Vault-13

BLACKROCK ETF TRUST DYNF

ISHARES US EQUIT · ETP · CUSIP 09290C103

331 institutional holders +295 vs Q4 2023
186,892,121186.9m shares reported held*
$8.3bnreported value*
292 new 27 added 7 reduced 1 sold out net bought ≈ $8.2bn (+183.8m 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 ($101.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.39.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 17Q4 22: 19Q1 23: 20Q2 23: 17Q3 23: 21Q4 23: 36Q1 24: 331331Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202217
Q4 202219
Q1 202320
Q2 202317
Q3 202321
Q4 202336
Q1 2024331

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 8 bought or addedQ4 22: 12 cut or sold outQ4 22Q1 23: 5 bought or addedQ1 23: 10 cut or sold outQ1 23Q2 23: 6 bought or addedQ2 23: 14 cut or sold outQ2 23Q3 23: 9 bought or addedQ3 23: 8 cut or sold outQ3 23Q4 23: 26 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 319 bought or addedQ1 24: 8 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022812
Q1 2023510
Q2 2023614
Q3 202398
Q4 2023269
Q1 20243198

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC New +57,065,385+57.1m
JPMORGAN CHASE & CO Added +18,576,192+18.6m
MORGAN STANLEY Added +16,581,415+16.6m
LPL Financial LLC Added +13,334,416+13.3m
Envestnet Portfolio Solutions, Inc. New +8,542,652+8.5m
CWM, LLC New +7,510,306+7.5m
BlackRock Inc. New +4,645,271+4.6m
MML INVESTORS SERVICES, LLC Added +4,044,269+4.0m
Janney Montgomery Scott LLC New +3,413,388+3.4m
Cetera Investment Advisers New +2,797,577+2.8m

Biggest sellers

Fulcrum Equity Management Reduced -30,299-30.3k
Tower Research Capital LLC (TRC) Reduced -10,937-10.9k
Synergy Asset Management, LLC Sold out -6,843-6.8k
Foundry Financial Group, Inc. Reduced -5,939-5.9k
KM Capital Management Ltd. Reduced -3,312-3.3k
Retirement Planning Group, LLC Reduced -1,961-2.0k
Legacy Capital Group California, Inc. Reduced -1,666-1.7k
SkyOak Wealth, LLC Reduced -556-556

