Envestnet Asset Management
BKMC icon

Envestnet Asset Management’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Envestnet Asset Management’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$575K Sell
15,645
-69
-0.4% -$2.63K ﹤0.01% 3841
2025
Q4 		$571K Sell
15,714
-1,080
-6% -$39.1K ﹤0.01% 3614
2025
Q3 		$607K Buy
16,794
+882
+6% +$31.2K ﹤0.01% 3613
2025
Q2 		$543K Buy
15,912
+1,035
+7% +$33.2K ﹤0.01% 3631
2025
Q1 		$474K Sell
14,877
-351
-2% -$11.9K ﹤0.01% 3655
2024
Q4 		$516K Buy
15,228
+285
+2% +$9.95K ﹤0.01% 3575
2024
Q3 		$508K Buy
14,943
+210
+1% +$6.8K ﹤0.01% 3536
2024
Q2 		$463K Buy
14,733
+924
+7% +$29.1K ﹤0.01% 3506
2024
Q1 		$456K Buy
13,809
+363
+3% +$11.2K ﹤0.01% 3501
2023
Q4 		$407K Buy
13,446
+2,508
+23% +$68.8K ﹤0.01% 3438
2023
Q3 		$293K Buy
10,938
+336
+3% +$9.42K ﹤0.01% 3542
2023
Q2 		$299K Sell
10,602
-2,067
-16% -$55.4K ﹤0.01% 3488
2023
Q1 		$343K Buy
12,669
+894
+8% +$24.4K ﹤0.01% 3373
2022
Q4 		$308K Buy
11,775
+729
+7% +$19K ﹤0.01% 3414
2022
Q3 		$266K Buy
+11,046
New +$293K ﹤0.01% 3422

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's BKMC Position: Q1 2026 in Review

Envestnet Asset Management reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 0.44% in Q1 2026, selling an estimated $2.63K and leaving 15,645 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #3841.

Envestnet Asset Management first reported a position in BKMC in Q3 2022 and has held it in 15 quarters since. The position peaked at $607K in Q3 2025. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

  • Envestnet Asset Management held 15,645 shares of BNY Mellon US Mid Cap Core Equity ETF worth $575K as of Q1 2026.
  • Envestnet Asset Management sold 69 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $2.63K.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3841 holding.
  • Envestnet Asset Management first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $607K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.