HighTower Advisors

HighTower Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

HighTower Advisors’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	$648K	Sell	5,191 -262	-5%	-$34.1K	﹤0.01%	2502
2025 Q4	$713K	Hold	5,453	–	–	﹤0.01%	2358
2025 Q3	$700K	Buy	5,453 +1,897	+53%	+$233K	﹤0.01%	2360
2025 Q2	$421K	Buy	3,556 +10	+0.3%	+$1.09K	﹤0.01%	2671
2025 Q1	$377K	Buy	3,546 +396	+13%	+$44.5K	﹤0.01%	2685
2024 Q4	$353K	Hold	3,150	–	–	﹤0.01%	2756
2024 Q3	$345K	Sell	3,150 -251	-7%	-$26.4K	﹤0.01%	2710
2024 Q2	$353K	Buy	3,401 +251	+8%	+$25K	﹤0.01%	2583
2024 Q1	$315K	Hold	3,150	–	–	﹤0.01%	2643
2023 Q4	$285K	Hold	3,150	–	–	﹤0.01%	2740
2023 Q3	$255K	Hold	3,150	–	–	﹤0.01%	2725
2023 Q2	$262K	Buy	+3,150	New	+$247K	﹤0.01%	2655

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 $11.9B AUM 17.41% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B 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 $431B AUM 30.22% 1-Year Est. Return