MML Investors Services
BKDV

MML Investors Services’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

MML Investors Services’s Portfolio BKDV Stock Details BKDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20M Buy
597,718
+571,451
+2,176% +$18.4M 0.04% 405
2026
Q1 		$779K Buy
26,267
+6,361
+32% +$192K ﹤0.01% 1935
2025
Q4 		$578K Buy
+19,906
New +$564K ﹤0.01% 2156

Other funds holding BKDV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MML Investors Services's BKDV Position: Q2 2026 in Review

MML Investors Services increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 2,176% in Q2 2026, buying an estimated $18.4M and bringing the position to 597,718 shares worth $20M. The position accounts for 0.04% of the portfolio, ranked #405.

MML Investors Services first reported a position in BKDV in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • MML Investors Services held 597,718 shares of BNY Mellon Dynamic Value ETF worth $20M as of Q2 2026.
  • MML Investors Services bought 571,451 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $18.4M.
  • BNY Mellon Dynamic Value ETF made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #405 holding.
  • MML Investors Services first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.