Envestnet Asset Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Envestnet Asset Management’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	$18.4M	Buy	385,917 +53,097	+16%	+$2.46M	﹤0.01%	1505
2026 Q1	$13.8M	Buy	332,820 +30,561	+10%	+$1.33M	﹤0.01%	1603
2025 Q4	$13.2M	Buy	302,259 +43,740	+17%	+$1.89M	﹤0.01%	1519
2025 Q3	$11.1M	Buy	258,519 +34,626	+15%	+$1.42M	﹤0.01%	1702
2025 Q2	$8.84M	Buy	223,893 +85,902	+62%	+$3.13M	﹤0.01%	1803
2025 Q1	$4.89M	Buy	137,991 +18,510	+15%	+$694K	﹤0.01%	2140
2024 Q4	$4.46M	Buy	119,481 +90,555	+313%	+$3.4M	﹤0.01%	2176
2024 Q3	$1.06M	Buy	28,926 +1,458	+5%	+$51.1K	﹤0.01%	3105
2024 Q2	$950K	Sell	27,468 -1,404	-5%	-$46.6K	﹤0.01%	3076
2024 Q1	$960K	Buy	28,872 +3,936	+16%	+$124K	﹤0.01%	3056
2023 Q4	$751K	Buy	24,936 +2,337	+10%	+$65.9K	﹤0.01%	3108
2023 Q3	$610K	Buy	22,599 +525	+2%	+$14.6K	﹤0.01%	3139
2023 Q2	$613K	Sell	22,074 -3,165	-13%	-$82.7K	﹤0.01%	3097
2023 Q1	$641K	Buy	25,239 +501	+2%	+$12.2K	﹤0.01%	2983
2022 Q4	$578K	Buy	24,738 +1,164	+5%	+$27.5K	﹤0.01%	3018
2022 Q3	$522K	Buy	23,574 +5,874	+33%	+$144K	﹤0.01%	2996
2022 Q2	$412K	Buy	17,700 +9,435	+114%	+$239K	﹤0.01%	3168
2022 Q1	$234K	Buy	+8,265	New	+$230K	﹤0.01%	3595

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

Envestnet Asset Management's BKLC Position: Q2 2026 in Review

Envestnet Asset Management increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 16% in Q2 2026, buying an estimated $2.46M and bringing the position to 385,917 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Envestnet Asset Management first reported a position in BKLC in Q1 2022 and has held it in 18 quarters since. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Envestnet Asset Management held 385,917 shares of BNY Mellon US Large Cap Core Equity ETF worth $18.4M as of Q2 2026.
Envestnet Asset Management bought 53,097 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $2.46M.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1505 holding.
Envestnet Asset Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.