Security record · archived quarter
DYNF
iShares U.S. Equity Factor Rotation Active ETF · Financial Services · Asset Management
62Tracked holders
+1Δ holders
321.33MShares held
$19.54BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +1.6% ·
share flow -6.9% ·
net new positions +1.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | +3 | 340.74M | $23.15B | +7 | −4 |
| Q1 2026 | 61 | -1 | 324.84M | $18.86B | +4 | −5 |
| Q4 2025 | 62 | +1 | 321.33M | $19.54B | +2 | −1 |
| Q3 2025 | 9 | -2 | 88.53M | $5.24B | +1 | −3 |
| Q2 2025 | 8 | +2 | 20.79M | $1.13B | +3 | −1 |
| Q1 2025 | 5 | +1 | 93.65K | $4.57M | +2 | −1 |
| Q4 2024 | 4 | +1 | 396.84K | $20.34M | +2 | −1 |
| Q3 2024 | 3 | -1 | 110.62K | $5.47M | +2 | −3 |
| Q2 2024 | 4 | — | 1.01M | $47.27M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 110.61M | — | $6.73B | 2.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 45.13M | — | $2.74B | 0.8% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 24.49M | -46.5% | $1.49B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 24.49M | -46.5% | $1.49B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 24.49M | -46.5% | $1.49B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 24.49M | -46.5% | $1.49B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 15.34M | — | $932.50M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 15.34M | — | $932.50M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 15.34M | — | $932.50M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 11.82M | — | $718.54M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 11.82M | — | $718.54M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 11.82M | — | $718.54M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 11.19M | — | $680.74M | 0.4% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 8.64M | — | $525.63M | 1.3% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 8.01M | — | $487.37M | 1.3% | n/c | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 7.81M | — | $475.07M | 0.5% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 5.64M | — | $343.09M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 5.64M | — | $343.09M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 5.64M | — | $343.09M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 4.25M | — | $258.67M | 0.3% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 4.12M | — | $250.75M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 4.12M | — | $250.75M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 4.02M | — | $244.75M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 4.02M | — | $244.75M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 4.02M | — | $244.75M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 4.02M | — | $244.75M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 3.46M | — | $210.51M | 0.3% | n/c | 1 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 3.46M | — | $210.51M | 0.3% | n/c | 1 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 3.46M | — | $210.51M | 0.3% | n/c | 1 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 3.46M | — | $210.51M | 0.3% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 2.87M | — | $174.43M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 2.87M | — | $174.43M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 2.87M | — | $174.43M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.87M | — | $174.43M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Royal Bank Of Canada | 2.87M | — | $174.43M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Royal Bank Of Canada | 2.87M | — | $174.43M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Royal Bank Of Canada | 2.87M | — | $174.43M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Stifel Financial Corp | 2.54M | — | $154.42M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Stifel Financial Corp | 2.54M | — | $154.42M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Stifel Financial Corp | 2.54M | — | $154.42M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Stifel Financial Corp | 2.54M | — | $154.42M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 1.69M | — | $102.91M | 0.2% | n/c | 1 | SEC ↗ |
| 58 | UBS Group AG | 1.56M | — | $94.79M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | UBS Group AG | 1.56M | — | $94.79M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Truist Financial Corp | 1.21M | — | $73.68M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Truist Financial Corp | 1.21M | — | $73.68M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 1.20M | — | $73.20M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Two Sigma Investments ✦ | 1.10M | -62.0% | $66.70M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 64 | Us Bancorp \De\ | 847.22K | — | $51.52M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Us Bancorp \De\ | 847.22K | — | $51.52M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Us Bancorp \De\ | 847.22K | — | $51.52M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Us Bancorp \De\ | 847.22K | — | $51.52M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | HighTower Advisors, LLC | 758.63K | — | $46.13M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Mariner, LLC | 732.59K | — | $44.55M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Mariner, LLC | 732.59K | — | $44.55M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Mariner, LLC | 732.59K | — | $44.55M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Mariner, LLC | 732.59K | — | $44.55M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Kayne Anderson Rudnick Investment… | 641.44K | — | $39.01M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 396.76K | — | $24.13M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Qube Research & Technologies Ltd | 241.15K | — | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Mirae Asset Global Investments Co.… | 220.00K | — | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Mirae Asset Global Investments Co.… | 220.00K | — | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | BNP Paribas Asset Management… | 207.05K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Tudor Investment Corp Et Al | 189.09K | — | $11.50M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Baird Financial Group, Inc. | 178.26K | — | $10.84M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Focus Partners Wealth | 160.78K | — | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 142.40K | — | $8.66M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cerity Partners LLC | 126.59K | — | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cerity Partners LLC | 126.59K | — | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Creative Planning | 123.87K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Hsbc Holdings Plc | 108.66K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Hsbc Holdings Plc | 108.66K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Hsbc Holdings Plc | 108.66K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Hsbc Holdings Plc | 108.66K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Susquehanna International Group, Llp | 77.54K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 71.08K | -0.3% | $4.32M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 92 | Renaissance Technologies ✦ | 64.60K | +38.6% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 53.99K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Gotham Asset Management ✦ | 50.49K | -13.8% | $3.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 46.70K | +86.5% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 46.70K | +86.5% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 41.69K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Pnc Financial Services Group, Inc. | 41.69K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 41.69K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Captrust Financial Advisors | 20.74K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $92.81M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 815 holders, 511.67M shares, $28.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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