BNY Mellon Emrg Mrkts Eqty (BKEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank of New York Mellon Corp

INCREASED

Shares1,520,242 from 512,330

Change+1,007,912 (+197%)

Value$46.1M (-$2.7M)

Filed 2026-11-05

Sentinel Pension Advisors, LLC

NEW

Shares513,182

Change+513,182

Value$15.6M

Filed 2026-11-02

Symphony Financial, Ltd. Co.

INCREASED

Shares34,070 from 11,895

Change+22,175 (+186%)

Value$1.0M (-$78.6K)

Filed 2026-10-22

Park Avenue Securities LLC

INCREASED

Shares33,314 from 9,824

Change+23,490 (+239%)

Value$1.0M (+$1.0M)

Filed 2026-10-26

LPL Financial LLC

INCREASED

Shares15,819 from 5,804

Change+10,015 (+173%)

Value$480.1K (-$73.1K)

Filed 2026-11-06

Odyssey Capital Advisors, Inc.

INCREASED

Shares7,141 from 2,330

Change+4,811 (+206%)

Value$216.7K (-$5.4K)

Filed 2026-10-26

Key FInancial Inc

INCREASED

Shares4,740 from 1,580

Change+3,160 (+200%)

Value$143.9K (-$6.7K)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares959 from 20

Change+939 (+4695%)

Value$29.1K (+$27.2K)

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares526 from 526

Change0 (0%)

Value$50.1K ($0)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares314 from 104

Change+210 (+202%)

Value$9.5K (-$375)

Filed 2026-11-05

Integrated Wealth Concepts LLC

N/A

Shares— from 53,430

Change-53,430 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 35,343

Change-35,343 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 24,479

Change-24,479 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 17,584

Change-17,584 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 15,112

Change-15,112 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,044

Change-13,044 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,610

Change-12,610 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 7,893

Change-7,893 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 5,940

Change-5,940 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 2,628

Change-2,628 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 2,480

Change-2,480 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,212

Change-2,212 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,855

Change-1,855 (-100%)

Value—

FMR LLC

N/A

Shares— from 341

Change-341 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 329

Change-329 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 226

Change-226 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 139

Change-139 (-100%)

Value—

UBS Group AG

N/A

Shares— from 64

Change-64 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 40

Change-40 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 38

Change-38 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 36

Change-36 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 6

Change-6 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	1,520,242	512,330	+1,007,912	+197%	$48.8M	$46.1M	-$2.7M	2026-11-05
Sentinel Pension Advisors, LLC	NEW	513,182	—	+513,182	—	—	$15.6M	—	2026-11-02
Symphony Financial, Ltd. Co.	INCREASED	34,070	11,895	+22,175	+186%	$1.1M	$1.0M	-$78.6K	2026-10-22
Park Avenue Securities LLC	INCREASED	33,314	9,824	+23,490	+239%	$936	$1.0M	+$1.0M	2026-10-26
LPL Financial LLC	INCREASED	15,819	5,804	+10,015	+173%	$553.2K	$480.1K	-$73.1K	2026-11-06
Odyssey Capital Advisors, Inc.	INCREASED	7,141	2,330	+4,811	+206%	$222.1K	$216.7K	-$5.4K	2026-10-26
Key FInancial Inc	INCREASED	4,740	1,580	+3,160	+200%	$150.6K	$143.9K	-$6.7K	2026-11-02
Assetmark, Inc	INCREASED	959	20	+939	+4695%	$1.9K	$29.1K	+$27.2K	2026-10-21
Allworth Financial LP	UNCHANGED	526	526	0	0%	$50.1K	$50.1K	$0	2026-11-06
Larson Financial Group LLC	INCREASED	314	104	+210	+202%	$9.9K	$9.5K	-$375	2026-11-05
Integrated Wealth Concepts LLC	N/A	—	53,430	-53,430	-100%	$5.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	35,343	-35,343	-100%	$3.4M	—	—	—
Cetera Investment Advisers	N/A	—	24,479	-24,479	-100%	$2.3M	—	—	—
Crux Wealth Advisors	N/A	—	17,584	-17,584	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	15,112	-15,112	-100%	$1.4M	—	—	—
Citadel Advisors LLC	N/A	—	13,044	-13,044	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,610	-12,610	-100%	$1.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	7,893	-7,893	-100%	$752.3K	—	—	—
Old Mission Capital LLC	N/A	—	5,940	-5,940	-100%	$566.2K	—	—	—
Zhang Financial LLC	N/A	—	2,628	-2,628	-100%	$250.5K	—	—	—
MML Investors Services, LLC	N/A	—	2,480	-2,480	-100%	$236.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	2,212	-2,212	-100%	$210.8K	—	—	—
Royal Bank of Canada	N/A	—	1,855	-1,855	-100%	$177.0K	—	—	—
FMR LLC	N/A	—	341	-341	-100%	$32.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	329	-329	-100%	$31.4K	—	—	—
JPMorgan Chase & Co	N/A	—	226	-226	-100%	$21.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	139	-139	-100%	$13.2K	—	—	—
UBS Group AG	N/A	—	64	-64	-100%	$6.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	40	-40	-100%	$3.7K	—	—	—
Sittner & Nelson, LLC	N/A	—	40	-40	-100%	$3.8K	—	—	—
Morgan Stanley	N/A	—	38	-38	-100%	$3.6K	—	—	—
Harbour Investments, Inc.	N/A	—	36	-36	-100%	$3.4K	—	—	—
Vanguard Advisers Inc	N/A	—	6	-6	-100%	$572	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$73	—	—	—

Showing 34 of 34 institutions