DYNF
iShares U.S. Equity Factor Rotation Active ETF$59.70-0.72 (-1.20%)Financial ServicesNYSE_ARCA
Institutional Holders
200
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$InfinityT
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 110,605,611 | $6.7B | 1.99% | Share |
| 2 | LPL Financial LLC | 45,131,519 | $2.7B | 0.75% | Share |
| 3 | JPMORGAN CHASE & CO | 23,018,309 | $1.4B | 0.09% | Share |
| 4 | First Command Advisory Services, Inc. | 22,563,072 | $1.4B | 9.56% | Share |
| 5 | MORGAN STANLEY | 16,554,505 | $1.0B | 0.06% | Share |
| 6 | AMERIPRISE FINANCIAL INC | 15,320,326 | $931.0M | 0.21% | Share |
| 7 | BANK OF AMERICA CORP /DE/ | 10,119,076 | $615.0M | 0.04% | Share |
| 8 | Dynasty Wealth Management, LLC | 9,529,543 | $579.0M | 5.69% | Share |
| 9 | MML INVESTORS SERVICES, LLC | 8,643,757 | $525.0M | 1.28% | Share |
| 10 | Envestnet Portfolio Solutions, Inc. | 8,261,259 | $502.0M | 1.76% | Share |
| 11 | BlackRock, Inc. | 8,025,534 | $488.0M | 0.01% | Share |
| 12 | CWM, LLC | 8,014,666 | $487.4M | 1.32% | Share |
| 13 | Cetera Investment Advisers | 7,812,309 | $475.0M | 0.52% | Share |
| 14 | BlackRock, Inc. | 6,315,158 | $384.0M | 0.01% | Share |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | 6,470,093 | $351.6M | 6.39% | Share |
| 16 | Janney Montgomery Scott LLC | 4,787,660 | $291.0M | 0.67% | Share |
| 17 | NewEdge Advisors, LLC | 4,742,264 | $288.0M | 1.05% | Share |
| 18 | RAYMOND JAMES FINANCIAL INC | 4,554,515 | $276.0M | 0.09% | Share |
| 19 | OneDigital Investment Advisors LLC | 4,300,287 | $261.0M | 2.56% | Share |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 4,253,821 | $258.0M | 0.34% | Share |
| 21 | Bank of New York Mellon Corp | 4,007,744 | $243.0M | 0.04% | Share |
| 22 | BlackRock, Inc. | 3,981,806 | $242.0M | 0.00% | Share |
| 23 | SOFI WEALTH, LLC | 3,389,851 | $206.1M | 10.28% | Share |
| 24 | OpenArc Corporate Advisory, LLC | 3,311,021 | $201.0M | 3.32% | Share |
| 25 | OSAIC HOLDINGS, INC. | 3,236,309 | $196.0M | 0.29% | Share |
| 26 | BlackRock, Inc. | 3,156,007 | $191.0M | 0.00% | Share |
| 27 | Sanctuary Advisors, LLC | 2,994,449 | $182.1M | 0.99% | Share |
| 28 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 2,968,060 | $180.0M | 2.36% | Share |
| 29 | Merit Financial Group, LLC | 2,907,938 | $176.8M | 1.42% | Share |
| 30 | JB Capital LLC | 2,883,894 | $175.4M | 7.16% | Share |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,313,461 | $171.2M | 0.11% | Share |
| 32 | ROYAL BANK OF CANADA | 2,783,748 | $169.0M | 0.03% | Share |
| 33 | STIFEL FINANCIAL CORP | 2,510,448 | $152.0M | 0.14% | Share |
| 34 | WELLS FARGO & COMPANY/MN | 2,353,465 | $143.0M | 0.03% | Share |
| 35 | THRIVENT FINANCIAL FOR LUTHERANS | 2,248,125 | $137.0M | 0.24% | Share |
| 36 | FORM Wealth Advisors, LLC | 2,195,797 | $133.5M | 15.63% | Share |
| 37 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,111,020 | $128.0M | 0.77% | Share |
