Vault-13

BLACKROCK ETF TRUST DYNF

ISHARES US EQUIT · ETP · CUSIP 09290C103

605 institutional holders +42 vs Q1 2025
352,663,639352.7m shares reported held*
$19.2bnreported value*
70 new 347 added 149 reduced 30 sold out net bought ≈ $1.6bn (+30.1m 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 ($71.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.46. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 17Q4 22: 19Q1 23: 20Q2 23: 17Q3 23: 21Q4 23: 36Q1 24: 331Q2 24: 394Q3 24: 447Q4 24: 534Q1 25: 563Q2 25: 605605Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202217
Q4 202219
Q1 202320
Q2 202317
Q3 202321
Q4 202336
Q1 2024331
Q2 2024394
Q3 2024447
Q4 2024534
Q1 2025563
Q2 2025605

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 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 24Q1 25: 406 bought or addedQ1 25: 154 cut or sold outQ2 25: 417 bought or addedQ2 25: 179 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202398
Q4 2023269
Q1 20243198
Q2 202432868
Q3 2024319121
Q4 2024295183
Q1 2025406154
Q2 2025417179

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15k$20kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $15.6kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$15.6k—
Q2 2025$0$0—

Biggest buyers

LPL Financial LLC Added +3,882,525+3.9m
MORGAN STANLEY Added +2,532,597+2.5m
ENVESTNET ASSET MANAGEMENT INC Added +2,520,476+2.5m
AMERIPRISE FINANCIAL INC Added +2,354,023+2.4m
ROYAL BANK OF CANADA Added +2,100,445+2.1m
BANK OF AMERICA CORP /DE/ Added +1,651,605+1.7m
ASSETMARK, INC Added +1,384,944+1.4m
WELLS FARGO & COMPANY/MN Added +1,300,760+1.3m
TWO SIGMA INVESTMENTS, LP Added +1,086,600+1.1m
JPMORGAN CHASE & CO Added +1,043,822+1.0m

