Cetera Investment Advisers

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 Q1	$8.73M	Buy	69,921 +3,395	+5%	+$442K	0.01%	1145
2025 Q4	$8.7M	Buy	66,526 +908	+1%	+$118K	0.01%	1115
2025 Q3	$8.42M	Buy	65,618 +8,933	+16%	+$1.1M	0.01%	1092
2025 Q2	$6.71M	Buy	56,685 +2,286	+4%	+$250K	0.01%	1018
2025 Q1	$5.78M	Buy	54,399 +11,157	+26%	+$1.26M	0.01%	1026
2024 Q4	$4.85M	Buy	43,242 +29,920	+225%	+$3.37M	0.01%	1046
2024 Q3	$1.46M	Buy	13,322 +804	+6%	+$84.5K	﹤0.01%	1834
2024 Q2	$1.3M	Buy	12,518 +2,927	+31%	+$291K	﹤0.01%	1878
2024 Q1	$957K	Buy	+9,591	New	+$909K	﹤0.01%	2105

Other funds holding BKLC

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return