BNY Mellon Core Bond

BKAG • ARCA

BNY Mellon Core Bond is an exchange-traded fund on ARCA. As of Q3 2025, 74 institutional investors hold shares in this ETF, with total holdings valued at $1.8B. RPOA Advisors, Inc. is the largest holder with a position valued at $1.1B.

Overview

Overview of institutional ownership in BKAG as of Q3 2025

All Institutions

Institutions: 74
Value Held: $1.8B
Shares Held: 43.4M
Avg Position: $25.0M
Median Position: $1.6M

Hedge Funds

Hedge Funds: 1
Value Held: $1.4M
Shares Held: 33.6K
Avg Position: $1.4M
Median Position: $1.4M

Biggest Investors

Institutions with the largest positions in BKAG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RPOA Advisors, Inc. RIA/Wealth	Kenneth Alfred Moraif CEO	$1.1B 28.12% of portfolio	25.9M shares	Q4 2023 Held for 1y 11m	$3.9B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$119.1M 0.02% of portfolio	2.8M shares	Q3 2020 Held for 5y 2m	$556.34B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$97.2M 0.01% of portfolio	2.3M shares	Q4 2020 Held for 4y 11m	$1.33T
T TOTAL INVESTMENT MANAGEMENT INC Institution	-	$71.6M 9.31% of portfolio	1.7M shares	Q2 2021 Held for 4y 5m	$769.3M
Tanager Wealth Management LLP RIA/Wealth	Kristopher Karr Heck Managing Partner	$51.1M 5.36% of portfolio	1.2M shares	Q4 2022 Held for 2y 11m	$952.4M
Stadion Money Management, LLC Long Only Manager	Duane Leo Bernt CEO	$42.9M 3.43% of portfolio	1.0M shares	Q1 2022 Held for 3y 8m	$1.3B
Brookstone Capital Management RIA/Wealth	Nadim "Dean" Zayed CEO	$41.6M 0.50% of portfolio	975.4K shares	Q3 2024 Held for 1y 2m	$8.3B
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$40.8M 0.38% of portfolio	958.2K shares	Q3 2023 Held for 2y 2m	$10.8B
Integrated Wealth Concepts LLC RIA/Wealth	Paul Anton Saganey Founder	$32.3M 0.29% of portfolio	758.3K shares	Q2 2021 Held for 4y 5m	$11.1B
Signal Advisors Wealth, LLC RIA/Wealth	Patrick Richard Kelly CEO	$28.0M 2.58% of portfolio	656.8K shares	Q3 2024 Held for 1y 2m	$1.1B

Net Capital Flow

Institutional buying and selling activity for BKAG in Q3 2025

Traded: +$58.8M
Buyers: 51
Sellers: 25
Total Bought: +$77.9M
Total Sold: −$19.0M
Avg Position: $22.0M

Biggest Buyers

Institution	Net Bought	Current Position
Carolina Wealth Advisors, LLC RIA/Wealth	+$12.6M +294.7K shares	$13.2M 310.4K shares
RPOA Advisors, Inc. RIA/Wealth	+$10.2M +239.6K shares	$1.1B 25.9M shares
Wealth Forward, LLC RIA/Wealth	+$8.5M +199.9K shares	$8.5M 199.9K shares
Aptus Capital Advisors, LLC ETF Provider	+$6.1M +142.3K shares	$40.8M 958.2K shares
Tanager Wealth Management LLP RIA/Wealth	+$5.6M +130.4K shares	$51.1M 1.2M shares
Signal Advisors Wealth, LLC RIA/Wealth	+$5.1M +120.3K shares	$28.0M 656.8K shares
Curran Financial Partners, LLC RIA/Wealth	+$4.4M +103.1K shares	$4.4M 103.1K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	+$3.5M +82.2K shares	$3.5M 82.2K shares
F FLOW TRADERS U.S. LLC Institution	+$3.5M +81.5K shares	$3.5M 81.5K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$3.2M +75.7K shares	$32.3M 758.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$4.6M −108.2K shares	$1.6M 38.6K shares
Bank of New York Mellon Corp Institution	−$4.5M −105.7K shares	$119.1M 2.8M shares
United Advisor Group, LLC RIA/Wealth	−$1.4M −33.5K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$1.3M −30.0K shares	$97.2M 2.3M shares
A Advisor Group Holdings, Inc. Institution	−$1.2M −27.5K shares	$4.3M 101.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$887.4K −20.8K shares	$1.4M 33.6K shares
G GTS SECURITIES LLC Institution	−$637.0K −15.1K shares	Sold Off 0 shares
SENTINEL PENSION ADVISORS INC RIA/Wealth	−$633.1K −14.9K shares	$2.8M 65.0K shares
Cetera Investment Advisers RIA/Wealth	−$561.9K −13.2K shares	$2.0M 46.9K shares
London & Capital Asset Management Ltd Digital Asset Manager	−$436.3K −10.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BKAG in Q3 2025

