BKDV

Bny Mellon Dynamic Value

Latest period2026 - Q1Total superinvestors82

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 82 superinvestors own shares of Bny Mellon Dynamic Value (BKDV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Bny Mellon Dynamic Value (BKDV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Bny Mellon Dynamic Value (BKDV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Bny Mellon Dynamic Value (BKDV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 130.9%
0.07%
$203.999M
6.878M shares@ 29.66 avg price
Andrew Weiser@Bank Of New York Mellon Corp
Recent Activity
Decreased -6.72%
0.03%
$130.669M
4.406M shares@ 29.66 avg price
Michael Castiello@Principle Wealth Partners Llc
Recent Activity
Increased 4.24%
6.73%
$117.728M
3.969M shares@ 29.66 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 64.41%
0.01%
$101.825M
3.433M shares@ 29.67 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -2.32%
0.1%
$65.9M
2.222M shares@ 29.67 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 13.08%
0.05%
$46.767M
1.577M shares@ 29.67 avg price
Lonny Elfenbein@Mjp Associates Inc Adv
Recent Activity
Increased 33.61%
4.04%
$33.24M
1.121M shares@ 29.67 avg price
Phillip J Kosmala@Advisor Os, Llc
Recent Activity
Increased 33.45%
2.41%
$33.202M
1.119M shares@ 29.66 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 11791.77%
0.01%
$29.645M
999,503 shares@ 29.67 avg price
Anne Dorian@Mariner, Llc
Recent Activity
New Position
0.04%
$28.481M
960,263 shares@ 29.66 avg price

1-10 of 82