Who owns iShares U.S. Equity Factor Rotation Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DYNF from SEC Form 13F filings across 892 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, 892 institutions disclosed 570.2M shares of iShares U.S. Equity Factor Rotation Active ETF worth $38.75B — about 99.6% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
892
13F holders
$38.75B
value, 2026 filers
99.6%
of shares outstanding (570.2M sh)
136
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 DYNF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 113.0M | $7.69B | 1.8% | 19.7% | +3.8% |
| 2 | LPL Financial LLC | 48.8M | $3.32B | 0.7% | 8.5% | +11.4% |
| 3 | First Command Advisory Services, Inc. | 29.9M | $2.03B | 12.1% | 5.2% | +2.3% |
| 4 | BlackRock, Inc. | 24.0M | $1.63B | 0.0% | 4.2% | -2.6% |
| 5 | JPMORGAN CHASE & CO | 23.7M | $1.60B | 0.1% | 4.1% | +2.5% |
| 6 | MORGAN STANLEY | 19.2M | $1.31B | 0.1% | 3.4% | +10.7% |
| 7 | AMERIPRISE FINANCIAL INC | 16.2M | $1.10B | 0.2% | 2.8% | +1.2% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15.2M | $1.03B | 0.6% | 2.6% | +14.5% |
| 9 | BANK OF AMERICA CORP /DE/ | 12.7M | $865.9M | 0.1% | 2.2% | +9.0% |
| 10 | Dynasty Wealth Management, LLC | 11.7M | $794.7M | 5.9% | 2% | +5.6% |
| 11 | MML INVESTORS SERVICES, LLC | 9.1M | $621.0M | 1.3% | 1.6% | +26.2% |
| 12 | RAYMOND JAMES FINANCIAL INC | 8.4M | $568.1M | 0.2% | 1.5% | +17.4% |
| 13 | Cetera Investment Advisers | 7.9M | $535.5M | 0.5% | 1.4% | +5.7% |
| 14 | PARK AVENUE SECURITIES LLC | 7.7M | $522.8M | 3.3% | 1.3% | +3.0% |
| 15 | Envestnet Portfolio Solutions, Inc. | 6.7M | $453.3M | 2.2% | 1.2% | +1.5% |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | 6.5M | $440.8M | 6.8% | 1.1% | +3.4% |
| 17 | WELLS FARGO & COMPANY/MN | 5.7M | $386.1M | 0.1% | 1% | +27.4% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 4.9M | $334.1M | 0.4% | 0.9% | +4.9% |
| 19 | Merit Financial Group, LLC | 4.5M | $307.5M | 1.9% | 0.8% | +34.8% |
| 20 | NewEdge Advisors, LLC | 4.4M | $296.9M | 0.9% | 0.8% | +30.6% |
| 21 | Janney Montgomery Scott LLC | 4.4M | $296.8M | 0.6% | 0.8% | +3.4% |
| 22 | OneDigital Investment Advisors LLC | 4.0M | $269.1M | 2.3% | 0.7% | +4.5% |
| 23 | OSAIC HOLDINGS, INC. | 3.9M | $263.5M | 0.3% | 0.7% | +12.4% |
| 24 | SOFI WEALTH, LLC | 3.8M | $257.9M | 10.4% | 0.7% | +5.0% |
| 25 | Bank of New York Mellon Corp | 3.7M | $254.6M | 0.0% | 0.7% | +4.7% |
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.