Vault-13

BLACKROCK ETF TRUST DYNF

ISHARES US EQUIT · ETP · CUSIP 09290C103

890 institutional holders +61 vs Q1 2026
569,559,420569.6m shares reported held*
$38.7bnreported value*
109 new 483 added 237 reduced 44 sold out net bought ≈ $2.9bn (+43.1m 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 ($179.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.95. Options: 1 managers hold calls ($122.8k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 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: 653Q4 25: 791Q1 26: 829Q2 26: 890890Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 2025791
Q1 2026829
Q2 2026890

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q3 25: 534 bought or addedQ3 25: 113 cut or sold outQ4 25: 545 bought or addedQ4 25: 167 cut or sold outQ4 25Q1 26: 459 bought or addedQ1 26: 357 cut or sold outQ2 26: 592 bought or addedQ2 26: 281 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024319121
Q4 2024295183
Q1 2025406154
Q2 2025417179
Q3 2025534113
Q4 2025545167
Q1 2026459357
Q2 2026592281

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ3 25 calls: $17.8kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $18.2kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $122.8kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$17.8k$00.00
Q4 2025$18.2k$00.00
Q1 2026$0$0—
Q2 2026$122.8k$00.00

Biggest buyers

LPL Financial LLC Added +4,986,052+5.0m
ENVESTNET ASSET MANAGEMENT INC Added +4,089,085+4.1m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,920,027+1.9m
MML INVESTORS SERVICES, LLC Added +1,894,081+1.9m
MORGAN STANLEY Added +1,863,237+1.9m
Mirae Asset Global Investments Co., Ltd. Added +1,732,407+1.7m
Arax Advisory Partners Added +1,714,883+1.7m
Cambridge Investment Research Advisors, Inc. Added +1,408,627+1.4m
RAYMOND JAMES FINANCIAL INC Added +1,238,279+1.2m
WELLS FARGO & COMPANY/MN Added +1,220,882+1.2m

Biggest sellers

BlackRock, Inc. Reduced -642,846-642.8k
TWO SIGMA INVESTMENTS, LP Reduced -482,300-482.3k
KWB Wealth Reduced -346,162-346.2k
Mariner, LLC Reduced -320,998-321.0k
Presidio Capital Management, LLC Reduced -289,379-289.4k
Patriot Financial Group Insurance Agency, LLC Reduced -208,318-208.3k
TUDOR INVESTMENT CORP ET AL Reduced -194,206-194.2k
BlueStem Wealth Partners, LLC Reduced -156,941-156.9k
Gateway Wealth Partners, LLC Reduced -134,277-134.3k
FORM Wealth Advisors, LLC Reduced -121,017-121.0k

