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BNY Mellon US Small Cap Core (BKSE)

CUSIP: 09661T305 | NYSE | 60 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Bank of New York Mellon Corp540,983
0.0% of portfolio›$22.5M
Kestra Advisory Services, LLC61,033
0.0% of portfolio›$2.5M
Park Avenue Securities LLC28,348
0.0% of portfolio›$1.2M
Sentinel Pension Advisors, LLC21,006
0.1% of portfolio›$872.6K
Symphony Financial, Ltd. Co.19,336
0.1% of portfolio›$807.2K
LPL Financial LLC11,675
0.0% of portfolio›$485.0K
Fifth Third Wealth Advisors LLC7,224
0.0% of portfolio›$300.1K
Accredited Investors Inc.6,144
0.0% of portfolio›$255.2K
PNC Financial Services Group, Inc.6,012
0.0% of portfolio›$249.7K
Elm3 Financial Group, LLC5,412
0.1% of portfolio›$224.8K
IFS Advisors, LLC3,222
0.0% of portfolio›$133.8K
Lanark Financial, Inc.519
0.0% of portfolio›$21.6K
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
540,983$22.5M0.0%CoreLowNew York, NY2026-11-05
Kestra Advisory Services, LLC
61,033$2.5M0.0%CoreLowAustin, TX2026-11-02
Park Avenue Securities LLC
28,348$1.2M0.0%ETFMediumNew York, NY2026-10-26
Sentinel Pension Advisors, LLC
21,006$872.6K0.1%ETFLowWakefield, MA2026-11-02
Symphony Financial, Ltd. Co.
19,336$807.2K0.1%GrowthLowHouston, TX2026-10-22
LPL Financial LLC
11,675$485.0K0.0%IndexVery LowFort Mill, SC2026-11-06
Fifth Third Wealth Advisors LLC
7,224$300.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Accredited Investors Inc.
6,144$255.2K0.0%ETFLowEdina, MN2026-11-03
PNC Financial Services Group, Inc.
6,012$249.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Elm3 Financial Group, LLC
5,412$224.8K0.1%GrowthMediumAlpharetta, GA2026-10-07
IFS Advisors, LLC
3,222$133.8K0.0%ETFLowOverland Park, KS2026-10-14
Lanark Financial, Inc.
519$21.6K0.0%CoreMediumBirmingham, AL2026-10-26