BKMI BNY Mellon Municipal Intermediate ETF

NASDAQ ·

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Institutional owners (13F) 66 filers · $60.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 6 12 8

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $11,606,232 444,673 19.11% Shares
SECURITY NATIONAL BANK OF SO DAK $11,404,553 436,946 18.78% Shares
SageView Advisory Group, LLC $6,902,870 261,058 11.37% Shares
BROWN ADVISORY INC $2,430,883 91,933 4.00% Shares
M&T Bank Corp $2,246,089 84,944 3.70% Shares
JANE STREET GROUP, LLC $2,216,439 83,823 3.65% Shares
MORGAN STANLEY $1,514,433 57,274 2.49% Shares
FIFTH THIRD BANCORP $1,328,970 50,260 2.19% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $1,308,980 49,504 2.16% Shares
Parkside Financial Bank & Trust $1,236,664 47,381 2.04% Shares
COLLECTIVE FAMILY OFFICE LLC $1,023,011 38,689 1.68% Shares
GOLDMAN SACHS GROUP INC $1,000,006 37,819 1.65% Shares
Clearstead Advisors, LLC $952,041 36,005 1.57% Shares
FRANKLIN RESOURCES INC $917,745 34,708 1.51% Shares
LPL Financial LLC $835,749 31,607 1.38% Shares
Bank of New York Mellon Corp $815,045 30,824 1.34% Shares
Fiduciary Trust Co $789,872 29,872 1.30% Shares
CAPTRUST FINANCIAL ADVISORS $765,591 28,954 1.26% Shares
INTEGRITY ALLIANCE, LLC. $754,811 28,546 1.24% Shares
Trivium Point Advisory, LLC $667,423 25,241 1.10% Shares
FLPUTNAM INVESTMENT MANAGEMENT CO $645,791 24,423 1.06% Shares
PNC Financial Services Group, Inc. $515,645 19,501 0.85% Shares
CITADEL ADVISORS LLC $466,276 17,634 0.77% Shares
ZWJ INVESTMENT COUNSEL INC $421,219 15,930 0.69% Shares
Corient Private Wealth LP $379,679 14,359 0.63% Shares
Essex Financial Services, Inc. $374,517 14,164 0.62% Shares
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $368,071 13,920 0.61% Shares
CERTUITY, LLC $348,108 13,165 0.57% Shares
KEYBANK NATIONAL ASSOCIATION/OH $348,056 13,163 0.57% Shares
NTV Asset Management LLC $338,853 12,815 0.56% Shares
Creative Planning $333,723 12,621 0.55% Shares
Pathstone Holdings, LLC $316,324 11,963 0.52% Shares
Newman Dignan & Sheerar, Inc. $313,545 11,858 0.52% Shares
Washington Trust Advisors, Inc. $307,440 11,627 0.51% Shares
Clean Yield Group $278,408 10,529 0.46% Shares
Bison Wealth, LLC $278,361 10,572 0.46% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $277,719 10,503 0.46% Shares
MONECO ADVISORS, LLC $276,741 10,466 0.46% Shares
Belpointe Asset Management LLC $272,616 10,310 0.45% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $270,290 10,222 0.45% Shares
HighTower Advisors, LLC $247,100 9,345 0.41% Shares
Radnor Capital Management, LLC $246,179 9,310 0.41% Shares
Waldron Private Wealth LLC $231,869 8,769 0.38% Shares
PRINCIPAL SECURITIES, INC. $229,674 8,686 0.38% Shares
Signature Resources Capital Management, LLC $221,001 8,358 0.36% Shares
Cetera Investment Advisers $217,273 8,217 0.36% Shares
ROTHSCHILD INVESTMENT LLC $205,295 7,764 0.34% Shares
Balentine LLC $171,946 6,503 0.28% Shares
TRUST CO OF VERMONT $165,262 6,250 0.27% Shares
OSAIC HOLDINGS, INC. $159,909 6,048 0.26% Shares
UBS Group AG $139,111 5,261 0.23% Shares
First Command Advisory Services, Inc. $134,484 5,086 0.22% Shares
RAYMOND JAMES FINANCIAL INC $130,094 4,920 0.21% Shares
ROYAL BANK OF CANADA $95,000 3,598 0.16% Shares
BOK Financial Private Wealth, Inc. $90,485 3,422 0.15% Shares
Morse Asset Management, Inc $62,186 2,352 0.10% Shares
ASSETMARK, INC $58,304 2,205 0.10% Shares
ST GERMAIN D J CO INC $38,737 1,465 0.06% Shares
FMR LLC $27,764 1,050 0.05% Shares
MERCER GLOBAL ADVISORS INC /ADV $5,130 194 0.01% Shares
Farther Finance Advisors, LLC $4,918 186 0.01% Shares
BESSEMER GROUP INC $3,155 119,320 0.01% Shares
Janney Montgomery Scott LLC $1,232 46,587 0.00% Shares
Center for Financial Planning, Inc. $1,085 41 0.00% Shares
Greenwich Wealth Management LLC $285 10,775 0.00% Shares
Smithfield Trust Co $160 6,042 0.00% Shares