ISHARES DYN ACT ETF BDYN
$27.65
+0.6% 52w: $23.60 – $27.93
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.6025.7727.93
Sep 15, 2025 Jul 2, 2026
Institutional holders
116
+9 QoQ
13F value
$2.87B
+2.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BDYN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 54.5M | $1.33B | 0.4% | +7.9% |
| LPL Financial LLC | Bank broker | 18.7M | $455.4M | 0.1% | +13.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 10.4M | $252.3M | 0.7% | -11.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.1M | $148.9M | 0.0% | +111.7% |
| JPMORGAN CHASE & CO | Bank broker | 5.6M | $132.5M | 0.0% | +3.9% |
| Cetera Investment Advisers | Wealth advisor | 4.0M | $97.7M | 0.1% | +10.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 3.8M | $92.4M | 0.7% | +8.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.2M | $77.4M | 0.0% | -5.0% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.1M | $27.0M | 0.1% | +10.7% |
| NorthRock Partners, LLC | Wealth advisor | 1.1M | $26.7M | 0.4% | +2.0% |
| WBH ADVISORY INC | Wealth advisor | 1.1M | $25.9M | 1.9% | +4.3% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 923.3K | $22.4M | 0.1% | +2.2% |
| Keystone Global Partners, LLC | Wealth advisor | 713.6K | $17.3M | 7.8% | -4.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 619.5K | $15.1M | 0.1% | +7.0% |
| World Investment Advisors | Wealth advisor | 464.4K | $11.3M | 0.2% | New |
| Waverly Advisors, LLC | Wealth advisor | 458.1K | $11.1M | 0.1% | +26.3% |
| Invst, LLC | Wealth advisor | 410.7K | $10.0M | 1.1% | +5.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 353.7K | $8.6M | 0.1% | +845.3% |
| GeoWealth Management, LLC | Wealth advisor | 265.8K | $6.5M | 0.2% | +18.2% |
| Regal Investment Advisors LLC | Wealth advisor | 263.0K | $6.4M | 0.4% | +6.7% |
| Beacon Bridge Wealth Partners, LLC | Wealth advisor | 254.8K | $6.2M | 2.1% | -2.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 189.8K | $4.6M | 0.0% | -53.0% |
| SILVERLAKE WEALTH MANAGEMENT LLC | Wealth advisor | 189.4K | $4.6M | 1.0% | -1.1% |
| Payne Capital LLC | Wealth advisor | 172.6K | $4.2M | 3.9% | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 171.5K | $4.2M | 0.0% | -22.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 164.2K | $4.0M | 0.0% | -6.1% |
| WEALTHGARDEN F.S. LLC | Wealth advisor | 164.0K | $4.0M | 2.7% | +6.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 120.6K | $2.9M | 0.0% | New |
| Strategic Blueprint, LLC | Wealth advisor | 117.9K | $2.9M | 0.2% | +3.7% |
| RDA Financial Network | Other | 107.1K | $2.6M | 0.7% | +2.6% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 96.3K | $2.3M | 0.2% | +23.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 94.0K | $2.3M | 0.0% | -60.2% |
| OneAscent Family Office, LLC | Wealth advisor | 71.8K | $1.7M | 1.2% | -6.2% |
| Advisory Services Network, LLC | Diversified mechanical | 71.0K | $1.7M | 0.0% | +11.9% |
| Two West Capital Advisors LLC | Wealth advisor | 66.0K | $1.7M | 0.9% | +1.9% |
| Stonebrook Private Inc. | Wealth advisor | 70.4K | $1.7M | 0.4% | +6.9% |
| GWN SECURITIES INC. | Wealth advisor | 69.7K | $1.7M | 0.3% | +5.5% |
| Claro Advisors Inc. | Wealth advisor | 63.1K | $1.5M | 0.2% | +1.7% |
| RESOLUTE WEALTH ADVISOR, INC. | Wealth advisor | 57.9K | $1.4M | 0.8% | — |
| LongView Wealth Management | Wealth advisor | 54.0K | $1.4M | 0.4% | +29.9% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 56.9K | $1.3M | 0.1% | +20.3% |
| Advyzon Investment Management, LLC | Wealth advisor | 54.8K | $1.3M | 0.1% | +16.2% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 50.1K | $1.2M | 0.0% | +8.7% |
| CPWA, LLC | Wealth advisor | 43.5K | $1.2M | 1.4% | — |
| Aptus Capital Advisors, LLC | Wealth advisor | 47.4K | $1.2M | 0.0% | +0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 43.4K | $1.1M | 0.0% | -33.5% |
| Magnus Financial Group LLC | Wealth advisor | 42.4K | $1.0M | 0.1% | -83.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 41.8K | $1.0M | 0.0% | -49.0% |
| Milestone Asset Management Group, LLC | Wealth advisor | 41.6K | $1.0M | 0.6% | Held |
| Freedom Investment Management, Inc. | Wealth advisor | 40.4K | $982K | 0.3% | -3.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.