Biggest sellers

UBS Group AG Reduced -829,253-829.3k
Dynasty Wealth Management, LLC Reduced -588,202-588.2k
Tennessee Valley Asset Management Partners Sold out -533,322-533.3k
Envestnet Portfolio Solutions, Inc. Reduced -494,154-494.2k
Atria Wealth Solutions, Inc. Reduced -465,905-465.9k
B&D White Capital Company, LLC Reduced -312,560-312.6k
Farther Finance Advisors, LLC Reduced -236,851-236.9k
B. Riley Wealth Advisors, Inc. Reduced -214,583-214.6k
WJ Wealth Management, LLC Reduced -174,360-174.4k
CWM, LLC Reduced -161,273-161.3k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. New $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.13% of their portfolio Berwyn, PA 71,238,40671.2m $3.9bn $3.9bn 1.13% Added +2.5m +2,520,476
2 LPL Financial LLC 0.59% of their portfolio FORT MILL, SC 32,173,64532.2m $1.8bn $1.8bn 0.59% Added +3.9m +3,882,525
3 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 19,656,03819.7m $1.1bn $1.1bn 0.07% Added +1.0m +1,043,822
4 BlackRock, Inc. 0.02% of their portfolio New York, NY 19,376,36519.4m $1.1bn $1.1bn 0.02% Added +6.5k +6,508
5 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 12,496,05412.5m $680.5m $680.5m 0.04% Added +2.5m +2,532,597
6 AMERIPRISE FINANCIAL INC 0.12% of their portfolio MINNEAPOLIS, MN 9,021,5449.0m $491.3m $491.3m 0.12% Added +2.4m +2,354,023
7 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 8,278,8478.3m $450.9m $450.9m 0.04% Added +1.7m +1,651,605
8 CWM, LLC 1.51% of their portfolio OMAHA, NE 7,861,6507.9m $428.1m $428.1m 1.51% Reduced -161.3k -161,273
9 PARK AVENUE SECURITIES LLC 3.52% of their portfolio NEW YORK, NY 7,022,6497.0m $382.5m $382.5m 3.52% Added +75.3k +75,256
10 Envestnet Portfolio Solutions, Inc. 1.34% of their portfolio BERWYN, PA 6,669,3386.7m $363.2m $363.2m 1.34% Reduced -494.2k -494,154
11 MML INVESTORS SERVICES, LLC 1.04% of their portfolio SPRINGFIELD, MA 6,604,5966.6m $359.7m $359.7m 1.04% Added +584.8k +584,835
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.23% of their portfolio MILWAUKEE, WI 5,799,1615.8m $315.8m $315.8m 0.23% Added +1.0m +1,029,606
13 SAGESPRING WEALTH PARTNERS, LLC 6.28% of their portfolio FRANKLIN, TN 5,344,9395.3m $291.1m $291.1m 6.28% Added +385.4k +385,356
14 Cetera Investment Advisers 0.47% of their portfolio SCHAUMBURG, IL 5,086,6235.1m $277.0m $277.0m 0.47% Reduced -36.9k -36,935
15 Dynasty Wealth Management, LLC 4.44% of their portfolio ST. PETERSBURG, FL 4,788,9494.8m $260.8m $260.8m 4.44% Reduced -588.2k -588,202
16 RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio ST. PETERSBURG, FL 4,547,5814.5m $247.7m $247.7m 0.09% Added +433.1k +433,073
17 Janney Montgomery Scott LLC 0.57% of their portfolio PHILADELPHIA, PA 4,026,6784.0m $219.3m $219.3m 0.57% Added +252.2k +252,244
18 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 3,858,6863.9m $210.1m $210.1m 0.02% Added +2.1m +2,100,445
19 OneDigital Investment Advisors LLC 2.15% of their portfolio OVERLAND PARK, KS 3,559,1663.6m $193.8m $193.8m 2.15% Reduced -96.1k -96,136
20 NewEdge Advisors, LLC 0.95% of their portfolio NEW ORLEANS, LA 3,385,5773.4m $184.4m $184.4m 0.95% Added +119.9k +119,938
21 OSAIC HOLDINGS, INC. 0.31% of their portfolio SCOTTSDALE, AZ 3,223,3183.2m $175.4m $175.4m 0.31% Added +740.0k +740,021
