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

BNY MELLON ETF TRUST

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

CUSIP 09661T826·92 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.4%
vs prior quarter
13F value held
$607M
72.0% inst. owned
of float
Holders
92
+6 QoQ
filers reporting
Activity
+60 / −40
+917 added · −806 reduced
this quarter
Concentration
31.38%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

92 institutions reported BKGI in Q1 2026. MORGAN STANLEY leads at 31.4% of the visible book. +6 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$190M4.3M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$64M1.4M0.02%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$58M1.3M0.01%Q1 202604
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$37M828K0.06%Q1 202605
Sovereign Investment Advisors, LLC
CIK 0001908165
$33M747K7.04%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$28M624K0.01%Q1 202607
Bank of New York Mellon Corp
CIK 0001390777
$24M550K0.00%Q1 202608
Modern Wealth Management, LLC
CIK 0002001900
$21M471K0.36%Q1 202609
CWM, LLC
CIK 0001535847
$19M436K0.05%Q1 202610
Legacy CG, LLC
CIK 0001904825
$19M436K5.39%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M405K0.00%Q1 202612
Stratos Wealth Partners, LTD.
CIK 0001612865
$17M376K0.19%Q1 202613
NOTTINGHAM ADVISORS, INC.
CIK 0001093276
$13M297K1.71%Q1 202614
Insight Wealth Strategies, LLC
CIK 0001749914
$12M265K1.32%Q1 202615
TWIN FOCUS CAPITAL PARTNERS, LLC
CIK 0001387761
$11M253K1.29%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$9M200K0.01%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$9M195K0.00%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$9M191K0.04%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M180K0.02%Q1 202620
Waterloo Capital, L.P.
CIK 0001730942
$8M169K0.53%Q1 2026
Page 1 of 5
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