LPL Financial
BKMS icon

LPL Financial’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

LPL Financial’s Portfolio BKMS Stock Details BKMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.93M Buy
77,234
+8,524
+12% +$216K ﹤0.01% 3847
2026
Q2 		$1.75M Buy
+68,710
New +$1.75M ﹤0.01% 3892

Other funds holding BKMS

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Cypress Capital Group
Cypress Capital Group Palm Beach, Florida $1.1B AUM 30.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial's BKMS Position: Q3 2026 in Review

LPL Financial increased its BNY Mellon Municipal Short Duration ETF (BKMS) stake by 12% in Q3 2026, buying an estimated $216K and bringing the position to 77,234 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

LPL Financial first reported a position in BKMS in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold BKMS as of Q3 2026.

  • LPL Financial held 77,234 shares of BNY Mellon Municipal Short Duration ETF worth $1.93M as of Q3 2026.
  • LPL Financial bought 8,524 BNY Mellon Municipal Short Duration ETF shares in Q3 2026, an estimated $216K.
  • BNY Mellon Municipal Short Duration ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3847 holding.
  • LPL Financial first reported a position in BNY Mellon Municipal Short Duration ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.