Filing Research | BNY MELLON ETF TRUST Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	SENTINEL PENSION ADVISORS, LLC	Shares	3.1MSH	$146.6M
2	WealthBridge Capital Management, LLC	Shares	155.8KSH	$22.3M
3	VAQUERO PRIVATE WEALTH, LTD	Shares	126.3KSH	$18.1M
4	Carolina Wealth Advisors, LLC	Shares	118.1KSH	$16.9M
5	CRUX WEALTH ADVISORS	Shares	69.9KSH	$10.0M
6	IFP Advisors, Inc	Shares	50.4KSH	$7.2M
7	DAVENPORT & Co LLC	Shares	47.5KSH	$6.8M
8	David Kennon Inc	Shares	20.1KSH	$2.9M
9	Wealth Group Ltd	Shares	14.1KSH	$2.0M
10	COLLECTIVE FAMILY OFFICE LLC	Shares	11.7KSH	$1.7M
11	Herold Advisors, Inc.	Shares	11.2KSH	$1.6M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.1KSH	$1.6M
13	Single Point Partners, LLC	Shares	9.1KSH	$1.3M
14	Arlington Trust Co LLC	Shares	5.7KSH	$813.7K
15	Penobscot Investment Management Company, Inc.	Shares	4.7KSH	$681.0K
16	Capital Investment Advisory Services, LLC	Shares	4.2KSH	$603.8K
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.1KSH	$594.5K
18	Oath Planning, LLC	Shares	3.2KSH	$453.9K
19	Accredited Investors Inc.	Shares	3.1KSH	$440.2K
20	Keyes, Stange & Wooten Wealth Management, LLC	Shares	3.0KSH	$424.0K
21	Fiduciary Alliance LLC	Shares	2.9KSH	$411.2K
22	Sowell Financial Services LLC	Shares	2.3KSH	$324.8K
23	Sequoia Financial Advisors, LLC	Shares	2.2KSH	$317.3K
24	KMG FIDUCIARY PARTNERS, LLC	Shares	1.8KSH	$260.1K
25	DEFINE FINANCIAL, LLC	Shares	1.7KSH	$247.1K
26	Fifth Third Wealth Advisors LLC	Shares	1.4KSH	$205.0K
27	Triumph Capital Management	Shares	800SH	$114.7K
28	Kings Path Partners LLC	Shares	589SH	$84.5K
29	Financial Management Professionals, Inc.	Shares	384SH	$55.1K
30	Abound Wealth Management	Shares	315SH	$45.2K
31	Cape Investment Advisory, Inc.	Shares	250SH	$35.8K
32	Key FInancial Inc	Shares	139SH	$19.9K
33	Noble Wealth Management PBC	Shares	120SH	$17.2K
34	PARK AVENUE SECURITIES LLC	Shares	37.4KSH	$5.4K

Manager changes2026-06-30 vs 2026-03-31

37 / 37 loaded

#		Instrument
1	SENTINEL PENSION ADVISORS, LLC added	Shares	+2.1M	+$22.1M	$146.6M
2	DAVENPORT & Co LLC added	Shares	+45.0K	+$6.5M	$6.8M
3	WealthBridge Capital Management, LLC added	Shares	+9.9K	+$4.1M	$22.3M
4	Carolina Wealth Advisors, LLC added	Shares	+5.6K	+$2.9M	$16.9M
5	CRUX WEALTH ADVISORS added	Shares	+1.4K	+$1.5M	$10.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.4K	+$1.4M	$1.6M
7	Arlington Trust Co LLC new	Shares	+5.7K	+$813.7K	$813.7K
8	Penobscot Investment Management Company, Inc. new	Shares	+4.7K	+$681.0K	$681.0K
9	Oath Planning, LLC new	Shares	+3.2K	+$453.9K	$453.9K
10	Keyes, Stange & Wooten Wealth Management, LLC new	Shares	+3.0K	+$424.0K	$424.0K
11	David Kennon Inc added	Shares	+139	+$391.1K	$2.9M
12	Wealth Group Ltd added	Shares	+823	+$363.9K	$2.0M
13	Herold Advisors, Inc. added	Shares	+4	+$208.9K	$1.6M
14	Fifth Third Wealth Advisors LLC new	Shares	+1.4K	+$205.0K	$205.0K
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+993	+$201.0K	$594.5K
16	IFP Advisors, Inc trimmed	Shares	-6.0K	+$186.7K	$7.2M
17	Single Point Partners, LLC added	Shares	+30	+$173.6K	$1.3M
18	Capital Investment Advisory Services, LLC added	Shares	+8	+$79.1K	$603.8K
19	COLLECTIVE FAMILY OFFICE LLC trimmed	Shares	-1.2K	+$70.1K	$1.7M
20	Accredited Investors Inc. unchanged	Shares	0	+$57.0K	$440.2K
21	Sowell Financial Services LLC unchanged	Shares	0	+$42.1K	$324.8K
22	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$41.1K	$317.3K
23	Cape Investment Advisory, Inc. new	Shares	+250	+$35.8K	$35.8K
24	DEFINE FINANCIAL, LLC added	Shares	+6	+$32.7K	$247.1K
25	Fiduciary Alliance LLC unchanged	Shares	0	+$26.9K	$411.2K
26	Triumph Capital Management unchanged	Shares	0	+$14.9K	$114.7K
27	Kings Path Partners LLC unchanged	Shares	0	+$7.4K	$84.5K
28	Financial Management Professionals, Inc. unchanged	Shares	0	+$7.1K	$55.1K
29	Abound Wealth Management added	Shares	+2	+$6.2K	$45.2K
30	Key FInancial Inc unchanged	Shares	0	+$2.6K	$19.9K
31	Noble Wealth Management PBC unchanged	Shares	0	+$2.2K	$17.2K
32	PARK AVENUE SECURITIES LLC added	Shares	+5.3K	+$1.4K	$5.4K
33	PFS Partners, LLC exited	Shares	-1	-$125	$0
34	EverSource Wealth Advisors, LLC exited	Shares	-92	-$11.5K	$0
35	TOTH FINANCIAL ADVISORY CORP exited	Shares	-118	-$14.7K	$0
36	Castleview Partners, LLC exited	Shares	-2.2K	-$275.3K	$0
37	KMG FIDUCIARY PARTNERS, LLC trimmed	Shares	-61.5K	-$7.6M	$260.1K