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Get Institutions for : 
Blackrock Us Equity Factor Rotation Etf (DYNF)  
$45.17 0.66 (1.48%) as of 4:30 Wed 5/15


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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  : 
8.44 (22.98%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   BANK OF NEW YORK MELLON CORP 667 *New 2024-03-31 2,228,926 $98,964,000 2,228,926
   JB Capital LLC 4 *New 2024-03-31 1,925,415 $85,488,000 1,925,415
   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
   US BANCORP 248 *New 2024-03-31 677,267 $30,071,000 677,267
   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
   Stokes Family Office LLC 5 *New 2024-03-31 512,015 $22,733,000 512,015
   AE Wealth Management LLC 203 *New 2023-12-31 546,507 $22,401,000 546,507
   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
   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
   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
   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
   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
   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
   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
   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
   Madrona Financial Services LLC 9 *New 2024-03-31 174,861 $7,764,000 174,861
   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
   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
   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
   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
   PAX Financial Group LLC 21 *New 2023-12-31 128,218 $5,406,000 128,218
   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
   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
   Shared Vision Wealth Group LLC 6 *New 2024-03-31 102,218 $4,538,000 102,218
   Beacon Bridge Wealth Partners LLC 14 *New 2024-03-31 96,894 $4,302,000 96,894
   FIRETHORN WEALTH PARTNERS LLC 8 *New 2024-03-31 96,030 $4,264,000 96,030
   Centurion Wealth Management LLC 15 *New 2024-03-31 94,269 $4,186,000 94,269
   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
   Csenge Advisory Group 92 *New 2024-03-31 85,033 $3,775,000 85,033
   ADVISORY SERVICES NETWORK, LLC 274 *New 2024-03-31 83,963 $3,728,000 83,963
   Ascent Group LLC 65 *New 2023-12-31 83,545 $3,541,000 83,545
   Streettalk Advisors LLC 72 *New 2024-03-31 77,889 $3,458,000 77,889
   Financial Enhancement Group LLC 55 *New 2024-03-31 76,194 $3,338,000 76,194
   Derbend Asset Management 15 *New 2024-03-31 74,077 $3,289,000 74,077
   LINCOLN NATIONAL CORP 234 *New 2024-03-31 72,036 $3,198,000 72,036
   RAYMOND JAMES & ASSOCIATES 1862 *New 2024-03-31 71,884 $3,192,000 71,884
   Patriot Financial Group Insurance Agency LLC 44 *New 2024-03-31 70,368 $3,124,000 70,368
   Ullmann Financial Group Inc. 28 *New 2024-03-31 66,430 $2,949,000 66,430
   Braun-Bostich & Associates Inc. 8 *New 2024-03-31 62,781 $2,787,000 62,781
   Stratos Wealth Partners LTD. 358 *New 2024-03-31 62,579 $2,779,000 62,579
   Millington Financial Advisors LLC 14 *New 2024-03-31 62,308 $2,766,000 62,308
   Signal Advisors Wealth LLC 44 *New 2024-03-31 59,807 $2,655,000 59,807
   IFG Advisory LLC 144 *New 2024-03-31 59,759 $2,653,000 59,759
   Venturi Wealth Management LLC 79 *New 2024-03-31 57,834 $2,568,000 57,834
   VERUS CAPITAL PARTNERS LLC 54 *New 2024-03-31 56,592 $2,513,000 56,592
   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
   Mosley Wealth Management 13 *New 2024-03-31 54,258 $2,409,000 54,258
   TRANSCEND WEALTH COLLECTIVE LLC 122 *New 2024-03-31 53,245 $2,364,000 53,245
   Twin Peaks Wealth Advisors LLC 20 *New 2024-03-31 52,763 $2,343,000 52,763
  100 Records found
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