13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
BKDV

BNY MELLON ETF TRUST II

87 institutions still hold BNY MELLON ETF TRUST II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05613H100·87 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.3%
vs prior quarter
13F value held
$920M
65.0% inst. owned
of float
Holders
87
+80 QoQ
filers reporting
Activity
+26 / −74
+831 added · −809 reduced
this quarter
Concentration
22.18%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

87 institutions reported BKDV in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 22.2% of the visible book. +80 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$204M6.9M0.06%Q1 202602
Bank of New York Mellon Corp
CIK 0001390777
$131M4.4M0.02%Q1 202603
Principle Wealth Partners LLC
CIK 0001743413
$118M4.0M6.73%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$102M3.4M0.01%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$66M2.2M0.09%Q1 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$47M1.6M0.04%Q1 202607
MJP ASSOCIATES INC /ADV
CIK 0000715113
$33M1.1M4.04%Q1 202608
Advisor OS, LLC
CIK 0001767580
$33M1.1M2.40%Q1 202609
LPL Financial LLC
CIK 0001403438
$30M1000K0.01%Q1 202610
Mariner, LLC
CIK 0001373442
$28M960K0.03%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$25M857K0.03%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$22M737K0.11%Q1 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$17M588K0.14%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M352K0.00%Q1 202615
Bleakley Financial Group, LLC
CIK 0001936953
$10M350K0.16%Q1 202616
CRUX WEALTH ADVISORS
CIK 0002054270
$10M343K3.90%Q1 202617
StoneCrest Wealth Management, Inc.
CIK 0002008409
$9M299K3.75%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M291K0.01%Q1 202619
Ruggaard & Associates LLC
CIK 0001971230
$8M264K3.11%Q1 202620
Merit Financial Group, LLC
CIK 0001621225
$7M244K0.05%Q1 2026
Page 1 of 5
67 more holders available. Log in →