LPL Financial’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

LPL Financial’s Portfolio BKMI Stock Details BKMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$836K	Buy	+31,607	New	+$831K	﹤0.01%	4566

Other funds holding BKMI

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

LPL Financial's BKMI Position: Q2 2026 in Review

LPL Financial opened a new position in BNY Mellon Municipal Intermediate ETF (BKMI) in Q2 2026: 31,607 shares worth $836K. The stake represents ﹤0.01% of the portfolio and ranks #4566 among its holdings.

41 funds tracked by Wall St. Rank hold BKMI as of Q2 2026.

LPL Financial held 31,607 shares of BNY Mellon Municipal Intermediate ETF worth $836K as of Q2 2026.
BNY Mellon Municipal Intermediate ETF was a new LPL Financial position in Q2 2026.
BNY Mellon Municipal Intermediate ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4566 holding.
41 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q2 2026.

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