mazars Wealth Advisors, LLC5,658
0.0% of portfolio›$276.5K
Define Financial, LLC5,183
0.1% of portfolio›$253.2K
Y-Intercept (Hong Kong) Ltd5,071
0.0% of portfolio›$247.8K
BXM Wealth LLC4,350
0.1% of portfolio›$212.5K
Fifth Third Wealth Advisors LLC4,290
0.0% of portfolio›$209.6K
Balance Wealth Partners LLC3,198
0.0% of portfolio›$156.3K
Assetmark, Inc3,171
0.0% of portfolio›$155.0K
Triumph Capital Management2,400
0.0% of portfolio›$117.3K
Reap Financial Group, LLC2,280
0.0% of portfolio›$111.4K
Kings Path Partners LLC1,767
0.0% of portfolio›$86.3K
Citigroup Inc1,338
0.0% of portfolio›$65.4K
Financial Management Professionals, Inc.1,152
0.0% of portfolio›$56.3K
Abound Wealth Management945
0.0% of portfolio›$46.2K
Cape Investment Advisory, Inc.750
0.0% of portfolio›$36.6K
Ascentis Independent Advisors600
0.0% of portfolio›$29.3K
Key FInancial Inc417
0.0% of portfolio›$20.4K
Noble Wealth Management PBC360
0.0% of portfolio›$17.6K
Larson Financial Group LLC302
0.0% of portfolio›$14.7K
Parallel Advisors, LLC150
0.0% of portfolio›$7.3K
Simplex Trading, LLC132
0.0% of portfolio›$6.4K
Farther Finance Advisors, LLC3
0.0% of portfolio›$149
StyleTurnoverLocationFiled
Rpoa Advisors, Inc.
30,295,291$1.5B44.1%ETFLowPlano, TX2026-10-19
Bank of New York Mellon Corp
5,420,021$264.8M0.0%CoreLowNew York, NY2026-11-05
Sentinel Pension Advisors, LLC
3,173,430$155.1M19.4%ETFLowWakefield, MA2026-11-02
Woodard & Co Asset Management Group Inc
1,072,400$52.4M7.8%ETFMediumBermuda Run, NC2026-11-03
Elevation Point Wealth Partners, LLC
879,936$43.0M0.7%CoreHighDenver, CO2026-11-05
WealthBridge Capital Management, LLC
479,096$23.4M4.5%ETFLowWesterville, OH2026-10-16
Kestra Advisory Services, LLC
462,399$22.6M0.1%CoreLowAustin, TX2026-11-02
MGO One Seven LLC
441,659$21.6M0.4%GrowthLowBeachwood, OH2026-10-28
Carolina Wealth Advisors, LLC
388,536$19.0M7.2%YieldHighMyrtle Beach, SC2026-10-23
Vaquero Private Wealth, LTD
357,005$17.4M3.7%ETFN/ADallas, TX2026-10-27
Davenport & Co LLC
203,375$9.9M0.1%CoreMediumRichmond, VA2026-10-14
IFP Advisors, Inc
183,174$8.9M0.2%GrowthLowTampa, FL2026-10-16
Park Avenue Securities LLC
129,975$6.4M0.1%ETFMediumNew York, NY2026-10-26
Wealth Forward, LLC
78,033$3.8M1.7%ETFMediumFargo, ND2026-10-14
Symphony Financial, Ltd. Co.
65,184$3.2M0.3%GrowthLowHouston, TX2026-10-22
David Kennon Inc
61,250$3.0M1.0%ETFLowSarasota, FL2026-10-13
Sigma Planning Corp
60,965$3.0M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Wealth Group Ltd
46,598$2.3M0.4%ETFLowEden Prairie, MN2026-10-07
Andina Capital Management, LLC
42,120$2.1M3.0%ETFMediumLogan, UT2026-10-21
Wealth Enhancement Advisory Services, LLC
35,252$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Collective Family Office LLC
33,548$1.6M0.3%ETFLowYork, PA2026-10-05
Stiles Financial Services Inc
33,050$1.6M0.4%GrowthLowEdina, MN2026-10-30
Herold Advisors, Inc.
