Bank of New York Mellon Corp (BNY) — Institutional Holders, Q2 2026 (page 13)
1,889 institutional investment managers reported a BNY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $83.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BNY 13F holders ranked 1,201–1,300 of 1,889
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | CFS Investment Advisory Services#1201 · 3,428 sh | 3,428 | $502.6K | — | -0.4% |
| 1202 | First National Bank of Mount Dora, Investment Services#1202 · 3,468 sh | 3,468 | $501.5K | — | +1.0% |
| 1203 | ASAHI LIFE ASSET MANAGEMENT , LTD.#1203 · 3,454 sh | 3,454 | $499.5K | 0.28% | New |
| 1204 | Ameritas Advisory Services#1204 · 3,448 sh | 3,448 | $498.6K | 0.01% | +41.5% |
| 1205 | Relyea Zuckerberg Hanson#1205 · 3,439 sh | 3,439 | $497.4K | — | +5.1% |
| 1206 | Parcion Private Wealth#1206 · 3,427 sh | 3,427 | $495.6K | — | +1.7% |
| 1207 | Cambria Investment Management, L.P.#1207 · 3,413 sh | 3,413 | $493.6K | 0.02% | New |
| 1208 | JMN Financial#1208 · 3,408 sh | 3,408 | $492.8K | 0.38% | +2.3% |
| 1209 | Mystic Asset Management#1209 · 3,403 sh | 3,403 | $492.1K | — | -0.6% |
| 1210 | Wealthcare Advisory Partners#1210 · 3,395 sh | 3,395 | $491.0K | — | +7.7% |
| 1211 | TRITONPOINT WEALTH#1211 · 3,389 sh | 3,389 | $490.0K | — | -5.7% |
| 1212 | Howard Capital Management Group#1212 · 3,387 sh | 3,387 | $489.8K | — | 0.0% |
| 1213 | Bright Futures Wealth Management#1213 · 3,381 sh | 3,381 | $488.9K | — | 0.0% |
| 1214 | WELLINGTON-ALTUS USA#1214 · 4,112 sh | 4,112 | $487.8K | 0.35% | -2.4% |
| 1215 | MERIDIAN INVESTMENT COUNSEL#1215 · 3,365 sh | 3,365 | $486.6K | — | +5.2% |
| 1216 | SteelPeak Wealth#1216 · 3,360 sh | 3,360 | $485.9K | — | -1.6% |
| 1217 | Breakwater Capital Group#1217 · 3,354 sh | 3,354 | $485.0K | — | +0.2% |
| 1218 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#1218 · 3,353 sh | 3,353 | $484.9K | 0.03% | +4.3% |
| 1219 | Ignite Planners#1219 · 3,342 sh | 3,342 | $483.3K | — | +7.5% |
| 1220 | SIMON QUICK ADVISORS#1220 · 3,339 sh | 3,339 | $482.9K | — | +18.5% |
| 1221 | Sovran Advisors#1221 · 3,086 sh | 3,086 | $482.9K | 0.04% | -30.1% |
| 1222 | Coastal Bridge Advisors#1222 · 3,338 sh | 3,338 | $482.7K | 0.03% | -6.3% |
| 1223 | AlTi Global#1223 · 3,333 sh | 3,333 | $482.0K | 0.01% | +5.5% |
| 1224 | DAVIS R M#1224 · 3,330 sh | 3,330 | $481.6K | <0.01% | -4.1% |
| 1225 | SmartHarvest Portfolios#1225 · 3,316 sh | 3,316 | $479.5K | — | +32.7% |
| 1226 | Kennebec Savings Bank#1226 · 3,315 sh | 3,315 | $479.4K | — | +3.1% |
| 1227 | CM WEALTH ADVISORS#1227 · 3,301 sh | 3,301 | $477.4K | 0.09% | +58.6% |
| 1228 | Almitas Capital#1228 · 3,300 sh | 3,300 | $477.2K | 0.11% | New |
| 1229 | Stablepoint Partners#1229 · 3,298 sh | 3,298 | $476.9K | 0.07% | +5.6% |
| 1230 | Syverson Strege#1230 · 3,296 sh | 3,296 | $476.6K | 0.10% | -3.3% |
| 1231 | Transcendent Capital Group#1231 · 3,280 sh | 3,280 | $474.3K | — | New |