Biggest calls

SIMPLEX TRADING, LLC New $122.8k2.4k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.81% of their portfolio Berwyn, PA 113,045,712113.0m $7.7bn $7.7bn 1.81% Added +4.1m +4,089,085
2 LPL Financial LLC 0.75% of their portfolio FORT MILL, SC 48,787,07448.8m $3.3bn $3.3bn 0.75% Added +5.0m +4,986,052
3 First Command Advisory Services, Inc. 12.09% of their portfolio FORT WORTH, TX 29,895,09929.9m $2.0bn $2.0bn 12.09% Added +675.2k +675,201
4 BlackRock, Inc. 0.02% of their portfolio New York, NY 23,992,24724.0m $1.6bn $1.6bn 0.02% Reduced -642.8k -642,846
5 JPMORGAN CHASE & CO 0.09% of their portfolio NEW YORK, NY 23,668,39323.7m $1.6bn $1.6bn 0.09% Added +573.3k +573,293
6 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 19,225,93419.2m $1.3bn $1.3bn 0.07% Added +1.9m +1,863,237
7 AMERIPRISE FINANCIAL INC 0.22% of their portfolio MINNEAPOLIS, MN 16,214,48016.2m $1.1bn $1.1bn 0.22% Added +190.4k +190,385
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.55% of their portfolio MILWAUKEE, WI 15,169,38515.2m $1.0bn $1.0bn 0.55% Added +1.9m +1,920,027
9 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 12,731,86712.7m $865.9m $865.9m 0.06% Added +1.0m +1,048,571
10 Dynasty Wealth Management, LLC 5.91% of their portfolio ST. PETERSBURG, FL 11,684,77411.7m $794.7m $794.7m 5.91% Added +623.0k +623,047
11 MML INVESTORS SERVICES, LLC 1.27% of their portfolio SPRINGFIELD, MA 9,131,1879.1m $621.0m $621.0m 1.27% Added +1.9m +1,894,081
12 RAYMOND JAMES FINANCIAL INC 0.15% of their portfolio ST. PETERSBURG, FL 8,352,9268.4m $568.1m $568.1m 0.15% Added +1.2m +1,238,279
13 Cetera Investment Advisers 0.49% of their portfolio SCHAUMBURG, IL 7,874,1247.9m $535.5m $535.5m 0.49% Added +425.2k +425,187
14 PARK AVENUE SECURITIES LLC 3.26% of their portfolio NEW YORK, NY 7,687,0977.7m $522.8m $522.8m 3.26% Added +221.8k +221,776
15 Envestnet Portfolio Solutions, Inc. 2.17% of their portfolio BERWYN, PA 6,665,4616.7m $453.3m $453.3m 2.17% Added +95.4k +95,441
16 SAGESPRING WEALTH PARTNERS, LLC 6.77% of their portfolio FRANKLIN, TN 6,481,6066.5m $440.8m $440.8m 6.77% Added +213.1k +213,136
17 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 5,677,6095.7m $386.1m $386.1m 0.07% Added +1.2m +1,220,882
18 COMMONWEALTH EQUITY SERVICES, LLC 0.42% of their portfolio WALTHAM, MA 4,912,6494.9m $334.1m $334.1m 0.42% Added +230.0k +229,997
19 Merit Financial Group, LLC 1.91% of their portfolio ALPHARETTA, GA 4,521,0354.5m $307.5m $307.5m 1.91% Added +1.2m +1,168,133
20 NewEdge Advisors, LLC 0.88% of their portfolio NEW ORLEANS, LA 4,366,1344.4m $296.9m $296.9m 0.88% Reduced -4.7k -4,667
21 Janney Montgomery Scott LLC 0.57% of their portfolio PHILADELPHIA, PA 4,364,3644.4m $296.8m $296.8m 0.57% Added +145.1k +145,128
22 OneDigital Investment Advisors LLC 2.27% of their portfolio OVERLAND PARK, KS 3,957,0344.0m $269.1m $269.1m 2.27% Added +171.8k +171,778
23 OSAIC HOLDINGS, INC. 0.31% of their portfolio SCOTTSDALE, AZ 3,872,9623.9m $263.5m $263.5m 0.31% Added +428.6k +428,570
24 SOFI WEALTH, LLC 10.38% of their portfolio SAN FRANCISCO, CA 3,791,9283.8m $257.9m $257.9m 10.38% Added +179.2k +179,167
