ISHARES DYN ACT ETF (BDYN) Institutional Shareholders
ISHARES DYN ACT ETF (BDYN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.42B in BDYN holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BDYN tracked by InsiderSet, reporting ownership valued at approximately $1.55B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.55B, representing an estimated gain of +0.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed BDYN value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Mml Investors Services, Llc, and several other long-term asset managers with concentrated positions in ISHARES DYN ACT ETF (BDYN).
This page ranks the largest institutional BDYN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
120
Total Reported Value
$3.42B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.55B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.37% | 55,769,394 | $1,547,042,996 | $1,553,283,585 | +$6,240,589 | +0.40% | |
| Lpl Financial Llc | 0.13% | 20,603,661 | $571,545,553 | $573,851,106 | +$2,305,553 | +0.40% | |
| Mml Investors Services, Llc | 0.71% | 12,462,810 | $345,718,348 | $347,112,938 | +$1,394,590 | +0.40% | |
| Wells Fargo & Company/Mn | 0.04% | 9,105,098 | $252,575,418 | $253,594,279 | +$1,018,861 | +0.40% | |
| Jpmorgan Chase & Co | 0.01% | 5,532,279 | $152,193,022 | $154,084,481 | +$1,891,459 | +1.24% | |
| Cetera Investment Advisers | 0.11% | 4,212,850 | $116,864,456 | $117,335,877 | +$471,421 | +0.40% | |
| Park Avenue Securities Llc | 0.69% | 4,001,344 | $110,997,000 | $111,445,033 | +$448,033 | +0.40% | |
| Envestnet Portfolio Solutions, Inc. | 0.15% | 1,153,632 | $32,001,752 | $32,130,843 | +$129,091 | +0.40% | |
| Wbh Advisory Inc | 1.98% | 1,062,444 | $29,472,200 | $29,591,084 | +$118,884 | +0.40% | |
| Northrock Partners, Llc | 0.42% | 1,034,026 | $28,683,875 | $28,799,589 | +$115,714 | +0.40% | |
| Sequoia Financial Advisors | 0.13% | 929,681 | $25,789,352 | $25,893,382 | +$104,030 | +0.40% | |
| Keystone Global Partners, Llc | 7.20% | 686,808 | $19,052,064 | $19,128,908 | +$76,844 | +0.40% | |
| Sanctuary Advisors, Llc | 0.08% | 639,384 | $17,736,505 | $17,808,059 | +$71,554 | +0.40% | |
| Waverly Advisors, Llc | 0.08% | 473,249 | $13,127,915 | $13,180,884 | +$52,969 | +0.40% | |
| World Investment Advisors | 0.21% | 466,669 | $12,944,483 | $12,997,618 | +$53,135 | +0.41% | |
| Invst, Llc | 1.11% | 408,876 | $11,342,212 | $11,387,973 | +$45,761 | +0.40% | |
| Integrated Wealth Concepts Llc | 0.06% | 352,637 | $9,782,147 | $9,821,610 | +$39,463 | +0.40% | |
| Regal Investment Advisors Llc | 0.42% | 294,897 | $8,180,439 | $8,213,442 | +$33,003 | +0.40% | |
| Beacon Bridge Wealth Partners, Llc | 2.02% | 255,226 | $7,079,973 | $7,108,529 | +$28,556 | +0.40% | |
| Geowealth Management, Llc | 0.21% | 242,188 | $6,718,249 | $6,745,396 | +$27,147 | +0.40% | |
| Orion Porfolio Solutions, Llc | 0.04% | 209,000 | $5,797,662 | $5,821,047 | +$23,385 | +0.40% | |
| Silverlake Wealth Management Llc | 0.98% | 184,677 | $5,122,950 | $5,143,605 | +$20,655 | +0.40% | |
