MML Investors Services
BKLC icon

MML Investors Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

MML Investors Services’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
Q1 		$2.16M Buy
17,332
+315
+2% +$41K 0.01% 1273
2025
Q4 		$2.23M Buy
17,017
+4,732
+39% +$614K 0.01% 1317
2025
Q3 		$1.58M Sell
12,285
-427
-3% -$52.5K ﹤0.01% 1448
2025
Q2 		$1.51M Buy
12,712
+5,716
+82% +$625K ﹤0.01% 1424
2025
Q1 		$744K Buy
6,996
+4,034
+136% +$454K ﹤0.01% 1758
2024
Q4 		$332K Buy
2,962
+34
+1% +$3.83K ﹤0.01% 2191
2024
Q3 		$321K Sell
2,928
-45
-2% -$4.73K ﹤0.01% 2128
2024
Q2 		$309K Sell
2,973
-184
-6% -$18.3K ﹤0.01% 2065
2024
Q1 		$315K Buy
3,157
+16
+0.5% +$1.52K ﹤0.01% 2076
2023
Q4 		$284K Buy
+3,141
New +$266K ﹤0.01% 2075
2023
Q2 		– Sell
-2,684
Closed -$204K – 2296
2023
Q1 		$204K Buy
+2,684
New +$197K ﹤0.01% 1902
2022
Q2 		– Sell
-3,091
Closed -$263K – 2036
2022
Q1 		$263K Buy
+3,091
New +$258K ﹤0.01% 1807

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return