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BNY Mellon US Large Cap Core Equity ETF

145 hedge funds and large institutions have $3.28B invested in BNY Mellon US Large Cap Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

16% more funds holding

Funds holding: 125145 (+20)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1% more capital invested

Capital invested by funds: $3.26B → $3.28B (+$28.2M)

7.58% less ownership

Funds ownership: 74.25%66.66% (-7.6%)

Holders
145
Holders Change
+20
Holders Change %
+16%
% of All Funds
1.76%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
29
Increased
63
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Carolina Wealth Advisors
South Carolina
$10.4M +$311K +2,399 +3%
PWA
27
Principia Wealth Advisory
Texas
$9.09M +$3.71M +28,576 +70%
KFP
28
KMG Fiduciary Partners
Ohio
$8.71M -$68.6K -529 -0.8%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$8.7M +$118K +908 +1%
CWA
30
Crux Wealth Advisors
California
$8.55M +$442K +3,406 +5%
IA
31
IFP Advisors
Florida
$7.11M -$1.71M -13,141 -19%
G
32
GenTrust
Florida
$6.56M +$625K +4,820 +11%
Goldman Sachs
33
Goldman Sachs
New York
$6.1M +$6.05M +46,618 New
WFL
34
Wealth Forward LLC
North Dakota
$4.63M -$4.67K -36 -0.1%
EH
35
Equitable Holdings
New York
$4.24M -$292K -2,252 -6%
SF
36
Symphony Financial
Texas
$3.72M +$188K +1,447 +5%
PAS
37
Park Avenue Securities
New York
$3.02M +$641K +4,938 +27%
NA
38
NewEdge Advisors
Louisiana
$2.74M +$2.55M +19,629 +1,465%
DK
39
David Kennon
Florida
$2.51M +$40.9K +315 +2%
ASN
40
Advisory Services Network
Georgia
$2.49M +$226K +1,739 +10%
SFP
41
Strategic Financial Planning
Texas
$2.34M +$2.32M +17,897 New
SFS
42
Stiles Financial Services
Minnesota
$2.3M -$543K -4,181 -19%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.23M +$614K +4,732 +39%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.18M +$1.74M +13,427 +418%
SPC
45
Sigma Planning Corp
Michigan
$2.1M +$165K +1,273 +9%
CFO
46
Collective Family Office
Pennsylvania
$2M +$197K +1,515 +11%
SWP
47
Stratos Wealth Partners
Ohio
$1.95M +$38.9K +300 +2%
SOS
48
Silver Oak Securities
Tennessee
$1.93M +$1.9M +14,648 New
ECA
49
Elevation Capital Advisory
Oregon
$1.87M +$1.86M +14,312 New
CAAM
50
Cornerstone Advisors Asset Management
Pennsylvania
$1.87M