LPL Financial
BKMC icon

LPL Financial’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

LPL Financial’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$689K Sell
16,689
-711
-4% -$28K ﹤0.01% 4755
2026
Q1 		$640K Buy
17,400
+3,186
+22% +$122K ﹤0.01% 4550
2025
Q4 		$516K Sell
14,214
-654
-4% -$23.7K ﹤0.01% 4682
2025
Q3 		$538K Sell
14,868
-3,462
-19% -$123K ﹤0.01% 4559
2025
Q2 		$625K Buy
18,330
+1,563
+9% +$50.1K ﹤0.01% 4187
2025
Q1 		$534K Buy
16,767
+4,464
+36% +$151K ﹤0.01% 4112
2024
Q4 		$417K Buy
12,303
+4,431
+56% +$155K ﹤0.01% 4252
2024
Q3 		$268K Sell
7,872
-1,167
-13% -$37.8K ﹤0.01% 4525
2024
Q2 		$284K Buy
9,039
+1,716
+23% +$54.1K ﹤0.01% 4317
2024
Q1 		$242K Buy
+7,323
New +$226K ﹤0.01% 4362
2023
Q4 		– Sell
-8,907
Closed -$239K – 4808
2023
Q3 		$239K Sell
8,907
-900
-9% -$25.2K ﹤0.01% 4112
2023
Q2 		$277K Buy
9,807
+795
+9% +$21.3K ﹤0.01% 3915
2023
Q1 		$244K Sell
9,012
-9,639
-52% -$263K ﹤0.01% 3895
2022
Q4 		$487K Sell
18,651
-11,499
-38% -$299K ﹤0.01% 3269
2022
Q3 		$725K Buy
30,150
+2,055
+7% +$54.5K ﹤0.01% 2798
2022
Q2 		$705K Buy
28,095
+252
+0.9% +$6.92K ﹤0.01% 2885
2022
Q1 		$836K Buy
27,843
+2,895
+12% +$85.6K ﹤0.01% 2758
2021
Q4 		$789K Buy
+24,948
New +$777K ﹤0.01% 2866

Other funds holding BKMC

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Zhang Financial
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

LPL Financial's BKMC Position: Q2 2026 in Review

LPL Financial reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 4.1% in Q2 2026, selling an estimated $28K and leaving 16,689 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #4755.

LPL Financial first reported a position in BKMC in Q4 2021 and has held it in 18 quarters since. The position peaked at $836K in Q1 2022. 42 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

  • LPL Financial held 16,689 shares of BNY Mellon US Mid Cap Core Equity ETF worth $689K as of Q2 2026.
  • LPL Financial sold 711 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $28K.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4755 holding.
  • LPL Financial first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • LPL Financial's BNY Mellon US Mid Cap Core Equity ETF position peaked at $836K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

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