Who owns IDX Dynamic Fixed Income ETF?
Institutional ownership of DYFI from SEC Form 13F filings across 9 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.
9
13F holders
$14.3M
value, 2026 filers
39.7%
of shares outstanding (629,315 sh)
2
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 DYFI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Compound Planning, Inc. | 496,108 | $11.3M | 0.3% | 31.3% | +16.2% |
| 2 | AXXCESS WEALTH MANAGEMENT, LLC | 42,470 | $966,817 | 0.0% | 2.7% | -2.5% |
| 3 | GTS SECURITIES LLCNEW | 29,076 | $661,915 | 0.0% | 1.8% | new |
| 4 | Ashton Thomas Private Wealth, LLC | 19,592 | $446,012 | 0.0% | 1.2% | -29.0% |
| 5 | Encompass More Asset Management | 16,388 | $373,068 | 0.1% | 1% | -6.3% |
| 6 | Atlas Wealth Partners, LLC | 16,050 | $365,373 | 0.4% | 1% | -2.4% |
| 7 | Aptus Capital Advisors, LLC | 9,114 | $207,477 | 0.0% | 0.6% | 0.0% |
| 8 | Integrated Wealth Concepts LLCNEW | 424 | $9,652 | 0.0% | 0% | new |
| 9 | AE Wealth Management LLC | 93 | $2,117 | 0.0% | 0% | -76.1% |
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.