Who owns BKDV?
BNY Mellon Dynamic Value ETF · BNY
96 institutions reported holding BKDV, worth $1.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BKDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $359.9M | 10,745,265 | +3,867,364 shares |
| Bank of New York Mellon Corp | New York, NY | $150.0M | 4,478,242 | +72,687 shares |
| Principle Wealth Partners LLC | Madison, CT | $136.2M | 4,065,430 | +96,173 shares |
| Bank of America Corp. | Charlotte, NC | $129.8M | 3,875,672 | +442,605 shares |
| LPL Financial LLC | Fort Mill, SC | $127.4M | 3,804,521 | +2,805,018 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $74.7M | 2,231,535 | +9,675 shares |
| Mariner, LLC | Overland Park, KS | $57.8M | 1,725,205 | +764,942 shares |
| Stifel Financial Corp. | St. Louis, MO | $54.4M | 1,625,007 | +48,253 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $48.8M | 1,457,789 | +1,106,112 shares |
| Bleakley Financial Group, LLC | Parsippany, NJ | $39.8M | 1,189,385 | +839,266 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BKDV?
96 institutional managers reported holding BKDV in Form 13F filings for June 30, 2026, worth $1.6B in total. The largest reported position was held by Raymond James Financial Inc., at $359.9M.
Did institutions buy or sell BKDV last quarter?
Reported 13F value rose 55.8% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BKDV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.