25 Bank of New York Mellon Corp 0.04% of their portfolio NEW YORK, NY 3,743,8583.7m $254.6m $254.6m 0.04% Added +167.0k +167,003
26 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 3,601,9133.6m $245.0m $245.0m 0.04% Added +536.1k +536,092
27 OpenArc Corporate Advisory, LLC 2.89% of their portfolio ATLANTA, GA 3,574,8413.6m $243.1m $243.1m 2.89% Added +252.0k +251,963
28 JONES FINANCIAL COMPANIES LLLP 0.08% of their portfolio DES PERES, MO 3,090,8043.1m $204.5m $204.5m 0.08% Added +978.3k +978,278
29 Foundations Investment Advisors, LLC 2.08% of their portfolio PHOENIX, AZ 2,970,3373.0m $202.0m $202.0m 2.08% Added +277.3k +277,303
30 Arax Advisory Partners 1.34% of their portfolio NEW YORK, NY 2,961,9173.0m $201.4m $201.4m 1.34% Added +1.7m +1,714,883
31 Integrated Wealth Concepts LLC 0.93% of their portfolio WALTHAM, MA 2,799,2762.8m $190.4m $190.4m 0.93% Added +1.0m +1,034,070
32 STIFEL FINANCIAL CORP 0.16% of their portfolio ST. LOUIS, MO 2,771,2112.8m $188.5m $188.5m 0.16% Added +309.3k +309,260
33 Cambridge Investment Research Advisors, Inc. 0.21% of their portfolio FAIRFIELD, IA 2,732,6732.7m $185.8m $185.8m 0.21% Added +1.4m +1,408,627
34 Sanctuary Advisors, LLC 0.84% of their portfolio INDIANAPOLIS, IN 2,669,9582.7m $181.6m $181.6m 0.84% Added +209.0k +209,036
35 Equitable Holdings, Inc. 1.04% of their portfolio NEW YORK, NY 2,561,0102.6m $174.2m $174.2m 1.04% Added +371.7k +371,698
36 JB Capital LLC 5.95% of their portfolio WETHERSFIELD, CT 2,526,0042.5m $171.8m $171.8m 5.95% Added +34.0k +34,020
37 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,226,2792.2m $151.4m $151.4m 0.02% Added +129.1k +129,101
38 Parallel Advisors, LLC 2.30% of their portfolio SAN FRANCISCO, CA 2,216,8692.2m $150.8m $150.8m 2.30% Added +84.1k +84,080
39 Mirae Asset Global Investments Co., Ltd. 0.28% of their portfolio SEOUL, M5 2,155,3202.2m $146.6m $146.6m 0.28% Added +1.7m +1,732,407
40 FORM Wealth Advisors, LLC 16.06% of their portfolio Lake Geneva, WI 2,147,4512.1m $146.0m $146.0m 16.06% Reduced -121.0k -121,017
41 Thrivent Financial for Lutherans 0.22% of their portfolio Minneapolis, MN 1,955,6512.0m $132.8m $132.8m 0.22% Added +108.5k +108,475
42 Stratos Wealth Partners, LTD. 1.33% of their portfolio BEACHWOOD, OH 1,944,7591.9m $132.3m $132.3m 1.33% Added +36.0k +36,049
43 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.69% of their portfolio IRVING, TX 1,829,1011.8m $124.5m $124.5m 0.69% Added +76.2k +76,245
44 ASSETMARK, INC 0.19% of their portfolio CONCORD, CA 1,663,7331.7m $113.2m $113.2m 0.19% Reduced -38.7k -38,746
45 Advocacy Wealth Management, LLC 3.65% of their portfolio ATLANTA, GA 1,478,1431.5m $100.5m $100.5m 3.65% Reduced -21.6k -21,632
46 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.31% of their portfolio LOS ANGELES, CA 1,451,6961.5m $98.8m $98.8m 0.31% Added +415.2k +415,153
47 AE Wealth Management LLC 0.43% of their portfolio TOPEKA, KS 1,365,9671.4m $92.9m $92.9m 0.43% Added +51.5k +51,492
48 Cerity Partners LLC 0.11% of their portfolio NEW YORK, NY 1,341,6441.3m $91.2m $91.2m 0.11% Added +15.2k +15,229
49 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 1,286,8341.3m $87.5m $87.5m 0.10% Added +205.3k +205,290
