Vault-13

BLACKROCK ETF TRUST DYNF

ISHARES US EQUIT · ETP · CUSIP 09290C103

653 institutional holders +48 vs Q2 2025
500,533,523500.5m shares reported held*
$29.6bnreported value*
79 new 455 added 84 reduced 29 sold out net bought ≈ $9.0bn (+152.7m 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 ($149.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.04. Options: 1 managers hold calls ($17.8k notional), 0 hold puts (—).

Trends to Q3 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: 605Q3 25: 653653Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025653

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ4 23: 26 bought or addedQ4 23: 9 cut or sold outQ1 24: 319 bought or addedQ1 24: 8 cut or sold outQ1 24Q2 24: 328 bought or addedQ2 24: 68 cut or sold outQ3 24: 319 bought or addedQ3 24: 121 cut or sold outQ3 24Q4 24: 295 bought or addedQ4 24: 183 cut or sold outQ1 25: 406 bought or addedQ1 25: 154 cut or sold outQ1 25Q2 25: 417 bought or addedQ2 25: 179 cut or sold outQ3 25: 534 bought or addedQ3 25: 113 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023269
Q1 20243198
Q2 202432868
Q3 2024319121
Q4 2024295183
Q1 2025406154
Q2 2025417179
Q3 2025534113

Calls vs puts

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

CallsPuts
$0$5k$10k$15k$20kQ4 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 —Q3 25 calls: $17.8kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$0$15.6k—
Q2 2025$0$0—
Q3 2025$17.8k$00.00

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +39,780,318+39.8m
JPMORGAN CHASE & CO Added +26,140,382+26.1m
First Command Advisory Services, Inc. New +22,521,281+22.5m
LPL Financial LLC Added +8,715,035+8.7m
BlackRock, Inc. Added +3,973,942+4.0m
AMERIPRISE FINANCIAL INC Added +3,227,607+3.2m
Sanctuary Advisors, LLC Added +2,678,313+2.7m
BANK OF AMERICA CORP /DE/ Added +2,346,201+2.3m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +2,271,898+2.3m
MORGAN STANLEY Added +2,232,892+2.2m

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,399,880-1.4m
Horizon Wealth Management, LLC Reduced -581,997-582.0k
Summit X, LLC Sold out -388,485-388.5k
Rockefeller Capital Management L.P. Reduced -226,867-226.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -119,041-119.0k
MARSHALL WACE, LLP Sold out -101,589-101.6k
Stark Wealth Management LLC Sold out -98,000-98.0k
Simplicity Wealth,LLC Reduced -95,171-95.2k
ELEVATION POINT WEALTH PARTNERS, LLC Sold out -88,100-88.1k
WealthPlan Investment Management, LLC Reduced -83,970-84.0k

