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Regatta Research & Money Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Regatta Research & Money Management’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 		$113K Buy
+2,367
New +$110K 0.11% 167

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
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
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Regatta Research & Money Management's BKLC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 2,367 shares worth $113K. The stake represents 0.11% of the portfolio and ranks #167 among its holdings.

116 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Regatta Research & Money Management held 2,367 shares of BNY Mellon US Large Cap Core Equity ETF worth $113K as of Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.11% of Regatta Research & Money Management's portfolio in Q2 2026, its #167 holding.
  • 116 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.