22 COMMONWEALTH EQUITY SERVICES, LLC 0.23% of their portfolio WALTHAM, MA 3,196,2723.2m $174.1m $174.1m 0.23% Added +517.6k +517,595
23 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 2,942,7772.9m $160.3m $160.3m 0.03% Added +182.0k +182,042
24 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,679,7412.7m $145.9m $145.9m 0.03% Added +1.3m +1,300,760
25 SOFI WEALTH, LLC 8.50% of their portfolio SAN FRANCISCO, CA 2,554,4422.6m $139.1m $139.1m 8.50% Added +108.5k +108,510
26 Foundations Investment Advisors, LLC 2.14% of their portfolio PHOENIX, AZ 2,493,1742.5m $135.8m $135.8m 2.14% Added +295.9k +295,906
27 Sanctuary Advisors, LLC 0.79% of their portfolio INDIANAPOLIS, IN 2,339,8472.3m $127.4m $127.4m 0.79% Added +199.6k +199,640
28 FORM Wealth Advisors, LLC 15.06% of their portfolio Lake Geneva, WI 2,285,2632.3m $124.5m $124.5m 15.06% Added +733.2k +733,154
29 JB Capital LLC 5.89% of their portfolio WETHERSFIELD, CT 2,231,7282.2m $121.5m $121.5m 5.89% Added +102.9k +102,923
30 STIFEL FINANCIAL CORP 0.10% of their portfolio ST. LOUIS, MO 1,856,3251.9m $101.1m $101.1m 0.10% Added +104.3k +104,347
31 Merit Financial Group, LLC 1.08% of their portfolio ALPHARETTA, GA 1,778,2921.8m $96.8m $96.8m 1.08% Reduced -3.8k -3,834
32 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.77% of their portfolio IRVING, TX 1,745,1311.7m $95.0m $95.0m 0.77% Reduced -48.3k -48,287
33 Advocacy Wealth Management, LLC 5.50% of their portfolio ATLANTA, GA 1,644,8221.6m $89.6m $89.6m 5.50% Added +19.3k +19,327
34 ASSETMARK, INC 0.21% of their portfolio CONCORD, CA 1,597,6931.6m $87.0m $87.0m 0.21% Added +1.4m +1,384,944
35 Parallel Advisors, LLC 1.72% of their portfolio SAN FRANCISCO, CA 1,578,4981.6m $86.0m $86.0m 1.72% Added +109.2k +109,247
36 Equitable Holdings, Inc. 0.64% of their portfolio NEW YORK, NY 1,427,2401.4m $77.7m $77.7m 0.64% Added +186.1k +186,110
37 Integrated Wealth Concepts LLC 0.74% of their portfolio WALTHAM, MA 1,347,7031.3m $73.4m $73.4m 0.74% Added +105.7k +105,712
38 Thrivent Financial for Lutherans 0.14% of their portfolio Minneapolis, MN 1,215,4541.2m $66.2m $66.2m 0.14% Reduced -16.3k -16,255
39 Cambridge Investment Research Advisors, Inc. 0.19% of their portfolio FAIRFIELD, IA 1,124,7281.1m $61.3m $61.3m 0.19% Added +112.8k +112,802
40 AE Wealth Management LLC 0.45% of their portfolio TOPEKA, KS 1,119,2341.1m $61.0m $61.0m 0.45% Reduced -85.6k -85,571
41 TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio NEW YORK, NY 1,096,6001.1m $59.7m $59.7m 0.11% Added +1.1m +1,086,600
42 Austin Private Wealth, LLC 4.73% of their portfolio Austin, TX 1,096,5751.1m $59.7m $59.7m 4.73% Added +40.7k +40,714
43 Ascent Group, LLC 2.20% of their portfolio VIRGINIA BEACH, VA 1,038,1311.0m $56.5m $56.5m 2.20% Added +34.5k +34,494
44 Stratos Investment Management, LLC 2.51% of their portfolio BEACHWOOD, OH 1,006,0581.0m $54.8m $54.8m 2.51% Added +57.4k +57,412
45 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 981,534981.5k $53.5m $53.5m 0.08% Added +72.8k +72,814
46 Atria Investments, Inc 0.56% of their portfolio Charlotte, NC 877,030877.0k $47.8m $47.8m 0.56% Added +72.5k +72,519
47 Stratos Wealth Partners, LTD. 0.62% of their portfolio BEACHWOOD, OH 836,476836.5k $45.6m $45.6m 0.62% Added +8.9k +8,883
