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 Q2	$58.5M	Sell	1,228,425 -956,436	-44%	-$44.3M	0.1%	198
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

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

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

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Tidal Investments's BKLC Position: Q2 2026 in Review

Tidal Investments reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 44% in Q2 2026, selling an estimated $44.3M and leaving 1,228,425 shares worth $58.5M. The position accounts for 0.1% of the portfolio, ranked #198.

Tidal Investments first reported a position in BKLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $90.6M in Q1 2026. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Tidal Investments held 1,228,425 shares of BNY Mellon US Large Cap Core Equity ETF worth $58.5M as of Q2 2026.
Tidal Investments sold 956,436 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $44.3M.
BNY Mellon US Large Cap Core Equity ETF made up 0.1% of Tidal Investments's portfolio in Q2 2026, its #198 holding.
Tidal Investments first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
Tidal Investments's BNY Mellon US Large Cap Core Equity ETF position peaked at $90.6M in Q1 2026.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.