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Get Institutions for : 
Blackrock Us Equity Factor Rotation Etf (DYNF)  
$45.78 0.72 (1.6%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    13
Total shares held : 
 2,457,350  
% of shares held : 
 27.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 1,865,764  
% of shares held change : 
   20.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $39.13  
Last Quarter's Ending Price : 
 $44.40  
Last Quarter's Average Price : 
 $41.96  
Change from last quarter's     
avg. price to the last closing  : 
3.82 (9.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,751,673
 71.28%
 
Increased Positions :
9
 135,244
 5.5%
 
Unchanged Positions :
4
 49,433
 2.01%
 
Decreased Positions :
7
-9,464
-0.39%
 
Closed Positions :
3
-11,689
-0.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 14 *New 2024-03-31 57,065,385 $2,533,703,000 57,065,385
   Envestnet Portfolio Solutions Inc. 16 *New 2024-03-31 8,542,652 $379,294,000 8,542,652
   CWM LLC 9 *New 2024-03-31 7,510,306 $333,458,000 7,510,306
   BLACKROCK INC. 1617 *New 2024-03-31 4,645,271 $206,250,000 4,645,271
   JANNEY MONTGOMERY SCOTT LLC 43 *New 2024-03-31 3,413,388 $151,554,000 3,413,388
   Cetera Investment Advisers 63 *New 2024-03-31 2,797,577 $124,212,000 2,797,577
   BANK OF NEW YORK MELLON CORP 667 *New 2024-03-31 2,228,926 $98,964,000 2,228,926
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 30 *New 2024-03-31 2,016,387 $89,528,000 2,016,387
   JB Capital LLC 4 *New 2024-03-31 1,925,415 $85,488,000 1,925,415
   STIFEL FINANCIAL CORP 299 *New 2024-03-31 1,118,996 $49,683,000 1,118,996
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 7 *New 2024-03-31 1,074,239 $47,696,000 1,074,239
   Change Path LLC 9 *New 2024-03-31 825,012 $36,631,000 825,012
   ATRIA INVESTMENTS LLC 37 *New 2024-03-31 797,939 $35,428,000 797,939
   Austin Private Wealth LLC 5 *New 2024-03-31 781,878 $34,668,000 781,878
   FINANCIAL NETWORK 125 *New 2024-03-31 711,802 $31,604,000 711,802
   US BANCORP 248 *New 2024-03-31 677,267 $30,071,000 677,267
   Atria Wealth Solutions Inc. 49 *New 2024-03-31 672,346 $29,852,000 672,346
   MULTIFINANCIAL SECURITIES CORP 89 *New 2024-03-31 641,610 $28,487,000 641,610
   Horst & Graben Wealth Management LLC 5 *New 2024-03-31 575,028 $25,531,000 575,028
   Icon Wealth Advisors LLC 7 *New 2024-03-31 568,414 $25,238,000 568,414
   CFS Investment Advisory Services LLC 5 *New 2024-03-31 553,876 $24,592,000 553,876
   Stokes Family Office LLC 5 *New 2024-03-31 512,015 $22,733,000 512,015
   Intelligence Driven Advisers LLC 10 *New 2024-03-31 500,820 $22,236,000 500,820
   Steel Peak Wealth Management LLC 23 *New 2024-03-31 484,282 $21,502,000 484,282
   Stone House Investment Management LLC 6 *New 2024-03-31 437,034 $19,404,000 437,034
   Ronald Blue Trust Inc. 35 *New 2024-03-31 419,203 $18,613,000 419,203
   Merit Financial Group LLC 35 *New 2024-03-31 404,711 $17,560,000 404,711
   Scarborough Advisors LLC 1 *New 2024-03-31 381,251 $16,928,000 381,251
   PRUDENTIAL FINANCIAL INC 494 *New 2024-03-31 380,291 $16,885,000 380,291
   High Falls Advisors Inc 4 *New 2024-03-31 375,945 $16,692,000 375,945
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 10 *New 2024-03-31 365,982 $16,250,000 365,982
   Orion Portfolio Solutions LLC 122 *New 2024-03-31 356,936 $15,848,000 356,936
   Security Financial Services INC. 5 *New 2024-03-31 354,158 $15,725,000 354,158
   H D Vest Advisory Services 115 *New 2024-03-31 346,281 $15,375,000 346,281
   Summit X LLC 4 *New 2024-03-31 330,942 $14,694,000 330,942
   West Wealth Group LLC 5 *New 2024-03-31 330,337 $14,667,000 330,337
   UMA Financial Services Inc. 6 *New 2024-03-31 334,276 $14,421,000 334,276
   One Wealth Advisors LLC 9 *New 2024-03-31 321,201 $14,261,000 321,201
   Wealth Alliance 8 *New 2024-03-31 312,547 $13,877,000 312,547
   Royal Harbor Partners LLC 5 *New 2024-03-31 311,501 $13,831,000 311,501
   TSA Wealth Managment LLC 6 *New 2024-03-31 311,144 $13,815,000 311,144
   Buttonwood Financial Group LLC 5 *New 2024-03-31 300,199 $13,329,000 300,199
   MARINER WEALTH ADVISORS, LLC 436 *New 2024-03-31 287,567 $12,768,000 287,567
   Equitable Holdings Inc. 123 *New 2024-03-31 285,165 $12,661,000 285,165
