Cambridge Investment Research Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Cambridge Investment Research 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	$412K	Buy	8,625 +681	+9%	+$31.5K	﹤0.01%	3147
2026 Q1	$331K	Buy	7,944 +420	+6%	+$18.2K	﹤0.01%	3189
2025 Q4	$328K	Sell	7,524 -93	-1%	-$4.02K	﹤0.01%	3108
2025 Q3	$326K	Buy	7,617 +606	+9%	+$24.9K	﹤0.01%	3045
2025 Q2	$277K	Buy	7,011 +969	+16%	+$35.3K	﹤0.01%	3049
2025 Q1	$214K	Buy	+6,042	New	+$227K	﹤0.01%	3149
2024 Q2	–	Sell	-41,361	Closed	-$1.38M	–	3326
2024 Q1	$1.38M	Buy	41,361 +34,611	+513%	+$1.09M	0.01%	1512
2023 Q4	$203K	Sell	6,750 -2,457	-27%	-$69.3K	﹤0.01%	2889
2023 Q3	$249K	Buy	+9,207	New	+$257K	﹤0.01%	2644

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

Cambridge Investment Research Advisors's BKLC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 8.6% in Q2 2026, buying an estimated $31.5K and bringing the position to 8,625 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Cambridge Investment Research Advisors first reported a position in BKLC in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2024. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Cambridge Investment Research Advisors held 8,625 shares of BNY Mellon US Large Cap Core Equity ETF worth $412K as of Q2 2026.
Cambridge Investment Research Advisors bought 681 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $31.5K.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3147 holding.
Cambridge Investment Research Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2023 and has held it in 9 quarters since.
Cambridge Investment Research Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.38M in Q1 2024.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.