LPL Financial
BKLC icon

LPL Financial’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

LPL Financial’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 		$52.8M Buy
1,103,826
+349,443
+46% +$16.2M 0.01% 981
2026
Q1 		$31.4M Buy
754,383
+52,872
+8% +$2.29M 0.01% 1170
2025
Q4 		$30.6M Buy
701,511
+171,795
+32% +$7.43M 0.01% 1134
2025
Q3 		$22.7M Sell
529,716
-15,015
-3% -$616K 0.01% 1283
2025
Q2 		$21.5M Sell
544,731
-458,715
-46% -$16.7M 0.01% 1213
2025
Q1 		$35.6M Buy
1,003,446
+559,329
+126% +$21M 0.01% 848
2024
Q4 		$16.6M Buy
444,117
+325,134
+273% +$12.2M 0.01% 1193
2024
Q3 		$4.35M Buy
118,983
+20,883
+21% +$732K ﹤0.01% 2109
2024
Q2 		$3.39M Buy
98,100
+13,041
+15% +$433K ﹤0.01% 2161
2024
Q1 		$2.83M Buy
85,059
+942
+1% +$29.7K ﹤0.01% 2233
2023
Q4 		$2.53M Sell
84,117
-27,039
-24% -$762K ﹤0.01% 2211
2023
Q3 		$3M Buy
111,156
+3,012
+3% +$83.9K ﹤0.01% 1960
2023
Q2 		$3M Buy
108,144
+5,922
+6% +$155K ﹤0.01% 1919
2023
Q1 		$2.59M Buy
102,222
+861
+0.8% +$21K ﹤0.01% 1936
2022
Q4 		$2.37M Sell
101,361
-49,515
-33% -$1.17M ﹤0.01% 1945
2022
Q3 		$3.34M Buy
150,876
+13,416
+10% +$329K ﹤0.01% 1641
2022
Q2 		$3.2M Buy
137,460
+22,632
+20% +$573K ﹤0.01% 1686
2022
Q1 		$3.25M Buy
114,828
+28,614
+33% +$795K ﹤0.01% 1700
2021
Q4 		$2.58M Buy
86,214
+53,820
+166% +$1.56M ﹤0.01% 1906
2021
Q3 		$881K Buy
+32,394
New +$904K ﹤0.01% 2719

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

LPL Financial's BKLC Position: Q2 2026 in Review

LPL Financial increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 46% in Q2 2026, buying an estimated $16.2M and bringing the position to 1,103,826 shares worth $52.8M. The position accounts for 0.01% of the portfolio, ranked #981.

LPL Financial first reported a position in BKLC in Q3 2021 and has held it in 20 quarters since. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • LPL Financial held 1,103,826 shares of BNY Mellon US Large Cap Core Equity ETF worth $52.8M as of Q2 2026.
  • LPL Financial bought 349,443 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $16.2M.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #981 holding.
  • LPL Financial first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • 153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.