BKLC

Bny Mellon US LRG Cap Cor$141.25 2.77%
UnclassifiedUSCUSIP 09661T107· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
42
+0 QoQ
13F Value (tracked)
$1.4B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)8 adding · 9 trimming
Insider net (180d)$0

Price & smart-money activity

$141.25 2.77%5Y +77.3%
$60.82$83.50$106.17$128.85$151.532021202220232024202520262332433222422424373551029716419921101715
Hover for who · click for detailEnd-of-day closing prices52w $113.74 – $145.69
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns BKLC

This stock page is the Follow view. The Build view lets your agent query BKLC owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BKLC"
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Use Arkolith to show who owns BKLC,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

42 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1RPOA Advisors, Inc.
$739.6M
5.9M
−55%
Reduced · −7.2M sh
Q1 2026
2Integrated Wealth Concepts LLC
$360.7M
2.9M
+19%
Added · +467K sh
Q1 2026
3Aptus Capital Advisors, LLC
$114.9M
921K
+343%
Added · +713K sh
Q1 2026
4Tidal Investments LLC
$90.6M
728K
+11%
Added · +75K sh
Q1 2026
5Zhang Financial LLC
$37.9M
303K
−2.9%
Reduced · −9K sh
Q1 2026
6Kestra Advisory Services, LLC
$18.6M
149K
+9.9%
Added · +13K sh
Q1 2026
7MGO ONE SEVEN LLC
$17.4M
140K
+0.8%
Added · +1K sh
Q1 2026
8IFP Advisors, Inc
$7.0M
56K
+3.8%
Added · +2K sh
Q1 2026
9NewEdge Advisors, LLC
$5.4M
43K
+106%
Added · +22K sh
Q1 2026
10Equitable Holdings, Inc.
$4.7M
36K
+11%
Added · +4K sh
Q1 2026
11GenTrust, LLC
$4.2M
34K
−32%
Reduced · −16K sh
Q1 2026
12MML INVESTORS SERVICES, LLC
$2.2M
17K
+1.9%
Added · +315 sh
Q1 2026
13Sigma Planning Corp
$2.0M
16K
−0.2%
Reduced · −40 sh
Q1 2026
14Stratos Wealth Partners, LTD.
$1.9M
15K
+1.4%
Added · +217 sh
Q1 2026
15Steward Partners Investment Advisory, LLC
$1.5M
12K
+99%
Added · +6K sh
Q1 2026
16PRUDENTIAL PLC
$1.5M
12K
New
+12K sh
Q1 2026
17Sanctuary Advisors, LLC
$1.4M
11K
+2.0%
Added · +221 sh
Q1 2026
18FMR LLC
$1.4M
11K
+37%
Added · +3K sh
Q1 2026
19Concurrent Investment Advisors, LLC
$734K
6K
−19%
Reduced · −1K sh
Q1 2026
20PRINCIPAL SECURITIES, INC.
$522K
4K
−0.3%
Reduced · −13 sh
Q1 2026
21CHOREO, LLC
$490K
4K
New
+4K sh
Q1 2026
22INDEPENDENT FINANCIAL GROUP, LLC
$394K
3K
−23%
Reduced · −956 sh
Q1 2026
23Orion Porfolio Solutions, LLC
$338K
3K
−74%
Reduced · −8K sh
Q1 2026
24DAVENPORT & Co LLC
$313K
3K
New
+3K sh
Q1 2026
25INTEGRITY ALLIANCE, LLC.
$303K
2K
−4.3%
Reduced · −110 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
5
funds
Reduced
9
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

88 funds+71 since Q2 2022
04488Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $2.1B

Funds that own BKLC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA40 funds$13.2B
ISHARES CORE S&P 500 ETFIVV40 funds$12.7B
MICROSOFT CORPMSFT40 funds$10.9B
VANGUARD S&P 500 ETFVOO40 funds$8.4B
BROADCOM INCAVGO40 funds$5.3B
JPMORGAN CHASE & COJPM40 funds$4.7B
META PLATFORMS INC-CLASS AMETA40 funds$4.7B
ALPHABET INC-CL CGOOG40 funds$4.5B
VANGUARD VALUE ETFVTV40 funds$3.8B
ISHARES CORE U.S. AGGREGATEAGG40 funds$3.4B
ISHARES CORE MSCI EAFE ETFIEFA40 funds$3.4B
ISHARES CORE MSCI EMERGINGIEMG40 funds$3.0B

Ranked by how many of BKLC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BKLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.