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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
RA
1
RPOA Advisors
Texas
$1.72B -$38.4M -296,084 -2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$317M -$19.6M -150,949 -6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$177M -$29.1M -224,557 -14%
MMFA
4
Main Management Fund Advisors
California
$135M +$4.02M +30,990 +3%
SPA
5
Sentinel Pension Advisors
Massachusetts
$126M +$14.7M +113,587 +13%
Ameriprise
6
Ameriprise
Minnesota
$89.1M +$4.2M +32,369 +5%
TI
7
Tidal Investments
Wisconsin
$85.5M -$2.82M -21,752 -3%
GAG
8
GM Advisory Group
New York
$70.9M +$3.11M +24,003 +5%
SMM
9
Stadion Money Management
Georgia
$59.8M -$31.7M -244,305 -35%
ZF
10
Zhang Financial
Michigan
$40.9M +$505K +3,888 +1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$40.3M +$513K +3,956 +1%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$34.5M +$4.62M +35,599 +16%
LPL Financial
13
LPL Financial
California
$30.6M +$7.43M +57,265 +32%
JFG
14
JDM Financial Group
Texas
$28.3M -$2.07M -15,974 -7%
ACA
15
Aptus Capital Advisors
Alabama
$27.2M +$1.32M +10,140 +5%
WCM
16
WealthBridge Capital Management
Ohio
$19.3M +$796K +6,137 +4%
FS
17
Ferguson Shapiro
Georgia
$18.5M +$18.3M +141,392 New
MOS
18
MGO One Seven
Ohio
$18.1M +$418K +3,221 +2%
KAS
19
Kestra Advisory Services
Texas
$17.7M +$4.84M +37,334 +38%
Morgan Stanley
20
Morgan Stanley
New York
$15.8M +$2.66M +20,532 +21%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.2M +$1.89M +14,580 +17%
JP Morgan Chase
22
JP Morgan Chase
New York
$13.1M -$938K -7,225 -7%
UBS Group
23
UBS Group
Switzerland
$12.9M +$2.23M +17,207 +21%
Osaic Holdings
24
Osaic Holdings
Arizona
$11.9M -$7.03M -54,183 -37%
AP
25
Advisors Preferred
Maryland
$11.7M