BKDV — BNY MELLON ETF TRUST II

Ownership history in Advisor OS, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in BNY MELLON ETF TRUST II (BKDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.96% (2025 Q4)
Avg. % of fund
0.99%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 838,842 +830,888 +10446.2% 1.96% $24.3M $29.02
2025 Q3 INITIATED 7,954 — — 0.02% $221K $27.63
% of Fund (quarterly)    BKDV price (monthly, adj. close)

Other funds also holding BKDV

As of 2025 Q4 — sorted by position size

Principle Wealth Partners LLC 3Y 6.22% StoneCrest Wealth Management, Inc. 3.49% MJP ASSOCIATES INC /ADV 3Y 3.04% Ruggaard & Associates LLC 3.03% American Alpha Advisors, LLC 1.2% Trivium Point Advisory, LLC 3Y 7Y 0.99% Sugar Maple Asset Management, LLC 0.81% Maia Wealth LLC 0.64% GGM Financials LLC 0.55% Investment Insight Wealth Management, LLC 0.38%
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