Cerity Partners
BKDV

Cerity Partners’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Cerity Partners’s Portfolio BKDV Stock Details BKDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$770K Buy
+25,950
New +$783K ﹤0.01% 2012

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners's BKDV Position: Q1 2026 in Review

Cerity Partners opened a new position in BNY Mellon Dynamic Value ETF (BKDV) in Q1 2026: 25,950 shares worth $770K. The stake represents ﹤0.01% of the portfolio and ranks #2012 among its holdings.

82 funds tracked by Wall St. Rank hold BKDV as of Q1 2026.

  • Cerity Partners held 25,950 shares of BNY Mellon Dynamic Value ETF worth $770K as of Q1 2026.
  • BNY Mellon Dynamic Value ETF was a new Cerity Partners position in Q1 2026.
  • BNY Mellon Dynamic Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2012 holding.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.