Jeff Yass’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Jeff Yass’s Portfolio BKSE Stock Details BKSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,852	Closed	-$331K	–	12500
2024 Q4	$331K	Sell	9,852 -3,906	-28%	-$135K	﹤0.01%	9606
2024 Q3	$465K	Sell	13,758 -417	-3%	-$13.5K	﹤0.01%	8627
2024 Q2	$438K	Buy	+14,175	New	+$437K	﹤0.01%	8592
2024 Q1	–	Sell	-8,835	Closed	-$275K	–	12186
2023 Q4	$275K	Buy	+8,835	New	+$245K	﹤0.01%	10006

Other funds holding BKSE

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's BKSE Position: Q1 2025 in Review

Jeff Yass sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q1 2025, closing a stake of 9,852 shares — an estimated $331K sold.

Jeff Yass first reported a position in BKSE in Q4 2023 and held it in 4 quarters. The position peaked at $465K in Q3 2024. 20 funds tracked by Wall St. Rank hold BKSE as of Q1 2025.

Jeff Yass reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q1 2025 after selling out during the quarter.
Jeff Yass sold 9,852 BNY Mellon US Small Cap Core Equity ETF shares in Q1 2025, an estimated $331K.
Jeff Yass first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q4 2023 and held it in 4 quarters.
Jeff Yass's BNY Mellon US Small Cap Core Equity ETF position peaked at $465K in Q3 2024.
20 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.