| Osaic Holdings, Inc. | 0.01% | 178,558 | $4,953,277 | $4,973,180 | +$19,903 | +0.40% | |
| Payne Capital Llc | 3.99% | 172,608 | $4,788,146 | $4,807,461 | +$19,315 | +0.40% | |
| Legacy Wealth Managment, Llc/Id | 1.85% | 161,892 | $4,490,884 | $4,509,000 | +$18,116 | +0.40% | |
| Strategic Blueprint, Llc | 0.17% | 119,247 | $3,307,898 | $3,321,256 | +$13,358 | +0.40% | |
| Rda Financial Network | 0.68% | 113,173 | $3,139,431 | $3,152,083 | +$12,652 | +0.40% | |
| Wealthgarden F.S. Llc | 1.72% | 109,650 | $3,041,677 | $3,053,961 | +$12,284 | +0.40% | |
| Transamerica Financial Advisors, Llc | 0.25% | 107,047 | $2,969,511 | $2,981,462 | +$11,951 | +0.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 89,371 | $2,479,160 | $2,489,152 | +$9,992 | +0.40% | |
| Advisory Services Network, Llc | 0.02% | 78,102 | $2,166,550 | $2,175,289 | +$8,739 | +0.40% | |
| Gwn Securities Inc. | 0.36% | 77,026 | $2,136,705 | $2,145,320 | +$8,615 | +0.40% | |
| Stonebrook Private Inc. | 0.38% | 74,413 | $2,064,217 | $2,072,543 | +$8,326 | +0.40% | |
| Frisch Financial Group, Inc. | 0.33% | 68,649 | $1,904,310 | $1,912,005 | +$7,695 | +0.40% | |
| Jane Street Group, Llc | 0.00% | 68,597 | $1,902,881 | $1,910,557 | +$7,676 | +0.40% | |
| Two West Capital Advisors Llc | 0.92% | 67,781 | $1,851,401 | $1,887,830 | +$36,429 | +1.97% | |
| Claro Advisors Inc. | 0.17% | 59,745 | $1,657,337 | $1,664,012 | +$6,675 | +0.40% | |
| Longview Wealth Management | 0.41% | 57,950 | $1,607,522 | $1,614,018 | +$6,496 | +0.40% | |
| Advyzon Investment Management, Llc | 0.11% | 56,551 | $1,568,730 | $1,575,053 | +$6,323 | +0.40% | |
| Signature Estate & Investment Advisors Llc | 0.03% | 55,179 | $1,530,660 | $1,536,840 | +$6,180 | +0.40% | |
| Resolute Wealth Advisor, Inc. | 0.80% | 57,883 | $1,407,142 | $1,612,152 | +$205,010 | +14.57% | |
| Oneascent Family Office, Llc | 0.70% | 49,721 | $1,379,262 | $1,384,824 | +$5,562 | +0.40% | |
| Aptus Capital Advisors, Llc | 0.01% | 47,086 | $1,306,166 | $1,311,435 | +$5,269 | +0.40% | |
| Cpwa, Llc | 1.43% | 44,399 | $1,231,621 | $1,236,597 | +$4,976 | +0.40% | |
| Vise Technologies, Inc. | 0.01% | 41,170 | $1,142,058 | $1,146,663 | +$4,605 | +0.40% | |
| Mercer Global Advisors Inc | 0.00% | 41,166 | $1,141,945 | $1,146,551 | +$4,606 | +0.40% | |
| Milestone Asset Management Group, Llc | 0.57% | 40,904 | $1,134,670 | $1,139,254 | +$4,584 | +0.40% | |
| Freedom Investment Management, Inc. | 0.31% | 39,972 | $1,108,815 | $1,113,296 | +$4,481 | +0.40% | |
| Oneascent Financial Services Llc | 0.05% | 38,350 | $1,063,823 | $1,068,120 | +$4,297 | +0.40% | |
| Vertex Planning Partners, Llc | 0.15% | 37,501 | $1,040,278 | $1,044,474 | +$4,196 | +0.40% |
Frequently asked questions about BDYN
Who owns the most BDYN stock?
The largest holders of BDYN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES DYN ACT ETF (BDYN).
Is BDYN widely held by superinvestors?
Many widely followed stocks like BDYN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BDYN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.