증권 기록 · 과거 분기 (아카이브)
DYNF
iShares U.S. Equity Factor Rotation Active ETF · Financial Services · Asset Management
62추적 보유자
+1Δ 보유자
321.33M보유 주식 수
$19.54B보고 가치
+2신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.6% ·
주식 흐름 -6.9% ·
순 신규 포지션 +1.6%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | +3 | 339.63M | $23.08B | +7 | −5 |
| 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 | n/a | 1.01M | $47.27M | n/a | n/a |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 110.61M | n/a | $6.73B | 2.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 45.13M | n/a | $2.74B | 0.8% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 24.49M | -46.5% | $1.49B | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | BlackRock ✦ (패시브) | 22.46M | -3.8% | $1.37B | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 5 | Morgan Stanley ✦ | 16.58M | +12.5% | $1.01B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 6 | Ameriprise Financial Inc | 15.34M | n/a | $932.50M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 11.82M | n/a | $718.54M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Northwestern Mutual Wealth… | 11.19M | n/a | $680.74M | 0.4% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 8.64M | n/a | $525.63M | 1.3% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 8.01M | n/a | $487.37M | 1.3% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 7.81M | n/a | $475.07M | 0.5% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 5.64M | n/a | $343.09M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 4.25M | n/a | $258.67M | 0.3% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 4.12M | n/a | $250.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Bank of New York Mellon Corp | 4.02M | n/a | $244.75M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Osaic Holdings, Inc. | 3.46M | n/a | $210.51M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 17 | Royal Bank Of Canada | 2.87M | n/a | $174.43M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 18 | Stifel Financial Corp | 2.54M | n/a | $154.42M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 19 | Assetmark, Inc | 1.69M | n/a | $102.91M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1.56M | n/a | $94.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Truist Financial Corp | 1.21M | n/a | $73.68M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 1.20M | n/a | $73.20M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 1.10M | -62.0% | $66.70M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 24 | Us Bancorp \De\ | 847.22K | n/a | $51.52M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 25 | HighTower Advisors, LLC | 758.63K | n/a | $46.13M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 732.59K | n/a | $44.55M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 27 | Kayne Anderson Rudnick Investment… | 641.44K | n/a | $39.01M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 396.76K | n/a | $24.13M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 241.15K | n/a | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mirae Asset Global Investments Co.… | 220.00K | n/a | $13.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | BNP Paribas Asset Management… | 207.05K | n/a | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Tudor Investment Corp Et Al | 189.09K | n/a | $11.50M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 178.26K | n/a | $10.84M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 160.78K | n/a | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 142.40K | n/a | $8.66M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cerity Partners LLC | 126.59K | n/a | $7.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Creative Planning | 123.87K | n/a | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Hsbc Holdings Plc | 108.66K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 39 | Susquehanna International Group, Llp | 77.54K | n/a | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 71.08K | -0.3% | $4.32M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 41 | Renaissance Technologies ✦ | 64.60K | +38.6% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 53.99K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 50.49K | -13.8% | $3.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 46.70K | +86.5% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Pnc Financial Services Group, Inc. | 41.69K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Captrust Financial Advisors | 20.74K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 15.50K | n/a | $942,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Brown Advisory Inc | 9.19K | n/a | $558,601 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | First Trust Advisors Lp | 6.56K | n/a | $398,670 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fisher Asset Management ✦ | 6.34K | 신규 | $385,574 | 0.0% | New | 1 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 6.11K | n/a | $371,319 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Corient Private Wealth LP | 3.62K | n/a | $220,250 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Empower Advisory Group, LLC | 3.44K | n/a | $209,126 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Lido Advisors, LLC | 3.39K | n/a | $202,840 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citigroup Inc | 2.94K | n/a | $178,781 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Fifth Third Bancorp | 2.17K | n/a | $131,958 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 1.27K | 신규 | $77,252 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1.08K | n/a | $65,979 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 193 | n/a | $11,736 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 165 | n/a | $10,034 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Simplex Trading, Llc | 95 | n/a | $5,776 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 2 | n/a | $122 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Fisher Asset Management | $385,574 | 0.0% |
| Fidelity (FMR) | $77,252 | 0.0% |
청산됨
| Citadel Advisors | $92.81M | 이었음 0.1% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 815 보유 기관, 511.67M 주식, $28.70B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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