13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BKCI

BNY Mellon Concentrated Intern

28 institutions still hold BNY Mellon Concentrated Intern as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09661t834·28 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.1%
vs prior quarter
13F value held
$133M
54.0% inst. owned
of float
Holders
28
-39 QoQ
filers reporting
Activity
+86 / −67
+875 added · −815 reduced
this quarter
Concentration
36.34%
Harbor Group, Inc. #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported BKCI in Q1 2026. Harbor Group, Inc. leads at 36.3% of the visible book. -39 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Harbor Group, Inc.
CIK 0001840486
$48M977K6.98%Q1 202602
Bank of New York Mellon Corp
CIK 0001390777
$36M730K0.01%Q1 202603
Orion Portfolio Solutions, LLC
CIK 0001802647
$13M266K0.06%Q1 202504
Pathway Financial Advisors LLC
CIK 0001738828
$8M165K1.01%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$6M116K0.00%Q1 202606
Weil Company, Inc.
CIK 0001318011
$5M101K1.13%Q1 202607
Orion Porfolio Solutions, LLC
CIK 0001360533
$4M78K0.03%Q1 202608
CRUX WEALTH ADVISORS
CIK 0002054270
$4M73K1.39%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$2M34K0.00%Q4 202510
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M31K0.05%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M27K0.00%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M24K0.00%Q1 202613
Cerity Partners LLC
CIK 0001566475
$769,00016K0.00%Q1 202614
Sanctuary Advisors, LLC
CIK 0001777271
$650,92113K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$580,10812K0.00%Q1 202616
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$515,52610K0.08%Q1 202617
Rockefeller Capital Management L.P.
CIK 0001739439
$335,6267K0.00%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$321,4136K0.00%Q1 202619
Maia Wealth LLC
CIK 0002010858
$319,2246K0.05%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$127,2103K0.00%Q1 2026
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