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 Q2	$30.3M	Buy	633,879 +618,306	+3,970%	+$28.6M	0.03%	518
2026 Q1	$648K	Sell	15,573 -786	-5%	-$34.1K	﹤0.01%	2502
2025 Q4	$713K	Hold	16,359	–	–	﹤0.01%	2358
2025 Q3	$700K	Buy	16,359 +5,691	+53%	+$233K	﹤0.01%	2360
2025 Q2	$421K	Buy	10,668 +30	+0.3%	+$1.09K	﹤0.01%	2671
2025 Q1	$377K	Buy	10,638 +1,188	+13%	+$44.5K	﹤0.01%	2685
2024 Q4	$353K	Hold	9,450	–	–	﹤0.01%	2756
2024 Q3	$345K	Sell	9,450 -753	-7%	-$26.4K	﹤0.01%	2710
2024 Q2	$353K	Buy	10,203 +753	+8%	+$25K	﹤0.01%	2583
2024 Q1	$315K	Hold	9,450	–	–	﹤0.01%	2643
2023 Q4	$285K	Hold	9,450	–	–	﹤0.01%	2740
2023 Q3	$255K	Hold	9,450	–	–	﹤0.01%	2725
2023 Q2	$262K	Buy	+9,450	New	+$247K	﹤0.01%	2655

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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 72.53% 1-Year Est. Return

HighTower Advisors's BKLC Position: Q2 2026 in Review

HighTower Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 3,970% in Q2 2026, buying an estimated $28.6M and bringing the position to 633,879 shares worth $30.3M. The position accounts for 0.03% of the portfolio, ranked #518.

HighTower Advisors first reported a position in BKLC in Q2 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

HighTower Advisors held 633,879 shares of BNY Mellon US Large Cap Core Equity ETF worth $30.3M as of Q2 2026.
HighTower Advisors bought 618,306 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $28.6M.
BNY Mellon US Large Cap Core Equity ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #518 holding.
HighTower Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2023 and has held it in 13 quarters since.
155 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.