| 1232 | Granite Bay Wealth Management#1232 · 3,279 sh | 3,279 | $474.0K | 0.04% | New |
| 1233 | EVERPAR ADVISORS#1233 · 3,269 sh | 3,269 | $472.7K | 0.13% | +8.5% |
| 1234 | JNBA Financial Advisors#1234 · 3,255 sh | 3,255 | $470.6K | 0.04% | -2.6% |
| 1235 | STOCK YARDS BANK#1235 · 3,240 sh | 3,240 | $468.5K | 0.01% | +13.4% |
| 1236 | Cornerstone Wealth Group#1236 · 3,239 sh | 3,239 | $468.4K | 0.03% | +17.4% |
| 1237 | Willow Creek Wealth Management#1237 · 3,239 sh | 3,239 | $468.4K | — | — |
| 1238 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#1238 · 3,208 sh | 3,208 | $463.9K | 0.03% | New |
| 1239 | Rice Partnership#1239 · 3,200 sh | 3,200 | $462.8K | 0.06% | 0.0% |
| 1240 | Cedar Mountain Advisors#1240 · 3,199 sh | 3,199 | $462.6K | — | 0.0% |
| 1241 | Ironwood Investment Counsel#1241 · 3,184 sh | 3,184 | $460.4K | 0.06% | +0.3% |
| 1242 | Essex Savings Bank#1242 · 3,182 sh | 3,182 | $460.1K | — | -1.0% |
| 1243 | Interchange Capital Partners#1243 · 3,167 sh | 3,167 | $458.0K | — | +8.2% |
| 1244 | O'Keefe Stevens Advisory#1244 · 3,154 sh | 3,154 | $456.1K | — | 0.0% |
| 1245 | Matisse Capital#1245 · 3,145 sh | 3,145 | $454.8K | 0.18% | +7.0% |
| 1246 | MARCO INVESTMENT MANAGEMENT#1246 · 3,127 sh | 3,127 | $452.2K | 0.03% | 0.0% |
| 1247 | WEALTH ALLIANCE#1247 · 3,121 sh | 3,121 | $451.3K | 0.04% | -6.4% |
| 1248 | Soltis Investment Advisors#1248 · 3,119 sh | 3,119 | $451.0K | — | +11.3% |
| 1249 | Roundview Capital#1249 · 3,118 sh | 3,118 | $450.9K | 0.02% | +3.6% |
| 1250 | Richard W. Paul & Associates#1250 · 3,112 sh | 3,112 | $450.0K | 0.14% | -15.8% |
| 1251 | Battery Global Advisors#1251 · 3,112 sh | 3,112 | $450.0K | 0.23% | 0.0% |
| 1252 | Trinity Financial Advisors#1252 · 3,111 sh | 3,111 | $449.9K | — | 0.0% |
| 1253 | BlackDiamond Wealth Management#1253 · 2,821 sh | 2,821 | $449.8K | 0.18% | -7.7% |
| 1254 | One Wealth Advisors#1254 · 3,110 sh | 3,110 | $449.7K | 0.05% | -2.8% |
| 1255 | Advisor OS#1255 · 3,106 sh | 3,106 | $449.2K | 0.03% | -4.5% |
| 1256 | GILPIN WEALTH MANAGEMENT#1256 · 3,098 sh | 3,098 | $448.0K | — | -0.8% |
| 1257 | Voleon Capital Management#1257 · 3,095 sh | 3,095 | $447.6K | <0.01% | +3.2% |
| 1258 | Balboa Wealth Partners#1258 · 3,085 sh | 3,085 | $446.1K | — | -1.6% |
| 1259 | Heritage#1259 · 3,073 sh | 3,073 | $444.4K | 0.04% | -10.0% |
| 1260 | Petros Family Wealth#1260 · 3,072 sh | 3,072 | $444.2K | — | -5.6% |
| 1261 | REGATTA CAPITAL GROUP#1261 · 3,069 sh | 3,069 | $443.8K | — | -0.4% |
| 1262 | OF TOLEDO NA#1262 · 3,044 sh | 3,044 | $440.2K | — | +8.2% |
| 1263 | ST GERMAIN D J#1263 · 3,040 sh | 3,040 | $439.6K | 0.02% | 0.0% |
| 1264 | TWO SIGMA SECURITIES#1264 · 3,039 sh | 3,039 | $439.5K | 0.04% | New |
| 1265 | Pure Financial Advisors#1265 · 3,036 sh | 3,036 | $439.0K | <0.01% | +3.5% |
| 1266 | Oliver Luxxe Assets#1266 · 3,028 sh | 3,028 | $437.9K | — | 0.0% |
