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AE Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

AE Wealth Management’s Portfolio BKLC Stock Details BKLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Buy
4,074
+3,960
+3,474% +$172K ﹤0.01% 1649
2025
Q4 		$4.97K Buy
+114
New +$4.93K ﹤0.01% 2229

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AE Wealth Management's BKLC Position: Q1 2026 in Review

AE Wealth Management increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 3,474% in Q1 2026, buying an estimated $172K and bringing the position to 4,074 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

AE Wealth Management first reported a position in BKLC in Q4 2025 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • AE Wealth Management held 4,074 shares of BNY Mellon US Large Cap Core Equity ETF worth $169K as of Q1 2026.
  • AE Wealth Management bought 3,960 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $172K.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1649 holding.
  • AE Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.