IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BNY Mellon Glbl Infra Inc (BKGI)

CUSIP: 09661T826 | NYSE | 144 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFirst Command Advisory Services, Inc.458,262,81525.0%New 5%+ stakeSep 30, 2026—
13GFirst Command Advisory Services, Inc.

Institutional Holders — Q3 2026

First Command Advisory Services, Inc.10,878,237
2.5% of portfolio›$456.1M
Avior Wealth Management, LLC824,277
0.9% of portfolio›$34.6M
Bank of New York Mellon Corp614,327
0.0% of portfolio›$25.8M
Legacy CG, LLC450,607
4.8% of portfolio›$18.9M
Commonwealth Equity Services, LLC310,476
0.0% of portfolio›$13.0M
Capital Investment Counsel, LLC298,744
1.6% of portfolio›$12.5M
Nottingham Advisors, Inc.295,651
1.5% of portfolio›$12.2M
GGM Financial LLC258,942
3.5% of portfolio›$10.9M
Dynamic Advisor Solutions LLC174,738
0.2% of portfolio›$7.3M
Meridian Wealth Management, LLC166,542
0.2% of portfolio›$7.0M
Riversedge Advisors, LLC144,641
0.7% of portfolio›$6.1M
Courier Capital LLC136,598
0.3% of portfolio›$5.7M
Cambridge Investment Research Advisors, Inc.126,086
0.0% of portfolio›$5.3M
S&A Financial Services, Inc.92,580
2.4% of portfolio›$3.9M
Trilogy Capital Inc.79,210
0.1% of portfolio›$3.3M
Fifth Third Bancorp70,741
0.0% of portfolio›$3.0M
Aureum Wealth Management, LLC69,654
1.8% of portfolio›$2.9M
Base Wealth Management LLC41,154
0.8% of portfolio›$1.7M
FIG Financial Advisory Services Inc40,963
1.0% of portfolio›$1.7M
Kestra Advisory Services, LLC36,563
0.0% of portfolio›$1.5M
IFP Advisors, Inc34,402
0.0% of portfolio›$1.4M
Apollon Wealth Management, LLC32,390
0.0% of portfolio›$1.4M
Providence First Trust Co31,268
0.4% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC26,236
0.0% of portfolio›$1.1M
Nations Financial Group Inc,25,501
0.1% of portfolio›$1.1M
Lido Advisors, LLC25,119
0.0% of portfolio›$1.1M
Haven Private, LLC23,662
0.4% of portfolio›$992.1K
BXM Wealth LLC22,625
0.5% of portfolio›$948.7K
Independent Financial Group, LLC22,342
0.0% of portfolio›$936.8K
Kestra Private Wealth Services, LLC21,956
0.0% of portfolio›$920.6K
Park Avenue Securities LLC21,331
0.0% of portfolio›$894.0K
WealthCare Investment Partners, LLC20,731
0.2% of portfolio›$869.2K
Insight Wealth Strategies, LLC18,200
0.1% of portfolio›$763.1K
Assetmark, Inc16,196
0.0% of portfolio›$679.1K
Wlth Capital Management, LLC14,300
3.6% of portfolio›$599.6K
Trademark Financial Management, LLC14,180
0.2% of portfolio›$594.6K
MGO One Seven LLC13,271
0.0% of portfolio›$556.5K
Total Clarity Wealth Management, Inc.12,585
0.1% of portfolio›$527.7K
Rubicon Advisors, GP11,706
0.3% of portfolio›$490.8K
Lakeside Advisors, Inc.8,400
0.2% of portfolio›$352.2K
Balefire, LLC8,107
0.1% of portfolio›$339.9K
Flagship Harbor Advisors, LLC8,031
0.0% of portfolio›$336.7K
Principle Wealth Partners LLC7,820
0.0% of portfolio›$327.9K
Security Financial Services, Inc.7,709
0.0% of portfolio›$323.2K
Private Trust Co NA5,522
0.0% of portfolio›$231.5K
Brady Martz Wealth Solutions, LLC4,807
0.0% of portfolio›$201.6K
Pinnacle Bancorp, Inc.1,869
0.0% of portfolio›$78.4K
Jacobi Capital Management LLC1,520
0.0% of portfolio›$63.7K
NBH Bank940
0.0% of portfolio›$39.4K
Harbor Asset Planning, Inc.454
0.0% of portfolio›$19.0K
Latitude Advisors, LLC260
0.0% of portfolio›$10.9K
Farther Finance Advisors, LLC142
0.0% of portfolio›$6.0K
Buck Wealth Strategies, LLC123
0.0% of portfolio›$5.2K
Valley Wealth Managers, Inc.0
0.0% of portfolio›$16
Larson Financial Group LLC0
0.0% of portfolio›$7
StyleTurnoverLocationFiled
First Command Advisory Services, Inc.
10,878,237$456.1M2.5%IndexLowFort Worth, TX2026-11-05
Avior Wealth Management, LLC
824,277$34.6M0.9%ETFMediumOmaha, NE2026-10-13
Bank of New York Mellon Corp
614,327$25.8M0.0%CoreLowNew York, NY2026-11-05
Legacy CG, LLC
450,607$18.9M4.8%GrowthHighPlano, TX2026-10-30
Commonwealth Equity Services, LLC
