BDYN institutional holders

iShares Dynamic Equity Active ETF · 127 reporting institutions · $3.4B reported value

Funds that can replace BDYN · BDYN return decomposition

Institutional holdings

Institutions reporting BDYN, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$1.5B602026-06-30
Lpl Financial LLC$571.5M23,4582026-06-30
MML Investors Services, LLC$345.7M5,1202026-06-30
Wells Fargo & Company/mn$252.6M02026-06-30
Jpmorgan Chase & Co$152.2M02026-06-30
Cetera Investment Advisers$116.9M10,3702026-06-30
Northwestern Mutual Wealth Management Co$87.1M02026-06-30
Envestnet Portfolio Solutions, Inc.$32M32026-06-30
Wbh Advisory Inc$29.5M112026-06-30
Northrock Partners, LLC$28.7M912026-06-30
Sequoia Financial Group, LLC$25.8M2582026-06-30
Keystone Global Partners, LLC$19.1M22026-06-30
Sanctuary Advisors, LLC$17.7M4012026-06-30
Waverly Advisors, LLC$13.1M2312026-06-30
World Investment Advisors$12.9M3592026-06-30
Invst, LLC$11.3M332026-06-30
Integrated Wealth Concepts LLC$10.1M4802026-06-30
Regal Investment Advisors LLC$8.2M1172026-06-30
Beacon Bridge Wealth Partners, LLC$7.1M62026-06-30
Geowealth Management, LLC$6.7M02026-06-30
Advisory Solutions Group$6.5M422026-06-30
Orion Porfolio Solutions, LLC$5.8M1992026-06-30
Silverlake Wealth Management LLC$5.1M92026-06-30
Osaic Holdings, Inc.$5M02026-06-30
Swiftwater Capital$4.8M12026-06-30
Legacy Wealth Managment, Llc/id$4.5M492026-06-30
Strategic Blueprint, LLC$3.3M552026-06-30
Rda Financial Network$3.1M162026-06-30
Wealthgarden F.S. LLC$3M52026-06-30
Transamerica Financial Advisors, LLC$3M1,0972026-06-30
B. Riley Wealth Advisors, Inc.$2.6M1702026-06-30
Commonwealth Equity Services, LLC$2.5M2,8632026-06-30
Advisory Services Network$2.2M2532026-06-30
Gwn Securities Inc.$2.1M4492026-06-30
Stonebrook Private Inc.$2.1M32026-06-30
Frisch Financial Group, Inc.$1.9M62026-06-30
Jane Street Group, LLC$1.9M02026-06-30
Two West Capital Advisors LLC$1.9M162026-06-30
Claro Advisors Inc.$1.7M202026-06-30
Longview Wealth Management$1.6M02026-06-30
Advyzon Investment Management, LLC$1.6M22026-06-30
Vantus Wealth LLC$1.5M62026-06-30
Seia$1.5M1412026-06-30
Resolute Wealth Advisor, Inc.$1.4M32026-06-30
Oneascent Family Offices$1.4M92026-06-30
Aptus Capital Advisors, LLC$1.3M212026-06-30
Cpwa, LLC$1.2M32026-06-30
Vise Technologies, Inc.$1.1M02026-06-30
Mercer Global Advisors Inc /adv$1.1M02026-06-30
Milestone Asset Management Group, LLC$1.1M42026-06-30
Freedom Investment Management, Inc.$1.1M32026-06-30
Oneascent Financial Services LLC$1.1M852026-06-30
Vertex Planning Partners, LLC$1M142026-06-30
Fortis Advisors, LLC$1M32026-06-30
Ifg Advisory, LLC$1M1102026-06-30
Private Advisor Group, LLC$998.4K9272026-06-30
Ameriprise Financial Inc$945.4K02026-06-30
Advisors Capital Management, LLC$894.8K592026-06-30
Sunbelt Securities, Inc.$880.8K632026-03-31
Aegis Wealth Management, Inc.$864.3K252026-06-30
Wcg Wealth Advisors LLC$829.9K1302026-06-30
Susquehanna International Group, LLP$802.3K02026-06-30
