BLACKROCK ETF TRUST (DYNF)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
863
Reporting holders
$37.9B
Reported value
0.0%
Held as options
+63
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $7.7B | 113,045,712 | 1.81% | 10q | +3.8%+$278.1M |
| LPL Financial LLC | $3.3B | 48,787,074 | 0.75% | 11q | +11.4%+$339.1M |
| First Command Advisory Services, Inc. | $2.0B | 29,895,099 | 12.09% | 4q | +2.3%+$45.9M |
| BlackRock, Inc. | $1.6B | 23,992,247 | 0.02% | 8q | -2.6%-$43.7M |
| JPMORGAN CHASE & CO | $1.6B | 23,668,393 | 0.09% | 13q | +2.5%+$38.7M |
| MORGAN STANLEY | $1.3B | 19,225,934 | 0.07% | 12q | +10.7%+$126.7M |
| AMERIPRISE FINANCIAL INC | $1.1B | 16,214,480 | 0.22% | 8q | -49.4%-$1.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0B | 15,169,385 | 0.55% | 10q | +14.5%+$130.6M |
| BANK OF AMERICA CORP /DE/ | $865.9M | 12,731,867 | 0.06% | 9q | +9.0%+$71.3M |
| Dynasty Wealth Management, LLC | $794.7M | 11,684,774 | 5.91% | 7q | +5.6%+$42.4M |
| MML INVESTORS SERVICES, LLC | $621.0M | 9,131,187 | 1.27% | 26q | +26.2%+$128.8M |
| Merit Financial Group, LLC | $615.0M | 9,042,069 | 1.88% | 10q | +169.7%+$386.9M |
| RAYMOND JAMES FINANCIAL INC | $568.1M | 8,352,926 | 0.15% | 7q | +17.4%+$84.2M |
| Cetera Investment Advisers | $535.5M | 7,874,124 | 0.49% | 10q | +5.7%+$28.9M |
| Envestnet Portfolio Solutions, Inc. | $453.3M | 6,665,461 | 2.17% | 10q | +1.5%+$6.5M |
| SAGESPRING WEALTH PARTNERS, LLC | $440.8M | 6,481,606 | 6.77% | 7q | +3.4%+$14.5M |
| WELLS FARGO & COMPANY/MN | $386.1M | 5,677,609 | 0.06% | 10q | -36.3%-$220.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $334.1M | 4,912,649 | 0.42% | 24q | +4.9%+$15.6M |
| NewEdge Advisors, LLC | $296.9M | 4,366,134 | 0.88% | 13q | +30.6%+$69.5M |
| OneDigital Investment Advisors LLC | $269.1M | 3,957,034 | 2.27% | 13q | +4.5%+$11.7M |
| OSAIC HOLDINGS, INC. | $263.5M | 3,872,962 | 0.31% | 12q | +12.4%+$29.2M |
| SOFI WEALTH, LLC | $257.9M | 3,791,928 | 10.38% | 7q | +5.0%+$12.2M |
| Bank of New York Mellon Corp | $254.6M | 3,743,858 | 0.04% | 10q | +4.7%+$11.4M |
| ROYAL BANK OF CANADA | $245.0M | 3,601,913 | 0.04% | 29q | +17.5%+$36.5M |
| OpenArc Corporate Advisory, LLC | $243.1M | 3,574,841 | 2.89% | 3q | +7.6%+$17.1M |
| JONES FINANCIAL COMPANIES LLLP | $204.5M | 3,090,804 | 0.08% | 9q | +46.3%+$64.7M |
| Foundations Investment Advisors, LLC | $202.0M | 2,970,337 | 2.08% | 11q | +10.3%+$18.9M |
| Arax Advisory Partners | $201.4M | 2,961,917 | 1.34% | 10q | +137.5%+$116.6M |
