Wealthspire Advisors (New York)’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Wealthspire Advisors (New York)’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	$98.6M	Buy	2,063,067 +2,037,216	+7,881%	+$94.3M	0.54%	33
2026 Q1	$1.08M	Buy	25,851 +78	+0.3%	+$3.38K	0.01%	397
2025 Q4	$1.12M	Buy	25,773 +63	+0.2%	+$2.73K	0.01%	404
2025 Q3	$1.1M	Buy	25,710 +2,088	+9%	+$85.6K	0.01%	370
2025 Q2	$932K	Buy	+23,622	New	+$861K	0.01%	405

Other funds holding BKLC

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 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

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

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

Wealthspire Advisors (New York)'s BKLC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 7,881% in Q2 2026, buying an estimated $94.3M and bringing the position to 2,063,067 shares worth $98.6M. The position accounts for 0.54% of the portfolio, ranked #33.

Wealthspire Advisors (New York) first reported a position in BKLC in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Wealthspire Advisors (New York) held 2,063,067 shares of BNY Mellon US Large Cap Core Equity ETF worth $98.6M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,037,216 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $94.3M.
BNY Mellon US Large Cap Core Equity ETF made up 0.54% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #33 holding.
Wealthspire Advisors (New York) first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.