Vault-13

BLACKROCK ETF TRUST DYNF

ISHARES US EQUIT · ETP · CUSIP 09290C103

19 institutional holders +2 vs Q3 2022
648,311648.3k shares reported held*
$19.1mreported value*
5 new 3 added 8 reduced 4 sold out net sold ≈ $22.2m (-754.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $29.44.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 17Q4 22: 1919Q3 22Q4 22
Numbers
QuarterHolders
Q3 202217
Q4 202219

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +52,948+52.9k
JANE STREET GROUP, LLC New +15,626+15.6k
Raymond James Financial Services Advisors, Inc. New +12,958+13.0k
UBS Group AG Added +7,512+7.5k
LPL Financial LLC New +7,077+7.1k
Belpointe Asset Management LLC New +944+944
CoreCap Advisors, LLC New +671+671
HSBC HOLDINGS PLC Added +286+286

Biggest sellers

Cardinal Point Wealth Management Partners, LLC Sold out -585,188-585.2k
Cambridge Investment Research Advisors, Inc. Reduced -194,303-194.3k
SkyOak Wealth, LLC Reduced -21,289-21.3k
Tower Research Capital LLC (TRC) Reduced -20,396-20.4k
MML INVESTORS SERVICES, LLC Reduced -13,383-13.4k
Retirement Planning Group, LLC Reduced -12,155-12.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -2,632-2.6k
HARBOR INVESTMENT ADVISORY, LLC Sold out -1,200-1.2k
Parallel Advisors, LLC Sold out -1,169-1.2k
OSAIC HOLDINGS, INC. Reduced -568-568

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First Command Advisory Services, Inc. 13G · institution no change · filed 2026-09-03 5.3% no change 1.8bn≈ $119.9bn 2026-09-03

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SkyOak Wealth, LLC 2.03% of their portfolio SOUTHFIELD, MI 204,971205.0k $6.0m $6.0m 2.03% Reduced -21.3k -21,289
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 110,899110.9k $3.3m $3.3m 0.01% Added +52.9k +52,948
3 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 81,52981.5k $2.4m $2.4m 0.01% Reduced -194.3k -194,303
4 Cardinal Point Capital Management ULC 0.60% of their portfolio TORONTO, A6 58,97559.0k $1.7m $1.7m 0.60% First filing
5 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 52,72152.7k $1.6m $1.6m 0.01% Reduced -13.4k -13,383
6 Retirement Planning Group, LLC 0.12% of their portfolio LEAWOOD, KS 36,78536.8k $1.1m $1.1m 0.12% Reduced -12.2k -12,155
7 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 31,94531.9k $941.0k $941.0k 0.00% Added +286 +286
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,62615.6k $460.1k $460.1k 0.00% New
9 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 12,95813.0k $381.5k $381.5k 0.00% New
10 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 12,19812.2k $359.0k $359.0k 0.01% Reduced -20.4k -20,396
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,71510.7k $315.4k $315.4k 0.00% Added +7.5k +7,512
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,9028.9k $262.0k $262.0k 0.00% Reduced -2.6k -2,632
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,0777.1k $208.4k $208.4k 0.00% New
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,1631.2k $34.0k $34.0k 0.00% Reduced -568 -568
15 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 944944 $27.8k $27.8k 0.00% New
16 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 671671 $19.8k $19.8k 0.00% New
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 207207 $6.0k $6.0k 0.00% Reduced -93 -93
18 Ten Capital Wealth Advisors, LLC 0.00% of their portfolio SPOKANE, WA 2525 $736 $736 0.00% Unchanged
19 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged