DYNF Institutional Ownership & Shareholders
BLACKROCK US EQY FCTR ROTATE (DYNF) is currently held by 902 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.67B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of DYNF tracked by InsiderSet, reporting ownership valued at approximately $7.69B 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 $7.61B, representing an estimated loss of -0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed DYNF value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, First Command Advisory Services, Inc., and several other long-term asset managers with concentrated positions in BLACKROCK US EQY FCTR ROTATE (DYNF).
This page ranks the largest institutional DYNF 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
902
Total Reported Value
$37.67B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$7.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
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 | 1.81% | 113,045,712 | $7,688,235,723 | $7,613,628,703 | -$74,607,020 | -0.97% | |
| Lpl Financial Llc | 0.75% | 48,787,074 | $3,318,008,761 | $3,285,809,434 | -$32,199,327 | -0.97% | |
| First Command Advisory Services, Inc. | 12.09% | 29,895,099 | $2,033,165,661 | $2,013,434,918 | -$19,730,743 | -0.97% | |
| Blackrock, Inc. | 0.02% | 23,992,247 | $1,631,712,707 | $1,615,877,835 | -$15,834,872 | -0.97% | |
| Jpmorgan Chase & Co | 0.09% | 23,668,393 | $1,596,196,513 | $1,594,066,269 | -$2,130,244 | -0.13% | |
| Morgan Stanley | 0.07% | 19,225,934 | $1,307,555,860 | $1,294,866,655 | -$12,689,205 | -0.97% | |
| Ameriprise Financial Inc | 0.22% | 16,214,480 | $1,102,741,551 | $1,092,045,228 | -$10,696,323 | -0.97% | |
| Bank Of America Corp | 0.06% | 12,731,867 | $865,894,296 | $857,491,242 | -$8,403,054 | -0.97% | |
| Dynasty Wealth Management, Llc | 5.91% | 11,684,774 | $794,681,464 | $786,969,529 | -$7,711,935 | -0.97% | |
| Mml Investors Services, Llc | 1.27% | 9,131,187 | $621,012,038 | $614,985,444 | -$6,026,594 | -0.97% | |
| Raymond James Financial Inc | 0.15% | 8,352,926 | $568,082,481 | $562,569,566 | -$5,512,915 | -0.97% | |
| Cetera Investment Advisers | 0.49% | 7,874,124 | $535,519,175 | $530,322,251 | -$5,196,924 | -0.97% | |
| Sagespring Wealth Partners, Llc | 7.00% | 6,781,754 | $469,704,272 | $456,751,132 | -$12,953,140 | -2.76% | |
| Cwm, Llc | 1.20% | 7,830,130 | $455,556,936 | $527,359,255 | +$71,802,319 | +15.76% | |
| Envestnet Portfolio Solutions, Inc. | 2.17% | 6,665,461 | $453,318,011 | $448,918,798 | -$4,399,213 | -0.97% | |
| Wells Fargo & Company/Mn | 0.07% | 5,677,609 | $386,134,213 | $382,386,966 | -$3,747,247 | -0.97% | |
| Commonwealth Equity Services, Llc | 0.43% | 4,740,002 | $328,292,530 | $319,239,135 | -$9,053,395 | -2.76% | |
| Merit Financial Group, Llc | 1.91% | 4,521,035 | $307,475,605 | $304,491,707 | -$2,983,898 | -0.97% | |
| Newedge Advisors, Llc | 0.88% | 4,366,134 | $296,940,659 | $294,059,125 | -$2,881,534 | -0.97% | |
| Janney Montgomery Scott Llc | 0.57% | 4,364,364 | $296,820,000 | $293,939,915 | -$2,880,085 | -0.97% | |
| Onedigital Investment Advisors Llc | 2.27% | 3,957,034 | $269,117,860 | $266,506,240 | -$2,611,620 | -0.97% | |
| Sofi Wealth, Llc | 10.34% | 3,860,774 | $267,397,215 | $260,023,129 | -$7,374,086 | -2.76% | |
| Openarc Corporate Advisory, Llc | 3.01% | 3,846,334 | $266,397,089 | $259,050,595 | -$7,346,494 | -2.76% | |
| Osaic Holdings, Inc. | 0.31% | 3,872,962 | $263,465,540 | $260,843,991 | -$2,621,549 | -1.00% | |
| Bank Of New York Mellon Corp | 0.04% | 3,743,858 | $254,619,792 | $252,148,836 | -$2,470,956 | -0.97% | |
| Royal Bank Of Canada | 0.04% | 3,601,913 | $244,965,000 | $242,588,841 | -$2,376,159 | -0.97% | |
| Jones Financial Companies Lllp | 0.08% | 3,090,804 | $204,549,376 | $208,165,649 | +$3,616,273 | +1.77% | |