| 38 | Sanctuary Advisors, LLC | 2,339,847 | $127.4M | 0.79% | Share |
| 39 | Parallel Advisors, LLC | 2,028,325 | $123.0M | 2.25% | Share |
| 40 | Advocacy Wealth Management, LLC | 1,984,442 | $120.7M | 5.05% | Share |
| 41 | Equitable Holdings, Inc. | 1,976,400 | $120.0M | 0.82% | Share |
| 42 | WELLS FARGO & COMPANY/MN | 1,770,047 | $107.0M | 0.02% | Share |
| 43 | Sanctuary Advisors, LLC | 2,140,207 | $104.4M | 0.73% | Share |
| 44 | Sanctuary Advisors, LLC | 2,140,207 | $104.4M | 0.67% | Share |
| 45 | Integrated Wealth Concepts LLC | 1,699,801 | $103.0M | 1.22% | Share |
| 46 | ASSETMARK, INC | 1,692,264 | $102.9M | 0.21% | Share |
| 47 | BANK OF AMERICA CORP /DE/ | 1,693,529 | $102.0M | 0.01% | Share |
| 48 | UBS Group AG | 1,548,034 | $94.1M | 0.02% | Share |
| 49 | JPMORGAN CHASE & CO | 1,450,802 | $88.0M | 0.01% | Share |
| 50 | AE Wealth Management LLC | 1,398,018 | $85.0M | 0.49% | Share |
| 51 | Cambridge Investment Research Advisors, Inc. | 1,384,271 | $84.0M | 0.22% | Share |
| 52 | THRIVENT FINANCIAL FOR LUTHERANS | 1,382,403 | $84.0M | 0.15% | Share |
| 53 | Austin Private Wealth, LLC | 1,243,266 | $75.6M | 5.62% | Share |
| 54 | Annex Advisory Services, LLC | 1,222,445 | $74.3M | 1.42% | Share |
| 55 | TRUIST FINANCIAL CORP | 1,211,127 | $73.6M | 0.10% | Share |
| 56 | JONES FINANCIAL COMPANIES LLLP | 1,203,705 | $73.0M | 0.04% | Share |
| 57 | BlueStem Wealth Partners, LLC | 1,174,349 | $71.4M | 7.88% | Share |
| 58 | Atria Investments, Inc | 1,182,227 | $71.0M | 0.81% | Share |
| 59 | Stratos Wealth Partners, LTD. | 1,127,752 | $68.6M | 0.78% | Share |
| 60 | Private Advisor Group, LLC | 1,130,116 | $68.0M | 0.32% | Share |
| 61 | Ascent Group, LLC | 1,099,192 | $66.8M | 2.29% | Share |
| 62 | TWO SIGMA INVESTMENTS, LP | 1,096,800 | $66.0M | 0.09% | Share |
| 63 | RAYMOND JAMES FINANCIAL INC | 1,074,353 | $65.0M | 0.02% | Share |
| 64 | Stratos Investment Management, LLC | 1,054,581 | $64.1M | 2.57% | Share |
| 65 | Icon Wealth Advisors, LLC | 1,046,787 | $63.7M | 4.24% | Share |
| 66 | CreativeOne Wealth, LLC | 993,970 | $60.0M | 1.45% | Share |
| 67 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 972,506 | $59.1M | 3.54% | Share |
| 68 | BlackRock, Inc. | 969,481 | $58.0M | 0.00% | Share |
| 69 | Sharkey, Howes & Javer | 897,983 | $54.6M | 6.94% | Share |
| 70 | EASTERN BANK | 842,341 | $51.2M | 0.88% | Share |
| 71 | US BANCORP \DE\ | 828,866 | $50.4M | 0.06% | Share |
| 72 | MGO ONE SEVEN LLC | 827,056 | $50.3M | 1.03% | Share |
| 73 | TSFG, LLC | 825,630 | $50.2M | 7.50% | Share |
| 74 | KWB Wealth | 805,373 | $49.0M | 4.64% | Share |
| 75 | Shepherd Financial Partners LLC | 795,656 | $48.4M | 4.48% | Share |
| 76 | MA Private Wealth | 783,549 | $47.6M | 7.95% | Share |
| 77 | HighTower Advisors, LLC | 758,626 | $46.0M | 0.05% | Share |
| 78 | Intelligence Driven Advisers, LLC | 747,352 | $45.4M | 6.50% | Share |
