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
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

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's BKMC Position: Q1 2026 in Review

LPL Financial increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 22% in Q1 2026, buying an estimated $122K and bringing the position to 17,400 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #4550.

LPL Financial first reported a position in BKMC in Q4 2021 and has held it in 17 quarters since. The position peaked at $836K in Q1 2022. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

  • LPL Financial held 17,400 shares of BNY Mellon US Mid Cap Core Equity ETF worth $640K as of Q1 2026.
  • LPL Financial bought 3,186 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $122K.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4550 holding.
  • LPL Financial first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2021 and has held it in 17 quarters since.
  • LPL Financial's BNY Mellon US Mid Cap Core Equity ETF position peaked at $836K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

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