Vault-13

BLACKROCK ETF TRUST DYNF

ISHARES US EQUIT · ETP · CUSIP 09290C103

534 institutional holders +87 vs Q3 2024
283,307,915283.3m shares reported held*
$14.6bnreported value*
65 new 230 added 161 reduced 22 sold out net bought ≈ $499.6m (+9.9m 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 ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.40.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 17Q4 22: 19Q1 23: 20Q2 23: 17Q3 23: 21Q4 23: 36Q1 24: 331Q2 24: 394Q3 24: 447Q4 24: 534534Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202217
Q4 202219
Q1 202320
Q2 202317
Q3 202321
Q4 202336
Q1 2024331
Q2 2024394
Q3 2024447
Q4 2024534

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 23: 5 bought or addedQ1 23: 10 cut or sold outQ2 23: 6 bought or addedQ2 23: 14 cut or sold outQ2 23Q3 23: 9 bought or addedQ3 23: 8 cut or sold outQ4 23: 26 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 319 bought or addedQ1 24: 8 cut or sold outQ2 24: 328 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 319 bought or addedQ3 24: 121 cut or sold outQ4 24: 295 bought or addedQ4 24: 183 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023510
Q2 2023614
Q3 202398
Q4 2023269
Q1 20243198
Q2 202432868
Q3 2024319121
Q4 2024295183

Biggest buyers

LPL Financial LLC Added +4,890,635+4.9m
Dynasty Wealth Management, LLC New +4,778,447+4.8m
AMERIPRISE FINANCIAL INC Added +2,775,455+2.8m
MORGAN STANLEY Added +888,585+888.6k
WELLS FARGO & COMPANY/MN Added +832,884+832.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +829,937+829.9k
NewEdge Advisors, LLC Added +787,281+787.3k
UBS Group AG Added +757,662+757.7k
Stratos Wealth Partners, LTD. Added +476,453+476.5k
OSAIC HOLDINGS, INC. Added +472,942+472.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -9,820,837-9.8m
ENVESTNET ASSET MANAGEMENT INC Reduced -1,155,613-1.2m
Integrated Wealth Concepts LLC Reduced -591,323-591.3k
PRUDENTIAL FINANCIAL INC Sold out -475,621-475.6k
BlackRock, Inc. Reduced -435,513-435.5k
CWM, LLC Reduced -422,603-422.6k
WIN ADVISORS, INC Sold out -248,284-248.3k
Envestnet Portfolio Solutions, Inc. Reduced -207,506-207.5k
Morningstar Investment Services LLC Sold out -188,636-188.6k
Intelligence Driven Advisers, LLC Reduced -146,183-146.2k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.07% of their portfolio Berwyn, PA 65,042,78265.0m $3.3bn $3.3bn 1.07% Reduced -1.2m -1,155,613
2 LPL Financial LLC 0.52% of their portfolio FORT MILL, SC 25,080,59325.1m $1.3bn $1.3bn 0.52% Added +4.9m +4,890,635
3 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 17,453,57517.5m $894.5m $894.5m 0.07% Reduced -9.8m -9,820,837
4 BlackRock, Inc. 0.02% of their portfolio New York, NY 16,465,90916.5m $843.9m $843.9m 0.02% Reduced -435.5k -435,513
5 Envestnet Portfolio Solutions, Inc. 1.63% of their portfolio BERWYN, PA 9,718,0669.7m $498.1m $498.1m 1.63% Reduced -207.5k -207,506