48 Sharkey, Howes & Javer 6.11% of their portfolio DENVER, CO 836,415836.4k $45.6m $45.6m 6.11% Reduced -14.6k -14,627
49 Icon Wealth Advisors, LLC 3.24% of their portfolio HOUSTON, TX 835,554835.6k $45.5m $45.5m 3.24% Added +75.4k +75,437
50 CreativeOne Wealth, LLC 1.15% of their portfolio OVERLAND PARK, KS 805,218805.2k $43.9m $43.9m 1.15% Added +5.0k +4,991
51 KWB Wealth 4.41% of their portfolio REDLANDS, CA 743,842743.8k $36.3m $36.3m 4.41% Added +375.2k +375,175
52 MA Private Wealth 7.11% of their portfolio SAN CARLOS, CA 729,664729.7k $39.7m $39.7m 7.11% Reduced -85.2k -85,243
53 UBS Group AG 0.01% of their portfolio ZURICH, V8 718,543718.5k $39.1m $39.1m 0.01% Reduced -829.3k -829,253
54 CFO4Life Group, LLC 6.12% of their portfolio COPPELL, TX 718,287718.3k $39.1m $39.1m 6.12% Added +64.4k +64,435
55 Scarborough Advisors, LLC 7.60% of their portfolio ANNAPOLIS, MD 703,157703.2k $38.3m $38.3m 7.60% Added +851 +851
56 MCMORGAN & CO LLC 5.60% of their portfolio SAN FRANCISCO, CA 697,404697.4k $38.0m $38.0m 5.60% Reduced -10.3k -10,280
57 Intelligence Driven Advisers, LLC 5.51% of their portfolio CARLSBAD, CA 671,231671.2k $36.6m $36.6m 5.51% Added +166.1k +166,098
58 Shepherd Financial Partners LLC 3.80% of their portfolio WINCHESTER, MA 659,396659.4k $35.9m $35.9m 3.80% Added +75.0k +75,006
59 US BANCORP \DE\ 0.05% of their portfolio MINNEAPOLIS, MN 657,701657.7k $35.8m $35.8m 0.05% Added +16.7k +16,680
60 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.27% of their portfolio Westlake, OH 638,734638.7k $34.8m $34.8m 2.27% Added +36.2k +36,197
61 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 620,928620.9k $33.7m $33.7m 0.03% Added +198.9k +198,946
62 Horst & Graben Wealth Management LLC 5.49% of their portfolio PORTLAND, OR 609,461609.5k $33.2m $33.2m 5.49% Reduced -39.3k -39,252
63 Horizon Wealth Management, LLC 5.75% of their portfolio LA GRANGE, IL 601,069601.1k $32.7m $32.7m 5.75% Reduced -9.0k -8,982
64 CFS Investment Advisory Services, LLC 2.65% of their portfolio TOTOWA, NJ 595,696595.7k $32.4m $32.4m 2.65% Added +4.3k +4,257
65 SteelPeak Wealth, LLC 1.20% of their portfolio WOODLAND HILLS, CA 565,738565.7k $30.8m $30.8m 1.20% Added +12.6k +12,572
66 AVANTAX ADVISORY SERVICES, INC. 0.17% of their portfolio DALLAS, TX 562,647562.6k $30.6m $30.6m 0.17% Reduced -9.9k -9,905
67 Stone House Investment Management, LLC 5.54% of their portfolio TUNKHANNOCK, PA 553,264553.3k $30.1m $30.1m 5.54% Added +13.9k +13,938
68 Private Advisor Group, LLC 0.16% of their portfolio MORRISTOWN, NJ 545,298545.3k $29.7m $29.7m 0.16% Added +134.5k +134,469
69 West Wealth Group, LLC 7.35% of their portfolio Irvine, CA 527,911527.9k $29.6m $29.6m 7.35% Added +25.8k +25,801
70 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 524,814524.8k $28.6m $28.6m 0.03% Added +358.4k +358,450
71 Orion Porfolio Solutions, LLC 0.24% of their portfolio OMAHA, NE 517,275517.3k $28.2m $28.2m 0.24% Added +118.7k +118,703
72 SPINNAKER TRUST 1.66% of their portfolio PORTLAND, ME 505,292505.3k $27.5m $27.5m 1.66% Added +257.7k +257,696
73 Madison Wealth Partners, Inc 5.81% of their portfolio MADISON, WI 488,773488.8k $26.6m $26.6m 5.81% Added +29.8k +29,849
