Aptus Capital Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Aptus Capital Advisors’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 Q2	$117M	Sell	2,447,895 -314,538	-11%	-$14.6M	0.8%	27
2026 Q1	$115M	Buy	2,762,433 +2,139,462	+343%	+$92.8M	0.9%	26
2025 Q4	$27.2M	Buy	622,971 +30,420	+5%	+$1.32M	0.19%	104
2025 Q3	$25.4M	Buy	592,551 +55,242	+10%	+$2.27M	0.18%	115
2025 Q2	$21.2M	Buy	537,309 +413,796	+335%	+$15.1M	0.17%	119
2025 Q1	$4.38M	Sell	123,513 -119,202	-49%	-$4.47M	0.05%	299
2024 Q4	$9.07M	Buy	242,715 +220,251	+980%	+$8.26M	0.1%	180
2024 Q3	$820K	Buy	22,464 +9,558	+74%	+$335K	0.01%	446
2024 Q2	$446K	Buy	12,906 +5,400	+72%	+$179K	0.01%	533
2024 Q1	$250K	Buy	+7,506	New	+$237K	﹤0.01%	677

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Aptus Capital Advisors's BKLC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 11% in Q2 2026, selling an estimated $14.6M and leaving 2,447,895 shares worth $117M. The position accounts for 0.8% of the portfolio, ranked #27.

Aptus Capital Advisors first reported a position in BKLC in Q1 2024 and has held it in 10 quarters since. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Aptus Capital Advisors held 2,447,895 shares of BNY Mellon US Large Cap Core Equity ETF worth $117M as of Q2 2026.
Aptus Capital Advisors sold 314,538 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $14.6M.
BNY Mellon US Large Cap Core Equity ETF made up 0.8% of Aptus Capital Advisors's portfolio in Q2 2026, its #27 holding.
Aptus Capital Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.