Bank of New York Mellon Corp

CIK 0001390777 · Q2 2026

13F Equity AUM

$609.4B

+12.1% QoQ

Positions

4,274

-3878 QoQ

AUM Rank

#194

Top 2%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,151 · Top 26%

vs S&P +2.0%/yr (unadj.)

Quarters Tracked

~14 years

Portfolio Concentration

Top 5: 17.4%Top 10: 25.1%Top 20: 34.2%

NVDA5.0%

AAPL4.2%

MSFT3.3%

AMZN2.7%

GOOGL2.3%

AVGO1.7%

IVV1.7%

GOOG1.6%

MU1.4%

META1.3%

Others (3975)74.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 3985Median: 0.00%Avg: 0.03%

0–0.5%

3953(58.5%)

0.5–1%

21(15.2%)

1–3%

8(13.8%)

3–5%

3(12.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 3,985vs 20 funds

0%Low

3,985

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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