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Get Institutions for : 
Blackrock Us Equity Factor Rotation Etf (DYNF)  
$42.35 0.18 (0.42%) as of 4:30 Wed 5/1


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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 : 
 $35.06  
Last Quarter's Ending Price : 
 $39.60  
Last Quarter's Average Price : 
 $36.73  
Change from last quarter's     
avg. price to the last closing  : 
5.62 (15.3%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CWM LLC 9 *New 2024-03-31 7,510,306 $333,458,000 7,510,306
   BANK OF NEW YORK MELLON CORP 667 *New 2024-03-31 2,228,926 $98,964,000 2,228,926
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 7 *New 2024-03-31 1,074,239 $47,696,000 1,074,239
   Austin Private Wealth LLC 5 *New 2024-03-31 781,878 $34,668,000 781,878
   Horst & Graben Wealth Management LLC 5 *New 2024-03-31 575,028 $25,531,000 575,028
   Foundations Investment Advisors LLC 36 *New 2023-12-31 560,183 $22,928,000 560,183
   AE Wealth Management LLC 203 *New 2023-12-31 546,507 $22,401,000 546,507
   Steel Peak Wealth Management LLC 23 *New 2024-03-31 484,282 $21,502,000 484,282
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 246 - 2024-03-31 459,359 $20,396,000 444,342
   Security Financial Services INC. 5 *New 2024-03-31 354,158 $15,725,000 354,158
   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
   Buttonwood Financial Group LLC 5 *New 2024-03-31 300,199 $13,329,000 300,199
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 735 - 2024-03-31 258,070 $11,458,000 202,336
   ONE Advisory Partners LLC 4 *New 2024-03-31 257,910 $11,451,000 257,910
   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
   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
   Invst LLC 21 *New 2023-12-31 228,164 $9,485,000 228,164
   Bay Harbor Wealth Management LLC 10 *New 2024-03-31 197,296 $8,760,000 197,296
   Cobblestone Asset Management LLC 4 *New 2024-03-31 192,350 $8,540,000 192,350
   RFG Advisory Group LLC 64 *New 2024-03-31 180,319 $8,006,000 180,319
   Madrona Financial Services LLC 9 *New 2024-03-31 174,861 $7,764,000 174,861
   SkyOak Wealt LLC 11 - 2023-12-31 181,435 $7,186,000 -4,831
   Global Retirement Partners LLC 83 *New 2024-03-31 159,300 $7,073,000 159,300
   Focus Financial Network Inc. 58 - 2024-03-31 160,857 $6,851,000 0
   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
   Apeiron RIA LLC 16 *New 2024-03-31 139,218 $6,181,000 139,218
   BB&T CORP 835 - 2023-12-31 137,589 $5,449,000 14,961
   PAX Financial Group LLC 21 *New 2023-12-31 128,218 $5,406,000 128,218
   TNF LLC 14 *New 2024-03-31 112,769 $4,843,000 112,769
   Spire Wealth Management 164 *New 2024-03-31 108,610 $4,822,000 108,610
   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
   FIRETHORN WEALTH PARTNERS LLC 8 *New 2024-03-31 96,030 $4,264,000 96,030
   Stratos Wealth Advisors LLC 97 *New 2024-03-31 94,202 $4,183,000 94,202
   Hoxton Planning & Management LLC 12 *New 2024-03-31 91,351 $4,056,000 91,351
   Lantz Financial LLC 15 *New 2024-03-31 86,849 $3,856,000 86,849
   Ascent Group LLC 65 *New 2023-12-31 83,545 $3,541,000 83,545
   Financial Enhancement Group LLC 55 *New 2024-03-31 76,194 $3,338,000 76,194
   J P MORGAN CHASE & CO 2674 - 2023-12-31 84,097 $3,331,000 40,700
   RAYMOND JAMES & ASSOCIATES 1862 *New 2024-03-31 71,884 $3,192,000 71,884
   Stratos Wealth Partners LTD. 358 *New 2024-03-31 62,579 $2,779,000 62,579
   Signal Advisors Wealth LLC 44 *New 2024-03-31 59,807 $2,655,000 59,807
   Venturi Wealth Management LLC 79 *New 2024-03-31 57,834 $2,568,000 57,834