50 IHT Wealth Management, LLC 1.88% of their portfolio Chicago, IL 1,281,5601.3m $87.2m $87.2m 1.88% Added +291.0k +291,023
51 Vise Technologies, Inc. 0.98% of their portfolio NEW YORK, NY 1,272,1821.3m $86.5m $86.5m 0.98% Added +795.4k +795,430
52 Private Advisor Group, LLC 0.37% of their portfolio MORRISTOWN, NJ 1,186,4431.2m $80.7m $80.7m 0.37% Reduced -63.3k -63,305
53 Atria Investments, Inc 0.76% of their portfolio Charlotte, NC 1,114,2111.1m $75.8m $75.8m 0.76% Added +62.3k +62,272
54 Ascent Group, LLC 2.26% of their portfolio VIRGINIA BEACH, VA 1,111,9441.1m $75.6m $75.6m 2.26% Added +42.4k +42,406
55 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,109,6881.1m $75.5m $75.5m 0.07% Added +271.9k +271,868
56 Stratos Investment Management, LLC 2.70% of their portfolio BEACHWOOD, OH 1,098,7611.1m $74.7m $74.7m 2.70% Added +12.7k +12,738
57 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.51% of their portfolio Westlake, OH 1,043,8671.0m $71.0m $71.0m 3.51% Added +34.1k +34,078
58 EASTERN BANK 1.07% of their portfolio BOSTON, MA 1,024,7061.0m $69.7m $69.7m 1.07% Added +35.7k +35,696
59 BlueStem Wealth Partners, LLC 6.84% of their portfolio MINNETONKA, MN 1,010,0131.0m $68.7m $68.7m 6.84% Reduced -156.9k -156,941
60 CreativeOne Wealth, LLC 1.48% of their portfolio OVERLAND PARK, KS 1,005,7321.0m $68.4m $68.4m 1.48% Reduced -14.5k -14,503
61 Icon Wealth Advisors, LLC 4.08% of their portfolio HOUSTON, TX 996,280996.3k $67.8m $67.8m 4.08% Added +3.7k +3,669
62 Shah Wealth Advisors, LLC 15.60% of their portfolio CHINO HILLS, CA 993,630993.6k $67.6m $67.6m 15.60% First filing
63 Kestra Advisory Services, LLC 0.21% of their portfolio AUSTIN, TX 935,568935.6k $63.6m $63.6m 0.21% Added +67.6k +67,560
64 MGO ONE SEVEN LLC 1.01% of their portfolio Beachwood, OH 899,028899.0k $61.1m $61.1m 1.01% Added +21.1k +21,130
65 TSFG, LLC 7.69% of their portfolio LAKE FOREST, IL 898,053898.1k $61.1m $61.1m 7.69% Added +73.1k +73,062
66 High Probability Advisors, LLC 6.41% of their portfolio Pittsford, NY 881,484881.5k $59.9m $59.9m 6.41% Added +49.5k +49,495
67 Shepherd Financial Partners LLC 4.83% of their portfolio WINCHESTER, MA 864,111864.1k $58.8m $58.8m 4.83% Added +33.1k +33,110
68 Vestmark Advisory Solutions, Inc. 0.53% of their portfolio Wakefield, MA 824,650824.6k $56.1m $56.1m 0.53% Added +240.6k +240,643
69 Tennessee Valley Asset Management Partners 6.04% of their portfolio KNOXVILLE, TN 805,223805.2k $54.8m $54.8m 6.04% Added +16.7k +16,723
70 Tulsa Wealth Advisors, INC 7.70% of their portfolio TULSA, OK 803,921803.9k $54.7m $54.7m 7.70% Reduced -379 -379
71 Triad Wealth Partners, LLC 3.24% of their portfolio LAWRENCE, KS 798,464798.5k $54.6m $54.6m 3.24% Added +201.2k +201,208
72 &PARTNERS 0.22% of their portfolio NASHVILLE, TN 797,304797.3k $54.4m $54.4m 0.22% Added +215.5k +215,525
73 MA Private Wealth 8.02% of their portfolio SAN CARLOS, CA 791,623791.6k $53.8m $53.8m 8.02% Added +9.2k +9,163
74 Embree Financial Group 5.26% of their portfolio Chicago, IL 771,583771.6k $52.5m $52.5m 5.26% Added +144.3k +144,350
