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

Morgan Stanley’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 		$228M Buy
4,774,986
+3,346,734
+234% +$155M 0.01% 949
2026
Q1 		$59.4M Buy
1,428,252
+1,066,902
+295% +$46.3M ﹤0.01% 1920
2025
Q4 		$15.8M Buy
361,350
+61,596
+21% +$2.66M ﹤0.01% 3153
2025
Q3 		$12.8M Sell
299,754
-30,915
-9% -$1.27M ﹤0.01% 3316
2025
Q2 		$13.1M Buy
330,669
+242,574
+275% +$8.84M ﹤0.01% 3195
2025
Q1 		$3.12M Sell
88,095
-15,513
-15% -$582K ﹤0.01% 4297
2024
Q4 		$3.87M Buy
103,608
+813
+0.8% +$30.5K ﹤0.01% 4205
2024
Q3 		$3.75M Sell
102,795
-15,096
-13% -$529K ﹤0.01% 4185
2024
Q2 		$4.08M Buy
117,891
+22,035
+23% +$731K ﹤0.01% 4046
2024
Q1 		$3.19M Sell
95,856
-14,682
-13% -$464K ﹤0.01% 4264
2023
Q4 		$3.33M Buy
110,538
+48,513
+78% +$1.37M ﹤0.01% 4201
2023
Q3 		$1.67M Buy
62,025
+61,800
+27,467% +$1.72M ﹤0.01% 4500
2023
Q2 		$6.25K Buy
+225
New +$5.88K ﹤0.01% 6934
2022
Q2 		– Sell
-234
Closed -$7K – 7808
2022
Q1 		$7K Sell
234
-51,387
-100% -$1.43M ﹤0.01% 7493
2021
Q4 		$1.54M Buy
+51,621
New +$1.49M ﹤0.01% 4771

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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Morgan Stanley's BKLC Position: Q2 2026 in Review

Morgan Stanley increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 234% in Q2 2026, buying an estimated $155M and bringing the position to 4,774,986 shares worth $228M. The position accounts for 0.01% of the portfolio, ranked #949.

Morgan Stanley first reported a position in BKLC in Q4 2021 and has held it in 15 quarters since. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Morgan Stanley held 4,774,986 shares of BNY Mellon US Large Cap Core Equity ETF worth $228M as of Q2 2026.
  • Morgan Stanley bought 3,346,734 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $155M.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #949 holding.
  • Morgan Stanley first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • 153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

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