Biggest calls

GROUP ONE TRADING LLC New $17.8k300 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.89% of their portfolio Berwyn, PA 111,018,724111.0m $6.6bn $6.6bn 1.89% Added +39.8m +39,780,318
2 JPMORGAN CHASE & CO 0.09% of their portfolio NEW YORK, NY 45,796,42045.8m $2.7bn $2.7bn 0.09% Added +26.1m +26,140,382
3 LPL Financial LLC 0.71% of their portfolio FORT MILL, SC 40,888,68040.9m $2.4bn $2.4bn 0.71% Added +8.7m +8,715,035
4 BlackRock, Inc. 0.02% of their portfolio New York, NY 23,350,30723.4m $1.4bn $1.4bn 0.02% Added +4.0m +3,973,942
5 First Command Advisory Services, Inc. 9.66% of their portfolio FORT WORTH, TX 22,521,28122.5m $1.3bn $1.3bn 9.66% New
6 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 14,728,94614.7m $872.0m $872.0m 0.05% Added +2.2m +2,232,892
7 AMERIPRISE FINANCIAL INC 0.17% of their portfolio MINNEAPOLIS, MN 12,249,15112.2m $724.9m $724.9m 0.17% Added +3.2m +3,227,607
8 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 10,625,04810.6m $629.0m $629.0m 0.05% Added +2.3m +2,346,201
9 PARK AVENUE SECURITIES LLC 4.01% of their portfolio NEW YORK, NY 8,682,0848.7m $514.0m $514.0m 4.01% Added +1.7m +1,659,435
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.32% of their portfolio MILWAUKEE, WI 8,071,0598.1m $477.8m $477.8m 0.32% Added +2.3m +2,271,898
11 CWM, LLC 1.41% of their portfolio OMAHA, NE 7,907,0887.9m $468.1m $468.1m 1.41% Added +45.4k +45,438
12 Envestnet Portfolio Solutions, Inc. 1.72% of their portfolio BERWYN, PA 7,862,4037.9m $465.5m $465.5m 1.72% Added +1.2m +1,193,065
13 MML INVESTORS SERVICES, LLC 1.21% of their portfolio SPRINGFIELD, MA 7,647,6617.6m $452.7m $452.7m 1.21% Added +1.0m +1,043,065
14 Cetera Investment Advisers 0.49% of their portfolio SCHAUMBURG, IL 7,125,4147.1m $421.8m $421.8m 0.49% Added +2.0m +2,038,791
15 Dynasty Wealth Management, LLC 4.96% of their portfolio ST. PETERSBURG, FL 6,278,3956.3m $371.7m $371.7m 4.96% Added +1.5m +1,489,446
16 SAGESPRING WEALTH PARTNERS, LLC 6.46% of their portfolio FRANKLIN, TN 6,261,8666.3m $330.0m $330.0m 6.46% Added +916.9k +916,927
17 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 5,364,0015.4m $317.5m $317.5m 0.10% Added +816.4k +816,420
18 Sanctuary Advisors, LLC 0.83% of their portfolio INDIANAPOLIS, IN 5,018,1605.0m $274.7m $274.7m 0.83% Added +2.7m +2,678,313
19 Janney Montgomery Scott LLC 0.66% of their portfolio PHILADELPHIA, PA 4,708,7874.7m $278.8m $278.8m 0.66% Added +682.1k +682,109
20 NewEdge Advisors, LLC 1.17% of their portfolio NEW ORLEANS, LA 4,358,8044.4m $258.0m $258.0m 1.17% Added +973.2k +973,227
21 OneDigital Investment Advisors LLC 2.53% of their portfolio OVERLAND PARK, KS 4,165,6014.2m $246.6m $246.6m 2.53% Added +606.4k +606,435
22 Bank of New York Mellon Corp 0.04% of their portfolio NEW YORK, NY 3,737,2643.7m $221.2m $221.2m 0.04% Added +794.5k +794,487
23 OSAIC HOLDINGS, INC. 0.30% of their portfolio SCOTTSDALE, AZ 3,692,2953.7m $213.4m $213.4m 0.30% Added +469.0k +468,977
24 COMMONWEALTH EQUITY SERVICES, LLC 0.27% of their portfolio WALTHAM, MA 3,512,8333.5m $208.0m $208.0m 0.27% Added +316.6k +316,561