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.95% of their portfolio Berwyn, PA 57,065,38557.1m $2.5bn $2.5bn 0.95% New
2 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 18,744,38618.7m $832.3m $832.3m 0.04% Added +18.6m +18,576,192
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 16,582,01716.6m $736.2m $736.2m 0.02% Added +16.6m +16,581,415
4 LPL Financial LLC 0.32% of their portfolio FORT MILL, SC 13,367,92613.4m $593.5m $593.5m 0.32% Added +13.3m +13,334,416
5 Envestnet Portfolio Solutions, Inc. 1.43% of their portfolio BERWYN, PA 8,542,6528.5m $379.3m $379.3m 1.43% New
6 CWM, LLC 1.62% of their portfolio OMAHA, NE 7,510,3067.5m $333.5m $333.5m 1.62% New
7 BlackRock Inc. 0.00% of their portfolio New York, NY 4,645,2714.6m $206.3m $206.3m 0.00% New
8 MML INVESTORS SERVICES, LLC 0.75% of their portfolio SPRINGFIELD, MA 4,071,6834.1m $180.8m $180.8m 0.75% Added +4.0m +4,044,269
9 Janney Montgomery Scott LLC 0.45% of their portfolio PHILADELPHIA, PA 3,413,3883.4m $151.6m $151.6m 0.45% New
10 Cetera Investment Advisers 0.29% of their portfolio SCHAUMBURG, IL 2,797,5772.8m $124.2m $124.2m 0.29% New
11 OneDigital Investment Advisors LLC 1.77% of their portfolio OVERLAND PARK, KS 2,541,8272.5m $112.9m $112.9m 1.77% Added +2.5m +2,530,131
12 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 2,228,9262.2m $99.0m $99.0m 0.02% New
13 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.74% of their portfolio IRVING, TX 2,016,3872.0m $89.5m $89.5m 0.74% New
14 JB Capital LLC 5.69% of their portfolio WETHERSFIELD, CT 1,925,4151.9m $85.5m $85.5m 5.69% New
15 Foundations Investment Advisors, LLC 1.53% of their portfolio PHOENIX, AZ 1,312,0471.3m $58.3m $58.3m 1.53% Added +751.9k +751,864
16 NewEdge Advisors, LLC 0.46% of their portfolio NEW ORLEANS, LA 1,193,5241.2m $53.0m $53.0m 0.46% Added +1.2m +1,193,190
17 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 1,118,9961.1m $49.7m $49.7m 0.06% New
18 Advocacy Wealth Management, LLC 4.10% of their portfolio ATLANTA, GA 1,074,2391.1m $47.7m $47.7m 4.10% New
19 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 947,661947.7k $42.1m $42.1m 0.07% Added +941.0k +941,009
20 Thrivent Financial for Lutherans 0.08% of their portfolio Minneapolis, MN 901,475901.5k $40.0m $40.0m 0.08% Added +895.6k +895,628
21 CreativeOne Wealth, LLC 1.46% of their portfolio OVERLAND PARK, KS 825,012825.0k $36.6m $36.6m 1.46% New
22 Atria Investments, Inc 0.49% of their portfolio Charlotte, NC 797,939797.9k $35.4m $35.4m 0.49% New
23 AE Wealth Management LLC 0.39% of their portfolio TOPEKA, KS 782,692782.7k $34.8m $34.8m 0.39% Added +236.2k +236,185
24 Austin Private Wealth, LLC 3.99% of their portfolio Austin, TX 781,878781.9k $34.7m $34.7m 3.99% New
25 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 677,267677.3k $30.1m $30.1m 0.04% New
26 Atria Wealth Solutions, Inc. 0.34% of their portfolio NEW YORK, NY 672,346672.3k $29.9m $29.9m 0.34% New
27 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 668,527668.5k $29.7m $29.7m 0.05% Added +530.9k +530,938
28 Horst & Graben Wealth Management LLC 5.20% of their portfolio PORTLAND, OR 575,028575.0k $25.5m $25.5m 5.20% New
29 Icon Wealth Advisors, LLC 2.34% of their portfolio HOUSTON, TX 568,414568.4k $25.2m $25.2m 2.34% New
30 CFS Investment Advisory Services, LLC 4.13% of their portfolio TOTOWA, NJ 553,876553.9k $24.6m $24.6m 4.13% New
31 Stokes Family Office, LLC 2.84% of their portfolio NEW ORLEANS, LA 512,015512.0k $22.7m $22.7m 2.84% New
32 Intelligence Driven Advisers, LLC 3.29% of their portfolio CARLSBAD, CA 500,820500.8k $22.2m $22.2m 3.29% New
33 Invst, LLC 2.61% of their portfolio INDIANAPOLIS, IN 496,129496.1k $22.0m $22.0m 2.61% Added +268.0k +267,965
