Bny Mellon Dynamic Value
$34.37-0.3%
+$432.7M
Net Activity
+37.50% total shares
Institutions Holding
96
Popularity Rank
#4700
Avg Weight
0.50%
Total Value
$1.6B
96 institutions currently hold BKDV, with 73 net buyers and 22 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
22
Net Buying Institutions
73
Top 5 by Value
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Across its top 20 institutional holders, BKDV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 22/100).
BKDV ranks #4700 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
BKDV is a top-conviction position for Principle Wealth Partners LLC — at 6.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BKDV belongs to Raymond James Financial Inc, but the position matters far more to Principle Wealth Partners LLC, who has 6.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Sugar Maple Asset Management, LLC has added to its BKDV position for two straight quarters, increasing it by $2.3M to reach $4.6M today.
BKDV is down 0.3% today, but institutions show net buying of $432.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$492.0M
Total Buy Value
$21.4M
Total Sell Value
73
Net Buyers
22
Net Sellers
BKDV
Q2 2026
Top 5 Institutional Movers
+$155.9M
+$97.8M
+$38.4M
+$29.4M
+$29.3M
BKDV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
05613H100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Access BKDV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BKDVCLI
npx alphasmo stocks get BKDV