25 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,358,9193.4m $198.8m $198.8m 0.04% Added +679.2k +679,178
26 SOFI WEALTH, LLC 9.84% of their portfolio SAN FRANCISCO, CA 3,085,5713.1m $182.7m $182.7m 9.84% Added +531.1k +531,129
27 Foundations Investment Advisors, LLC 2.55% of their portfolio PHOENIX, AZ 2,967,8003.0m $175.7m $175.7m 2.55% Added +474.6k +474,626
28 TWO SIGMA INVESTMENTS, LP 0.26% of their portfolio NEW YORK, NY 2,884,3002.9m $170.8m $170.8m 0.26% Added +1.8m +1,787,700
29 JB Capital LLC 7.17% of their portfolio WETHERSFIELD, CT 2,809,8232.8m $166.3m $166.3m 7.17% Added +578.1k +578,095
30 Merit Financial Group, LLC 1.36% of their portfolio ALPHARETTA, GA 2,492,1962.5m $147.5m $147.5m 1.36% Added +713.9k +713,904
31 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,458,8062.5m $145.6m $145.6m 0.03% Reduced -1.4m -1,399,880
32 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 2,224,5432.2m $131.7m $131.7m 0.12% Added +368.2k +368,218
33 Thrivent Financial for Lutherans 0.26% of their portfolio Minneapolis, MN 2,211,5582.2m $130.9m $130.9m 0.26% Added +996.1k +996,104
34 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.88% of their portfolio IRVING, TX 2,059,8522.1m $121.9m $121.9m 0.88% Added +314.7k +314,721
35 Parallel Advisors, LLC 2.15% of their portfolio SAN FRANCISCO, CA 1,980,2042.0m $117.2m $117.2m 2.15% Added +401.7k +401,706
36 Advocacy Wealth Management, LLC 4.90% of their portfolio ATLANTA, GA 1,907,5891.9m $112.9m $112.9m 4.90% Added +262.8k +262,767
37 ASSETMARK, INC 0.21% of their portfolio CONCORD, CA 1,649,2351.6m $97.6m $97.6m 0.21% Added +51.5k +51,542
38 Equitable Holdings, Inc. 0.70% of their portfolio NEW YORK, NY 1,604,4101.6m $95.0m $95.0m 0.70% Added +177.2k +177,170
39 CITADEL ADVISORS LLC 0.07% of their portfolio MIAMI, FL 1,567,7041.6m $92.8m $92.8m 0.07% New
40 Integrated Wealth Concepts LLC 0.82% of their portfolio WALTHAM, MA 1,547,8591.5m $91.6m $91.6m 0.82% Added +200.2k +200,156
41 AE Wealth Management LLC 0.52% of their portfolio TOPEKA, KS 1,376,5581.4m $81.5m $81.5m 0.52% Added +257.3k +257,324
42 Cambridge Investment Research Advisors, Inc. 0.21% of their portfolio FAIRFIELD, IA 1,289,2731.3m $76.3m $76.3m 0.21% Added +164.5k +164,545
43 Ascent Group, LLC 2.65% of their portfolio VIRGINIA BEACH, VA 1,267,8861.3m $75.1m $75.1m 2.65% Added +229.8k +229,755
44 Austin Private Wealth, LLC 5.54% of their portfolio Austin, TX 1,216,0101.2m $72.0m $72.0m 5.54% Added +119.4k +119,435
45 TRUIST FINANCIAL CORP 0.09% of their portfolio CHARLOTTE, NC 1,156,9801.2m $68.5m $68.5m 0.09% Added +175.4k +175,446
46 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,150,3491.2m $68.1m $68.1m 0.01% Added +431.8k +431,806
47 Atria Investments, Inc 0.76% of their portfolio Charlotte, NC 1,116,1651.1m $66.1m $66.1m 0.76% Added +239.1k +239,135
48 Annex Advisory Services, LLC 1.33% of their portfolio BROOKFIELD, WI 1,056,4261.1m $62.5m $62.5m 1.33% New
49 Stratos Investment Management, LLC 2.52% of their portfolio BEACHWOOD, OH 1,029,6651.0m $61.0m $61.0m 2.52% Added +23.6k +23,607
