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Cape Investment Advisory’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Cape Investment Advisory’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 		$35.8K Buy
+750
New +$34.7K 0.01% 576
2026
Q1 		– Sell
-750
Closed -$32.7K – 328
2025
Q4 		$32.7K Buy
+750
New +$32.4K 0.01% 510

Other funds holding BKLC

RA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Cape Investment Advisory's BKLC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 750 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BKLC as recently as Q4 2025.

Cape Investment Advisory first reported a position in BKLC in Q4 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Cape Investment Advisory held 750 shares of BNY Mellon US Large Cap Core Equity ETF worth $35.8K as of Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF was a new Cape Investment Advisory position in Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #576 holding.
  • Cape Investment Advisory first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.