Msh Capital Advisors LLC$790.1K202026-06-30
Ausdal Financial Partners, Inc.$763.6K1892026-06-30
Legacy Edge Advisors, LLC$715.4K182026-06-30
Gc Wealth Management RIA, LLC$695.7K352026-06-30
Stonex Group Inc.$686.5K02026-06-30
Financial Sense Advisors, Inc.$675.6K82026-06-30
Merit Financial Group, LLC$663K2952026-06-30
Raymond James Financial Inc$643.8K02026-06-30
Prospera Financial Services, Inc.$642.1K2702026-06-30
Magnus Financial Group LLC$638.1K102026-06-30
PNC Financial Services Group, Inc.$601.9K02026-06-30
Iht Wealth Management LLC$598.5K1592026-06-30
Vantage Financial Partners, LLC$572.5K02025-12-31
Windsor Advisory Group, LLC$560.7K122026-06-30
Resurgent Financial Advisors LLC$544.2K92026-06-30
Nwam LLC$530.3K622026-06-30
One Wealth Capital Management, LLC$522.6K52026-06-30
Equitable Holdings, Inc.$519.7K02026-06-30
Archer Investment Management, LLC$517.5K32026-06-30
Atria Investments, Inc$512.2K62026-06-30
Seacrest Wealth Management, LLC$501.4K352026-06-30
Private Trust Co NA$484K02026-06-30
Elevation Wealth Management LLC$467K32026-06-30
Creative Financial Designs Inc /adv$455.9K02026-06-30
Elevated Financial Group LLC$419.2K72026-06-30
Qrg Capital Management, Inc.$418.7K22026-06-30
Valmark Advisers, Inc.$408.5K2952026-06-30
Kestra Investment Management, LLC$396.2K92026-06-30
Fmr LLC$391.5K02026-06-30
Wealthspire Advisors, LLC$375.8K2372026-06-30
Smartleaf Asset Management LLC$321.2K92026-06-30
Sowell Financial Services LLC$312.8K1082026-06-30
Fifth Third Bancorp$312K02026-06-30
Blackrock, Inc.$299.2K02026-06-30
Avantra Family Wealth, Inc.$275.1K32026-06-30
Sovran Advisors, LLC$261.6K702026-06-30
One Advisory Partners, LLC$259.5K72026-06-30
Price Financial Group Wealth Management, Inc.$254.6K52026-06-30
Wealth Enhancement Advisory Services, LLC$254.5K1,0262026-06-30
Global Retirement Partners LLC$252.5K4912026-06-30
Fiduciary Family Office, LLC$247K22026-06-30
Aries Wealth Management$238.3K42026-06-30
Continuum Advisory, LLC$234.2K402026-06-30
Assetmark, Inc$226.6K2202026-06-30
Bank of Montreal /can$212.9K02026-06-30
Modern Wealth Management, LLC$206.7K1612026-06-30
J.W. Cole Advisors, Inc.$202.9K4992026-06-30
Park Place Capital Corp$138K72026-06-30
Allworth Financial, LP$119.7K3172026-06-30
Ameriflex Group, Inc.$111.8K2122026-06-30
Park Avenue Securities LLC$111K1,9082026-06-30
Morgan Stanley$107.3K23,1852026-06-30
Signature Equity Partners, LLC$94K342026-06-30
Royal Bank of Canada$87K02026-06-30
Orion Capital Management LLC$85.5K42026-06-30
Cornerstone Planning Group LLC$44.7K232026-06-30
Harbour Investments, Inc.$28.9K2472026-06-30
Farther Finance Advisors, LLC$26.8K3342026-06-30
Newedge Advisors$24.2K6012026-06-30
Qube Research & Technologies Ltd$17.3K02026-06-30
Cwm, LLC$17.1K6672026-03-31
Golden State Wealth Management, LLC$12.8K472026-06-30
Wealthshield Partners, LLC$9.3K02026-06-30
Fiduciary Financial Advisors$8.3K512026-06-30
Cambridge Investment Research Advisors, Inc.$4K3,9402026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30