DYNF Institutional Ownership
iShares U.S. Equity Factor Rotation Active ETF
1W: -0.1%
1M: +1.0%
3M: +3.2%
YTD: +14.9%
1Y: +18.4%
3Y: +105.6%
5Y: +103.8%
$69.97
+0.48 (+0.69%)
Weekly Expected Move ±1.5%
$68
$69
$70
$71
$72
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DYNF
932
Institutional Holders
+52 vs prior quarter
0.0%
Ownership
+0.00pp
38B
Total Invested
124
New Positions
481
Increased
278
Reduced
40
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (982 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 113,045,712 | 7.9B | +4,089,085 | +3.8% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 48,787,074 | 3.4B | +4,986,052 | +11.4% | 11Q | SEC ↗ |
| 3 | First Command Advisory Services, Inc. | 29,895,099 | 2.1B | +675,201 | +2.3% | 4Q | SEC ↗ |
| 4 | BlackRock, Inc. | 23,992,247 | 1.7B | -642,846 | -2.6% | 8Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 23,668,393 | 1.7B | +573,293 | +2.5% | 13Q | SEC ↗ |
| 6 | MORGAN STANLEY | 19,225,934 | 1.3B | +1,863,237 | +10.7% | 12Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 16,214,480 | 1.1B | +190,385 | +1.2% | 8Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 15,169,385 | 1.1B | +1,920,027 | +14.5% | 10Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 12,731,867 | 891M | +1,048,571 | +9.0% | 9Q | SEC ↗ |
| 10 | Dynasty Wealth Management, LLC | 11,684,774 | 818M | +623,047 | +5.6% | 7Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 9,131,187 | 639M | +1,894,081 | +26.2% | 26Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 8,352,926 | 584M | +1,238,279 | +17.4% | 7Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 7,874,124 | 551M | +425,187 | +5.7% | 10Q | SEC ↗ |
| 14 | CWM, LLC | 7,830,130 | 548M | -184,536 | -2.3% | 9Q | SEC ↗ |
| 15 | PARK AVENUE SECURITIES LLC | 7,687,097 | 538M | +221,776 | +3.0% | 2Q | SEC ↗ |
| 16 | Envestnet Portfolio Solutions, Inc. | 6,665,461 | 466M | +95,441 | +1.5% | 10Q | SEC ↗ |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | 6,481,606 | 454M | +213,136 | +3.4% | 7Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 5,677,609 | 397M | +1,220,882 | +27.4% | 10Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 4,912,649 | 344M | +229,997 | +4.9% | 24Q | SEC ↗ |
| 20 | Merit Financial Group, LLC | 4,521,035 | 316M | +1,168,133 | +34.8% | 10Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 4,366,134 | 305M | -4,667 | -0.1% | 13Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 4,364,364 | 305M | +145,128 | +3.4% | 10Q | SEC ↗ |
| 23 | OneDigital Investment Advisors LLC | 3,957,034 | 277M | +171,778 | +4.5% | 13Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 3,872,962 | 271M | +428,570 | +12.4% | 12Q | SEC ↗ |
| 25 | SOFI WEALTH, LLC | 3,791,928 | 265M | +179,167 | +5.0% | 7Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 3,743,858 | 262M | +167,003 | +4.7% | 10Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 3,601,913 | 252M | +536,092 | +17.5% | 29Q | SEC ↗ |
| 28 | OpenArc Corporate Advisory, LLC | 3,574,841 | 250M | +251,963 | +7.6% | 3Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 3,090,804 | 216M | +978,278 | +46.3% | 9Q | SEC ↗ |
