Cetera Investment Advisers
BKLC icon

Cetera Investment Advisers’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Cetera Investment Advisers’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 		$20.3M Buy
424,140
+214,377
+102% +$9.92M 0.02% 760
2026
Q1 		$8.73M Buy
209,763
+10,185
+5% +$442K 0.01% 1145
2025
Q4 		$8.7M Buy
199,578
+2,724
+1% +$118K 0.01% 1115
2025
Q3 		$8.42M Buy
196,854
+26,799
+16% +$1.1M 0.01% 1092
2025
Q2 		$6.71M Buy
170,055
+6,858
+4% +$250K 0.01% 1018
2025
Q1 		$5.78M Buy
163,197
+33,471
+26% +$1.26M 0.01% 1026
2024
Q4 		$4.85M Buy
129,726
+89,760
+225% +$3.37M 0.01% 1046
2024
Q3 		$1.46M Buy
39,966
+2,412
+6% +$84.5K ﹤0.01% 1834
2024
Q2 		$1.3M Buy
37,554
+8,781
+31% +$291K ﹤0.01% 1878
2024
Q1 		$957K Buy
+28,773
New +$909K ﹤0.01% 2105

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Cetera Investment Advisers's BKLC Position: Q2 2026 in Review

Cetera Investment Advisers increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 102% in Q2 2026, buying an estimated $9.92M and bringing the position to 424,140 shares worth $20.3M. The position accounts for 0.02% of the portfolio, ranked #760.

Cetera Investment Advisers first reported a position in BKLC in Q1 2024 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Cetera Investment Advisers held 424,140 shares of BNY Mellon US Large Cap Core Equity ETF worth $20.3M as of Q2 2026.
  • Cetera Investment Advisers bought 214,377 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $9.92M.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #760 holding.
  • Cetera Investment Advisers first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.