BDYN iShares Dynamic Equity Active ETF
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Institutional owners (13F) 127 filers · $3.2B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 16 (-5 vs prior Q) | 8 (0 vs prior Q) | 52 (-2 vs prior Q) | 41 (+11 vs prior Q) | +6.6M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $1,547,042,996 | 55,769,394 | 48.45% | Shares |
| LPL Financial LLC | $571,545,553 | 20,603,661 | 17.90% | Shares |
| MML INVESTORS SERVICES, LLC | $345,718,348 | 12,462,810 | 10.83% | Shares |
| JPMORGAN CHASE & CO | $152,118,222 | 5,529,560 | 4.76% | Shares |
| Cetera Investment Advisers | $116,864,456 | 4,212,850 | 3.66% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $87,143,518 | 3,141,439 | 2.73% | Shares |
| WELLS FARGO & COMPANY/MN | $49,074,362 | 1,769,083 | 1.54% | Shares |
| Envestnet Portfolio Solutions, Inc. | $32,001,752 | 1,153,632 | 1.00% | Shares |
| WBH ADVISORY INC | $29,472,200 | 1,062,444 | 0.92% | Shares |
| NorthRock Partners, LLC | $28,683,875 | 1,034,026 | 0.90% | Shares |
| Sequoia Financial Advisors, LLC | $25,789,352 | 929,681 | 0.81% | Shares |
| Keystone Global Partners, LLC | $19,052,064 | 686,808 | 0.60% | Shares |
| Sanctuary Advisors, LLC | $17,736,505 | 639,384 | 0.56% | Shares |
| Waverly Advisors, LLC | $13,127,915 | 473,249 | 0.41% | Shares |
| World Investment Advisors | $12,944,483 | 466,669 | 0.41% | Shares |
| Invst, LLC | $11,342,212 | 408,876 | 0.36% | Shares |
| Integrated Wealth Concepts LLC | $10,051,568 | 362,350 | 0.31% | Shares |
| Regal Investment Advisors LLC | $8,180,439 | 294,897 | 0.26% | Shares |
| Beacon Bridge Wealth Partners, LLC | $7,079,973 | 255,226 | 0.22% | Shares |
| GeoWealth Management, LLC | $6,434,449 | 231,957 | 0.20% | Shares |
| Orion Porfolio Solutions, LLC | $5,797,662 | 209,000 | 0.18% | Shares |
| SILVERLAKE WEALTH MANAGEMENT LLC | $5,122,950 | 184,677 | 0.16% | Shares |
| Payne Capital LLC | $4,788,146 | 172,608 | 0.15% | Shares |
| Legacy Wealth Managment, LLC/ID | $4,490,884 | 161,892 | 0.14% | Shares |
| Strategic Blueprint, LLC | $3,307,898 | 119,247 | 0.10% | Shares |
| RDA Financial Network | $3,139,431 | 113,173 | 0.10% | Shares |
| WEALTHGARDEN F.S. LLC | $3,041,677 | 109,650 | 0.10% | Shares |
| Transamerica Financial Advisors, LLC | $2,969,511 | 107,047 | 0.09% | Shares |
| B. Riley Wealth Advisors, Inc. | $2,634,238 | 95,756 | 0.08% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $2,479,160 | 89,371 | 0.08% | Shares |
| Advisory Services Network, LLC | $2,166,550 | 78,102 | 0.07% | Shares |
| GWN SECURITIES INC. | $2,136,705 | 77,026 | 0.07% | Shares |
| OSAIC HOLDINGS, INC. | $2,071,525 | 74,674 | 0.06% | Shares |
| Stonebrook Private Inc. | $2,064,217 | 74,413 | 0.06% | Shares |
| Frisch Financial Group, Inc. | $1,904,310 | 68,649 | 0.06% | Shares |
| JANE STREET GROUP, LLC | $1,902,881 | 68,597 | 0.06% | Shares |
| Two West Capital Advisors LLC | $1,851,401 | 67,781 | 0.06% | Shares |
| Claro Advisors Inc. | $1,657,337 | 59,745 | 0.05% | Shares |
| LongView Wealth Management | $1,607,522 | 57,950 | 0.05% | Shares |
| Advyzon Investment Management, LLC | $1,532,834 | 55,257 | 0.05% | Shares |
| Vantus Wealth LLC | $1,532,834 | 55,257 | 0.05% | Shares |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1,530,660 | 55,179 | 0.05% | Shares |
| RESOLUTE WEALTH ADVISOR, INC. | $1,407,142 | 57,883 | 0.04% | Shares |
| OneAscent Family Office, LLC | $1,379,262 | 49,721 | 0.04% | Shares |
| Aptus Capital Advisors, LLC | $1,306,166 | 47,086 | 0.04% | Shares |
| CPWA, LLC | $1,231,621 | 44,399 | 0.04% | Shares |
| Vise Technologies, Inc. | $1,142,058 | 41,170 | 0.04% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $1,141,945 | 41,166 | 0.04% | Shares |