| 30 | Foundations Investment Advisors, LLC | 2,970,337 | 208M | +277,303 | +10.3% | 11Q | SEC ↗ |
| 31 | Arax Advisory Partners | 2,961,917 | 207M | +1,714,883 | +137.5% | 10Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 2,771,211 | 194M | +309,260 | +12.6% | 10Q | SEC ↗ |
| 33 | Sanctuary Advisors, LLC | 2,669,958 | 187M | +209,036 | +8.5% | 9Q | SEC ↗ |
| 34 | Equitable Holdings, Inc. | 2,561,010 | 179M | +371,698 | +17.0% | 10Q | SEC ↗ |
| 35 | JB Capital LLC | 2,526,004 | 177M | +34,020 | +1.4% | 10Q | SEC ↗ |
| 36 | UBS Group AG | 2,226,279 | 156M | +129,101 | +6.2% | 8Q | SEC ↗ |
| 37 | Parallel Advisors, LLC | 2,216,869 | 155M | +84,080 | +3.9% | 10Q | SEC ↗ |
| 38 | Mirae Asset Global Investments Co., Lt | 2,155,320 | 151M | +1,732,407 | +409.6% | 4Q | SEC ↗ |
| 39 | FORM Wealth Advisors, LLC | 2,147,451 | 150M | -121,017 | -5.3% | 3Q | SEC ↗ |
| 40 | Thrivent Financial for Lutherans | 1,955,651 | 137M | +108,475 | +5.9% | 11Q | SEC ↗ |
| 41 | Stratos Wealth Partners, LTD. | 1,944,759 | 136M | +36,049 | +1.9% | 10Q | SEC ↗ |
| 42 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,829,101 | 128M | +76,245 | +4.3% | 10Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC | 1,769,371 | 124M | +4,165 | +0.2% | 11Q | SEC ↗ |
| 44 | ASSETMARK, INC | 1,663,733 | 116M | -38,746 | -2.3% | 10Q | SEC ↗ |
| 45 | Advocacy Wealth Management, LLC | 1,478,143 | 103M | -21,632 | -1.4% | 10Q | SEC ↗ |
| 46 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 1,451,696 | 102M | +415,153 | +40.1% | 7Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 1,366,392 | 96M | +42,346 | +3.2% | 26Q | SEC ↗ |
| 48 | AE Wealth Management LLC | 1,365,967 | 96M | +51,492 | +3.9% | 11Q | SEC ↗ |
| 49 | Cerity Partners LLC | 1,341,644 | 94M | +15,229 | +1.1% | 7Q | SEC ↗ |
| 50 | TRUIST FINANCIAL CORP | 1,286,834 | 90M | +205,290 | +19.0% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Shah Wealth Advisors, LLC | 993,630 | 70M |
| Bluespring Wealth Management, LLC | 757,373 | 53M |
| Hennion & Walsh Asset Management, I | 664,010 | 46M |
| Global Retirement Partners, LLC | 559,274 | 39M |
| Diversify Advisory Services, LLC | 364,895 | 26M |
| Cardinal Strategic Wealth Guidance | 278,176 | 19M |
| IFG Advisory, LLC | 179,150 | 13M |
| Redhawk Wealth Advisors, Inc. | 156,963 | 11M |
| Rochester Wealth Strategies, LLC | 146,619 | 10M |
| Schwallier Wealth Management LLC | 131,532 | 9M |
| Benchmark Financial Wealth Advisors | 125,755 | 9M |
| FOUNDERS FINANCIAL SECURITIES LLC | 124,021 | 9M |
| Meriwether Wealth & Planning, LLC | 122,334 | 9M |
| Horizon Investments, LLC | 121,540 | 9M |
| Provida Pension Fund Administrator | 88,420 | 6M |
| ZENITH SOLUTIONS, INC. | 69,864 | 5M |
| Nuveen, LLC | 58,572 | 4M |
| D. E. Shaw & Co., Inc. | 47,183 | 3M |
| Jefferies Financial Group Inc. | 46,642 | 3M |
| Brooklyn Investment Group | 45,213 | 3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 120,101 | 8M |
| Visionary Wealth Advisors | 96,450 | 7M |
| GOLDMAN SACHS GROUP INC | 86,030 | 6M |
| GTS FINANCIAL, LLC | 81,481 | 6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 62,118 | 4M |
| GTS SECURITIES LLC | 47,737 | 3M |