| Integrated Wealth Concepts LLC | $190.4M | 2,799,276 | 0.93% | 11q | +58.6%+$70.3M |
| STIFEL FINANCIAL CORP | $188.5M | 2,771,211 | 0.16% | 10q | +12.6%+$21.0M |
| Sanctuary Advisors, LLC | $181.6M | 2,669,958 | 0.84% | 9q | +8.5%+$14.2M |
| Equitable Holdings, Inc. | $174.2M | 2,561,010 | 1.04% | 10q | +17.0%+$25.3M |
| JB Capital LLC | $171.8M | 2,526,004 | 5.95% | 10q | +1.4%+$2.3M |
| UBS Group AG | $151.4M | 2,226,279 | 0.02% | 8q | +6.2%+$8.8M |
| Parallel Advisors, LLC | $150.8M | 2,216,869 | 2.30% | 10q | +3.9%+$5.7M |
| Mirae Asset Global Investments Co., Ltd. | $146.6M | 2,155,320 | 0.22% | 4q | +154.8%+$89.1M |
| FORM Wealth Advisors, LLC | $146.0M | 2,147,451 | 16.06% | 5q | -5.3%-$8.2M |
| Stratos Wealth Partners, LTD. | $132.3M | 1,944,759 | 1.33% | 10q | +1.9%+$2.5M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $124.5M | 1,829,101 | 0.69% | 10q | +4.3%+$5.2M |
| ASSETMARK, INC | $113.2M | 1,663,733 | 0.19% | 10q | -2.3%-$2.6M |
| Advocacy Wealth Management, LLC | $100.5M | 1,478,143 | 3.65% | 10q | -1.4%-$1.5M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $98.8M | 1,451,696 | 0.31% | 7q | +40.1%+$28.2M |
| AE Wealth Management LLC | $92.9M | 1,365,967 | 0.43% | 11q | +3.9%+$3.5M |
| Cerity Partners LLC | $91.2M | 1,341,644 | 0.11% | 7q | +1.1%+$1.0M |
| TRUIST FINANCIAL CORP | $87.5M | 1,286,834 | 0.10% | 12q | +19.0%+$14.0M |
| IHT Wealth Management, LLC | $87.2M | 1,281,560 | 1.85% | 8q | +29.4%+$19.8M |
| Vise Technologies, Inc. | $86.5M | 1,272,182 | 0.98% | 5q | +166.8%+$54.1M |
| Private Advisor Group, LLC | $80.7M | 1,186,443 | 0.37% | 10q | -5.1%-$4.3M |
| Atria Investments, Inc | $75.8M | 1,114,211 | 0.76% | 10q | +5.9%+$4.2M |
| Ascent Group, LLC | $75.6M | 1,111,944 | 2.26% | 11q | +4.0%+$2.9M |
| HighTower Advisors, LLC | $75.5M | 1,109,688 | 0.07% | 10q | +32.4%+$18.5M |
| Stratos Investment Management, LLC | $74.7M | 1,098,761 | 2.70% | 6q | +1.2%+$866.3K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $71.0M | 1,043,867 | 3.51% | 10q | +3.4%+$2.3M |
| EASTERN BANK | $69.7M | 1,024,706 | 1.07% | 5q | +3.6%+$2.4M |
| BlueStem Wealth Partners, LLC | $68.7M | 1,010,013 | 6.84% | 3q | -13.4%-$10.7M |
| CreativeOne Wealth, LLC | $68.4M | 1,005,732 | 1.48% | 10q | -1.4%-$986.3K |
| Icon Wealth Advisors, LLC | $67.8M | 996,280 | 4.08% | 10q | HELD |
| Shah Wealth Advisors, LLC | $67.6M | 993,630 | 15.60% | new | FIRST |
| Kestra Advisory Services, LLC | $63.6M | 935,568 | 0.21% | 10q | +7.8%+$4.6M |
