18 institutions reported holding $34.4M of Bny Mellon Etf /high Yield Beta Etf (BKHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($10.0M), Ocean Park Asset Management, LLC ($6.3M), ShoreHaven Wealth Partners, LLC ($4.8M), ENVESTNET ASSET MANAGEMENT INC ($4.7M), CRUX WEALTH ADVISORS ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ASSETMARK, INC | $10.0M | 210,767 | Trimmed |
| 2 | Ocean Park Asset Management, LLC | $6.3M | 131,600 | New |
| 3 | ShoreHaven Wealth Partners, LLC | $4.8M | 101,068 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 99,254 | Added |
| 5 | CRUX WEALTH ADVISORS | $2.7M | 57,059 | Added |
| 6 | AE Wealth Management LLC | $2.2M | 45,200 | Trimmed |
| 7 | Sellwood Investment Partners LLC | $1.2M | 25,225 | Added |
| 8 | Symphony Financial, Ltd. Co. | $991,556 | 20,841 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $632,000 | 13,290 | Added |
| 10 | Global View Capital Management LLC | $295,038 | 6,197 | Trimmed |
| 11 | Fifth Third Securities, Inc. | $263,329 | 5,531 | Trimmed |
| 12 | RPOA Advisors, Inc. | $214,720 | 4,510 | Trimmed |
| 13 | PRIVATE TRUST CO NA | $47,372 | 995 | Hold |
| 14 | CoreCap Advisors, LLC | $36,328 | 763 | Trimmed |
| 15 | Signature Equity Partners, LLC | $5,211 | 109 | Added |
| 16 | Rossby Financial, LCC | $4,904 | 103 | Added |
| 17 | WORLD EQUITY GROUP, INC. | $0 | 0 | Exited |
| 18 | IFP Advisors, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30