75 BARINGS LLC 0.92% of their portfolio CHARLOTTE, NC 765,431765.4k $52.1m $52.1m 0.92% Added +282.8k +282,771
76 Steward Partners Investment Advisory, LLC 0.27% of their portfolio STAMFORD, CT 763,636763.6k $51.9m $51.9m 0.27% Reduced -22.2k -22,160
77 Bluespring Wealth Management, LLC 0.99% of their portfolio AUSTIN, TX 757,373757.4k $51.5m $51.5m 0.99% New
78 Sharkey, Howes & Javer 6.16% of their portfolio DENVER, CO 749,348749.3k $51.0m $51.0m 6.16% Reduced -419 -419
79 CFO4Life Group, LLC 6.67% of their portfolio COPPELL, TX 727,641727.6k $49.5m $49.5m 6.67% Reduced -1.4k -1,385
80 Ameritas Advisory Services, LLC 0.98% of their portfolio Lincoln, NE 716,491716.5k $48.7m $48.7m 0.98% Added +492.4k +492,422
81 Ullmann Wealth Partners Group, LLC 4.28% of their portfolio JACKSONVILLE BEACH, FL 692,851692.9k $47.1m $47.1m 4.28% Added +70.1k +70,056
82 SPINNAKER TRUST 2.25% of their portfolio PORTLAND, ME 682,844682.8k $46.4m $46.4m 2.25% Added +90.2k +90,234
83 West Wealth Group, LLC 7.53% of their portfolio Irvine, CA 676,626676.6k $46.0m $46.0m 7.53% Added +27.4k +27,420
84 WEALTH ALLIANCE, LLC 3.83% of their portfolio MELLVILLE, NY 672,554672.6k $45.7m $45.7m 3.83% Added +123.9k +123,947
85 Hennion & Walsh Asset Management, Inc. 1.29% of their portfolio Parsippany, NJ 664,010664.0k $45.2m $45.2m 1.29% New
86 Scarborough Advisors, LLC 5.03% of their portfolio ANNAPOLIS, MD 657,439657.4k $43.8m $43.8m 5.03% Reduced -7.8k -7,849
87 Intelligence Driven Advisers, LLC 6.99% of their portfolio CARLSBAD, CA 633,034633.0k $43.1m $43.1m 6.99% Added +7.6k +7,566
88 Horst & Graben Wealth Management LLC 5.61% of their portfolio PORTLAND, OR 631,465631.5k $42.6m $42.6m 5.61% Added +50 +50
89 Farther Finance Advisors, LLC 0.33% of their portfolio SAN FRANCISCO, CA 623,332623.3k $42.4m $42.4m 0.33% Added +2.6k +2,623
90 Macro Advisors, Inc. 13.46% of their portfolio YORK, PA 620,781620.8k $42.2m $42.2m 13.46% Added +95.2k +95,225
91 Modern Wealth Management, LLC 0.50% of their portfolio KANSAS CITY, MO 619,141619.1k $42.1m $42.1m 0.50% Added +302.2k +302,216
92 MCMORGAN & CO LLC 6.15% of their portfolio SAN FRANCISCO, CA 600,654600.7k $40.9m $40.9m 6.15% Reduced -31.2k -31,220
93 EQ LLC 10.02% of their portfolio BELLEVUE, WA 599,790599.8k $40.8m $40.8m 10.02% Reduced -27.8k -27,836
94 Stone House Investment Management, LLC 5.34% of their portfolio TUNKHANNOCK, PA 590,312590.3k $40.1m $40.1m 5.34% Added +16.3k +16,295
95 Prosperity Consulting Group, LLC 1.50% of their portfolio OWINGS MILLS, MD 584,555584.6k $39.8m $39.8m 1.50% Added +574.7k +574,725
96 Orion Porfolio Solutions, LLC 0.30% of their portfolio OMAHA, NE 579,581579.6k $39.4m $39.4m 0.30% Added +31.0k +30,959
97 Perigon Wealth Management, LLC 0.62% of their portfolio SAN FRANCISCO, CA 574,745574.7k $39.1m $39.1m 0.62% Reduced -3.1k -3,100
98 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 571,057571.1k $38.8m $38.8m 0.06% Added +50.8k +50,816
99 Keystone Financial Group 2.29% of their portfolio LEXINGTON, KY 566,968567.0k $38.6m $38.6m 2.29% Added +24.5k +24,480
100 GeoWealth Management, LLC 1.20% of their portfolio CHICAGO, IL 560,438560.4k $38.1m $38.1m 1.20% Added +139.8k +139,768