Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust (BKLC)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — BKLC

Based on 152 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BKLC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
152 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 — +29% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+29% 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.
🟢

More buyers than sellers — 64% buying

94 buying52 selling
Last quarter: 94 funds were net buyers (36 opened a brand new position + 58 added to an existing one). Only 52 were sellers (31 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new BKLC position: 22 → 31 → 18 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 32% long-term, 34% new

32% conviction (2yr+) 34% medium 34% new
Of the 152 current holders: 49 (32%) held >2 years, 51 held 1–2 years, and 52 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.
💰

Value +72% but shares only +44% — price-driven

Value
+72%
Shares
+43%
Last quarter: the total dollar value of institutional holdings rose +72%, but actual share count only changed +44%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~36 new funds/quarter

26 → 22 → 31 → 18 → 36 new funds/Q
New funds entering each quarter: 22 → 31 → 18 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 41% new entrants

34% veterans 25% 1-2yr 41% new
Of 152 current holders: 52 (34%) held 2+ years, 38 held 1–2 years, 62 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
22 of 152 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q2, 94 hedge funds were net buyers of BKLC (36 opened a new position, 58 added to an existing one), while 52 reduced or exited (31 trimmed, 21 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 152.

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 Q2 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 June 30, 2026 · 50d ago
BKLC
+3.7%
SPY
-99.6%

BKLC outperformed SPY by +103.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 5d ago
BKLC
-0.5%
SPY
-99.6%

Since the filing became public, BKLC outperformed SPY by +99.1% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 6 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BKLC
152 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 152 137 10.95%
13F Shares 30M 21M 43.83%
Total Value $3.97B $2.31B 72.36%
New Positions 36 18 +18
Increased Positions 58 59 -1
Closed Positions 21 24 -3
Reduced Positions 31 34 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKLC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

152 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPOA Advisors, Inc. 44.75% 10,957,162 $1.57B
2 JDM Financial Group LLC 11.77% 343,702 $34.5M
3 Woodard & Co Asset Management Group Inc /Adv 8.07% 390,319 $56.0M
4 Stadion Money Management, LLC 7.08% 574,513 $82.2M
5 Carolina Wealth Advisors, LLC 6.64% 118,144 $16.9M
6 WealthBridge Capital Management, LLC 4.44% 155,823 $22.3M
7 Vaquero Private Wealth, Ltd 3.73% 126,339 $18.1M
8 Crux Wealth Advisors 3.48% 69,947 $10.0M
9 Integrated Wealth Concepts LLC 3.41% 4,874,815 $699.0M
10 Wealth Forward, LLC 2.56% 35,865 $5.1M
11 Strategic Financial Planning, Inc. 2.40% 32,027 $4.6M
12 Andina Capital Management, LLC 2.31% 9,976 $1.4M
13 Advisors Preferred, LLC 1.99% 89,643 $12.8M
14 Zhang Financial LLC 1.22% 290,869 $41.7M
15 David Kennon Inc 0.95% 20,115 $2.9M
16 Aptus Capital Advisors, LLC 0.80% 815,965 $117.0M
17 E6 Portfolios, LLC 0.59% 5,148 $738K
18 Wealthspire Advisors, LLC 0.54% 687,689 $98.6M
19 Lantern Wealth Advisors, LLC 0.45% 6,890 $988K
20 Stiles Financial Services Inc 0.41% 11,474 $1.6M
21 Wealth Group Ltd 0.39% 14,058 $2.0M
22 Symphony Financial, Ltd. Co. 0.35% 22,695 $3.2M
23 Mgo One Seven LLC 0.35% 146,767 $21.0M
24 Collective Family Office LLC 0.34% 11,657 $1.7M
25 Oath Planning, LLC 0.34% 3,166 $454K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BKLC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BKLC?

More buyers than sellers — 64% buying: Last quarter: 94 funds were net buyers (36 opened a brand new position + 58 added to an existing one). Only 52 were sellers (31 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKLC holders?

Smaller funds dominant — 19% AUM from top-100: 22 of 152 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BKLC?

Mixed — 32% long-term, 34% new: Of the 152 current holders: 49 (32%) held >2 years, 51 held 1–2 years, and 52 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 Q2 hedge fund 13F filings?

As of today, BKLC has moved -0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.1%. Since the quarter end (June 30, 2026), BKLC has gained +3.7% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

Full history →