6 CWM, LLC 1.79% of their portfolio OMAHA, NE 8,424,9228.4m $431.8m $431.8m 1.79% Reduced -422.6k -422,603
7 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 8,334,9628.3m $427.2m $427.2m 0.03% Added +888.6k +888,585
8 PARK AVENUE SECURITIES LLC 3.37% of their portfolio NEW YORK, NY 6,398,2996.4m $327.9m $327.9m 3.37% Added +27.8k +27,772
9 MML INVESTORS SERVICES, LLC 0.95% of their portfolio SPRINGFIELD, MA 5,353,2235.4m $274.4m $274.4m 0.95% Added +182.5k +182,530
10 Dynasty Wealth Management, LLC 4.22% of their portfolio ST. PETERSBURG, FL 4,778,4474.8m $244.9m $244.9m 4.22% New
11 SAGESPRING WEALTH PARTNERS, LLC 6.10% of their portfolio FRANKLIN, TN 4,510,4174.5m $231.2m $231.2m 6.10% First filing
12 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 4,327,6344.3m $221.6m $221.6m 0.06% Added +2.8m +2,775,455
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.18% of their portfolio MILWAUKEE, WI 4,106,0004.1m $210.4m $210.4m 0.18% Added +829.9k +829,937
14 Cetera Investment Advisers 0.43% of their portfolio SCHAUMBURG, IL 4,057,6874.1m $208.0m $208.0m 0.43% Added +371.3k +371,348
15 Janney Montgomery Scott LLC 0.53% of their portfolio PHILADELPHIA, PA 3,717,9773.7m $190.5m $190.5m 0.53% Added +139.9k +139,856
16 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 3,708,7193.7m $190.1m $190.1m 0.02% Added +28.3k +28,256
17 OneDigital Investment Advisors LLC 2.16% of their portfolio OVERLAND PARK, KS 3,627,7563.6m $185.9m $185.9m 2.16% Reduced -21.8k -21,792
18 NewEdge Advisors, LLC 0.92% of their portfolio NEW ORLEANS, LA 2,986,8563.0m $153.1m $153.1m 0.92% Added +787.3k +787,281
19 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,710,9672.7m $138.9m $138.9m 0.05% First filing
20 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 2,579,6402.6m $132.2m $132.2m 0.02% Added +24.1k +24,097
21 OSAIC HOLDINGS, INC. 0.28% of their portfolio SCOTTSDALE, AZ 2,542,7482.5m $126.3m $126.3m 0.28% Added +472.9k +472,942
22 Sanctuary Advisors, LLC 0.69% of their portfolio INDIANAPOLIS, IN 2,072,9472.1m $109.6m $109.6m 0.69% Added +30.5k +30,475
23 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 2,030,3132.0m $104.1m $104.1m 0.15% Added +404.0k +404,018
24 JB Capital LLC 5.81% of their portfolio WETHERSFIELD, CT 2,024,9502.0m $103.8m $103.8m 5.81% Reduced -4.3k -4,340
25 Foundations Investment Advisors, LLC 1.94% of their portfolio PHOENIX, AZ 1,960,9082.0m $100.5m $100.5m 1.94% Added +50.0k +50,021
26 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.79% of their portfolio IRVING, TX 1,816,5731.8m $93.1m $93.1m 0.79% Reduced -121.9k -121,894
27 STIFEL FINANCIAL CORP 0.08% of their portfolio ST. LOUIS, MO 1,483,5911.5m $76.0m $76.0m 0.08% Added +82.2k +82,235
28 Parallel Advisors, LLC 1.58% of their portfolio SAN FRANCISCO, CA 1,362,4291.4m $69.8m $69.8m 1.58% Added +94.2k +94,168
29 Advocacy Wealth Management, LLC 5.12% of their portfolio ATLANTA, GA 1,313,5131.3m $67.3m $67.3m 5.12% Added +98.7k +98,731