| MGO ONE SEVEN LLC | $61.1M | 899,028 | 1.01% | 11q | +2.4%+$1.4M |
| High Probability Advisors, LLC | $59.9M | 881,484 | 6.41% | 8q | +5.9%+$3.4M |
| Shepherd Financial Partners LLC | $58.8M | 864,111 | 4.83% | 6q | +4.0%+$2.3M |
| Vestmark Advisory Solutions, Inc. | $56.1M | 824,650 | 0.53% | 6q | +41.2%+$16.4M |
| Tennessee Valley Asset Management Partners | $54.8M | 805,223 | 6.04% | 4q | +2.1%+$1.1M |
| Tulsa Wealth Advisors, INC | $54.7M | 803,921 | 7.70% | 2q | HELD |
| Triad Wealth Partners, LLC | $54.6M | 798,464 | 3.22% | 9q | +33.7%+$13.8M |
| &PARTNERS | $54.4M | 797,304 | 0.22% | 8q | +37.0%+$14.7M |
| MA Private Wealth | $53.8M | 791,623 | 8.02% | 9q | +1.2%+$623.2K |
| Embree Financial Group | $52.5M | 771,583 | 5.25% | 7q | +23.0%+$9.8M |
| BARINGS LLC | $52.1M | 765,431 | 0.92% | 4q | +58.6%+$19.2M |
| Steward Partners Investment Advisory, LLC | $51.9M | 763,636 | 0.27% | 10q | -2.8%-$1.5M |
| Bluespring Wealth Management, LLC | $51.5M | 757,373 | 0.99% | new | NEW |
| Sharkey, Howes & Javer | $51.0M | 749,348 | 6.15% | 10q | HELD |
| CFO4Life Group, LLC | $49.5M | 727,641 | 6.66% | 8q | HELD |
| Ameritas Advisory Services, LLC | $48.7M | 716,491 | 0.98% | 9q | +219.8%+$33.5M |
| Ullmann Wealth Partners Group, LLC | $47.1M | 692,851 | 4.28% | 10q | +11.2%+$4.8M |
| SPINNAKER TRUST | $46.4M | 682,844 | 2.25% | 9q | +15.2%+$6.1M |
| West Wealth Group, LLC | $46.0M | 676,626 | 7.53% | 10q | +4.2%+$1.9M |
| WEALTH ALLIANCE, LLC | $45.7M | 672,554 | 3.83% | 10q | +22.6%+$8.4M |
| Hennion & Walsh Asset Management, Inc. | $45.2M | 664,010 | 1.29% | new | NEW |
| Scarborough Advisors, LLC | $43.8M | 657,439 | 5.03% | 10q | -1.2%-$523.1K |
| Intelligence Driven Advisers, LLC | $43.1M | 633,034 | 6.99% | 10q | +1.2%+$514.6K |
| Horst & Graben Wealth Management LLC | $42.6M | 631,465 | 5.61% | 10q | HELD |
| Farther Finance Advisors, LLC | $42.4M | 623,332 | 0.33% | 10q | HELD |
| Macro Advisors, Inc. | $42.2M | 620,781 | 13.46% | 2q | +18.1%+$6.5M |
| Modern Wealth Management, LLC | $42.1M | 619,141 | 0.50% | 10q | +95.4%+$20.6M |
| MCMORGAN & CO LLC | $40.9M | 600,654 | 6.15% | 9q | -4.9%-$2.1M |
| EQ LLC | $40.8M | 599,790 | 10.02% | 10q | -4.4%-$1.9M |
| Stone House Investment Management, LLC | $40.1M | 590,312 | 5.34% | 10q | +2.8%+$1.1M |
| Prosperity Consulting Group, LLC | $39.8M | 584,555 | 1.50% | 4q | +5846.6%+$39.1M |
| Orion Porfolio Solutions, LLC | $39.4M | 579,581 | 0.30% | 10q | +5.6%+$2.1M |
