Who Owns ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)? -- Institutional Holders (2026-06-30)

929 institutions reported holding $38.77B of ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($7.69B), LPL Financial LLC ($3.32B), First Command Advisory Services, Inc. ($2.03B), BlackRock, Inc. ($1.63B), JPMORGAN CHASE & CO ($1.60B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$7.69B113.0MAdded
2LPL Financial LLC$3.32B48.8MAdded
3First Command Advisory Services, Inc.$2.03B29.9MAdded
4BlackRock, Inc.$1.63B24.0MTrimmed
5JPMORGAN CHASE & CO$1.60B23.7MAdded
6MORGAN STANLEY$1.31B19.2MAdded
7AMERIPRISE FINANCIAL INC$1.10B16.2MAdded
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.03B15.2MAdded
9BANK OF AMERICA CORP /DE/$865.9M12.7MAdded
10Dynasty Wealth Management, LLC$794.7M11.7MAdded
11MML INVESTORS SERVICES, LLC$621.0M9.1MAdded
12RAYMOND JAMES FINANCIAL INC$568.1M8.4MAdded
13Cetera Investment Advisers$535.5M7.9MAdded
14PARK AVENUE SECURITIES LLC$522.8M7.7MAdded
15Envestnet Portfolio Solutions, Inc.$453.3M6.7MAdded
16SAGESPRING WEALTH PARTNERS, LLC$440.8M6.5MAdded
17WELLS FARGO & COMPANY/MN$386.1M5.7MAdded
18COMMONWEALTH EQUITY SERVICES, LLC$334.1M4.9MAdded
19Merit Financial Group, LLC$307.5M4.5MAdded
20NewEdge Advisors, LLC$296.9M4.4MTrimmed
21Janney Montgomery Scott LLC$296.8M4.4MAdded
22OneDigital Investment Advisors LLC$269.1M4.0MAdded
23OSAIC HOLDINGS, INC.$263.5M3.9MAdded
24SOFI WEALTH, LLC$257.9M3.8MAdded
25Bank of New York Mellon Corp$254.6M3.7MAdded

Source: SEC Form 13F filings · as of 2026-06-30