30 Integrated Wealth Concepts LLC 0.75% of their portfolio WALTHAM, MA 1,255,4411.3m $64.3m $64.3m 0.75% Reduced -591.3k -591,323
31 Thrivent Financial for Lutherans 0.13% of their portfolio Minneapolis, MN 1,236,5751.2m $64.7m $64.7m 0.13% Reduced -25.1k -25,094
32 AE Wealth Management LLC 0.53% of their portfolio TOPEKA, KS 1,223,2731.2m $62.7m $62.7m 0.53% Added +13.6k +13,553
33 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,004,7671.0m $51.5m $51.5m 0.01% Added +145.4k +145,383
34 Austin Private Wealth, LLC 4.67% of their portfolio Austin, TX 970,339970.3k $49.7m $49.7m 4.67% Added +14.7k +14,684
35 Horizon Wealth Management, LLC 8.28% of their portfolio LA GRANGE, IL 928,168928.2k $47.6m $47.6m 8.28% Added +169.3k +169,279
36 Atria Wealth Solutions, Inc. 0.50% of their portfolio NEW YORK, NY 890,303890.3k $45.6m $45.6m 0.50% Added +7.5k +7,518
37 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 849,568849.6k $43.5m $43.5m 0.07% Added +20.0k +20,043
38 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 837,655837.7k $42.9m $42.9m 0.01% Added +832.9k +832,884
39 CreativeOne Wealth, LLC 1.32% of their portfolio OVERLAND PARK, KS 837,517837.5k $42.9m $42.9m 1.32% Reduced -12.8k -12,778
40 UBS Group AG 0.01% of their portfolio ZURICH, V8 788,326788.3k $40.4m $40.4m 0.01% Added +757.7k +757,662
41 Atria Investments, Inc 0.50% of their portfolio Charlotte, NC 785,151785.2k $40.2m $40.2m 0.50% Reduced -73.1k -73,057
42 MA Private Wealth 7.50% of their portfolio SAN CARLOS, CA 782,207782.2k $40.1m $40.1m 7.50% Added +11.9k +11,886
43 Sharkey, Howes & Javer 5.32% of their portfolio DENVER, CO 738,255738.3k $37.8m $37.8m 5.32% Reduced -7.1k -7,058
44 MCMORGAN & CO LLC 5.62% of their portfolio SAN FRANCISCO, CA 709,112709.1k $36.3m $36.3m 5.62% Reduced -57.5k -57,549
45 Icon Wealth Advisors, LLC 2.97% of their portfolio HOUSTON, TX 704,995705.0k $36.1m $36.1m 2.97% Reduced -30.6k -30,612
46 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 698,686698.7k $35.8m $35.8m 0.12% Added +46.9k +46,939
47 Scarborough Advisors, LLC 4.93% of their portfolio ANNAPOLIS, MD 680,251680.3k $34.9m $34.9m 4.93% Reduced -25.2k -25,200
48 Horst & Graben Wealth Management LLC 5.84% of their portfolio PORTLAND, OR 640,080640.1k $32.8m $32.8m 5.84% Reduced -1.2k -1,222
49 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 639,933639.9k $32.8m $32.8m 0.04% Reduced -56.4k -56,371
50 Stratos Wealth Partners, LTD. 0.46% of their portfolio BEACHWOOD, OH 635,044635.0k $32.5m $32.5m 0.46% Added +476.5k +476,453
51 Farther Finance Advisors, LLC 1.11% of their portfolio SAN FRANCISCO, CA 600,426600.4k $30.8m $30.8m 1.11% Added +219.3k +219,342
52 CFS Investment Advisory Services, LLC 2.61% of their portfolio TOTOWA, NJ 568,743568.7k $29.1m $29.1m 2.61% Reduced -27.0k -27,025
53 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.34% of their portfolio Westlake, OH 561,156561.2k $28.8m $28.8m 2.34% Added +57.6k +57,628
