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John Overdeck’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

John Overdeck’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
2025
Q3 		– Sell
-271,800
Closed -$10.7M – 3660
2025
Q2 		$10.7M Buy
+271,800
New +$9.91M 0.02% 792
2025
Q1 		– Sell
-397,500
Closed -$14.8M – 3211
2024
Q4 		$14.8M Buy
+397,500
New +$14.9M 0.03% 590

Other funds holding BKLC

RA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

John Overdeck's BKLC Position: Q3 2025 in Review

John Overdeck sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2025, closing a stake of 271,800 shares — an estimated $10.7M sold.

John Overdeck first reported a position in BKLC in Q4 2024 and held it in 2 quarters. The position peaked at $14.8M in Q4 2024. 125 funds tracked by Wall St. Rank hold BKLC as of Q3 2025.

  • John Overdeck reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 271,800 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2025, an estimated $10.7M.
  • John Overdeck first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and held it in 2 quarters.
  • John Overdeck's BNY Mellon US Large Cap Core Equity ETF position peaked at $14.8M in Q4 2024.
  • 125 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.