LPL Financial
BEDY

LPL Financial’s BNY Mellon Enhanced Dividend and Income ETF BEDY Stock Holding History

LPL Financial’s Portfolio BEDY Stock Details BEDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5M Buy
570,706
+491,276
+619% +$13.5M ﹤0.01% 1656
2025
Q4 		$2.11M Buy
+79,430
New +$2.12M ﹤0.01% 3358

Other funds holding BEDY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's BEDY Position: Q1 2026 in Review

LPL Financial increased its BNY Mellon Enhanced Dividend and Income ETF (BEDY) stake by 619% in Q1 2026, buying an estimated $13.5M and bringing the position to 570,706 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

LPL Financial first reported a position in BEDY in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BEDY as of Q1 2026.

  • LPL Financial held 570,706 shares of BNY Mellon Enhanced Dividend and Income ETF worth $15.5M as of Q1 2026.
  • LPL Financial bought 491,276 BNY Mellon Enhanced Dividend and Income ETF shares in Q1 2026, an estimated $13.5M.
  • BNY Mellon Enhanced Dividend and Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1656 holding.
  • LPL Financial first reported a position in BNY Mellon Enhanced Dividend and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Enhanced Dividend and Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.