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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
   LPL FINANCIAL CORP 66 - 2024-03-31 13,367,926 $593,536,000 13,334,416
   J P MORGAN CHASE & CO 408 - 2024-03-31 9,372,193 $416,125,000 9,288,096
   MORGAN STANLEY 696 - 2024-03-31 5,527,339 $245,414,000 5,527,038
   MML INVESTORS SERVICES LLC 16 - 2024-03-31 4,071,683 $180,783,000 4,044,269
   Resources Investment Advisors Inc. 7 - 2024-03-31 2,541,827 $112,857,000 2,530,131
   Foundations Investment Advisors LLC 13 - 2024-03-31 1,312,047 $58,255,000 751,864
   Goss Wealth Management LLC 38 - 2024-03-31 1,193,524 $52,992,000 1,193,190
   COMMONWEALTH EQUITY SERVICES LLC. 270 - 2024-03-31 947,661 $42,076,000 941,009
   THRIVENT FINANCIAL FOR LUTHERANS 294 - 2024-03-31 901,475 $40,025,000 895,628
   AE Wealth Management LLC 62 - 2024-03-31 782,692 $34,752,000 236,185
   BB&T CORP 334 - 2024-03-31 668,527 $29,683,000 530,938
   Invst LLC 12 - 2024-03-31 496,129 $22,028,000 267,965
   Integrated Wealth Concepts LLC 73 - 2024-03-31 465,801 $20,683,000 459,418
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 246 - 2024-03-31 459,359 $20,396,000 444,342
   Advisor Group Holdings Inc. 545 - 2024-03-31 312,860 $13,892,000 312,438
   PROEQUITIES INC. 17 - 2024-03-31 308,680 $13,705,000 308,680
   PAX Financial Group LLC 5 - 2024-03-31 281,011 $12,477,000 152,793
   ROYAL BANK OF CANADA 1401 - 2024-03-31 265,808 $11,803,000 265,601
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 735 - 2024-03-31 258,070 $11,458,000 202,336
   Mutual Advisors LLC 45 - 2024-03-31 233,282 $10,358,000 175,693
   Ascent Group LLC 20 - 2024-03-31 199,269 $8,848,000 115,724
   BlackDiamond Wealth Management Inc. 5 - 2024-03-31 69,589 $3,090,000 27,697
   HSBC HOLDINGS PLC 1073 - 2024-03-31 61,438 $2,728,000 38,541
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1920 - 2024-03-31 39,225 $1,742,000 39,225
   We Are One Seven LLC 282 - 2024-03-31 30,702 $1,363,000 16,450
   Semmax Financial Advisors Inc. 90 - 2024-03-31 16,234 $719,000 13,549
   Parallel Advisors LLC 798 - 2024-03-31 5,258 $233,000 5,258
   HANSON MCCLAIN, INC. 1447 - 2024-03-31 807 $36,000 79
   WELLS FARGO & CO/MN 4915 - 2024-03-31 559 $25,000 559

  29 Records found
  1    
  Page 1 of 1
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