| Milestone Asset Management Group, LLC | $1,134,670 | 40,904 | 0.04% | Shares |
| Freedom Investment Management, Inc. | $1,089,286 | 39,268 | 0.03% | Shares |
| OneAscent Financial Services LLC | $1,063,823 | 38,350 | 0.03% | Shares |
| Vertex Planning Partners, LLC | $1,040,278 | 37,501 | 0.03% | Shares |
| Fortis Advisors, LLC | $1,026,200 | 36,994 | 0.03% | Shares |
| IFG Advisory, LLC | $1,014,840 | 36,584 | 0.03% | Shares |
| Private Advisor Group, LLC | $998,419 | 35,992 | 0.03% | Shares |
| AMERIPRISE FINANCIAL INC | $945,407 | 34,081 | 0.03% | Shares |
| Advisors Capital Management, LLC | $894,781 | 32,256 | 0.03% | Shares |
| Sunbelt Securities, Inc. | $880,762 | 36,230 | 0.03% | Shares |
| Aegis Wealth Management, Inc. | $864,337 | 31,158 | 0.03% | Shares |
| WCG Wealth Advisors LLC | $829,870 | 29,916 | 0.03% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $802,296 | 28,922 | 0.03% | Shares |
| MSH Capital Advisors LLC | $790,078 | 28,482 | 0.02% | Shares |
| Ausdal Financial Partners, Inc. | $763,595 | 27,527 | 0.02% | Shares |
| Legacy Edge Advisors, LLC | $715,433 | 25,791 | 0.02% | Shares |
| GC Wealth Management RIA, LLC | $695,691 | 25,079 | 0.02% | Shares |
| StoneX Group Inc. | $686,456 | 24,746 | 0.02% | Shares |
| Financial Sense Advisors, Inc. | $675,560 | 24,353 | 0.02% | Shares |
| Merit Financial Group, LLC | $662,975 | 23,900 | 0.02% | Shares |
| Prospera Financial Services Inc | $642,086 | 23,147 | 0.02% | Shares |
| Magnus Financial Group LLC | $638,089 | 23,003 | 0.02% | Shares |
| PNC Financial Services Group, Inc. | $601,936 | 21,699 | 0.02% | Shares |
| IHT Wealth Management, LLC | $598,519 | 21,576 | 0.02% | Shares |
| Vantage Financial Partners, LLC | $572,537 | 22,356 | 0.02% | Shares |
| Windsor Advisory Group, LLC | $560,669 | 20,212 | 0.02% | Shares |
| Resurgent Financial Advisors LLC | $544,203 | 19,618 | 0.02% | Shares |
| NWAM LLC | $530,333 | 19,118 | 0.02% | Shares |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $522,575 | 18,838 | 0.02% | Shares |
| Equitable Holdings, Inc. | $519,709 | 18,735 | 0.02% | Shares |
| Archer Investment Management, LLC | $517,545 | 18,657 | 0.02% | Shares |
| Atria Investments, Inc | $512,191 | 18,464 | 0.02% | Shares |
| SeaCrest Wealth Management, LLC | $501,373 | 18,074 | 0.02% | Shares |
| PRIVATE TRUST CO NA | $483,980 | 17,447 | 0.02% | Shares |
| Elevation Wealth Management LLC | $464,895 | 16,759 | 0.01% | Shares |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $455,935 | 16,436 | 0.01% | Shares |
| Elevated Financial Group LLC | $419,183 | 15,111 | 0.01% | Shares |
| QRG CAPITAL MANAGEMENT, INC. | $418,708 | 15,094 | 0.01% | Shares |
| Valmark Advisers, Inc. | $408,518 | 14,727 | 0.01% | Shares |
| Kestra Investment Management, LLC | $396,183 | 14,282 | 0.01% | Shares |
| FMR LLC | $391,496 | 14,113 | 0.01% | Shares |
| Wealthspire Advisors, LLC | $375,767 | 13,546 | 0.01% | Shares |
| RAYMOND JAMES FINANCIAL INC | $365,336 | 13,170 | 0.01% | Shares |
| Smartleaf Asset Management LLC | $321,207 | 11,675 | 0.01% | Shares |
| Sowell Financial Services LLC | $312,760 | 11,275 | 0.01% | Shares |
| FIFTH THIRD BANCORP | $312,047 | 11,249 | 0.01% | Shares |
| BlackRock, Inc. | $299,176 | 10,785 | 0.01% | Shares |
| Avantra Family Wealth, Inc. | $275,081 | 9,916 | 0.01% | Shares |
| Sovran Advisors, LLC | $261,596 | 9,616 | 0.01% | Shares |
| ONE Advisory Partners, LLC | $259,508 | 9,355 | 0.01% | Shares |
| Price Financial Group Wealth Management, Inc | $254,625 | 9,179 | 0.01% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $254,539 | 9,134 | 0.01% | Shares |