34 SteelPeak Wealth, LLC 1.10% of their portfolio WOODLAND HILLS, CA 484,282484.3k $21.5m $21.5m 1.10% New
35 Integrated Wealth Concepts LLC 0.30% of their portfolio WALTHAM, MA 465,801465.8k $20.7m $20.7m 0.30% Added +459.4k +459,418
36 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 459,359459.4k $20.4m $20.4m 0.08% Added +444.3k +444,342
37 Stone House Investment Management, LLC 4.56% of their portfolio TUNKHANNOCK, PA 437,034437.0k $19.4m $19.4m 4.56% New
38 Blue Trust, Inc. 0.26% of their portfolio BRENTWOOD, TN 419,203419.2k $18.6m $18.6m 0.26% New
39 Merit Financial Group, LLC 0.42% of their portfolio ALPHARETTA, GA 404,711404.7k $17.6m $17.6m 0.42% New
40 Scarborough Advisors, LLC 7.84% of their portfolio ANNAPOLIS, MD 381,251381.3k $16.9m $16.9m 7.84% New
41 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 380,291380.3k $16.9m $16.9m 0.02% New
42 High Falls Advisors, Inc 4.20% of their portfolio ROCHESTER, NY 375,945375.9k $16.7m $16.7m 4.20% New
43 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.92% of their portfolio Westlake, OH 365,982366.0k $16.2m $16.2m 1.92% New
44 Orion Porfolio Solutions, LLC 0.17% of their portfolio OMAHA, NE 356,936356.9k $15.8m $15.8m 0.17% New
45 Orion Portfolio Solutions, LLC 0.17% of their portfolio Omaha, NE 356,936356.9k $15.8m $15.8m 0.17% New
46 Security Financial Services, INC. 3.55% of their portfolio Fort Wayne, IN 354,158354.2k $15.7m $15.7m 3.55% New
47 AVANTAX ADVISORY SERVICES, INC. 0.14% of their portfolio DALLAS, TX 346,281346.3k $15.4m $15.4m 0.14% New
48 Physician Wealth Advisors, Inc. 3.03% of their portfolio MIDVALE, UT 334,276334.3k $14.4m $14.4m 3.03% New
49 Summit X, LLC 3.77% of their portfolio CHESTERFIELD, MO 330,942330.9k $14.7m $14.7m 3.77% New
50 West Wealth Group, LLC 5.43% of their portfolio Irvine, CA 330,337330.3k $14.7m $14.7m 5.43% New
51 One Wealth Advisors, LLC 2.48% of their portfolio SAN FRANCISCO, CA 321,201321.2k $14.3m $14.3m 2.48% New
52 Kelly Financial Services LLC 5.32% of their portfolio BRAINTREE, MA 313,051313.1k $13.9m $13.9m 5.32% New
53 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 312,860312.9k $13.9m $13.9m 0.03% Added +312.4k +312,438
54 WEALTH ALLIANCE, LLC 1.82% of their portfolio MELLVILLE, NY 312,547312.5k $13.9m $13.9m 1.82% New
55 Royal Harbor Partners, LLC 6.03% of their portfolio HOUSTON, TX 311,501311.5k $13.8m $13.8m 6.03% New
56 TSA Wealth Managment LLC 6.02% of their portfolio HOUSTON, TX 311,144311.1k $13.8m $13.8m 6.02% New
57 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.89% of their portfolio BIRMINGHAM, AL 308,680308.7k $13.7m $13.7m 0.89% Added +308.7k +308,680
58 Buttonwood Financial Group, LLC 7.88% of their portfolio Kansas City, MO 300,199300.2k $13.3m $13.3m 7.88% New
59 Keystone Financial Services 5.79% of their portfolio LOVELAND, CO 299,180299.2k $13.3m $13.3m 5.79% New
60 Mariner, LLC 0.03% of their portfolio Overland Park, KS 287,567287.6k $12.8m $12.8m 0.03% New
61 Equitable Holdings, Inc. 0.14% of their portfolio NEW YORK, NY 285,165285.2k $12.7m $12.7m 0.14% New
62 PAX Financial Group, LLC 2.50% of their portfolio SAN ANTONIO, TX 281,011281.0k $12.5m $12.5m 2.50% Added +152.8k +152,793
63 KWB Wealth 1.63% of their portfolio REDLANDS, CA 273,185273.2k $12.1m $12.1m 1.63% New
64 Strategic Blueprint, LLC 0.85% of their portfolio ATLANTA, GA 270,551270.6k $12.0m $12.0m 0.85% New
65 Cypress Wealth Services, LLC 2.79% of their portfolio PALM DESERT, CA 270,205270.2k $12.0m $12.0m 2.79% New
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 265,808265.8k $11.8m $11.8m 0.00% Added +265.6k +265,601
