BNY MELLON US LRG CAP COR BKLC
$142.97
-0.1% 52w: $112.58 – $145.30
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data112.58128.94145.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
140
-4 QoQ
13F value
$2.66B
-19.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
36.0×
$426K calls / $12K puts
Institutional value by quarter
Number of holders
Who owns BKLC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RPOA Advisors, Inc. | Wealth advisor | 5.9M | $739.6M | 32.4% | -54.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 2.9M | $360.7M | 2.9% | +19.3% |
| Main Management Fund Advisors LLC | Wealth advisor | 1.6M | $251.6M | 21.1% | +54.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $190.5M | 0.0% | +12.9% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 997.2K | $124.5M | 18.4% | +3.3% |
| Aptus Capital Advisors, LLC | Wealth advisor | 920.8K | $114.9M | 1.0% | +343.4% |
| Tidal Investments LLC | Diversified mechanical | 728.3K | $90.6M | 0.3% | +11.4% |
| GM Advisory Group, LLC | Wealth advisor | 622.1K | $77.6M | 3.0% | +14.8% |
| Stadion Money Management, LLC | Wealth advisor | 607.5K | $75.8M | 7.6% | +32.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 596.2K | $74.4M | 0.0% | -12.4% |
| MORGAN STANLEY | Bank broker | 476.1K | $59.4M | 0.0% | +295.3% |
| ROYAL BANK OF CANADA | Bank broker | 411.6K | $51.4M | 0.0% | +2374.0% |
| Zhang Financial LLC | Wealth advisor | 303.4K | $37.9M | 1.3% | -2.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 289.3K | $36.1M | 0.0% | -6.1% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | Wealth advisor | 257.4K | $32.1M | 5.1% | -2.3% |
| LPL Financial LLC | Bank broker | 251.5K | $31.4M | 0.0% | +7.5% |
| JDM Financial Group LLC | Wealth advisor | 263.2K | $30.4M | 11.7% | +21.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 148.7K | $18.6M | 0.1% | +9.9% |
| WealthBridge Capital Management, LLC | Wealth advisor | 145.9K | $18.2M | 4.2% | -1.1% |
| MGO ONE SEVEN LLC | Wealth advisor | 139.7K | $17.4M | 0.4% | +0.8% |
| Carolina Wealth Advisors, LLC | Other | 112.6K | $14.0M | 5.9% | +41.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 110.9K | $13.8M | 0.0% | +10.1% |
| UBS Group AG | Bank broker | 104.0K | $13.0M | 0.0% | +5.4% |
| Advisors Preferred, LLC | Wealth advisor | 89.6K | $11.2M | 1.6% | Held |
| WIN ADVISORS, INC | Wealth advisor | 78.7K | $9.8M | 4.5% | New |
| JPMORGAN CHASE & CO | Bank broker | 78.6K | $9.5M | 0.0% | -21.6% |
| Cetera Investment Advisers | Wealth advisor | 69.9K | $8.7M | 0.0% | +5.1% |
| CRUX WEALTH ADVISORS | Wealth advisor | 68.6K | $8.6M | 3.3% | +4.9% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 63.3K | $7.9M | 0.6% | -5.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 58.2K | $7.3M | 0.0% | -36.0% |
| IFP Advisors, Inc | Wealth advisor | 56.4K | $7.0M | 0.1% | +3.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 43.2K | $5.4M | 0.0% | +105.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 42.4K | $5.3M | 0.0% | -9.0% |
| Strategic Financial Planning, Inc. | Wealth advisor | 114.2K | $5.1M | 3.0% | +538.1% |
| Equitable Holdings, Inc. | Wealth advisor | 36.0K | $4.7M | 0.0% | +11.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 36.5K | $4.6M | 0.0% | +479.2% |
| Wealth Forward, LLC | Wealth advisor | 35.0K | $4.4M | 2.5% | -1.0% |
| GenTrust, LLC | Wealth advisor | 33.9K | $4.2M | 0.2% | -32.2% |
| Symphony Financial, Ltd. Co. | Wealth advisor | 32.7K | $4.0M | 0.5% | +15.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 32.1K | $4.0M | 0.0% | +39.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.8K | $3.5M | 0.0% | +111.6% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 26.7K | $3.3M | 0.0% | +749.0% |
| Vanguard National Trust Co | Wealth advisor | 23.5K | $2.9M | 0.2% | — |
| Optiver Holding B.V. | Market maker | 21.0K | $2.6M | 0.1% | New |
| David Kennon Inc | Wealth advisor | 20.0K | $2.5M | 0.9% | +4.1% |
| Advisory Services Network, LLC | Diversified mechanical | 19.2K | $2.4M | 0.0% | +1.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 17.3K | $2.2M | 0.0% | +1.9% |
| Sigma Planning Corp | Wealth advisor | 16.0K | $2.0M | 0.1% | -0.2% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 15.1K | $1.9M | 0.0% | +1.5% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 14.7K | $1.8M | 0.1% | +0.1% |
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.