ETF Holders

Who owns BKMS?

Bond

BNY Mellon Municipal Short Duration ETF · BNY

27 institutions reported holding BKMS, worth $431.6M, in Form 13F filings for June 30, 2026.

13F holders
27
Institutional value
$431.6M
Change from prior quarter
+1.1%
+$4.8M, with price moves
New and sold-out firms
15 / 3
5 added, 3 trimmed

Top 10 institutional holders of BKMS

FirmLocationValueSharesChange
Bank of New York Mellon CorpNew York, NY$413.0M16,171,969−367,458 shares
SageView Advisory Group, LLCNewport Beach, CA$6.9M271,600New position
Goldman Sachs Group Inc.New York, NY$4.4M174,052+116,594 shares
LPL Financial LLCFort Mill, SC$1.8M68,710New position
Jane Street Group, LLCNew York, NY$790K30,950+8,851 shares
JPMorgan Chase & CoNew York, NY$790K30,865New position
Old Mission Capital LLCChicago, IL$527K20,643+7,001 shares
Belpointe Asset Management LLCReno, NV$484K18,944No change
Trivium Point Advisory, LLCWilton, CT$376K14,733+3,000 shares
Morgan StanleyNew York, NY$357K13,975+1,956 shares
17 more firms

The full list comes with the Advisors and Institutions package.

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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 BKMS?

27 institutional managers reported holding BKMS in Form 13F filings for June 30, 2026, worth $431.6M in total. The largest reported position was held by Bank of New York Mellon Corp, at $413.0M.

Did institutions buy or sell BKMS last quarter?

Reported 13F value rose 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 3 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 BKMS 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.