50 Stratos Wealth Partners, LTD. 0.71% of their portfolio BEACHWOOD, OH 1,013,2681.0m $60.0m $60.0m 0.71% Added +176.8k +176,792
51 Icon Wealth Advisors, LLC 4.07% of their portfolio HOUSTON, TX 1,012,9861.0m $60.0m $60.0m 4.07% Added +177.4k +177,432
52 CreativeOne Wealth, LLC 1.46% of their portfolio OVERLAND PARK, KS 1,012,2401.0m $59.9m $59.9m 1.46% Added +207.0k +207,022
53 Sharkey, Howes & Javer 7.12% of their portfolio DENVER, CO 935,507935.5k $55.4m $55.4m 7.12% Added +99.1k +99,092
54 US BANCORP \DE\ 0.06% of their portfolio MINNEAPOLIS, MN 810,914810.9k $48.0m $48.0m 0.06% Added +153.2k +153,213
55 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.73% of their portfolio Westlake, OH 794,480794.5k $47.0m $47.0m 2.73% Added +155.7k +155,746
56 Buttonwood Financial Group, LLC 20.15% of their portfolio Kansas City, MO 787,890787.9k $46.7m $46.7m 20.15% Added +301.6k +301,567
57 Private Advisor Group, LLC 0.22% of their portfolio MORRISTOWN, NJ 768,234768.2k $45.5m $45.5m 0.22% Added +222.9k +222,936
58 Intelligence Driven Advisers, LLC 6.30% of their portfolio CARLSBAD, CA 767,716767.7k $45.4m $45.4m 6.30% Added +96.5k +96,485
59 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 767,494767.5k $45.2m $45.2m 0.03% Added +146.6k +146,566
60 Shepherd Financial Partners LLC 4.32% of their portfolio WINCHESTER, MA 766,528766.5k $45.4m $45.4m 4.32% Added +107.1k +107,132
61 CFO4Life Group, LLC 6.32% of their portfolio COPPELL, TX 734,491734.5k $43.5m $43.5m 6.32% Added +16.2k +16,204
62 KWB Wealth 4.42% of their portfolio REDLANDS, CA 733,984734.0k $40.0m $40.0m 4.42% Reduced -9.9k -9,858
63 MA Private Wealth 7.27% of their portfolio SAN CARLOS, CA 729,878729.9k $43.2m $43.2m 7.27% Added +214 +214
64 Arax Advisory Partners 0.52% of their portfolio NEW YORK, NY 728,946728.9k $36.5m $36.5m 0.52% Added +727.1k +727,098
65 Scarborough Advisors, LLC 7.58% of their portfolio ANNAPOLIS, MD 725,765725.8k $43.0m $43.0m 7.58% Added +22.6k +22,608
66 Horst & Graben Wealth Management LLC 6.35% of their portfolio PORTLAND, OR 702,295702.3k $41.6m $41.6m 6.35% Added +92.8k +92,834
67 CFS Investment Advisory Services, LLC 3.06% of their portfolio TOTOWA, NJ 687,450687.5k $41.2m $41.2m 3.06% Added +91.8k +91,754
68 SteelPeak Wealth, LLC 1.33% of their portfolio WOODLAND HILLS, CA 670,881670.9k $39.7m $39.7m 1.33% Added +105.1k +105,143
69 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 668,288668.3k $39.6m $39.6m 0.04% Added +574.5k +574,456
70 Stone House Investment Management, LLC 6.37% of their portfolio TUNKHANNOCK, PA 638,866638.9k $37.8m $37.8m 6.37% Added +85.6k +85,602
71 MCMORGAN & CO LLC 5.74% of their portfolio SAN FRANCISCO, CA 629,246629.2k $37.3m $37.3m 5.74% Reduced -68.2k -68,158
72 West Wealth Group, LLC 8.29% of their portfolio Irvine, CA 623,343623.3k $36.8m $36.8m 8.29% Added +95.4k +95,432
73 TSFG, LLC 5.67% of their portfolio LAKE FOREST, IL 602,406602.4k $35.7m $35.7m 5.67% Added +210.0k +210,037
74 Orion Porfolio Solutions, LLC 0.27% of their portfolio OMAHA, NE 591,180591.2k $35.0m $35.0m 0.27% Added +73.9k +73,905
75 Mariner, LLC 0.05% of their portfolio Overland Park, KS 589,727589.7k $34.9m $34.9m 0.05% Added +143.0k +143,012
