BNY MELLON DYNAMIC VALUE BKDV
$33.70
+0.5% 52w: $25.77 – $33.70
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data25.7729.7433.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+17 QoQ
13F value
$1.03B
+49.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BKDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.9M | $204.0M | 0.1% | +130.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 4.4M | $130.7M | 0.0% | -6.7% |
| Principle Wealth Partners LLC | Other | 4.0M | $117.7M | 6.7% | +4.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.4M | $101.8M | 0.0% | +64.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.2M | $65.9M | 0.1% | -2.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.6M | $46.8M | 0.0% | +13.1% |
| MJP ASSOCIATES INC /ADV | Wealth advisor | 1.1M | $33.2M | 4.0% | +33.6% |
| Advisor OS, LLC | Wealth advisor | 1.1M | $33.2M | 2.4% | +33.4% |
| LPL Financial LLC | Bank broker | 999.5K | $29.6M | 0.0% | +11791.8% |
| Mariner, LLC | Diversified mechanical | 960.3K | $28.5M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 857.2K | $25.4M | 0.0% | +61.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 736.6K | $21.8M | 0.1% | +3.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 587.6K | $17.4M | 0.1% | +307.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 351.7K | $10.4M | 0.0% | +136.5% |
| Bleakley Financial Group, LLC | Wealth advisor | 350.1K | $10.4M | 0.2% | +116.6% |
| CRUX WEALTH ADVISORS | Wealth advisor | 342.6K | $10.2M | 3.9% | +1.8% |
| StoneCrest Wealth Management, Inc. | Wealth advisor | 299.2K | $8.9M | 3.8% | +0.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 291.2K | $8.6M | 0.0% | +540.3% |
| Ruggaard & Associates LLC | Wealth advisor | 264.3K | $7.8M | 3.1% | -0.3% |
| Merit Financial Group, LLC | Wealth advisor | 244.1K | $7.2M | 0.1% | +2.3% |
| Intentional Wealth Strategies, LLC | Wealth advisor | 229.9K | $6.8M | 6.3% | — |
| Thrivent Financial for Lutherans | Diversified mechanical | 217.3K | $6.4M | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 212.5K | $6.3M | 0.0% | +2642.3% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 204.9K | $6.1M | 0.3% | +63.4% |
| MGO ONE SEVEN LLC | Wealth advisor | 199.4K | $5.9M | 0.1% | New |
| Trivium Point Advisory, LLC | Other | 188.8K | $5.6M | 1.0% | -44.5% |
| FAS Wealth Partners, Inc. | Wealth advisor | 186.7K | $5.5M | 0.3% | +83.8% |
| JSF Financial, LLC | Wealth advisor | 186.7K | $5.5M | 1.1% | +205.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 183.0K | $5.4M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 138.1K | $4.1M | 0.0% | +871.1% |
| Financial Partners Group, Inc | Wealth advisor | 127.7K | $3.8M | 0.5% | +38.4% |
| Maia Wealth LLC | Wealth advisor | 127.3K | $3.8M | 0.6% | +3.1% |
| &PARTNERS | Diversified mechanical | 93.4K | $2.8M | 0.0% | +8.7% |
| Noble Wealth Management PBC | Wealth advisor | 92.1K | $2.7M | 1.4% | +30.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 91.4K | $2.7M | 0.0% | +12.4% |
| Next Level Private LLC | Wealth advisor | 82.3K | $2.4M | 0.6% | +83.5% |
| IFP Advisors, Inc | Wealth advisor | 82.2K | $2.4M | 0.1% | +9.3% |
| American Alpha Advisors, LLC | Wealth advisor | 81.0K | $2.4M | 1.4% | +23.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 81.0K | $2.4M | 0.0% | +25.8% |
| Sugar Maple Asset Management, LLC | Wealth advisor | 76.9K | $2.3M | 1.4% | +86.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 69.1K | $2.0M | 0.0% | +27.4% |
| GGM Financial LLC | Wealth advisor | 65.3K | $1.9M | 0.9% | +67.0% |
| SMITH, MOORE & CO. | Wealth advisor | 64.0K | $1.9M | 0.1% | +26.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 49.2K | $1.5M | 0.0% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 44.3K | $1.3M | 0.0% | +57.6% |
| GTS SECURITIES LLC | Market maker | 44.0K | $1.3M | 0.0% | +36.6% |
| INSIGNEO ADVISORY SERVICES, LLC | Other | 43.9K | $1.3M | 0.1% | +14.9% |
| JPMORGAN CHASE & CO | Bank broker | 38.6K | $1.1M | 0.0% | +52.9% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 35.2K | $1.0M | 0.0% | +315.1% |
| Legacy Capital Wealth Partners, LLC | Other | 31.1K | $923K | 0.2% | +164.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.