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

Tidal Investments’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 		$90.6M Buy
2,184,861
+223,830
+11% +$9.71M 0.19% 115
2025
Q4 		$85.5M Sell
1,961,031
-65,256
-3% -$2.82M 0.2% 100
2025
Q3 		$86.5M Buy
2,026,287
+365,049
+22% +$15M 0.17% 114
2025
Q2 		$65.4M Sell
1,661,238
-242,232
-13% -$8.83M 0.39% 45
2025
Q1 		$67.5M Buy
+1,903,470
New +$71.4M 0.55% 29

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 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 $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tidal Investments's BKLC Position: Q1 2026 in Review

Tidal Investments increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 11% in Q1 2026, buying an estimated $9.71M and bringing the position to 2,184,861 shares worth $90.6M. The position accounts for 0.19% of the portfolio, ranked #115.

Tidal Investments first reported a position in BKLC in Q1 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Tidal Investments held 2,184,861 shares of BNY Mellon US Large Cap Core Equity ETF worth $90.6M as of Q1 2026.
  • Tidal Investments bought 223,830 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $9.71M.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.19% of Tidal Investments's portfolio in Q1 2026, its #115 holding.
  • Tidal Investments first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.