New Positions: 8
New Value: $17.1M
Exited Positions: 10
Exited Value: $3.9M

New Positions

Institution	Position Value
Wealth Forward, LLC RIA/Wealth	$8.5M 199.9K shares
Curran Financial Partners, LLC RIA/Wealth	$4.4M 103.1K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	$3.5M 82.2K shares
F Fisher Asset Management, LLC Institution	$306.8K 7.2K shares
Warren Averett Asset Management, LLC RIA/Wealth	$231.7K 5.4K shares
Sontag Advisory, LLC RIA/Wealth	$120.0K 2.8K shares
Union Bankshares Corp Institution	$28.5K 669.0 shares
Hanson McClain, Inc. RIA/Wealth	$10.6K 248.0 shares

Exited Positions

Institution	Previous Position
United Advisor Group, LLC RIA/Wealth	$1.4M 33.5K shares
G GTS SECURITIES LLC Institution	$637.0K 15.1K shares
London & Capital Asset Management Ltd Digital Asset Manager	$436.3K 10.3K shares
Pathstone Holdings, LLC Family Office	$432.0K 10.2K shares
Empower Advisory Group, LLC RIA/Wealth	$221.2K 5.2K shares
Dean, Jacobson Financial Services, LLC RIA/Wealth	$218.7K 5.2K shares
Herold Advisors, Inc. RIA/Wealth	$217.4K 5.2K shares
Waterloo Capital, L.P. RIA/Wealth	$212.9K 5.0K shares
B BOKF, NA Institution	$116.8K 2.8K shares
Park Place Capital Corp RIA/Wealth	$4.7K 112.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BKAG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BKAG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
RPOA Advisors, Inc. RIA/Wealth	Kenneth Alfred Moraif CEO	28.12% $1.1B	25.9M shares	Q4 2023 Held for 1y 11m	$3.9B
T TOTAL INVESTMENT MANAGEMENT INC Institution	-	9.31% $71.6M	1.7M shares	Q2 2021 Held for 4y 5m	$769.3M
L Lord & Richards Wealth Management, LLC Institution	-	9.21% $9.7M	227.3K shares	Q4 2024 Held for 11 months	$105.2M
Carolina Wealth Advisors, LLC RIA/Wealth	Christopher David St. John CEO	5.87% $13.2M	310.4K shares	Q2 2025 Held for 5 months	$225.3M
Tanager Wealth Management LLP RIA/Wealth	Kristopher Karr Heck Managing Partner	5.36% $51.1M	1.2M shares	Q4 2022 Held for 2y 11m	$952.4M
CRUX WEALTH ADVISORS RIA/Wealth	Travis Price Alexander CEO	5.35% $13.0M	305.4K shares	Q1 2025 Held for 8 months	$243.4M
Wealth Forward, LLC RIA/Wealth	Stephanie L Ternes CCO	4.95% $8.5M	199.9K shares	Q3 2025 Held for 2 months	$172.2M
G Glen Eagle Advisors, LLC RIA/Wealth	Susan Ann Michel CEO	3.78% $27.1M	636.2K shares	Q2 2023 Held for 2y 5m	$717.2M
Stadion Money Management, LLC Long Only Manager	Duane Leo Bernt CEO	3.43% $42.9M	1.0M shares	Q1 2022 Held for 3y 8m	$1.3B
Signal Advisors Wealth, LLC RIA/Wealth	Patrick Richard Kelly CEO	2.58% $28.0M	656.8K shares	Q3 2024 Held for 1y 2m	$1.1B

Hedge Fund Spotlight

Discover hedge funds investing in BKAG

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in BNY Mellon Core Bond

Market Value: $1.4M
Shares Held: 33.6K
Portfolio Weight: 0.00%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%