Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust (BKLC)

136 + Investors. Track Smart Money conviction in BKLC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — BKLC

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BKLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
137 hedge funds hold BKLC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

77 buying57 selling
Last quarter: 77 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 22 → 31 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 34% long-term, 30% new

■ 34% conviction (2yr+) ■ 36% medium ■ 30% new
Of the 137 current holders: 47 (34%) held >2 years, 49 held 1–2 years, and 41 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~18 new funds/quarter

27 → 25 → 22 → 31 → 18 new funds/Q
New funds entering each quarter: 25 → 22 → 31 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 44% new entrants

■ 33% veterans ■ 23% 1-2yr ■ 44% new
Of 137 current holders: 45 (33%) held 2+ years, 32 held 1–2 years, 60 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
20 of 137 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BKLC

In 2026 Q1, 77 hedge funds were net buyers of BKLC (18 opened a new position, 59 added to an existing one), while 57 reduced or exited (34 trimmed, 23 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 21% of total institutional value in BKLC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 137.

Hedge Fund Ownership: BKLC

How many hedge funds hold BKLC — quarterly history vs. share price
Quarterly hedge fund ownership of BKLC vs. share price

Market Analysis: BKLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKLC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy BNY Mellon ETF Trust (BKLC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BKLC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 86d ago
BKLC
+12.9%
SPY
+13.0%

BKLC outperformed SPY by -0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
BKLC
-0.3%
SPY
-0.5%

Since the filing became public, BKLC outperformed SPY by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: BKLC
136 + Investors

Track Smart Money conviction in BKLC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 142 -4.23%
13F Shares 21M 25M -17.14%
Total Value $2.28B $3.24B -29.88%
New Positions 18 31 -13
Increased Positions 58 57 +1
Closed Positions 24 9 +15
Reduced Positions 34 30 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKLC

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Institutional Holders (2026 Q1)

136 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKLC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BKLC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPOA Advisors, Inc. 32.36% 5,925,578 $739.6M
2 Sentinel Pension Advisors, LLC 18.40% 997,197 $124.5M
3 JDM Financial Group LLC 11.74% 263,197 $30.4M
4 Carolina Wealth Advisors, LLC 5.85% 112,564 $14.0M
5 Woodard & Co Asset Management Group Inc /Adv 5.14% 257,377 $32.1M
6 Win Advisors, Inc 4.49% 78,689 $9.8M
7 WealthBridge Capital Management, LLC 4.19% 145,919 $18.2M
8 Crux Wealth Advisors 3.28% 68,580 $8.6M
9 GM Advisory Group, LLC 2.99% 622,092 $77.6M
10 Strategic Financial Planning, Inc. 2.98% 114,206 $5.1M
11 Integrated Wealth Concepts LLC 2.88% 2,889,746 $360.7M
12 Wealth Forward, LLC 2.47% 35,002 $4.4M
13 Advisors Preferred, LLC 1.65% 89,643 $11.2M
14 Zhang Financial LLC 1.31% 303,387 $37.9M
15 Aptus Capital Advisors, LLC 0.90% 920,811 $114.9M
16 David Kennon Inc 0.89% 19,976 $2.5M
17 Kmg Fiduciary Partners, LLC 0.58% 63,270 $7.9M
18 Symphony Financial, Ltd. Co. 0.53% 32,658 $4.0M
19 E6 Portfolios, LLC 0.52% 3,975 $496K
20 Stiles Financial Services Inc 0.49% 12,977 $1.6M
21 Lantern Wealth Advisors, LLC 0.41% 6,380 $796K
22 Wealth Group Ltd 0.38% 13,235 $1.7M
23 Collective Family Office LLC 0.36% 12,831 $1.6M
24 Mgo One Seven LLC 0.35% 139,658 $17.4M
25 Herold Advisors, Inc. 0.31% 11,170 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BNY Mellon ETF Trust (BKLC)

What does the Smart Money Trend signal show for BKLC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BKLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BKLC?

Slight buying edge — 57% buying: Last quarter: 77 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BKLC holders?

Strong quality — 21% AUM from major funds: 20 of 137 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BKLC?

Mixed — 34% long-term, 30% new: Of the 137 current holders: 47 (34%) held >2 years, 49 held 1–2 years, and 41 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy BNY Mellon ETF Trust (BKLC) following the 2026 Q1 hedge fund 13F filings?

As of today, BKLC has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), BKLC has gained +12.9% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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