| 79 | Scarborough Advisors, LLC | 743,184 | $45.2M | 7.63% | Share |
| 80 | Horizon Wealth Management, LLC | 734,969 | $44.7M | 6.94% | Share |
| 81 | CFO4Life Group, LLC | 726,833 | $44.2M | 6.30% | Share |
| 82 | Horst & Graben Wealth Management LLC | 724,419 | $44.1M | 6.65% | Share |
| 83 | Steward Partners Investment Advisory, LLC | 729,993 | $44.0M | 0.24% | Share |
| 84 | IHT Wealth Management, LLC | 725,137 | $44.0M | 1.07% | Share |
| 85 | Farther Finance Advisors, LLC | 718,126 | $43.7M | 0.47% | Share |
| 86 | Presidio Capital Management, LLC | 714,640 | $43.5M | 13.06% | Share |
| 87 | Scarborough Advisors, LLC | 725,765 | $43.0M | 7.58% | Share |
| 88 | CFS Investment Advisory Services, LLC | 693,628 | $42.2M | 3.08% | Share |
| 89 | West Wealth Group, LLC | 677,172 | $41.2M | 8.54% | Share |
| 90 | SteelPeak Wealth, LLC | 670,419 | $40.8M | 1.33% | Share |
| 91 | Perigon Wealth Management, LLC | 658,848 | $40.1M | 0.72% | Share |
| 92 | Stone House Investment Management, LLC | 658,126 | $40.0M | 6.21% | Share |
| 93 | Orion Porfolio Solutions, LLC | 662,236 | $40.0M | 0.29% | Share |
| 94 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 641,441 | $39.0M | 0.10% | Share |
| 95 | MCMORGAN & CO LLC | 628,061 | $38.2M | 6.33% | Share |
| 96 | Tennessee Valley Asset Management Partners | 607,939 | $37.0M | 4.79% | Share |
| 97 | PRUDENTIAL PLC | 606,300 | $36.0M | 0.29% | Share |
| 98 | Madison Wealth Partners, Inc | 591,085 | $35.9M | 6.56% | Share |
| 99 | SPINNAKER TRUST | 578,290 | $35.0M | 1.87% | Share |
| 100 | EQ LLC | 571,636 | $34.8M | 10.02% | Share |
| 101 | High Falls Advisors, Inc | 567,822 | $34.5M | 6.99% | Share |
| 102 | Triad Wealth Partners, LLC | 559,341 | $34.0M | 3.23% | Share |
| 103 | &PARTNERS | 569,745 | $34.0M | 0.18% | Share |
| 104 | NorthRock Partners, LLC | 573,058 | $34.0M | 0.57% | Share |
| 105 | Keystone Financial Group | 550,402 | $33.5M | 2.48% | Share |
| 106 | Buttonwood Financial Group, LLC | 538,205 | $33.1M | 17.61% | Share |
| 107 | Kovitz Investment Group Partners, LLC | 544,131 | $33.1M | 0.73% | Share |
| 108 | Kelly Financial Services LLC | 543,668 | $33.1M | 8.29% | Share |
| 109 | Security Financial Services, INC. | 541,587 | $32.9M | 5.17% | Share |
| 110 | One Wealth Advisors, LLC | 530,580 | $32.3M | 3.94% | Share |
| 111 | Arax Advisory Partners | 528,648 | $32.0M | 0.93% | Share |
| 112 | Physician Wealth Advisors, Inc. | 520,752 | $31.7M | 4.41% | Share |
| 113 | Embree Financial Group | 519,559 | $31.6M | 3.87% | Share |
| 114 | WEALTH ALLIANCE, LLC | 518,844 | $31.6M | 3.09% | Share |
| 115 | Capital Analysts, LLC | 499,891 | $30.4M | 0.92% | Share |
| 116 | Madrona Financial Services, LLC | 490,220 | $29.8M | 6.37% | Share |
| 117 | Avid Wealth Partners LLC | 487,061 | $29.6M | 14.47% | Share |
| 118 | Ullmann Wealth Partners Group, LLC | 486,106 | $29.6M | 3.08% | Share |
| 119 | LIBERTY WEALTH MANAGEMENT LLC | 478,794 | $29.1M | 3.76% | Share |
