ISHRS US E F R A ETF-USD INC DYNF
$67.13
-0.5% 52w: $55.76 – $68.01
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data55.7661.8868.01
Aug 18, 2025 Jul 2, 2026
Institutional holders
829
+40 QoQ
13F value
$31.26B
-0.8% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $16K puts
Institutional value by quarter
Number of holders
Who owns DYNF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 109.0M | $6.34B | 1.7% | -1.5% |
| LPL Financial LLC | Bank broker | 43.8M | $2.55B | 0.7% | -2.9% |
| First Command Advisory Services, Inc. | Wealth advisor | 29.2M | $1.70B | 11.4% | +29.1% |
| BlackRock, Inc. | Index provider | 24.6M | $1.43B | 0.0% | +9.7% |
| JPMORGAN CHASE & CO | Bank broker | 23.1M | $1.30B | 0.1% | -5.7% |
| MORGAN STANLEY | Bank broker | 17.4M | $1.01B | 0.1% | +4.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 16.0M | $933.0M | 0.2% | +4.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 13.2M | $770.8M | 0.5% | +18.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 11.7M | $679.7M | 0.0% | -1.1% |
| Dynasty Wealth Management, LLC | Wealth advisor | 11.1M | $643.6M | 5.6% | +16.1% |
| CWM, LLC | Wealth advisor | 7.8M | $455.6M | 1.2% | -2.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 7.5M | $434.3M | — | New |
| Cetera Investment Advisers | Wealth advisor | 7.4M | $433.4M | 0.5% | -4.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 7.2M | $421.1M | 1.2% | -16.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.1M | $413.9M | 0.1% | +26.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 6.6M | $382.2M | 2.1% | -20.5% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 6.3M | $364.7M | 6.6% | -3.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.7M | $272.4M | 0.4% | +10.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.5M | $259.3M | 0.1% | +8.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 4.4M | $254.3M | 0.9% | -7.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 4.2M | $245.5M | — | -11.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 3.8M | $220.2M | 2.2% | -12.0% |
| SOFI WEALTH, LLC | Wealth advisor | 3.6M | $210.2M | — | +6.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.6M | $208.1M | 0.0% | -11.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.4M | $200.4M | 0.3% | -0.5% |
| Merit Financial Group, LLC | Wealth advisor | 3.4M | $195.1M | 1.5% | +14.7% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 3.3M | $193.3M | 2.8% | +0.4% |
| ROYAL BANK OF CANADA | Bank broker | 3.1M | $178.4M | 0.0% | +6.9% |
| Foundations Investment Advisors, LLC | Wealth advisor | 2.7M | $156.7M | 1.9% | -16.7% |
| JB Capital LLC | Wealth advisor | 2.5M | $145.0M | 5.9% | -13.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.5M | $143.2M | 0.1% | -3.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 2.5M | $143.2M | 0.8% | -17.8% |
| Equitable Holdings, Inc. | Wealth advisor | 2.2M | $133.1M | 0.9% | +10.8% |
| FORM Wealth Advisors, LLC | Wealth advisor | 2.3M | $132.0M | — | +3.3% |
| Parallel Advisors, LLC | Wealth advisor | 2.1M | $124.1M | 2.2% | +5.2% |
| UBS Group AG | Bank broker | 2.1M | $122.0M | 0.0% | +34.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.1M | $120.1M | 0.1% | +75.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 1.9M | $111.0M | 1.3% | +69.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.8M | $106.9M | 0.2% | -49.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 1.8M | $102.7M | 0.8% | +3.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.8M | $102.0M | 0.6% | -17.0% |
| ASSETMARK, INC | Wealth advisor | 1.7M | $99.1M | 0.2% | +0.6% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.5M | $87.3M | 3.9% | -24.4% |
| Cerity Partners LLC | Diversified mechanical | 1.3M | $77.2M | 0.1% | +947.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.3M | $77.0M | 0.2% | -4.4% |
| AE Wealth Management LLC | Wealth advisor | 1.3M | $76.5M | 0.4% | -6.9% |
| Private Advisor Group, LLC | Wealth advisor | 1.2M | $72.7M | 0.3% | +10.6% |
| Arax Advisory Partners | Wealth advisor | 1.2M | $72.6M | 2.0% | +135.9% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 1.2M | $67.9M | 7.5% | -0.6% |
| Stratos Investment Management, LLC | Wealth advisor | 1.1M | $63.2M | 2.5% | +3.0% |
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.