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BNY Mellon Concentrated Intl (BKCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Harbor Group, Inc.
INCREASED
Shares1,059,152 from 1,013,162
Change+45,990 (+5%)
Value$54.7M (+$25.8K)
Filed 2026-10-14
Bank of New York Mellon Corp
DECREASED
Shares725,891 from 730,001
Change-4,110 (-1%)
Value$37.5M (-$1.9M)
Filed 2026-11-05
Pathway Financial Advisors LLC
DECREASED
Shares61,694 from 91,287
Change-29,593 (-32%)
Value$3.2M (-$1.7M)
Filed 2026-10-07
LPL Financial LLC
DECREASED
Shares29,075 from 31,179
Change-2,104 (-7%)
Value$1.5M (-$181.0K)
Filed 2026-11-06
Weil Company, Inc.
DECREASED
Shares27,242 from 31,138
Change-3,896 (-13%)
Value$1.4M (-$273.4K)
Filed 2026-10-14
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares10,458 from 10,458
Change0 (0%)
Value$540.2K (-$24.3K)
Filed 2026-11-06
Maia Wealth LLC
DECREASED
Shares4,586 from 5,478
Change-892 (-16%)
Value$236.9K (-$58.8K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$72.3K (-$3.2K)
Filed 2026-10-16
Citigroup Inc
NEW
Shares330
Change+330
Value$17.0K
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares330 from 328
Change+2 (+1%)
Value$17.0K (-$658)
Filed 2026-11-05
Harbour Investments, Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$7.3K (-$329)
Filed 2026-11-09
Versant Capital Management, Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.6K (-$69)
Filed 2026-10-02
World Equity Group, Inc.
CLOSED
Shares0 from 4,038
Change-4,038 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-14
Royal Bank of Canada
N/A
Shares— from 119,344
Change-119,344 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 79,271
Change-79,271 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 73,502
Change-73,502 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 73,001
Change-73,001 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 29,619
Change-29,619 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,717
Change-26,717 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,206
Change-13,206 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,428
Change-12,428 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,485
Change-9,485 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
UBS Group AG
N/A
Shares— from 863
Change-863 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 189
Change-189 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
Harbor Group, Inc.
INCREASED1,059,1521,013,162+45,990+5%$54.7M$54.7M+$25.8K2026-10-14
Bank of New York Mellon Corp
DECREASED725,891730,001-4,110-1%$39.4M$37.5M-$1.9M2026-11-05
Pathway Financial Advisors LLC
DECREASED61,69491,287-29,593-32%$4.9M$3.2M-$1.7M2026-10-07
LPL Financial LLC
DECREASED29,07531,179-2,104-7%$1.7M$1.5M-$181.0K2026-11-06
Weil Company, Inc.
DECREASED27,24231,138-3,896-13%$1.7M$1.4M-$273.4K2026-10-14
Cornerstone Advisors Asset Management, LLC
UNCHANGED10,45810,45800%$564.5K$540.2K-$24.3K2026-11-06
Maia Wealth LLC
DECREASED4,5865,478-892-16%$295.7K$236.9K-$58.8K2026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED1,4001,40000%$75.6K$72.3K-$3.2K2026-10-16
Citigroup Inc
NEW330—+330——$17.0K—2026-11-04
Silver Grove Financial Group, Inc.
INCREASED330328+2+1%$17.7K$17.0K-$6582026-11-05
Harbour Investments, Inc.
UNCHANGED14214200%$7.7K$7.3K-$3292026-11-09
Versant Capital Management, Inc
UNCHANGED303000%$1.6K$1.6K-$692026-10-02
World Equity Group, Inc.
CLOSED04,038-4,038-100%$217.9K$0-$217.9K2026-10-14
Royal Bank of Canada
N/A—119,344-119,344-100%$6.4M———
GTS Securities LLC
N/A—79,271-79,271-100%$4.3M———
Orion Porfolio Solutions, LLC
N/A—73,502-73,502-100%$4.0M———
Crux Wealth Advisors
N/A—73,001-73,001-100%$3.9M———
Bank of America Corp
N/A—29,619-29,619-100%$1.6M———
Jane Street Group, LLC
N/A—26,717-26,717-100%$1.4M———
Sanctuary Advisors, LLC
N/A—13,206-13,206-100%$712.8K———
Cerity Partners LLC
N/A—12,428-12,428-100%$671.0K———
Susquehanna International Group, LLP
N/A—10,393-10,393-100%$561.0K———
Citadel Advisors LLC
N/A—9,485-9,485-100%$511.9K———
Rockefeller Capital Management L.P.
N/A—6,784-6,784-100%$366.2K———
Osaic Holdings, Inc.
N/A—6,511-6,511-100%$351.5K———
JPMorgan Chase & Co
N/A—1,850-1,850-100%$99.4K———
UBS Group AG
N/A—863-863-100%$46.6K———
Oakmont Advisory Group, LLC
N/A—355-355-100%$19.1K———
Morgan Stanley
N/A—189-189-100%$10.2K———
Global Retirement Partners, LLC
N/A—73-73-100%$4.0K———
Jones Financial Companies Lllp
N/A—64-64-100%$3.4K———
Showing 31 of 31 institutions