28,760$1.4M0.3%CoreLowNew York, NY2026-10-19
Single Point Partners, LLC
27,498$1.3M0.2%ETFVery LowBoston, MA2026-10-19
Commonwealth Equity Services, LLC
24,199$1.2M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
23,182$1.1M0.0%ETFLowFairfield, IA2026-11-02
Lantern Wealth Advisors, LLC
21,363$1.0M0.4%GrowthLowMelville, NY2026-10-22
Krilogy Financial LLC
20,853$1.0M0.0%GrowthLowSt. Louis, MO2026-10-13
E6 Portfolios, LLC
15,649$764.6K0.6%ETFLowMidvale, UT2026-10-26
Penobscot Investment Management Company, Inc.
14,247$696.1K0.0%GrowthLowBoston, MA2026-10-26
Independent Financial Group, LLC
13,683$668.6K0.0%GrowthLowSan Diego, CA2026-10-13
Capital Investment Advisory Services, LLC
12,631$617.1K0.0%CoreMediumRaleigh, NC2026-10-30
Concurrent Investment Advisors, LLC
12,094$590.9K0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
11,208$547.6K0.0%IndexLowRockford, IL2026-10-28
Brighton Jones LLC
9,417$460.1K0.0%CoreVery LowSeattle, WA2026-11-03
Quadcap Wealth Management, LLC
9,228$450.9K0.0%ETFLowFrisco, TX2026-11-02
Accredited Investors Inc.
9,210$450.0K0.0%ETFLowEdina, MN2026-11-03
626 Financial, LLC
8,989$439.2K0.2%CoreLowPortage, MI2026-11-04
Outlook Wealth Advisors, LLC
8,877$433.7K0.1%ETFMediumShenandoah, TX2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
8,871$433.4K0.2%ETFVery LowDaytona Beach, FL2026-11-03
Peterson Wealth Advisors, LLC
8,800$430.0K0.0%ETFLowOrem, UT2026-10-08
Fiduciary Alliance LLC
8,789$429.4K0.0%CoreMediumGreenville, SC2026-10-13
WealthCare Investment Partners, LLC
8,667$423.5K0.1%ETFLowPortsmouth, RI2026-11-05
Integrity Alliance, Llc.
7,734$377.9K0.0%ETFMediumUrbandale, IA2026-10-29
Sowell Financial Services LLC
6,795$332.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
HUB Investment Partners, LLC
6,177$301.8K0.0%GrowthLowAustin, TX2026-11-03
Forvis Mazars Wealth Advisors, LLC
5,658$276.5K0.0%ETFVery LowSpringfield, MO2026-10-13
Define Financial, LLC
5,183$253.2K0.1%ETFVery LowSan Diego, CA2026-10-14
Y-Intercept (Hong Kong) Ltd
5,071$247.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
BXM Wealth LLC
4,350$212.5K0.1%GrowthLowEnglewood, CO2026-11-03
Fifth Third Wealth Advisors LLC
4,290$209.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Balance Wealth Partners LLC
3,198$156.3K0.0%ETFMediumWorthington, OH2026-10-27
Assetmark, Inc
3,171$155.0K0.0%ETFLowConcord, CA2026-10-21
Triumph Capital Management
2,400$117.3K0.0%ETFMediumDenver, CO2026-10-14
Reap Financial Group, LLC
2,280$111.4K0.0%ETFLowAustin, TX2026-11-02
Kings Path Partners LLC
1,767$86.3K0.0%ETFVery LowSugar Land, TX2026-10-21
Citigroup Inc
1,338$65.4K0.0%CoreMediumNew York, NY2026-11-04
Financial Management Professionals, Inc.
1,152$56.3K0.0%ETFMediumAustin, TX2026-10-23
Abound Wealth Management
945$46.2K0.0%ETFVery LowFranklin, TN2026-10-26
Cape Investment Advisory, Inc.
750$36.6K0.0%ETFLowMcdonough, GA2026-10-13
Ascentis Independent Advisors
600$29.3K0.0%ETFLowDallas, TX2026-11-03
Key FInancial Inc
417$20.4K0.0%ETFLowWest Chester, PA2026-11-02
Noble Wealth Management PBC
360$17.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
Larson Financial Group LLC
302$14.7K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
150$7.3K0.0%IndexLowSan Francisco, CA2026-11-03
Simplex Trading, LLC
132$6.4K0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
3$1490.0%IndexLowSan Francisco, CA2026-10-08