76 Tennessee Valley Asset Management Partners 4.69% of their portfolio KNOXVILLE, TN 583,116583.1k $34.5m $34.5m 4.69% New
77 GRIES FINANCIAL LLC 5.40% of their portfolio Cleveland, OH 576,684576.7k $34.1m $34.1m 5.40% Added +118.2k +118,247
78 Farther Finance Advisors, LLC 0.51% of their portfolio SAN FRANCISCO, CA 575,366575.4k $34.1m $34.1m 0.51% Added +119.9k +119,874
79 MGO ONE SEVEN LLC 0.78% of their portfolio Beachwood, OH 571,976572.0k $33.9m $33.9m 0.78% Added +343.0k +343,010
80 Madison Wealth Partners, Inc 6.62% of their portfolio MADISON, WI 565,689565.7k $33.5m $33.5m 6.62% Added +76.9k +76,916
81 SPINNAKER TRUST 1.82% of their portfolio PORTLAND, ME 553,724553.7k $32.8m $32.8m 1.82% Added +48.4k +48,432
82 High Falls Advisors, Inc 6.71% of their portfolio ROCHESTER, NY 550,841550.8k $32.6m $32.6m 6.71% Added +72.7k +72,746
83 Perigon Wealth Management, LLC 0.66% of their portfolio SAN FRANCISCO, CA 544,652544.7k $32.2m $32.2m 0.66% Added +186.5k +186,468
84 Kelly Financial Services LLC 8.14% of their portfolio BRAINTREE, MA 531,212531.2k $31.4m $31.4m 8.14% Added +155.9k +155,895
85 Security Financial Services, INC. 5.05% of their portfolio Fort Wayne, IN 528,147528.1k $31.3m $31.3m 5.05% Added +85.3k +85,329
86 EQ LLC 10.57% of their portfolio BELLEVUE, WA 525,963526.0k $31.1m $31.1m 10.57% Added +95.6k +95,558
87 One Wealth Advisors, LLC 3.82% of their portfolio SAN FRANCISCO, CA 514,722514.7k $30.5m $30.5m 3.82% Added +95.1k +95,070
88 Steward Partners Investment Advisory, LLC 0.17% of their portfolio STAMFORD, CT 508,516508.5k $30.1m $30.1m 0.17% Added +164.2k +164,156
89 Physician Wealth Advisors, Inc. 4.25% of their portfolio MIDVALE, UT 504,353504.4k $29.9m $29.9m 4.25% Added +103.8k +103,848
90 Capital Analysts, LLC 0.85% of their portfolio FORT WASHINGTON, PA 494,576494.6k $29.3m $29.3m 0.85% Added +70.9k +70,907
91 Madrona Financial Services, LLC 6.39% of their portfolio EVERETT, WA 489,453489.5k $29.0m $29.0m 6.39% Added +6.9k +6,891
92 IHT Wealth Management, LLC 0.73% of their portfolio Chicago, IL 489,131489.1k $29.0m $29.0m 0.73% Added +466.9k +466,890
93 VestGen Advisors, LLC 0.96% of their portfolio CHICAGO, IL 487,528487.5k $28.9m $28.9m 0.96% Added +210.5k +210,463
94 WEALTH ALLIANCE, LLC 2.88% of their portfolio MELLVILLE, NY 473,642473.6k $28.0m $28.0m 2.88% Added +81.2k +81,168
95 LIBERTY WEALTH MANAGEMENT LLC 3.94% of their portfolio OAKLAND, CA 472,875472.9k $28.0m $28.0m 3.94% Added +13.2k +13,240
96 Stokes Family Office, LLC 2.57% of their portfolio NEW ORLEANS, LA 457,317457.3k $27.1m $27.1m 2.57% Reduced -13.4k -13,351
97 GeoWealth Management, LLC 0.99% of their portfolio CHICAGO, IL 456,762456.8k $27.0m $27.0m 0.99% Added +39.4k +39,410
98 Strategic Blueprint, LLC 1.16% of their portfolio ATLANTA, GA 448,000448.0k $26.5m $26.5m 1.16% Added +55.7k +55,745
99 Triad Wealth Partners, LLC 3.40% of their portfolio LAWRENCE, KS 444,973445.0k $26.3m $26.3m 3.40% Added +161.4k +161,427
100 Detalus Advisors, LLC 6.82% of their portfolio ST. LOUIS, MO 444,724444.7k $26.3m $26.3m 6.82% Added +82.2k +82,248