54 AVANTAX ADVISORY SERVICES, INC. 0.17% of their portfolio DALLAS, TX 525,858525.9k $27.0m $27.0m 0.17% Added +44.3k +44,315
55 SteelPeak Wealth, LLC 1.11% of their portfolio WOODLAND HILLS, CA 523,001523.0k $26.8m $26.8m 1.11% Reduced -17.0k -17,042
56 Merit Financial Group, LLC 0.48% of their portfolio ALPHARETTA, GA 522,946522.9k $26.8m $26.8m 0.48% Added +333.7k +333,665
57 Tennessee Valley Asset Management Partners 4.39% of their portfolio KNOXVILLE, TN 512,038512.0k $26.2m $26.2m 4.39% Reduced -7.9k -7,853
58 Stokes Family Office, LLC 2.72% of their portfolio NEW ORLEANS, LA 497,247497.2k $25.5m $25.5m 2.72% Reduced -25.6k -25,638
59 Intelligence Driven Advisers, LLC 4.67% of their portfolio CARLSBAD, CA 484,905484.9k $24.9m $24.9m 4.67% Reduced -146.2k -146,183
60 High Falls Advisors, Inc 5.76% of their portfolio ROCHESTER, NY 484,688484.7k $24.8m $24.8m 5.76% Reduced -26.1k -26,147
61 West Wealth Group, LLC 7.39% of their portfolio Irvine, CA 483,369483.4k $24.8m $24.8m 7.39% Added +27.0k +27,049
62 Buttonwood Financial Group, LLC 13.34% of their portfolio Kansas City, MO 453,201453.2k $24.1m $24.1m 13.34% Reduced -19.1k -19,101
63 Stone House Investment Management, LLC 5.76% of their portfolio TUNKHANNOCK, PA 442,435442.4k $22.7m $22.7m 5.76% Reduced -79.9k -79,882
64 Mariner, LLC 0.04% of their portfolio Overland Park, KS 435,329435.3k $22.3m $22.3m 0.04% Added +88.9k +88,922
65 Security Financial Services, INC. 4.40% of their portfolio Fort Wayne, IN 421,705421.7k $21.6m $21.6m 4.40% Reduced -17.3k -17,265
66 Capital Planning Advisors, LLC 3.33% of their portfolio Roseville, CA 420,185420.2k $21.5m $21.5m 3.33% Added +72.5k +72,519
67 One Wealth Advisors, LLC 3.18% of their portfolio SAN FRANCISCO, CA 418,187418.2k $21.4m $21.4m 3.18% Added +11.6k +11,575
68 LIBERTY WEALTH MANAGEMENT LLC 3.46% of their portfolio OAKLAND, CA 405,740405.7k $20.8m $20.8m 3.46% Added +9.0k +8,999
69 Invst, LLC 2.48% of their portfolio INDIANAPOLIS, IN 397,779397.8k $20.4m $20.4m 2.48% Reduced -6.5k -6,469
70 Orion Porfolio Solutions, LLC 0.20% of their portfolio OMAHA, NE 387,304387.3k $19.8m $19.8m 0.20% Reduced -46.3k -46,265
71 Orion Portfolio Solutions, LLC 0.20% of their portfolio Omaha, NE 387,304387.3k $19.8m $19.8m 0.20% Reduced -46.3k -46,265
72 GRIES FINANCIAL LLC 3.49% of their portfolio Cleveland, OH 383,786383.8k $19.7m $19.7m 3.49% Added +33.0k +33,037
73 INTEGRITY ALLIANCE, LLC. 2.11% of their portfolio Urbandale, IA 380,221380.2k $19.5m $19.5m 2.11% First filing
74 High Probability Advisors, LLC 3.45% of their portfolio Pittsford, NY 375,438375.4k $19.2m $19.2m 3.45% Added +29.5k +29,521
75 Strategic Blueprint, LLC 1.13% of their portfolio ATLANTA, GA 371,528371.5k $19.0m $19.0m 1.13% Reduced -3.0k -3,027
76 Blue Trust, Inc. 0.24% of their portfolio BRENTWOOD, TN 367,097367.1k $18.8m $18.8m 0.24% Reduced -44.5k -44,463