| 120 | Detalus Advisors, LLC | 477,791 | $29.1M | 7.08% | Share |
| 121 | Stokes Family Office, LLC | 467,316 | $28.4M | 2.60% | Share |
| 122 | Vise Technologies, Inc. | 476,752 | $28.0M | 0.55% | Share |
| 123 | Global Retirement Partners, LLC | 460,532 | $28.0M | 0.50% | Share |
| 124 | INTEGRITY ALLIANCE, LLC. | 458,160 | $27.9M | 1.02% | Share |
| 125 | PAX Financial Group, LLC | 454,681 | $27.6M | 4.77% | Share |
| 126 | Strategic Blueprint, LLC | 452,646 | $27.5M | 1.62% | Share |
| 127 | Insight Wealth Strategies, LLC | 452,161 | $27.5M | 3.15% | Share |
| 128 | Capital Planning Advisors, LLC | 456,610 | $27.0M | 3.61% | Share |
| 129 | Kestra Advisory Services, LLC | 444,325 | $27.0M | 0.11% | Share |
| 130 | High Probability Advisors, LLC | 438,248 | $26.6M | 3.55% | Share |
| 131 | Stonebrook Private Inc. | 434,791 | $26.4M | 5.53% | Share |
| 132 | U.S. Capital Wealth Advisors, LLC | 425,968 | $25.9M | 0.68% | Share |
| 133 | Midwest Capital Advisors, LLC | 425,434 | $25.9M | 12.39% | Share |
| 134 | Trek Financial, LLC | 424,443 | $25.8M | 1.49% | Share |
| 135 | Centerline Wealth Advisors, LLC | 419,262 | $25.5M | 9.23% | Share |
| 136 | KESTRA PRIVATE WEALTH SERVICES, LLC | 419,077 | $25.5M | 0.32% | Share |
| 137 | Cypress Wealth Services, LLC | 418,852 | $25.5M | 3.52% | Share |
| 138 | UNIQUE WEALTH, LLC | 415,845 | $25.3M | 3.53% | Share |
| 139 | GeoWealth Management, LLC | 418,793 | $25.0M | 0.92% | Share |
| 140 | ONE Advisory Partners, LLC | 405,003 | $24.6M | 7.43% | Share |
| 141 | May Hill Capital, LLC | 400,554 | $24.0M | 3.14% | Share |
| 142 | Rockefeller Capital Management L.P. | 396,761 | $24.0M | 0.04% | Share |
| 143 | PRINCIPAL SECURITIES, INC. | 408,780 | $24.0M | 0.37% | Share |
| 144 | Apeiron RIA LLC | 388,860 | $24.0M | 4.86% | Share |
| 145 | Mason & Associates, LLC | 384,460 | $23.4M | 5.32% | Share |
| 146 | Perennial Investment Advisors, LLC | 383,524 | $23.3M | 1.84% | Share |
| 147 | Brookstone Capital Management | 381,379 | $23.2M | 0.27% | Share |
| 148 | Royal Harbor Partners, LLC | 380,143 | $23.1M | 7.64% | Share |
| 149 | MAI Capital Management | 383,530 | $23.0M | 0.13% | Share |
| 150 | Wealth Group Ltd | 372,733 | $22.7M | 5.07% | Share |
| 151 | Mariner, LLC | 374,103 | $22.0M | 0.03% | Share |
| 152 | BARINGS LLC | 355,789 | $21.6M | 0.40% | Share |
| 153 | SWMG, LLC | 347,861 | $21.4M | 5.95% | Share |
| 154 | Legacy Financial Group LLC | 348,362 | $21.2M | 2.62% | Share |
| 155 | Kingsview Wealth Management, LLC | 346,131 | $21.0M | 0.30% | Share |
| 156 | PATTON ALBERTSON MILLER GROUP, LLC | 340,958 | $20.7M | 2.44% | Share |
| 157 | Legacy Financial Group LLC | 344,221 | $20.4M | 2.67% | Share |
| 158 | Kilter Group LLC | 333,524 | $20.3M | 8.95% | Share |
| 159 | FIRST HAWAIIAN BANK | 330,214 | $20.1M | 2.67% | Share |
| 160 | TSA Wealth Managment LLC | 329,571 | $20.0M | 6.64% | Share |
