SEC 13F Intelligence

BNY MELLON ETF TRUST

CUSIP 09661T404

Bny Mellon Etf Trust has 75 institutional holders in Filings Flow’s 13F database, together reporting 6.54M shares worth $587M as of Q1 2026. The largest reported holders are Rpoa Advisors, Inc., Sentinel Pension Advisors, LLC, and Integrated Wealth Concepts LLC.

Institutional Holders
75
Q1 2026
Reported Value
$587M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 9Q2 ’21Q4 ’21: 12Q4 ’21Q4 ’22: 20Q4 ’22Q4 ’25: 67Q4 ’25Q1 ’26: 75Q1 ’26Q2 ’26: 9Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $19MQ2 ’21Q4 ’21: $63MQ4 ’21Q4 ’22: $77MQ4 ’22Q4 ’25: $783MQ4 ’25Q1 ’26: $587MQ1 ’26Q2 ’26: $17MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SENTINEL PENSION ADVISORS, LLC$676M AUM7.99%$54M578.8KQ1 2026OLDER
RPOA Advisors, Inc.$2.3B AUM7.18%$164M1.76MQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM3.98%$6M60.1KQ1 2026OLDER
Wealth Forward, LLC$177M AUM3.69%$7M70.0KQ1 2026OLDER
Innovative Wealth Building LLC$142M AUM2.64%$4M40.2KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM2.53%$42M445.1KQ1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM1.58%$4M42.6KQ2 2026
Treasure Coast Financial Planning$194M AUM1.33%$3M27.7KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM1.28%$1M14.4KQ2 2026
MGO ONE SEVEN LLC$5.0B AUM0.86%$43M458.5KQ1 2026OLDER
Alta Wealth Advisors LLC$308M AUM0.65%$2M21.5KQ1 2026OLDER
CRUX WEALTH ADVISORS$261M AUM0.61%$2M17.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.41%$51M546.2KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.23%$9M88.6KQ1 2026OLDER
Birchwood Financial Partners, Inc.$104M AUM0.17%$172,1211.8KQ1 2026OLDER
Advisory Resource Group$581M AUM0.16%$909,0749.7KQ1 2026OLDER
Zhang Financial LLC$2.9B AUM0.12%$3M35.9KQ1 2026OLDER
Balboa Wealth Partners$596M AUM0.11%$648,0306.9KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.09%$661,0177.1KQ1 2026OLDER
Symphony Financial, Ltd. Co.$755M AUM0.09%$691,1827.5KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.06%$6M58.9KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.05%$2M23.9KQ2 2026
Peak Asset Management, LLC$567M AUM0.04%$211,7652.3KQ4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.03%$1M14.5KQ3 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.03%$38M407.4KQ1 2026OLDER
Certified Advisory Corp$1.2B AUM0.03%$371,7743.7KQ2 2026
Capital Investment Advisors, LLC$6.8B AUM0.03%$2M19.6KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.02%$695,1197.4KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M11.4KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.02%$3M33.7KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$11M121.6KQ1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.01%$24,895278Q3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$367,1864.0KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M43.7KQ1 2026OLDER
Key FInancial Inc$562M AUM0.01%$63,346678Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M30.6KQ2 2026
Arlington Trust Co LLC$1.2B AUM0.01%$100,6001.0KQ2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$516,4815.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$28M297.9KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$225,8672.3KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$12M125.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$741,3397.9KQ1 2026OLDER
Abound Wealth Management$504M AUM0.01%$33,098329Q2 2026
CGC Financial Services, LLC$346M AUM0.01%$22,423240Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M13.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M43.2KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$911,6199.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$31M329.7KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$10,746120Q3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$21M227.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,762158Q1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$218,2042.3KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$38,059425Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$176,5831.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M87.3KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$354,8753.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M62.7KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$203,6322.2KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$279,3473.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$586,5136.3KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$8,79495Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$17,527186Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$385,5104.1KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$31,299335Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$508,1405.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$411,8924.5KQ4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$14,108151Q1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$7,47480Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M47.9KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M26.7KQ2 2026
IFP Advisors, Inc$4.8B AUM0.00%$22,423240Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M65.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$329,8083.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M40.8KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$19,247206Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$34,289367Q1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$45,407486Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$220,5882.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$34368Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$46,558503Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$446,0004.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$3,31635Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$200,1272.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$259,0832.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$157,0791.7KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,73740Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.