   KWB Wealth 14 *New 2024-03-31 273,185 $12,129,000 273,185
   Strategic Blueprint LLC 19 *New 2024-03-31 270,551 $12,012,000 270,551
   Cypress Wealth Services LLC 5 *New 2024-03-31 270,205 $11,997,000 270,205
   ONE Advisory Partners LLC 4 *New 2024-03-31 257,910 $11,451,000 257,910
   BCJ Capital Management LLC 24 *New 2024-03-31 248,387 $11,028,000 248,387
   Legacy Financial Group LLC 16 *New 2024-03-31 245,116 $10,883,000 245,116
   Detalus Advisors LLC 5 *New 2024-03-31 243,861 $10,827,000 243,861
   LIBERTY WEALTH MANAGEMENT LLC 14 *New 2024-03-31 236,755 $10,491,000 236,755
   Keystone Financial Group 14 *New 2024-03-31 233,294 $10,358,000 233,294
   Brookstone Capital Management 135 *New 2024-03-31 227,048 $10,081,000 227,048
   Sharkey Howes & Javer 14 *New 2024-03-31 219,935 $9,765,000 219,935
   Steward Partners Investment Advisory LLC 202 *New 2024-03-31 215,682 $9,576,000 215,682
   Sentinus LLC 7 *New 2024-03-31 212,089 $9,417,000 212,089
   Scissortail Wealth Management LLC 7 *New 2024-03-31 207,119 $9,196,000 207,119
   Bay Harbor Wealth Management LLC 10 *New 2024-03-31 197,296 $8,760,000 197,296
   Perigon Wealth Management LLC 82 *New 2024-03-31 192,371 $8,541,000 192,371
   Cobblestone Asset Management LLC 4 *New 2024-03-31 192,350 $8,540,000 192,350
   Farther Finance Advisors LLC 35 *New 2024-03-31 190,492 $8,458,000 190,492
   WATERSHED PRIVATE WEALTH LLC 4 *New 2024-03-31 186,974 $8,302,000 186,974
   Emerald Investment Partners LLC 16 *New 2024-03-31 185,445 $8,234,000 185,445
   RFG Advisory Group LLC 64 *New 2024-03-31 180,319 $8,006,000 180,319
   SWMG LLC 5 *New 2024-03-31 178,562 $7,928,000 178,562
   Madrona Financial Services LLC 9 *New 2024-03-31 174,861 $7,764,000 174,861
   GRIES FINANCIAL LLC 13 *New 2024-03-31 171,250 $7,604,000 171,250
   BCGM Wealth Management LLC 8 *New 2024-03-31 161,214 $7,158,000 161,214
   Avid Wealth Partners LLC 6 *New 2024-03-31 160,151 $7,111,000 160,151
   Global Retirement Partners LLC 83 *New 2024-03-31 159,300 $7,073,000 159,300
   SigFig Wealth Management LLC 40 *New 2024-03-31 156,072 $6,930,000 156,072
   ShoreHaven Wealth Partners LLC 6 *New 2024-03-31 153,570 $6,819,000 153,570
   Keebeck Wealth Management LLC 20 *New 2024-03-31 153,050 $6,795,000 153,050
   Tennessee Valley Asset Management Partners 12 *New 2024-03-31 150,226 $6,670,000 150,226
   FTB Advisors Inc. 127 *New 2024-03-31 150,057 $6,663,000 150,057
   REGAL INVESTMENT ADVISORS, LLC 60 *New 2024-03-31 148,241 $6,582,000 148,241
   BEACON FINANCIAL GROUP 35 *New 2024-03-31 145,370 $6,454,000 145,370
   Apeiron RIA LLC 16 *New 2024-03-31 139,218 $6,181,000 139,218
   EQ LLC 9 *New 2024-03-31 136,419 $6,057,000 136,419
   Vertex Planning Partners LLC 13 *New 2024-03-31 127,649 $5,668,000 127,649
   U.S. Capital Wealth Advisors LLC 109 *New 2024-03-31 127,391 $5,656,000 127,391
   True Vision MN LLC 4 *New 2024-03-31 129,611 $5,610,000 129,611
   FORTE ASSET MANAGEMENT LLC 10 *New 2024-03-31 123,329 $5,476,000 123,329
   MARSHALL WACE LLP 831 *New 2024-03-31 123,117 $5,466,000 123,117
   Maxwell Wealth Strategies Inc. 4 *New 2024-03-31 121,224 $5,422,000 121,224
   Private Advisor Group LLC 449 *New 2024-03-31 117,254 $5,206,000 117,254
   HIGHTOWER ADVISORS, LLC 949 *New 2024-03-31 114,632 $5,087,000 114,632
   Mayflower Financial Advisors LLC 27 *New 2024-03-31 113,606 $5,044,000 113,606
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 413 *New 2024-03-31 113,102 $5,022,000 113,102
   Tradition Wealth Management LLC 49 *New 2024-03-31 111,825 $4,965,000 111,825
   Mount Yale Investment Advisors LLC 59 *New 2024-03-31 110,478 $4,905,000 110,478
   TNF LLC 14 *New 2024-03-31 112,769 $4,843,000 112,769
   TOWNSQUARE CAPITAL LLC 265 *New 2024-03-31 108,626 $4,823,000 108,626
   Spire Wealth Management 164 *New 2024-03-31 108,610 $4,822,000 108,610
   One Wealth Management Investment & Advisory Servic 12 *New 2024-03-31 105,535 $4,686,000 105,535
   Simplicity WealthLLC 184 *New 2024-03-31 104,748 $4,651,000 104,748
   TSFG LLC 26 *New 2024-03-31 103,049 $4,575,000 103,049
   EHRLICH FINANCIAL GROUP 5 *New 2024-03-31 103,025 $4,574,000 103,025
   Kestra Advisory Services LLC 558 *New 2024-03-31 102,467 $4,550,000 102,467
  100 Records found
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