| 161 | Regal Investment Advisors LLC | 326,791 | $19.9M | 1.19% | Share |
| 162 | ShoreHaven Wealth Partners, LLC | 324,101 | $19.7M | 7.08% | Share |
| 163 | Tradition Wealth Management, LLC | 321,561 | $19.6M | 1.40% | Share |
| 164 | Scissortail Wealth Management, LLC | 318,763 | $19.4M | 4.42% | Share |
| 165 | Sovran Advisors, LLC | 317,137 | $19.4M | 1.65% | Share |
| 166 | FINANCIAL LIFE ADVISORS | 314,833 | $19.1M | 5.90% | Share |
| 167 | Lineweaver Wealth Advisors, LLC | 314,681 | $19.1M | 2.59% | Share |
| 168 | Invst, LLC | 322,541 | $19.1M | 2.17% | Share |
| 169 | BOYUM WEALTH ARCHITECTS LLC | 308,574 | $18.8M | 8.77% | Share |
| 170 | REGATTA CAPITAL GROUP, LLC | 300,135 | $18.3M | 2.76% | Share |
| 171 | Claro Advisors Inc. | 298,406 | $18.1M | 2.47% | Share |
| 172 | Mutual Advisors, LLC | 298,086 | $18.1M | 0.39% | Share |
| 173 | Rothschild Wealth LLC | 307,234 | $18.0M | 2.17% | Share |
| 174 | Kilter Group LLC | 303,787 | $18.0M | 8.48% | Share |
| 175 | Ashton Thomas Private Wealth, LLC | 295,655 | $18.0M | 0.44% | Share |
| 176 | Invst, LLC | 294,672 | $17.9M | 1.95% | Share |
| 177 | Eldridge Investment Advisors, Inc. | 293,970 | $17.9M | 3.94% | Share |
| 178 | Elevated Financial Group LLC | 289,095 | $17.6M | 6.08% | Share |
| 179 | Van Hulzen Asset Management, LLC | 288,602 | $17.5M | 1.29% | Share |
| 180 | Apollon Wealth Management, LLC | 286,778 | $17.4M | 0.30% | Share |
| 181 | JT Stratford LLC | 285,099 | $17.3M | 2.23% | Share |
| 182 | Weil Company, Inc. | 279,280 | $17.0M | 3.91% | Share |
| 183 | DIVERSIFY WEALTH MANAGEMENT, LLC | 275,295 | $16.9M | 0.79% | Share |
| 184 | Bay Harbor Wealth Management, LLC | 271,348 | $16.5M | 4.31% | Share |
| 185 | WealthShield Partners, LLC | 270,918 | $16.5M | 1.82% | Share |
| 186 | Financial Enhancement Group LLC | 269,796 | $16.3M | 2.12% | Share |
| 187 | Snowden Capital Advisors LLC | 269,255 | $16.0M | 0.41% | Share |
| 188 | Gilbert Capital Group, Inc. | 250,397 | $15.2M | 11.44% | Share |
| 189 | RFG Advisory, LLC | 248,511 | $15.1M | 0.28% | Share |
| 190 | Keystone Financial Services | 256,282 | $15.0M | 4.53% | Share |
| 191 | JMAC ENTERPRISES LLC | 237,793 | $14.5M | 2.76% | Share |
| 192 | Beacon Bridge Wealth Partners, LLC | 236,391 | $14.4M | 4.78% | Share |
| 193 | Synergy Investment Management, LLC | 236,090 | $14.4M | 5.08% | Share |
| 194 | McNaughton Wealth Management, LLC | 232,851 | $14.2M | 5.83% | Share |
| 195 | BCGM Wealth Management, LLC | 232,755 | $14.2M | 3.61% | Share |
| 196 | Fortitude Financial, LLC | 232,569 | $14.1M | 12.00% | Share |
| 197 | Mayflower Financial Advisors, LLC | 230,375 | $14.0M | 1.69% | Share |
| 198 | Waverly Advisors, LLC | 233,668 | $14.0M | 0.11% | Share |
| 199 | Qube Research & Technologies Ltd | 241,147 | $14.0M | 0.01% | Share |
| 200 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 227,676 | $13.8M | 0.21% | Share |