67 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 258,070258.1k $11.5m $11.5m 0.02% Added +202.3k +202,336
68 ONE Advisory Partners, LLC 5.63% of their portfolio OVERLAND PARK, KS 257,910257.9k $11.5m $11.5m 5.63% New
69 Trek Financial, LLC 0.87% of their portfolio Scottsdale, AZ 248,387248.4k $11.0m $11.0m 0.87% New
70 Legacy Financial Group LLC 2.20% of their portfolio DES MOINES, IA 245,116245.1k $10.9m $10.9m 2.20% New
71 Detalus Advisors, LLC 3.86% of their portfolio ST. LOUIS, MO 243,861243.9k $10.8m $10.8m 3.86% New
72 LIBERTY WEALTH MANAGEMENT LLC 2.05% of their portfolio OAKLAND, CA 236,755236.8k $10.5m $10.5m 2.05% New
73 Keystone Financial Group 1.51% of their portfolio LEXINGTON, KY 233,294233.3k $10.4m $10.4m 1.51% New
74 Mutual Advisors, LLC 0.33% of their portfolio OMAHA, NE 233,282233.3k $10.4m $10.4m 0.33% Added +175.7k +175,693
75 Brookstone Capital Management 0.18% of their portfolio WHEATON, IL 227,048227.0k $10.1m $10.1m 0.18% New
76 Sharkey, Howes & Javer 1.60% of their portfolio DENVER, CO 219,935219.9k $9.8m $9.8m 1.60% New
77 Steward Partners Investment Advisory, LLC 0.11% of their portfolio STAMFORD, CT 215,682215.7k $9.6m $9.6m 0.11% New
78 Rothschild Wealth LLC 3.31% of their portfolio OAK BROOK, IL 212,089212.1k $9.4m $9.4m 3.31% First filing
79 Scissortail Wealth Management, LLC 2.43% of their portfolio TULSA, OK 207,119207.1k $9.2m $9.2m 2.43% New
80 Ascent Group, LLC 0.78% of their portfolio VIRGINIA BEACH, VA 199,269199.3k $8.8m $8.8m 0.78% Added +115.7k +115,724
81 Bay Harbor Wealth Management, LLC 3.15% of their portfolio Hunt Valley, MD 197,296197.3k $8.8m $8.8m 3.15% New
82 Perigon Wealth Management, LLC 0.26% of their portfolio SAN FRANCISCO, CA 192,371192.4k $8.5m $8.5m 0.26% New
83 Cobblestone Asset Management LLC 5.79% of their portfolio RICHMOND, VA 192,350192.3k $8.5m $8.5m 5.79% New
84 Farther Finance Advisors, LLC 0.51% of their portfolio SAN FRANCISCO, CA 190,492190.5k $8.5m $8.5m 0.51% New
85 WATERSHED PRIVATE WEALTH LLC 3.68% of their portfolio Oak Brook, IL 186,974187.0k $8.3m $8.3m 3.68% New
86 WealthShield Partners, LLC 1.33% of their portfolio CARY, NC 185,445185.4k $8.2m $8.2m 1.33% New
87 SkyOak Wealth, LLC 1.92% of their portfolio SOUTHFIELD, MI 180,879180.9k $8.0m $8.0m 1.92% Reduced -556 -556
88 RFG Advisory, LLC 0.27% of their portfolio BIRMINGHAM, AL 180,319180.3k $8.0m $8.0m 0.27% New
89 SWMG, LLC 3.57% of their portfolio FORT WORTH, TX 178,562178.6k $7.9m $7.9m 3.57% New
90 Madrona Financial Services, LLC 2.70% of their portfolio EVERETT, WA 174,861174.9k $7.8m $7.8m 2.70% New
91 GRIES FINANCIAL LLC 1.27% of their portfolio Cleveland, OH 171,250171.2k $7.6m $7.6m 1.27% New
92 BCGM Wealth Management, LLC 2.57% of their portfolio LAFAYETTE, IN 161,214161.2k $7.2m $7.2m 2.57% New
93 Focus Financial Network, Inc. 0.33% of their portfolio MINNEAPOLIS, MN 160,857160.9k $6.9m $6.9m 0.33% First filing
94 Avid Wealth Partners LLC 5.71% of their portfolio SAN ANTONIO, TX 160,151160.2k $7.1m $7.1m 5.71% New
95 Global Retirement Partners, LLC 0.26% of their portfolio San Rafael, CA 159,300159.3k $7.1m $7.1m 0.26% New
96 SigFig Wealth Management, LLC 0.25% of their portfolio SAN FRANCISCO, CA 156,072156.1k $6.9m $6.9m 0.25% New
97 ShoreHaven Wealth Partners, LLC 3.75% of their portfolio Red Bank, NJ 153,570153.6k $6.8m $6.8m 3.75% New
98 Keebeck Wealth Management 1.00% of their portfolio Chicago, IL 153,050153.1k $6.8m $6.8m 1.00% New
99 Tennessee Valley Asset Management Partners 1.61% of their portfolio KNOXVILLE, TN 150,226150.2k $6.7m $6.7m 1.61% New
100 First Horizon Advisors, Inc. 0.21% of their portfolio MEMPHIS, TN 150,057150.1k $6.7m $6.7m 0.21% New