§ EQUITY
USDBKLC
BNY MELLON US LRG CAP COR
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
91 increased/new, 35 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| RPOA Advisors, Inc. | 5.9M | 32.4% | −55% |
| Integrated Wealth Concepts LLC | 2.9M | 2.9% | +19% |
| Bank of New York Mellon Corp | 1.5M | 0.0% | +13% |
| SENTINEL PENSION ADVISORS, LLC | 997K | 18.4% | +3% |
| Aptus Capital Advisors, LLC | 921K | 0.9% | +343% |
| Tidal Investments LLC | 728K | 0.2% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for BKLC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER78.1% · 116 holders
DEALER / BANK12.7% · 14 holders
INCOME / DEFENSIVE6.1% · 3 holders
QUALITY / COMPOUNDER2.9% · 3 holders
SYSTEMATIC / QUANT0.1% · 1 holder
PASSIVE / INDEX0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BKLC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BKLC yet.