310,476$13.0M0.0%ETFLowWaltham, MA2026-11-02
Capital Investment Counsel, LLC
298,744$12.5M1.6%CoreLowDenver, CO2026-10-14
Nottingham Advisors, Inc.
295,651$12.2M1.5%ETFLowAmherst, NY2026-10-29
GGM Financial LLC
258,942$10.9M3.5%ETFMediumColumbus, OH2026-11-05
Dynamic Advisor Solutions LLC
174,738$7.3M0.2%ETFLowPhoenix, AZ2026-10-13
Meridian Wealth Management, LLC
166,542$7.0M0.2%GrowthLowLexington, KY2026-11-05
Riversedge Advisors, LLC
144,641$6.1M0.7%ETFMediumWilmington, DE2026-10-09
Courier Capital LLC
136,598$5.7M0.3%ETFLowBuffalo, NY2026-10-19
Cambridge Investment Research Advisors, Inc.
126,086$5.3M0.0%ETFLowFairfield, IA2026-11-02
S&A Financial Services, Inc.
92,580$3.9M2.4%ETFN/AOverland Park, KS2026-11-03
Trilogy Capital Inc.
79,210$3.3M0.1%ETFMediumIrvine, CA2026-10-20
Fifth Third Bancorp
70,741$3.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Aureum Wealth Management, LLC
69,654$2.9M1.8%ETFLowNorth Palm Beach, FL2026-10-15
Base Wealth Management LLC
41,154$1.7M0.8%ETFMediumLakewood Ranch, FL2026-10-21
FIG Financial Advisory Services Inc
40,963$1.7M1.0%CoreVery HighOklahoma City, OK2026-10-07
Kestra Advisory Services, LLC
36,563$1.5M0.0%CoreLowAustin, TX2026-11-02
IFP Advisors, Inc
34,402$1.4M0.0%GrowthLowTampa, FL2026-10-16
Apollon Wealth Management, LLC
32,390$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Providence First Trust Co
31,268$1.3M0.4%ETFMediumScottsdale, AZ2026-11-02
Wealth Enhancement Advisory Services, LLC
26,236$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Nations Financial Group Inc,
25,501$1.1M0.1%CoreLowCedar Rapids, IA2026-11-05
Lido Advisors, LLC
25,119$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Haven Private, LLC
23,662$992.1K0.4%ETFMediumOrlando, FL2026-10-27
BXM Wealth LLC
22,625$948.7K0.5%GrowthLowEnglewood, CO2026-11-03
Independent Financial Group, LLC
22,342$936.8K0.0%GrowthLowSan Diego, CA2026-10-13
Kestra Private Wealth Services, LLC
21,956$920.6K0.0%GrowthLowAustin, TX2026-10-30
Park Avenue Securities LLC
21,331$894.0K0.0%ETFMediumNew York, NY2026-10-26
WealthCare Investment Partners, LLC
20,731$869.2K0.2%ETFLowPortsmouth, RI2026-11-05
Insight Wealth Strategies, LLC
18,200$763.1K0.1%ETFHighSan Ramon, CA2026-10-09
Assetmark, Inc
16,196$679.1K0.0%ETFLowConcord, CA2026-10-21
Wlth Capital Management, LLC
14,300$599.6K3.6%ETFN/AChandler, AZ2026-10-20
Trademark Financial Management, LLC
14,180$594.6K0.2%ETFMediumBloomington, MN2026-10-23
MGO One Seven LLC
13,271$556.5K0.0%GrowthLowBeachwood, OH2026-10-28
Total Clarity Wealth Management, Inc.
12,585$527.7K0.1%ETFMediumSt. Charles, IL2026-10-26
Rubicon Advisors, GP
11,706$490.8K0.3%GrowthMediumRedding, CA2026-10-23
Lakeside Advisors, Inc.
8,400$352.2K0.2%CoreVery LowSeattle, WA2026-10-20
Balefire, LLC
8,107$339.9K0.1%ETFMediumDallas, TX2026-10-09
Flagship Harbor Advisors, LLC
8,031$336.7K0.0%ETFMediumBoston, MA2026-10-26
Principle Wealth Partners LLC
7,820$327.9K0.0%CoreVery LowMadison, CT2026-11-02
Security Financial Services, Inc.
7,709$323.2K0.0%ETFMediumFort Wayne, IN2026-10-29
Private Trust Co NA
5,522$231.5K0.0%CoreLowCleveland, OH2026-10-20
Brady Martz Wealth Solutions, LLC
4,807$201.6K0.0%ETFLowGrand Forks, ND2026-11-05
Pinnacle Bancorp, Inc.
1,869$78.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Jacobi Capital Management LLC
1,520$63.7K0.0%CoreLowPittston, PA2026-11-05
NBH Bank
940$39.4K0.0%CoreN/AGreenwood Village, CO2026-11-05
Harbor Asset Planning, Inc.
454$19.0K0.0%ETFVery LowBelmont, MA2026-10-23
Latitude Advisors, LLC
260$10.9K0.0%ETFLowYorkville, IL2026-10-27
Farther Finance Advisors, LLC
142$6.0K0.0%IndexLowSan Francisco, CA2026-10-08
Buck Wealth Strategies, LLC
123$5.2K0.0%ValueMediumDenver, CO2026-10-28
Valley Wealth Managers, Inc.
0$160.0%GARPMediumParamus, NJ2026-10-09
Larson Financial Group LLC
0$70.0%GrowthLowSt Louis, MO2026-11-05
458,262,815
25.0% of class · Sep 30, 2026New 5%+ stake
—