| HRT FINANCIAL LP | 46,117 | 3M |
| Capital Asset Managemnet, LLC | 42,158 | 3M |
| WIN ADVISORS, INC | 38,779 | 3M |
| Oasis Advisors, LLC | 35,108 | 2M |
| Investor's Fiduciary Advisor Networ | 25,511 | 2M |
| MARSHALL WACE, LLP | 24,070 | 2M |
| Elevation Capital Advisory, LLC | 20,692 | 1M |
| Talisman Wealth Advisors LLC | 19,912 | 1M |
| Activest Wealth Management | 19,310 | 1M |
| Fortis Capital Advisors, LLC | 16,948 | 1M |
| Belpointe Asset Management LLC | 16,948 | 1M |
| SILVER OAK SECURITIES, INCORPORATED | 12,292 | 860K |
| Mosaic Advisors LLC | 9,147 | 640K |
| Hilltop Holdings Inc. | 8,469 | 593K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +4,986,052 | +11.4% | 48,787,074 |
| ENVESTNET ASSET MANAGEMENT INC | +4,089,085 | +3.8% | 113,045,712 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,920,027 | +14.5% | 15,169,385 |
| MML INVESTORS SERVICES, LLC | +1,894,081 | +26.2% | 9,131,187 |
| MORGAN STANLEY | +1,863,237 | +10.7% | 19,225,934 |
| Mirae Asset Global Investments Co., | +1,732,407 | +409.6% | 2,155,320 |
| Arax Advisory Partners | +1,714,883 | +137.5% | 2,961,917 |
| RAYMOND JAMES FINANCIAL INC | +1,238,279 | +17.4% | 8,352,926 |
| WELLS FARGO & COMPANY/MN | +1,220,882 | +27.4% | 5,677,609 |
| Merit Financial Group, LLC | +1,168,133 | +34.8% | 4,521,035 |
| BANK OF AMERICA CORP /DE | +1,048,571 | +9.0% | 12,731,867 |
| JONES FINANCIAL COMPANIES LLLP | +978,278 | +46.3% | 3,090,804 |
| Vise Technologies, Inc. | +795,430 | +166.8% | 1,272,182 |
| First Command Advisory Services, In | +675,201 | +2.3% | 29,895,099 |
| Dynasty Wealth Management, LLC | +623,047 | +5.6% | 11,684,774 |
| Prosperity Consulting Group, LLC | +574,725 | +5846.6% | 584,555 |
| JPMORGAN CHASE & CO | +573,293 | +2.5% | 23,668,393 |
| ROYAL BANK OF CANADA | +536,092 | +17.5% | 3,601,913 |
| Ameritas Advisory Services, LLC | +492,422 | +219.8% | 716,491 |
| OSAIC HOLDINGS, INC. | +428,570 | +12.4% | 3,872,962 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -642,846 | -2.6% | 23,992,247 |
| TWO SIGMA INVESTMENTS, LP | -482,300 | -92.3% | 40,300 |
| KWB Wealth | -346,162 | -43.6% | 448,242 |
| Mariner, LLC | -320,998 | -55.1% | 261,472 |
| Presidio Capital Management, LLC | -289,379 | -39.4% | 445,207 |
| Patriot Financial Group Insurance A | -208,318 | -46.3% | 241,924 |
| TUDOR INVESTMENT CORP ET AL | -194,206 | -48.4% | 207,045 |
| CWM, LLC | -184,536 | -2.3% | 7,830,130 |
| BlueStem Wealth Partners, LLC | -156,941 | -13.4% | 1,010,013 |
| Gateway Wealth Partners, LLC | -134,277 | -42.6% | 181,023 |
| FORM Wealth Advisors, LLC | -121,017 | -5.3% | 2,147,451 |
| Avior Wealth Management, LLC | -102,110 | -58.3% | 73,100 |
| Stokes Family Office, LLC | -99,319 | -26.3% | 278,969 |
| Gilbert Capital Group, Inc. | -98,742 | -40.7% | 143,682 |
| Daiichi Life Insurance Co., Ltd. | -94,711 | -50.8% | 91,830 |
| IMA Advisory Services, Inc. | -90,084 | -96.7% | 3,078 |
| Independent Advisor Alliance | -83,259 | -91.1% | 8,101 |
| Strategic Financial Concepts, LLC | -78,248 | -81.0% | 18,339 |
| Madison Wealth Partners, Inc | -77,025 | -12.6% | 532,715 |
| Buttonwood Financial Group, LLC | -69,105 | -13.1% | 459,161 |