Who owns BNY Mellon Global Infrastructure Income ETF (BKGI)
Which tracked institutional funds hold BKGI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKGI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BKGI is one-sided between 2026-Q1 and 2026-Q2: 46 added or opened and 13 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BKGI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BKGI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BKGI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 112 tracked filers holding BKGI, 89 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BKGI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Avior Wealth Management, LLC$32M
- Capital Investment Counsel, LLC$14M
- Meridian Wealth Management, LLC$8M
- Dynamic Advisor Solutions LLC$7M
- WLTH Capital Management, LLC$6M
- Focus Partners Wealth$5M
Full exits 7
- CWM, LLC$19M
- CITADEL ADVISORS LLC$3M
- Cambridge Investment Research Advisors, Inc.$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- HighTower Advisors, LLC$2M
- Independent Advisor Alliance$1M
Largest adds
- MORGAN STANLEY$97M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19M
- LPL Financial LLC$14M
- RAYMOND JAMES FINANCIAL INC$11M
- BANK OF AMERICA CORP /DE/$9M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
Largest trims
- Insight Wealth Strategies, LLC$10M
- Sovereign Investment Advisors, LLC$2M
- Waterloo Capital, L.P.$2M
- Bank of New York Mellon Corp$1M
- JANE STREET GROUP, LLC$1M
- Stratos Wealth Partners, LTD.$639K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 6,402,544 | $288M | 31.0% | 2026-Q2 |
| LPL Financial LLC added | 1,720,010 | $77M | 8.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,391,817 | $63M | 6.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 882,053 | $40M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 856,383 | $39M | 4.2% | 2026-Q2 |
| Avior Wealth Management, LLC new | 708,022 | $32M | 3.4% | 2026-Q2 |
| Sovereign Investment Advisors, LLC trimmed | 696,182 | $31M | 3.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 630,297 | $28M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 595,159 | $27M | 2.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 514,690 | $23M | 2.5% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 466,169 | $21M | 2.3% | 2026-Q2 |
| Legacy CG, LLC added | 437,775 | $20M | 2.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 358,615 | $16M | 1.7% | 2026-Q2 |
| Capital Investment Counsel, LLC new | 300,440 | $14M | 1.5% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 298,421 | $14M | 1.5% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 252,819 | $11M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 243,399 | $11M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 224,112 | $10M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 215,355 | $10M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 173,809 | $8M | 0.8% | 2026-Q2 |
| Meridian Wealth Management, LLC new | 168,392 | $8M | 0.8% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 166,581 | $7M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 165,222 | $7M | 0.8% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 127,511 | $6M | 0.6% | 2026-Q2 |
| WLTH Capital Management, LLC new | 125,573 | $6M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 124,354 | $6M | 0.6% | 2026-Q2 |
| COURIER CAPITAL LLC added | 119,655 | $5M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 118,664 | $5M | 0.6% | 2026-Q2 |
| Focus Partners Wealth new | 110,006 | $5M | 0.5% | 2026-Q2 |
| Proficio Capital Partners LLC added | 105,690 | $5M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 94,851 | $4M | 0.5% | 2026-Q2 |
| Kensington Asset Management, LLC added | 94,680 | $4M | 0.5% | 2026-Q2 |
| S&A Financial Services, Inc. added | 86,420 | $4M | 0.4% | 2026-Q2 |
| Trilogy Capital Inc. added | 81,813 | $4M | 0.4% | 2026-Q2 |
| Community Bank, N.A. trimmed | 79,835 | $4M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC new | 73,596 | $3M | 0.4% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV added | 72,188 | $3M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 70,337 | $3M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC new | 68,041 | $3M | 0.3% | 2026-Q2 |
| Aureum Wealth Management, LLC added | 66,075 | $3M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC new | 59,985 | $3M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 57,145 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS added | 50,988 | $2M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 46,505 | $2M | 0.2% | 2026-Q2 |
| Base Wealth Management LLC added | 39,443 | $2M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 39,122 | $2M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 35,449 | $2M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 34,521 | $2M | 0.2% | 2026-Q2 |
| Providence First Trust Co added | 33,191 | $1M | 0.2% | 2026-Q2 |
| Insight Wealth Strategies, LLC trimmed | 33,161 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 32,892 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 31,872 | $1M | 0.2% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 31,750 | $1M | 0.2% | 2026-Q2 |
| LRI Investments, LLC new | 30,001 | $1M | 0.1% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 29,911 | $1M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 27,290 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 26,838 | $1M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 25,148 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 23,758 | $1M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 22,986 | $1M | 0.1% | 2026-Q2 |
| BXM Wealth LLC added | 22,625 | $1M | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC added | 21,509 | $967K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 20,430 | $919K | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 18,952 | $852K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 17,765 | $799K | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 17,277 | $777K | 0.1% | 2026-Q2 |
| Sigma Planning Corp new | 17,017 | $765K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 16,487 | $741K | 0.1% | 2026-Q2 |
| ASSETMARK, INC new | 16,120 | $725K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 15,441 | $694K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 15,235 | $685K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC added | 14,390 | $647K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 14,276 | $642K | 0.1% | 2026-Q2 |
| Thompson David Blair trimmed | 13,313 | $599K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 13,186 | $593K | 0.1% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 11,810 | $531K | 0.1% | 2026-Q2 |
| Rubicon Advisors, GP added | 11,713 | $527K | 0.1% | 2026-Q2 |
| Haven Private, LLC new | 10,922 | $491K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 10,187 | $458K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 10,047 | $452K | 0.0% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 9,136 | $411K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 8,750 | $393K | 0.0% | 2026-Q2 |
| Balefire, LLC added | 8,509 | $383K | 0.0% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 8,267 | $372K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 8,123 | $365K | 0.0% | 2026-Q2 |
| Security Financial Services, INC. new | 7,235 | $325K | 0.0% | 2026-Q2 |
| Summit Financial, LLC added | 7,047 | $317K | 0.0% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC new | 6,850 | $308K | 0.0% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 6,215 | $279K | 0.0% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 6,179 | $278K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 6,060 | $273K | 0.0% | 2026-Q2 |
| Encompass More Asset Management trimmed | 5,838 | $263K | 0.0% | 2026-Q2 |
| Reliant Investment Partners, LLC added | 5,830 | $262K | 0.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 5,750 | $259K | 0.0% | 2026-Q2 |
| Embree Financial Group new | 5,680 | $255K | 0.0% | 2026-Q2 |
| UBS Group AG | 4,663 | $210K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,540 | $116K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 2,174 | $98K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. new | 1,869 | $84K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 1,731 | $78K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.