| 1267 | Abundance Wealth Counselors#1267 · 3,023 sh | 3,023 | $437.2K | — | -20.1% |
| 1268 | Everhart Financial Group#1268 · 3,021 sh | 3,021 | $436.9K | — | -16.3% |
| 1269 | Bullock Wealth Management Group#1269 · 2,974 sh | 2,974 | $434.3K | — | 0.0% |
| 1270 | Blueshift Asset Management#1270 · 3,001 sh | 3,001 | $434.0K | 0.10% | New |
| 1271 | Pavaki Capital Management#1271 · 3,000 sh | 3,000 | $433.8K | — | 0.0% |
| 1272 | MONTAG A & ASSOCIATES#1272 · 2,992 sh | 2,992 | $432.7K | 0.02% | -7.4% |
| 1273 | HBK Sorce Advisory#1273 · 2,725 sh | 2,725 | $432.5K | <0.01% | -5.7% |
| 1274 | ANCHYRA PARTNERS#1274 · 2,987 sh | 2,987 | $431.9K | — | +4.4% |
| 1275 | North Star Investment Management#1275 · 2,982 sh | 2,982 | $431.2K | — | +0.2% |
| 1276 | SPINNAKER#1276 · 2,981 sh | 2,981 | $431.1K | 0.02% | +0.8% |
| 1277 | PCB Capital#1277 · 2,981 sh | 2,981 | $431.0K | 0.52% | +2.5% |
| 1278 | Ledyard National Bank#1278 · 2,965 sh | 2,965 | $428.8K | — | +0.3% |
| 1279 | Groupe la Francaise#1279 · 2,956 sh | 2,956 | $427.5K | <0.01% | -8.6% |
| 1280 | Peck Wealth Management#1280 · 2,954 sh | 2,954 | $427.2K | 0.36% | 0.0% |
| 1281 | RIVERSEDGE ADVISORS#1281 · 2,943 sh | 2,943 | $425.6K | — | +11.2% |
| 1282 | LEVEL FOUR ADVISORY SERVICES#1282 · 2,937 sh | 2,937 | $424.7K | 0.01% | -8.3% |
| 1283 | HENGEHOLD CAPITAL MANAGEMENT#1283 · 2,933 sh | 2,933 | $424.1K | — | +0.3% |
| 1284 | J. Team Financial#1284 · 2,910 sh | 2,910 | $420.8K | 0.41% | +0.4% |
| 1285 | Columbus Macro#1285 · 2,910 sh | 2,910 | $420.8K | — | -11.6% |
| 1286 | INSIGNEO ADVISORY SERVICES#1286 · 2,901 sh | 2,901 | $419.5K | 0.02% | -10.2% |
| 1287 | NCM Capital Management#1287 · 2,898 sh | 2,898 | $419.1K | 0.13% | +51.4% |
| 1288 | MEANS INVESTMENT#1288 · 2,886 sh | 2,886 | $417.4K | 0.03% | -0.7% |
| 1289 | Linscomb Wealth#1289 · 2,868 sh | 2,868 | $414.8K | 0.02% | -4.2% |
| 1290 | SUMMIT WEALTH GROUP#1290 · 2,866 sh | 2,866 | $414.5K | 0.03% | New |
| 1291 | TIEMANN INVESTMENT ADVISORS#1291 · 2,865 sh | 2,865 | $414.3K | 0.15% | -12.8% |
| 1292 | Capital Investment Advisors#1292 · 2,864 sh | 2,864 | $414.1K | — | New |
| 1293 | BROOKTREE CAPITAL MANAGEMENT#1293 · 2,860 sh | 2,860 | $413.6K | 0.27% | 0.0% |
| 1294 | Triad Wealth Partners#1294 · 2,633 sh | 2,633 | $411.3K | — | New |
| 1295 | Wescott Financial Advisory Group#1295 · 2,833 sh | 2,833 | $409.7K | 0.03% | +0.5% |
| 1296 | Range Advisory#1296 · 2,830 sh | 2,830 | $409.3K | 0.05% | +17.6% |
| 1297 | Southeast Asset Advisors#1297 · 2,824 sh | 2,824 | $408.4K | 0.04% | 0.0% |
| 1298 | Defiance ETFs#1298 · 2,796 sh | 2,796 | $408.3K | <0.01% | +20.7% |
| 1299 | RICHARDSON FINANCIAL SERVICES#1299 · 2,815 sh | 2,815 | $407.1K | 0.23% | +638.8% |
| 1300 | MinichMacGregor Wealth Management#1300 · 2,811 sh | 2,811 | $406.5K | — | -6.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.