Mariner’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Mariner’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	$306K	Buy	6,402 +1,464	+30%	+$67.8K	﹤0.01%	2832
2026 Q1	$205K	Sell	4,938 -13,134	-73%	-$570K	﹤0.01%	3148
2025 Q4	$788K	Buy	18,072 +10,323	+133%	+$447K	﹤0.01%	2113
2025 Q3	$332K	Sell	7,749 -186	-2%	-$7.63K	﹤0.01%	2730
2025 Q2	$313K	Sell	7,935 -6,675	-46%	-$243K	﹤0.01%	2695
2025 Q1	$518K	Buy	14,610 +6,810	+87%	+$255K	﹤0.01%	2177
2024 Q4	$291K	Hold	7,800	–	–	﹤0.01%	2648
2024 Q3	$285K	Hold	7,800	–	–	﹤0.01%	2613
2024 Q2	$270K	Hold	7,800	–	–	﹤0.01%	2536
2024 Q1	$259K	Hold	7,800	–	–	﹤0.01%	2563
2023 Q4	$235K	Buy	+7,800	New	+$220K	﹤0.01%	2557

Other funds holding BKLC

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

Morgan Stanley New York $1.89T AUM 35.08% 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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mariner's BKLC Position: Q2 2026 in Review

Mariner increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 30% in Q2 2026, buying an estimated $67.8K and bringing the position to 6,402 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Mariner first reported a position in BKLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $788K in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Mariner held 6,402 shares of BNY Mellon US Large Cap Core Equity ETF worth $306K as of Q2 2026.
Mariner bought 1,464 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $67.8K.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2832 holding.
Mariner first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
Mariner's BNY Mellon US Large Cap Core Equity ETF position peaked at $788K in Q4 2025.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.