Who Owns BNY MELLON (BKLC)? -- Institutional Holders (2026-06-30)

171 institutions reported holding $3.72B of BNY MELLON (BKLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: RPOA Advisors, Inc. ($1.57B), Integrated Wealth Concepts LLC ($422.3M), Bank of New York Mellon Corp ($257.9M), MORGAN STANLEY ($228.2M), SENTINEL PENSION ADVISORS, LLC ($146.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RPOA Advisors, Inc.$1.57B11.0MAdded
2Integrated Wealth Concepts LLC$422.3M2.9MAdded
3Bank of New York Mellon Corp$257.9M1.8MAdded
4MORGAN STANLEY$228.2M1.6MAdded
5SENTINEL PENSION ADVISORS, LLC$146.6M3.1MAdded
6Aptus Capital Advisors, LLC$117.0M815,965Trimmed
7Wealthspire Advisors, LLC$98.6M687,689Added
8Stadion Money Management, LLC$82.2M574,513Trimmed
9AMERIPRISE FINANCIAL INC$74.4M519,190Trimmed
10Tidal Investments LLC$58.5M409,475Trimmed
11WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$56.0M390,319Added
12LPL Financial LLC$52.8M367,942Added
13Royal Bank of Canada$46.5M324,262Trimmed
14Zhang Financial LLC$41.7M290,869Trimmed
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$40.2M280,378Trimmed
16JDM Financial Group LLC$34.5M343,702Added
17HighTower Advisors, LLC$30.3M211,293Added
18WealthBridge Capital Management, LLC$22.3M155,823Added
19Kestra Advisory Services, LLC$21.9M152,466Added
20MGO ONE SEVEN LLC$21.0M146,767Added
21Cetera Investment Advisers$20.3M141,380Added
22ENVESTNET ASSET MANAGEMENT INC$18.4M128,639Added
23VAQUERO PRIVATE WEALTH, LTD$18.1M126,339New
24Carolina Wealth Advisors, LLC$16.9M118,144Added
25Principia Wealth Advisory, LLC$14.8M102,922Added

来源：SEC 13F 申报文件 · 截至 2026-06-30