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BNY Mellon Ultr Shrt Inc ETF (BKUI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Rpoa Advisors, Inc.
INCREASED
Shares10,418,139 from 6,327,461
Change+4,090,678 (+65%)
Value$516.9M (+$202.0M)
Filed 2026-10-19
Total Investment Management Inc
INCREASED
Shares1,652,879 from 1,628,213
Change+24,666 (+2%)
Value$82.0M (+$1.0M)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares347,249 from 444,292
Change-97,043 (-22%)
Value$17.2M (-$4.9M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares211,587 from 42,696
Change+168,891 (+396%)
Value$10.5M (+$8.4M)
Filed 2026-11-06
Venture Visionary Partners LLC
INCREASED
Shares76,885 from 71,361
Change+5,524 (+8%)
Value$3.8M (+$263.2K)
Filed 2026-10-07
Integrity Alliance, Llc.
DECREASED
Shares52,784 from 165,611
Change-112,827 (-68%)
Value$2.6M (-$5.6M)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares47,772 from 60,883
Change-13,111 (-22%)
Value$2.4M (-$659.8K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares32,147 from 10,000
Change+22,147 (+221%)
Value$1.6M (+$1.1M)
Filed 2026-10-26
Western Wealth Management, LLC
INCREASED
Shares25,137 from 23,173
Change+1,964 (+8%)
Value$1.2M (+$93.9K)
Filed 2026-11-09
WealthCare Investment Partners, LLC
DECREASED
Shares18,261 from 18,571
Change-310 (-2%)
Value$906.0K (-$18.2K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares12,959 from 16,219
Change-3,260 (-20%)
Value$643.0K (-$164.2K)
Filed 2026-11-02
Bridgewealth Advisory Group, LLC
NEW
Shares11,219
Change+11,219
Value$556.6K
Filed 2026-11-09
Overbrook Management Corp
NEW
Shares10,066
Change+10,066
Value$499.4K
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares4,048 from 11,800
Change-7,752 (-66%)
Value$201.3K (-$386.5K)
Filed 2026-11-03
Lanark Financial, Inc.
NEW
Shares935
Change+935
Value$46.4K
Filed 2026-10-26
Geneos Wealth Management Inc.
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$19.0K (-$57)
Filed 2026-11-09
Harbour Investments, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$7.8K (-$6)
Filed 2026-11-09
Fifth Third Bancorp
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$7.1K (-$22)
Filed 2026-11-05
Strive Financial Group,LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.7K (-$14)
Filed 2026-11-09
Triumph Capital Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (-$4)
Filed 2026-10-14
Elevated Financial Group LLC
CLOSED
Shares0 from 42,090
Change-42,090 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Krilogy Financial LLC
CLOSED
Shares0 from 7,980
Change-7,980 (-100%)
Value$0 (-$397.1K)
Filed 2026-10-13
Wells Fargo & Company
N/A
Shares— from 216,007
Change-216,007 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 147,692
Change-147,692 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 93,235
Change-93,235 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,584
Change-36,584 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,274
Change-28,274 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 25,001
Change-25,001 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,676
Change-24,676 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 22,487
Change-22,487 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,331
Change-19,331 (-100%)
Value—
&partners
N/A
Shares— from 16,418
Change-16,418 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,988
Change-13,988 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,246
Change-10,246 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,456
Change-7,456 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
Rpoa Advisors, Inc.
INCREASED10,418,1396,327,461+4,090,678+65%$314.9M$516.9M+$202.0M2026-10-19
Total Investment Management Inc
INCREASED1,652,8791,628,213+24,666+2%$81.0M$82.0M+$1.0M2026-10-22
Bank of New York Mellon Corp
DECREASED347,249444,292-97,043-22%$22.1M$17.2M-$4.9M2026-11-05
LPL Financial LLC
INCREASED211,58742,696+168,891+396%$2.1M$10.5M+$8.4M2026-11-06
Venture Visionary Partners LLC
INCREASED76,88571,361+5,524+8%$3.6M$3.8M+$263.2K2026-10-07
Integrity Alliance, Llc.
DECREASED52,784165,611-112,827-68%$8.2M$2.6M-$5.6M2026-10-29
Avestar Capital, LLC
DECREASED47,77260,883-13,111-22%$3.0M$2.4M-$659.8K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED32,14710,000+22,147+221%$497.7K$1.6M+$1.1M2026-10-26
Western Wealth Management, LLC
INCREASED25,13723,173+1,964+8%$1.2M$1.2M+$93.9K2026-11-09
WealthCare Investment Partners, LLC
DECREASED18,26118,571-310-2%$924.2K$906.0K-$18.2K2026-11-05
Commonwealth Equity Services, LLC
DECREASED12,95916,219-3,260-20%$807.2K$643.0K-$164.2K2026-11-02
Bridgewealth Advisory Group, LLC
NEW11,219—+11,219——$556.6K—2026-11-09
Overbrook Management Corp
NEW10,066—+10,066——$499.4K—2026-10-08
StoneX Group Inc.
DECREASED4,04811,800-7,752-66%$587.8K$201.3K-$386.5K2026-11-03
Lanark Financial, Inc.
NEW935—+935——$46.4K—2026-10-26
Geneos Wealth Management Inc.
UNCHANGED38238200%$19.0K$19.0K-$572026-11-09
Harbour Investments, Inc.
UNCHANGED15715700%$7.8K$7.8K-$62026-11-09
Fifth Third Bancorp
UNCHANGED14314300%$7.1K$7.1K-$222026-11-05
Strive Financial Group,LLC
UNCHANGED949400%$4.7K$4.7K-$142026-11-09
Triumph Capital Management
UNCHANGED252500%$1.2K$1.2K-$42026-10-14
Elevated Financial Group LLC
CLOSED042,090-42,090-100%$2.1M$0-$2.1M2026-10-16
Krilogy Financial LLC
CLOSED07,980-7,980-100%$397.1K$0-$397.1K2026-10-13
Wells Fargo & Company
N/A—216,007-216,007-100%$10.8M———
Kensington Asset Management, LLC
N/A—147,692-147,692-100%$7.4M———
Raymond James Financial Inc
N/A—93,235-93,235-100%$4.6M———
Osaic Holdings, Inc.
N/A—36,584-36,584-100%$1.8M———
Citadel Advisors LLC
N/A—28,274-28,274-100%$1.4M———
PCG Wealth Advisors, LLC
N/A—25,001-25,001-100%$1.2M———
Goldman Sachs Group Inc
N/A—24,676-24,676-100%$1.2M———
Flow Traders U.S. LLC
N/A—22,487-22,487-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—20,100-20,100-100%$1.0M———
Private Advisor Group, LLC
N/A—19,331-19,331-100%$962.1K———
&partners
N/A—16,418-16,418-100%$817.1K———
Envestnet Asset Management Inc
N/A—13,988-13,988-100%$696.1K———
Jane Street Group, LLC
N/A—10,246-10,246-100%$509.9K———
Global Retirement Partners, LLC
N/A—10,000-10,000-100%$497.7K———
Steward Partners Investment Advisory, LLC
N/A—7,456-7,456-100%$371.1K———
MML Investors Services, LLC
N/A—5,416-5,416-100%$269.5K———
JPMorgan Chase & Co
N/A—4,443-4,443-100%$221.2K———
Sanctuary Advisors, LLC
N/A—4,166-4,166-100%$207.3K———
Jones Financial Companies Lllp
N/A—31-31-100%$1.5K———
Showing 41 of 41 institutions