74 Buttonwood Financial Group, LLC 13.48% of their portfolio Kansas City, MO 486,323486.3k $26.6m $26.6m 13.48% Added +8.0k +8,039
75 Madrona Financial Services, LLC 6.30% of their portfolio EVERETT, WA 482,562482.6k $26.3m $26.3m 6.30% Added +34.5k +34,498
76 High Falls Advisors, Inc 5.76% of their portfolio ROCHESTER, NY 478,095478.1k $26.0m $26.0m 5.76% Reduced -9.9k -9,869
77 Stokes Family Office, LLC 2.69% of their portfolio NEW ORLEANS, LA 470,668470.7k $25.6m $25.6m 2.69% Added +2.7k +2,705
78 LIBERTY WEALTH MANAGEMENT LLC 3.92% of their portfolio OAKLAND, CA 459,635459.6k $25.0m $25.0m 3.92% Added +29.7k +29,747
79 GRIES FINANCIAL LLC 4.54% of their portfolio Cleveland, OH 458,437458.4k $25.0m $25.0m 4.54% Added +12.2k +12,205
80 Farther Finance Advisors, LLC 0.50% of their portfolio SAN FRANCISCO, CA 455,492455.5k $24.8m $24.8m 0.50% Reduced -236.9k -236,851
81 Mariner, LLC 0.04% of their portfolio Overland Park, KS 446,715446.7k $24.3m $24.3m 0.04% Reduced -19.1k -19,110
82 Security Financial Services, INC. 4.26% of their portfolio Fort Wayne, IN 442,818442.8k $24.1m $24.1m 4.26% Added +3.3k +3,267
83 EQ LLC 9.10% of their portfolio BELLEVUE, WA 430,405430.4k $23.4m $23.4m 9.10% Added +63.8k +63,826
84 Insight Wealth Strategies, LLC 2.95% of their portfolio SAN RAMON, CA 430,391430.4k $23.4m $23.4m 2.95% Added +3.9k +3,896
85 Capital Analysts, LLC 0.77% of their portfolio FORT WASHINGTON, PA 423,669423.7k $23.1m $23.1m 0.77% Added +267.9k +267,915
86 Atria Wealth Solutions, Inc. 0.52% of their portfolio NEW YORK, NY 421,250421.2k $23.0m $23.0m 0.52% Reduced -465.9k -465,905
87 One Wealth Advisors, LLC 3.18% of their portfolio SAN FRANCISCO, CA 419,652419.7k $22.9m $22.9m 3.18% Added +10.4k +10,373
88 GeoWealth Management, LLC 0.89% of their portfolio CHICAGO, IL 417,352417.4k $22.7m $22.7m 0.89% Added +388.6k +388,575
89 High Probability Advisors, LLC 3.38% of their portfolio Pittsford, NY 415,201415.2k $22.6m $22.6m 3.38% Added +21.9k +21,917
90 Capital Planning Advisors, LLC 3.30% of their portfolio Roseville, CA 413,732413.7k $22.5m $22.5m 3.30% Reduced -4.6k -4,611
91 Physician Wealth Advisors, Inc. 3.43% of their portfolio MIDVALE, UT 400,505400.5k $21.8m $21.8m 3.43% Added +13.8k +13,822
92 Legacy Financial Group LLC 3.03% of their portfolio DES MOINES, IA 398,067398.1k $21.7m $21.7m 3.03% Added +139.3k +139,285
93 Avid Wealth Partners LLC 12.40% of their portfolio SAN ANTONIO, TX 397,875397.9k $21.7m $21.7m 12.40% Added +61.1k +61,147
94 Mason & Associates, LLC 5.38% of their portfolio NEWPORT NEWS, VA 393,147393.1k $21.4m $21.4m 5.38% New
95 WEALTH ALLIANCE, LLC 2.39% of their portfolio MELLVILLE, NY 392,474392.5k $21.4m $21.4m 2.39% Added +13.9k +13,929
96 TSFG, LLC 3.87% of their portfolio LAKE FOREST, IL 392,369392.4k $21.4m $21.4m 3.87% Added +77.3k +77,270
97 Strategic Blueprint, LLC 1.05% of their portfolio ATLANTA, GA 392,255392.3k $21.4m $21.4m 1.05% Added +15.8k +15,784
98 Summit X, LLC 3.94% of their portfolio CHESTERFIELD, MO 388,485388.5k $21.2m $21.2m 3.94% Added +64.9k +64,929
99 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 387,629387.6k $21.1m $21.1m 0.10% Added +65.3k +65,298
100 Kelly Financial Services LLC 6.02% of their portfolio BRAINTREE, MA 375,317375.3k $20.4m $20.4m 6.02% Added +17.1k +17,116