Public ownership evidence

BNY Mellon Dynamic Value ETF (BKDV) Ownership Disclosures

Read BKDV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

BNY Mellon Dynamic Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Ruggaard & Associates LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
264,134
Value (USD)
$8,845,839
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001971230-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BKDV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BKDV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Ruggaard & Associates LLC2026-06-302026-08-18264,134$8,845,839None
Equitable Holdings, Inc.2026-06-302026-08-18119,876$4,014,647None
Blueprint Financial Advisors LLC2026-06-302026-08-1516,518$553,188None
American Alpha Advisors, LLC2026-06-302026-08-15104,319$3,493,643None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1541,963$1,405,341None
COFG Advisors, LLC2026-06-302026-08-1526,967$903,125None
NCM Capital Management, LLC2026-06-302026-08-1517,500$586,075None
Qube Research & Technologies Ltd2026-06-302026-08-1514,737$493,542None
OSAIC HOLDINGS, INC.2026-06-302026-08-15537,078$17,986,531None
GTS SECURITIES LLC2026-06-302026-08-1526,231$878,476None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1525,718$861,296None
&PARTNERS2026-06-302026-08-15112,665$3,773,151None
Thrivent Financial for Lutherans2026-06-302026-08-15223,107$7,472,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15264$8,823None
Prosperity Bancshares Inc2026-06-302026-08-152,654$88,882None
Cerity Partners LLC2026-06-302026-08-154,405$147,523None
Cerity Partners LLC2026-06-302026-08-1543,898$1,470,144None
ROYAL BANK OF CANADA2026-06-302026-08-152,642$88,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15104,606$3,503,255None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,410,191$80,717,297None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,230,468$275,638,373None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15805$26,959None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15176$5,894None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,590,281$53,258,511None
BANK OF AMERICA CORP /DE/2026-06-302026-08-152,285,391$76,537,728None
SWAN Capital LLC2026-06-302026-08-14121$4,052None
Sanctuary Advisors, LLC2026-06-302026-08-1493,336$3,125,817None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14385,364$12,905,840None
UBS Group AG2026-06-302026-08-1494$3,148None
Mariner, LLC2026-06-302026-08-1478,125$2,616,406None
Mariner, LLC2026-06-302026-08-141,647,080$55,160,692None
MORGAN STANLEY2026-06-302026-08-144,300$144,007None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-1339,960$1,338,251None
Integrated Wealth Concepts LLC2026-06-302026-08-13826,583$27,682,266None
Advisory Services Network, LLC2026-06-302026-08-1319,515$653,543None
NewEdge Advisors, LLC2026-06-302026-08-13114,388$3,830,854None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13349$11,688None
STIFEL FINANCIAL CORP2026-06-302026-08-131,625,007$54,421,478None
SMITH, MOORE & CO.2026-06-302026-08-1364,012$2,143,766None
JPMORGAN CHASE & CO2026-06-302026-08-133,851$129,047None
JPMORGAN CHASE & CO2026-06-302026-08-1328,654$960,224None
MJP ASSOCIATES INC /ADV2026-06-302026-08-121,083,118$36,273,630None
Atlantic Union Bankshares Corp2026-06-302026-08-121,250$41,863None
LEVEL FOUR ADVISORY SERVICES, LLC2026-06-302026-08-1128,012$938,122None
Perigon Wealth Management, LLC2026-06-302026-08-086,890$230,746None
Principle Wealth Partners LLC2026-06-302026-08-084,065,430$136,151,239None
SITTNER & NELSON, LLC2026-06-302026-08-08266$8,909None
Harborfront Financial Group LLC2026-06-302026-08-089,015$301,912None
LPL Financial LLC2026-06-302026-08-083,804,521$127,413,422None
FIDUCIENT ADVISORS LLC2026-06-302026-08-0812,265$410,755None

90-day public filing window, up to 50 source positions.

Ruggaard & Associates LLC ↗Equitable Holdings, Inc. ↗Blueprint Financial Advisors LLC ↗American Alpha Advisors, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗COFG Advisors, LLC ↗NCM Capital Management, LLC ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗GTS SECURITIES LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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