SEC 13F Intelligence

BNY MELLON ETF TRUST

CUSIP 09661T826

Bny Mellon Etf Trust has 88 institutional holders in Filings Flow’s 13F database, together reporting 12.94M shares worth $567M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Royal Bank Of Canada.

Institutional Holders
88
Q1 2026
Reported Value
$567M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 2Q4 ’22Q4 ’25: 65Q4 ’25Q1 ’26: 88Q1 ’26Q2 ’26: 8Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $217,940Q4 ’22Q4 ’25: $330MQ4 ’25Q1 ’26: $567MQ1 ’26Q2 ’26: $54MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sovereign Investment Advisors, LLC$472M AUM7.04%$33M746.7KQ1 2026OLDER
Legacy CG, LLC$360M AUM5.39%$19M435.8KQ1 2026OLDER
WLTH Capital Management, LLC$156M AUM3.62%$6M125.6KQ2 2026
S&A Financial Services, Inc.$146M AUM2.06%$3M67.2KQ2 2026
Aureum Wealth Management, LLC$144M AUM1.92%$3M61.9KQ1 2026OLDER
NOTTINGHAM ADVISORS, INC.$777M AUM1.71%$13M297.4KQ1 2026OLDER
Insight Wealth Strategies, LLC$896M AUM1.32%$12M264.8KQ1 2026OLDER
TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM1.29%$11M252.8KQ1 2026OLDER
Base Wealth Management LLC$179M AUM0.90%$2M36.1KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.84%$32M708.0KQ2 2026
Waterloo Capital, L.P.$1.4B AUM0.53%$8M168.7KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.42%$4M79.9KQ1 2026OLDER
Providence First Trust Co$284M AUM0.42%$1M26.6KQ1 2026OLDER
Rubicon Advisors, GP$115M AUM0.41%$472,75710.6KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.36%$21M471.1KQ1 2026OLDER
BXM Wealth LLC$130M AUM0.34%$439,8339.9KQ1 2026OLDER
Trademark Financial Management, LLC$204M AUM0.31%$625,34214.0KQ1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.28%$5M111.5KQ1 2026OLDER
WealthCare Investment Partners, LLC$360M AUM0.22%$785,27817.7KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.21%$7M166.6KQ2 2026
Reliant Investment Partners, LLC$121M AUM0.19%$232,8555.2KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.19%$17M376.4KQ1 2026OLDER
Kensington Asset Management, LLC$1.8B AUM0.17%$3M68.7KQ1 2026OLDER
Barnes Wealth Management Group, Inc$197M AUM0.14%$281,8946.3KQ1 2026OLDER
Trilogy Capital Inc.$2.6B AUM0.14%$4M81.8KQ2 2026
3EDGE Asset Management, LP$2.1B AUM0.14%$3M66.3KQ4 2025OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.12%$1M29.3KQ1 2026OLDER
PCG Wealth Advisors, LLC$395M AUM0.12%$481,42510.8KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.10%$2M43.7KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.08%$443,41711.0KQ4 2025OLDER
Astoria Portfolio Advisors LLC.$470M AUM0.08%$371,2168.3KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.07%$641,98814.3KQ2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.06%$37M828.0KQ1 2026OLDER
Balefire, LLC$613M AUM0.06%$382,6508.5KQ2 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.06%$1M25.0KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.06%$1M30.2KQ1 2026OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.05%$224,8135.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.05%$19M436.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.05%$1M31.3KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.04%$9M190.9KQ1 2026OLDER
Stratos Investment Management, LLC$2.5B AUM0.04%$896,18320.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.03%$5M121.9KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.02%$296,1026.6KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.02%$398,9829.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.02%$791,25417.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$8M180.2KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.02%$283,4896.4KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.02%$550,10912.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.02%$971,19521.8KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M51.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.02%$64M1.43MQ1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.02%$19,868446Q1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.01%$27,169610Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$267,2406.0KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$1M23.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$553,45412.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M46.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$58M1.29MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$714,58616.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$28M624.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M52.7KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.01%$7M168.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$933,37021.0KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$220,0724.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$78,2571.8KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M108.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M100.0KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$369,5938.3KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$9M199.6KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$830,83618.7KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$3M60.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M28.9KQ2 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$24M549.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$67M1.65MQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$296,9686.7KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$1M26.0KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$487,13410.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$24,918640Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$197,0454.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M40.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$492,62011.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$884,91519.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$527,93311.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$18M405.5KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$2,26550Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$13,942313Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M195.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$477,11210.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M59.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M60.7KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$5,078114Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$363,0458.2KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$13,362300Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M49.7KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$124,4033.1KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$468,07712.0KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$207,6904.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$92,5932.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$70Q1 2026OLDER

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