| Perigon Wealth Management, LLC | $39.1M | 574,745 | 0.62% | 10q | -0.5%-$210.8K |
| Rockefeller Capital Management L.P. | $38.8M | 571,057 | 0.06% | 10q | +9.8%+$3.5M |
| Keystone Financial Group | $38.6M | 566,968 | 2.29% | 8q | +4.5%+$1.7M |
| GeoWealth Management, LLC | $38.1M | 560,438 | 1.20% | 10q | +33.2%+$9.5M |
| Global Retirement Partners, LLC | $38.0M | 559,274 | 0.58% | 8q | +21.4%+$6.7M |
| Weil Company, Inc. | $38.0M | 559,021 | 6.70% | 10q | +71.7%+$15.9M |
| Concurrent Investment Advisors, LLC | $37.8M | 555,983 | 0.32% | 10q | +14.2%+$4.7M |
| PRUDENTIAL PLC | $37.3M | 547,900 | 0.20% | 3q | HELD |
| INTEGRITY ALLIANCE, LLC. | $37.0M | 543,366 | 1.16% | 7q | -9.3%-$3.8M |
Showing the largest 100 of 888 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 863 | $37.9B | 557,588,754 | 105 | 443 | 218 | 0.0% |
| Q1 2026 | 800 | $31.2B | 539,103,391 | 83 | 350 | 285 | 0.0% |
| Q4 2025 | 765 | $30.2B | 497,813,455 | 101 | 417 | 119 | 0.0% |
| Q3 2025 | 630 | $27.9B | 473,143,725 | 79 | 427 | 78 | 0.0% |
| Q2 2025 | 578 | $17.5B | 320,966,465 | 69 | 321 | 133 | 0.0% |
| Q1 2025 | 536 | $14.3B | 292,963,956 | 68 | 310 | 99 | 0.0% |
| Q4 2024 | 504 | $13.1B | 253,886,615 | 63 | 211 | 144 | 0.0% |
| Q3 2024 | 418 | $11.8B | 238,381,889 | 63 | 229 | 93 | 0.0% |
| Q2 2024 | 366 | $9.6B | 205,139,790 | 70 | 230 | 46 | 0.0% |
| Q1 2024 | 310 | $7.4B | 167,630,644 | 278 | 22 | 6 | 0.0% |
| Q4 2023 | 31 | $102.3M | 2,516,704 | 15 | 9 | 4 | 0.0% |
| Q3 2023 | 17 | $17.0M | 489,494 | 6 | 3 | 4 | 0.0% |
| Q2 2023 | 13 | $11.5M | 321,940 | 3 | 2 | 6 | 0.0% |
| Q1 2023 | 15 | $11.4M | 350,899 | 2 | 2 | 7 | 0.0% |
| Q4 2022 | 14 | $14.5M | 492,961 | 5 | 3 | 4 | 0.0% |
| Q3 2022 | 15 | $37.1M | 1,343,690 | 1 | 3 | 7 | 0.0% |
| Q2 2022 | 16 | $42.0M | 1,439,440 | 2 | 4 | 9 | 0.0% |
| Q1 2022 | 16 | $55.7M | 1,639,733 | 4 | 5 | 4 | 0.0% |
| Q4 2021 | 16 | $85.4M | 2,276,595 | 3 | 6 | 2 | 0.0% |
| Q3 2021 | 12 | $17.1M | 470,984 | 1 | 2 | 6 | 0.0% |
| Q2 2021 | 11 | $18.3M | 501,992 | 1 | 5 | 5 | 0.0% |
| Q1 2021 | 10 | $15.8M | 464,462 | 0 | 4 | 5 | 0.0% |
| Q4 2020 | 12 | $18.0M | 568,384 | 0 | 5 | 5 | 0.0% |
| Q3 2020 | 14 | $16.9M | 603,714 | 3 | 2 | 7 | 0.0% |
| Q2 2020 | 12 | $18.0M | 687,068 | 3 | 5 | 2 | 0.0% |
| Q1 2020 | 10 | $8.5M | 379,519 | 3 | 4 | 2 | 0.0% |
| Q4 2019 | 9 | $6.4M | 224,984 | 2 | 4 | 1 | 0.0% |
| Q3 2019 | 5 | $2.7M | 100,755 | 1 | 3 | 0 | 0.0% |
| Q2 2019 | 6 | $35.8M | 1,370,653 | 3 | 2 | 1 | 0.0% |
| Q1 2019 | 3 | $19.9M | 792,648 | 3 | 0 | 0 | 0.0% |