Who owns iShares Dynamic Equity Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BDYN from SEC Form 13F filings across 124 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 124 institutions disclosed 126.9M shares of iShares Dynamic Equity Active ETF worth $3.52B — about 116.8% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
124
13F holders
$3.52B
value, 2026 filers
116.8%
of shares outstanding (126.9M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BDYN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 55.8M | $1.55B | 0.4% | 51.3% | +2.3% |
| 2 | LPL Financial LLC | 20.6M | $571.5M | 0.1% | 19% | +10.0% |
| 3 | MML INVESTORS SERVICES, LLC | 12.5M | $345.7M | 0.7% | 11.5% | +20.1% |
| 4 | WELLS FARGO & COMPANY/MN | 9.1M | $252.6M | 0.0% | 8.4% | +48.7% |
| 5 | JPMORGAN CHASE & CO | 5.5M | $152.2M | 0.0% | 5.1% | -1.4% |
| 6 | Cetera Investment Advisers | 4.2M | $116.9M | 0.1% | 3.9% | +4.9% |
| 7 | PARK AVENUE SECURITIES LLC | 4.0M | $111.0M | 0.7% | 3.7% | +5.2% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.1M | $87.1M | 0.0% | 2.9% | -1.4% |
| 9 | Envestnet Portfolio Solutions, Inc. | 1.2M | $32.0M | 0.2% | 1.1% | +3.9% |
| 10 | WBH ADVISORY INC | 1.1M | $29.5M | 2.0% | 1% | +1.0% |
| 11 | NorthRock Partners, LLC | 1.0M | $28.7M | 0.4% | 1% | -5.8% |
| 12 | Sequoia Financial Advisors, LLC | 929,681 | $25.8M | 0.1% | 0.9% | +0.7% |
| 13 | Keystone Global Partners, LLC | 686,808 | $19.1M | 7.2% | 0.6% | -3.8% |
| 14 | Sanctuary Advisors, LLC | 639,384 | $17.7M | 0.1% | 0.6% | +3.2% |
| 15 | Waverly Advisors, LLC | 473,249 | $13.1M | 0.1% | 0.4% | +3.3% |
| 16 | World Investment Advisors | 466,669 | $12.9M | 0.2% | 0.4% | +0.5% |
| 17 | Invst, LLC | 408,876 | $11.3M | 1.1% | 0.4% | -0.4% |
| 18 | Integrated Wealth Concepts LLC | 352,637 | $9.8M | 0.1% | 0.3% | -0.3% |
| 19 | Regal Investment Advisors LLC | 294,897 | $8.2M | 0.4% | 0.3% | +12.1% |
| 20 | Beacon Bridge Wealth Partners, LLC | 255,226 | $7.1M | 2.0% | 0.2% | +0.2% |
| 21 | GeoWealth Management, LLC | 242,188 | $6.7M | 0.2% | 0.2% | -8.9% |
| 22 | Advisory Solutions Group, LLCNEW | 236,069 | $6.5M | 2.2% | 0.2% | new |
| 23 | Orion Porfolio Solutions, LLC | 209,000 | $5.8M | 0.0% | 0.2% | +21.8% |
| 24 | SILVERLAKE WEALTH MANAGEMENT LLC | 184,677 | $5.1M | 1.0% | 0.2% | -2.5% |
| 25 | OSAIC HOLDINGS, INC. | 178,558 | $5.0M | 0.0% | 0.2% | -5.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.