   FLAGSHIP HARBOR ADVISORS LLC 134 *New 2024-03-31 55,434 $2,461,000 55,434
   FIRST HAWAIIAN BANK 202 *New 2024-03-31 54,455 $2,418,000 54,455
   KM Capital Management Ltd. 19 - 2023-12-31 60,978 $2,415,000 25,439
   Mosley Wealth Management 13 *New 2024-03-31 54,258 $2,409,000 54,258
   Twin Peaks Wealth Advisors LLC 20 *New 2024-03-31 52,763 $2,343,000 52,763
   John W. Brooker & Co. CPAs 25 *New 2024-03-31 52,752 $2,342,000 52,752
   Mutual Advisors LLC 233 *New 2023-12-31 57,589 $2,281,000 57,589
   Claro Advisors LLC 46 *New 2024-03-31 51,056 $2,267,000 51,056
   AdvisorNet Financial Inc 116 *New 2024-03-31 49,232 $2,186,000 49,232
   TRUE Private Wealth Advisors 65 *New 2024-03-31 42,436 $1,884,000 42,436
   Clear Creek Financial Management LLC 90 *New 2024-03-31 40,261 $1,788,000 40,261
   BlackDiamond Wealth Management Inc. 21 *New 2023-12-31 41,892 $1,739,000 41,892
   RCS Financial Planning LLC 22 *New 2024-03-31 38,455 $1,707,000 38,455
   SUTTON PLACE INVESTORS LLC 34 *New 2024-03-31 34,059 $1,512,000 34,059
   Clearview Wealth Advisors LLC 16 *New 2024-03-31 31,625 $1,404,000 31,625
   W ADVISORS LLC 27 *New 2024-03-31 31,326 $1,391,000 31,326
   LPL FINANCIAL CORP 2761 *New 2023-12-31 33,510 $1,327,000 33,510
   Fulcrum Equity Management 14 - 2024-03-31 29,473 $1,309,000 -413
   Sovereign Financial Group Inc. 58 *New 2024-03-31 28,896 $1,283,000 28,896
   Dentgroup LLC 26 *New 2024-03-31 28,734 $1,276,000 28,734
   RETIREMENT PLANNING GROUP 81 - 2024-03-31 28,619 $1,271,000 -1,961
   BUSH INVESTMENT GROUP LLC 16 - 2023-12-31 27,419 $1,140,000 0
   MML INVESTORS SERVICES LLC 1298 - 2023-12-31 27,414 $1,086,000 -1,666
   Aspire Private Capital LLC 70 *New 2024-03-31 21,031 $934,000 21,031
   Cardinal Point Wealth Management Partners LLC 31 - 2023-03-31 28,400 $920,000 -30,575
   HSBC HOLDINGS PLC 1430 - 2023-12-31 22,897 $907,000 -461
   Foundry Financial Group Inc. - 2023-12-31 21,807 $864,000 0
   MKT Advisors LLC 32 *New 2024-03-31 19,100 $839,000 19,100
   OMNI 360 Wealth Inc. 46 *New 2024-03-31 15,402 $684,000 15,402
   TOWER RESEARCH CAPITAL LLC 1268 - 2023-12-31 14,255 $565,000 4,382
   We Are One Seven LLC 477 *New 2023-12-31 14,252 $564,000 14,252
   PRIVATE TRUST CO NA 349 *New 2024-03-31 11,899 $528,000 11,899
   Western Financial Corp/CA 81 *New 2024-03-31 10,567 $469,000 10,567
   Resources Investment Advisors Inc. 741 - 2023-12-31 11,696 $463,000 5,806
   Cooper Financial Group 228 *New 2024-03-31 10,416 $462,000 10,416
   Horizon Wealth Management LLC 54 *New 2024-03-31 8,638 $384,000 8,638
   RHS Financial LLC 81 *New 2024-03-31 8,383 $372,000 8,383
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1829 *New 2024-03-31 7,493 $333,000 7,493
   Trilogy Capital Inc. 256 *New 2024-03-31 6,580 $292,000 6,580
   LexAurum Advisors LLC 226 *New 2024-03-31 6,521 $290,000 6,521
   Legacy Capital Group California Inc. 226 *New 2023-12-31 7,168 $284,000 7,168
   Veracity Capital LLC 172 *New 2024-03-31 6,225 $276,000 6,225
   TrueWealth Advisors LLC 167 *New 2024-03-31 6,155 $273,000 6,155
   COMMONWEALTH EQUITY SERVICES LLC. 3208 - 2023-12-31 6,652 $263,000 13
   Integrated Wealth Concepts LLC 1330 *New 2023-12-31 6,383 $253,000 6,383
   Pallas Capital Advisors LLC 384 *New 2024-03-31 5,481 $243,000 5,481
   THRIVENT FINANCIAL FOR LUTHERANS 2330 *New 2023-12-31 5,847 $232,000 5,847
   TNB FINANCIAL 213 - 2024-03-31 5,116 $227,000 0
   RDA Financial Network 211 *New 2024-03-31 5,048 $224,000 5,048
  100 Records found
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