IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BNY Mellon US Small Cap Core (BKSE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares540,983 from 160,539
Change+380,444 (+237%)
Value$22.5M (+$888.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares61,033 from 20,340
Change+40,693 (+200%)
Value$2.5M (-$199.2K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares28,348 from 8,202
Change+20,146 (+246%)
Value$1.2M (+$1.2M)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares21,006 from 21,005
Change+1 (0%)
Value$872.6K (-$57.9K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares19,336 from 6,907
Change+12,429 (+180%)
Value$807.2K (-$116.7K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares11,675 from 3,864
Change+7,811 (+202%)
Value$485.0K (-$34.6K)
Filed 2026-11-06
Fifth Third Wealth Advisors LLC
INCREASED
Shares7,224 from 2,408
Change+4,816 (+200%)
Value$300.1K (-$23.7K)
Filed 2026-10-22
Accredited Investors Inc.
INCREASED
Shares6,144 from 2,048
Change+4,096 (+200%)
Value$255.2K (-$20.1K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares6,012 from 2,004
Change+4,008 (+200%)
Value$249.7K (-$19.7K)
Filed 2026-11-06
Elm3 Financial Group, LLC
INCREASED
Shares5,412 from 1,822
Change+3,590 (+197%)
Value$224.8K (-$20.1K)
Filed 2026-10-07
IFS Advisors, LLC
NEW
Shares3,222
Change+3,222
Value$133.8K
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares519 from 173
Change+346 (+200%)
Value$21.6K (-$1.7K)
Filed 2026-10-26
Royal Bank of Canada
N/A
Shares— from 43,761
Change-43,761 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 33,905
Change-33,905 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 29,514
Change-29,514 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,696
Change-11,696 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
FMR LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED540,983160,539+380,444+237%$21.6M$22.5M+$888.6K2026-11-05
Kestra Advisory Services, LLC
INCREASED61,03320,340+40,693+200%$2.7M$2.5M-$199.2K2026-11-02
Park Avenue Securities LLC
INCREASED28,3488,202+20,146+246%$1.1K$1.2M+$1.2M2026-10-26
Sentinel Pension Advisors, LLC
INCREASED21,00621,005+10%$930.5K$872.6K-$57.9K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED19,3366,907+12,429+180%$923.9K$807.2K-$116.7K2026-10-22
LPL Financial LLC
INCREASED11,6753,864+7,811+202%$519.5K$485.0K-$34.6K2026-11-06
Fifth Third Wealth Advisors LLC
INCREASED7,2242,408+4,816+200%$323.7K$300.1K-$23.7K2026-10-22
Accredited Investors Inc.
INCREASED6,1442,048+4,096+200%$275.3K$255.2K-$20.1K2026-11-03
PNC Financial Services Group, Inc.
INCREASED6,0122,004+4,008+200%$269.4K$249.7K-$19.7K2026-11-06
Elm3 Financial Group, LLC
INCREASED5,4121,822+3,590+197%$245.0K$224.8K-$20.1K2026-10-07
IFS Advisors, LLC
NEW3,222—+3,222——$133.8K—2026-10-14
Lanark Financial, Inc.
INCREASED519173+346+200%$23.3K$21.6K-$1.7K2026-10-26
Royal Bank of Canada
N/A—43,761-43,761-100%$5.9M———
Raymond James Financial Inc
N/A—33,905-33,905-100%$4.6M———
Goldman Sachs Group Inc
N/A—29,514-29,514-100%$4.0M———
Envestnet Asset Management Inc
N/A—11,696-11,696-100%$1.6M———
Virtu Financial LLC
N/A—10,703-10,703-100%$1.4K———
Osaic Holdings, Inc.
N/A—10,646-10,646-100%$1.4M———
Morgan Stanley
N/A—10,450-10,450-100%$1.4M———
Bank of America Corp
N/A—9,807-9,807-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—8,018-8,018-100%$1.1M———
Cetera Investment Advisers
N/A—6,382-6,382-100%$858.1K———
Crux Wealth Advisors
N/A—5,332-5,332-100%$716.9K———
Flow Traders U.S. LLC
N/A—5,192-5,192-100%$698———
Principal Securities, Inc.
N/A—2,901-2,901-100%$390.0K———
Citadel Advisors LLC
N/A—2,007-2,007-100%$269.8K———
FMR LLC
N/A—167-167-100%$22.4K———
Vanguard Advisers Inc
N/A—70-70-100%$9.4K———
Harbour Investments, Inc.
N/A—7-7-100%$941———
Wells Fargo & Company
N/A—1-1-100%$96———
Showing 30 of 30 institutions