77 Physician Wealth Advisors, Inc. 3.17% of their portfolio MIDVALE, UT 365,937365.9k $18.8m $18.8m 3.17% Reduced -6.2k -6,241
78 Equitable Holdings, Inc. 0.18% of their portfolio NEW YORK, NY 362,609362.6k $18.6m $18.6m 0.18% Reduced -3.8k -3,784
79 WEALTH ALLIANCE, LLC 2.19% of their portfolio MELLVILLE, NY 357,031357.0k $18.3m $18.3m 2.19% Reduced -3.3k -3,348
80 Perigon Wealth Management, LLC 0.44% of their portfolio SAN FRANCISCO, CA 347,265347.3k $17.9m $17.9m 0.44% Added +53.8k +53,838
81 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 346,956347.0k $17.8m $17.8m 0.10% Added +47.3k +47,299
82 Keystone Financial Services 6.78% of their portfolio LOVELAND, CO 345,662345.7k $17.7m $17.7m 6.78% Added +4.1k +4,105
83 Detalus Advisors, LLC 5.83% of their portfolio ST. LOUIS, MO 345,354345.4k $17.7m $17.7m 5.83% Reduced -2.0k -2,017
84 Kelly Financial Services LLC 6.37% of their portfolio BRAINTREE, MA 344,652344.7k $17.7m $17.7m 6.37% Reduced -1.0k -1,033
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1.03% of their portfolio BIRMINGHAM, AL 343,279343.3k $18.2m $18.2m 1.03% Reduced -7.3k -7,275
86 Keystone Financial Group 1.71% of their portfolio LEXINGTON, KY 339,896339.9k $17.4m $17.4m 1.71% Added +70.1k +70,144
87 KWB Wealth 2.02% of their portfolio REDLANDS, CA 329,872329.9k $16.3m $16.3m 2.02% Added +7.3k +7,276
88 EQ LLC 7.92% of their portfolio BELLEVUE, WA 328,910328.9k $16.9m $16.9m 7.92% Added +29.7k +29,746
89 Ascent Group, LLC 1.26% of their portfolio VIRGINIA BEACH, VA 326,953327.0k $16.8m $16.8m 1.26% Added +8.8k +8,843
90 Summit X, LLC 3.69% of their portfolio CHESTERFIELD, MO 324,913324.9k $16.7m $16.7m 3.69% Reduced -12.4k -12,380
91 Royal Harbor Partners, LLC 6.21% of their portfolio HOUSTON, TX 320,860320.9k $16.4m $16.4m 6.21% Reduced -795 -795
92 Cypress Wealth Services, LLC 3.29% of their portfolio PALM DESERT, CA 320,048320.0k $16.4m $16.4m 3.29% Added +11.9k +11,863
93 Avid Wealth Partners LLC 11.45% of their portfolio SAN ANTONIO, TX 314,544314.5k $16.1m $16.1m 11.45% Reduced -17.3k -17,288
94 PAX Financial Group, LLC 2.87% of their portfolio SAN ANTONIO, TX 312,787312.8k $16.0m $16.0m 2.87% Added +16.8k +16,761
95 FIRST HAWAIIAN BANK 0.51% of their portfolio HONOLULU, HI 309,658309.7k $15.9m $15.9m 0.51% Added +17.9k +17,889
96 ONE Advisory Partners, LLC 6.69% of their portfolio OVERLAND PARK, KS 294,290294.3k $15.1m $15.1m 6.69% Reduced -8.8k -8,750
97 TSFG, LLC 3.01% of their portfolio LAKE FOREST, IL 286,167286.2k $14.7m $14.7m 3.01% Added +21.0k +20,997
98 Mutual Advisors, LLC 0.43% of their portfolio OMAHA, NE 286,043286.0k $14.8m $14.8m 0.43% Added +6.4k +6,422
99 Ullmann Wealth Partners Group, LLC 1.86% of their portfolio JACKSONVILLE BEACH, FL 281,693281.7k $14.4m $14.4m 1.86% Added +39.3k +39,308
100 KESTRA PRIVATE WEALTH SERVICES, LLC 0.24% of their portfolio AUSTIN, TX 280,447280.4k $14.4m $14.4m 0.24% Added +106.1k +106,059