Rockefeller Capital Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Rockefeller Capital Management’s Portfolio BKHY Stock Details BKHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$676K	Buy	14,198 +1,812	+15%	+$86.2K	﹤0.01%	1923
2026 Q1	$587K	Buy	12,386 +527	+4%	+$25.3K	﹤0.01%	1881
2025 Q4	$570K	Buy	11,859 +11,671	+6,208%	+$564K	﹤0.01%	1833
2025 Q3	$9.16K	Buy	+188	New	+$9.08K	﹤0.01%	3683

Other funds holding BKHY

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management's BKHY Position: Q2 2026 in Review

Rockefeller Capital Management increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 15% in Q2 2026, buying an estimated $86.2K and bringing the position to 14,198 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Rockefeller Capital Management first reported a position in BKHY in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

Rockefeller Capital Management held 14,198 shares of BNY Mellon High Yield Beta ETF worth $676K as of Q2 2026.
Rockefeller Capital Management bought 1,812 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $86.2K.
BNY Mellon High Yield Beta ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1923 holding.
Rockefeller Capital Management first reported a position in BNY Mellon High Yield Beta ETF in Q3 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.