| Foundations Investment Advisors, Llc | 2.08% | 2,970,337 | $202,012,606 | $200,052,197 | -$1,960,409 | -0.97% | |
| Arax Advisory Partners | 1.34% | 2,961,917 | $201,439,946 | $199,485,110 | -$1,954,836 | -0.97% | |
| Stifel Financial Corp | 0.16% | 2,771,211 | $188,469,679 | $186,641,061 | -$1,828,618 | -0.97% | |
| Sanctuary Advisors, Llc | 0.84% | 2,669,958 | $181,583,843 | $179,821,671 | -$1,762,172 | -0.97% | |
| Equitable Holdings, Inc. | 1.04% | 2,561,010 | $174,173,977 | $172,484,024 | -$1,689,954 | -0.97% | |
| Jb Capital Llc | 5.94% | 2,509,901 | $173,835,747 | $169,041,832 | -$4,793,915 | -2.76% | |
| Ubs Group Ag | 0.02% | 2,226,279 | $151,409,235 | $149,939,891 | -$1,469,344 | -0.97% | |
| Parallel Advisors, Llc | 2.30% | 2,216,869 | $150,769,318 | $149,306,127 | -$1,463,191 | -0.97% | |
| Mirae Asset Global Investments Co., Ltd. | 0.26% | 2,155,055 | $149,259,109 | $145,142,954 | -$4,116,155 | -2.76% | |
| Form Wealth Advisors, Llc | 15.77% | 2,039,514 | $141,256,729 | $137,361,268 | -$3,895,461 | -2.76% | |
| Thrivent Financial For Lutherans | 0.22% | 1,955,651 | $132,840,000 | $131,713,095 | -$1,126,905 | -0.85% | |
| Stratos Wealth Partners, Ltd. | 1.33% | 1,944,759 | $132,263,070 | $130,979,519 | -$1,283,551 | -0.97% | |
| United Capital Financial Advisors, Llc | 0.69% | 1,829,101 | $124,459,222 | $123,189,952 | -$1,269,270 | -1.02% | |
| Vise Technologies, Inc. | 1.00% | 1,740,443 | $120,543,100 | $117,218,836 | -$3,324,264 | -2.76% | |
| Integrated Wealth Concepts Llc | 0.79% | 1,769,371 | $120,334,905 | $119,167,137 | -$1,167,768 | -0.97% | |
| Assetmark, Inc | 0.20% | 1,700,064 | $117,746,426 | $114,499,310 | -$3,247,116 | -2.76% | |
| Advocacy Wealth Management, Llc | 3.65% | 1,478,143 | $100,528,519 | $99,552,931 | -$975,588 | -0.97% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.31% | 1,451,696 | $98,779,184 | $97,771,726 | -$1,007,458 | -1.02% | |
| Truist Financial Corp | 0.11% | 1,343,078 | $93,021,575 | $90,456,303 | -$2,565,272 | -2.76% | |
| Cerity Partners Llc | 0.11% | 1,341,644 | $91,244,778 | $90,359,723 | -$885,055 | -0.97% | |
| Kestra Advisory Services, Llc | 0.25% | 1,268,846 | $87,880,241 | $85,456,778 | -$2,423,463 | -2.76% | |
| Iht Wealth Management, Llc | 1.85% | 1,281,560 | $87,158,862 | $86,313,066 | -$845,796 | -0.97% | |
| Atria Investments, Inc | 0.83% | 1,235,486 | $85,569,752 | $83,209,982 | -$2,359,770 | -2.76% |
Frequently asked questions about DYNF
Who are the largest institutional holders of DYNF?
The largest institutional holders of DYNF reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, First Command Advisory Services, Inc., Blackrock, Inc., and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported DYNF position.
What is DYNF institutional ownership?
This page tracks DYNF positions reported by institutional investment managers through SEC Form 13F. BLACKROCK US EQY FCTR ROTATE (DYNF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DYNF?
InsiderSet currently tracks 902 institutional managers reporting DYNF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DYNF shareholders.
How much DYNF stock do institutions own?
Institutional investment managers disclosed approximately $37.67B in DYNF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DYNF institutional ownership last updated?
The latest DYNF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DYNF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DYNF position after the reporting date.
Are institutions buying or selling DYNF?
Institutional buying and selling can be analyzed by comparing DYNF positions across consecutive 13F reporting periods. InsiderSet's DYNF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DYNF ownership changes.
How has DYNF institutional ownership changed over time?
InsiderSet tracks DYNF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.