Who owns DYNF
Which tracked institutional funds hold DYNF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DYNF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DYNF is one-sided between 2026-Q1 and 2026-Q2: 546 added or opened and 78 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DYNF’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 1.3% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DYNF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 864 tracked filers holding DYNF, 588 increased or opened the position and 314 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DYNF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 45
- Shah Wealth Advisors, LLC$68M
- Bluespring Wealth Management, LLC$52M
- Hennion & Walsh Asset Management, Inc.$45M
- Global Retirement Partners, LLC$38M
- Diversify Advisory Services, LLC$24M
- Cardinal Strategic Wealth Guidance$19M
Full exits 47
- CWM, LLC$456M
- PARK AVENUE SECURITIES LLC$434M
- Janney Montgomery Scott LLC$245M
- Thrivent Financial for Lutherans$107M
- Integrated Wealth Concepts LLC$103M
- Cambridge Investment Research Advisors, Inc.$77M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$1.3B
- LPL Financial LLC$770M
- First Command Advisory Services, Inc.$333M
- MORGAN STANLEY$297M
- JPMORGAN CHASE & CO$293M
- BlackRock, Inc.$268M
Largest trims
- TWO SIGMA INVESTMENTS, LP$28M
- KWB Wealth$18M
- Mariner, LLC$16M
- Presidio Capital Management, LLC$12M
- Patriot Financial Group Insurance Agency, LLC$10M
- TUDOR INVESTMENT CORP ET AL$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 113,045,712 | $7.7B | 22.7% | 2026-Q2 |
| LPL Financial LLC added | 48,787,074 | $3.3B | 9.8% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 29,895,099 | $2.0B | 6.0% | 2026-Q2 |
| BlackRock, Inc. added | 23,992,247 | $1.6B | 4.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 23,668,393 | $1.6B | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 19,225,934 | $1.3B | 3.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 16,214,480 | $1.1B | 3.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,169,385 | $1.0B | 3.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 12,731,867 | $866M | 2.6% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 11,684,774 | $795M | 2.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,131,187 | $621M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,352,926 | $568M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 7,874,124 | $536M | 1.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 6,665,461 | $453M | 1.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 6,481,606 | $441M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,677,609 | $386M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 4,912,649 | $334M | 1.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 4,521,034 | $307M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,366,134 | $297M | 0.9% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 3,957,034 | $269M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,872,962 | $263M | 0.8% | 2026-Q2 |
| SOFI WEALTH, LLC added | 3,791,928 | $258M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,743,858 | $255M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,601,913 | $245M | 0.7% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 3,574,841 | $243M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,090,804 | $205M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 2,970,337 | $202M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 2,961,917 | $201M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,771,211 | $188M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 2,669,958 | $182M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 2,561,010 | $174M | 0.5% | 2026-Q2 |
| JB Capital LLC added | 2,526,004 | $172M | 0.5% | 2026-Q2 |
| UBS Group AG added | 2,226,279 | $151M | 0.4% | 2026-Q2 |
| Parallel Advisors, LLC added | 2,216,869 | $151M | 0.4% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 2,155,320 | $147M | 0.4% | 2026-Q2 |
| FORM Wealth Advisors, LLC trimmed | 2,147,451 | $146M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 1,944,759 | $132M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,829,101 | $124M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,663,733 | $113M | 0.3% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 1,478,143 | $101M | 0.3% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 1,451,696 | $99M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 1,365,967 | $93M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 1,341,644 | $91M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,286,834 | $88M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 1,281,560 | $87M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,272,182 | $87M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 1,186,443 | $81M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 1,114,211 | $76M | 0.2% | 2026-Q2 |
| Ascent Group, LLC added | 1,111,944 | $76M | 0.2% | 2026-Q2 |
| Stratos Investment Management, LLC added | 1,098,761 | $75M | 0.2% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 1,043,867 | $71M | 0.2% | 2026-Q2 |
| EASTERN BANK added | 1,024,706 | $70M | 0.2% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 1,010,013 | $69M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 1,005,732 | $68M | 0.2% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 996,280 | $68M | 0.2% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 993,630 | $68M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 935,568 | $64M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 899,028 | $61M | 0.2% | 2026-Q2 |
| High Probability Advisors, LLC added | 881,484 | $60M | 0.2% | 2026-Q2 |
| Shepherd Financial Partners LLC added | 864,111 | $59M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 824,650 | $56M | 0.2% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 805,223 | $55M | 0.2% | 2026-Q2 |
| Tulsa Wealth Advisors, INC trimmed | 803,921 | $55M | 0.2% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 798,464 | $55M | 0.2% | 2026-Q2 |
| &PARTNERS added | 797,304 | $54M | 0.2% | 2026-Q2 |
| MA Private Wealth added | 791,623 | $54M | 0.2% | 2026-Q2 |
| Embree Financial Group added | 771,583 | $52M | 0.2% | 2026-Q2 |
| BARINGS LLC added | 765,431 | $52M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 763,636 | $52M | 0.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 757,373 | $52M | 0.2% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 749,348 | $51M | 0.2% | 2026-Q2 |
| CFO4Life Group, LLC trimmed | 727,641 | $49M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 716,491 | $49M | 0.1% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC added | 692,851 | $47M | 0.1% | 2026-Q2 |
| SPINNAKER TRUST added | 682,844 | $46M | 0.1% | 2026-Q2 |
| West Wealth Group, LLC added | 676,626 | $46M | 0.1% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 672,554 | $46M | 0.1% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 664,010 | $45M | 0.1% | 2026-Q2 |
| Scarborough Advisors, LLC trimmed | 657,439 | $44M | 0.1% | 2026-Q2 |
| Intelligence Driven Advisers, LLC added | 633,034 | $43M | 0.1% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 631,465 | $43M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 623,332 | $42M | 0.1% | 2026-Q2 |
| Macro Advisors, Inc. added | 620,781 | $42M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 619,141 | $42M | 0.1% | 2026-Q2 |
| MCMORGAN & CO LLC trimmed | 600,654 | $41M | 0.1% | 2026-Q2 |
| EQ LLC trimmed | 599,790 | $41M | 0.1% | 2026-Q2 |
| Stone House Investment Management, LLC added | 590,312 | $40M | 0.1% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 584,555 | $40M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 579,581 | $39M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 574,745 | $39M | 0.1% | 2026-Q2 |
| CWM, LLC trimmed | 7,830,130 | $456M | 1.3% | 2026-Q1 stale |
| PARK AVENUE SECURITIES LLC trimmed | 7,465,321 | $434M | 1.3% | 2026-Q1 stale |
| Janney Montgomery Scott LLC trimmed | 4,219,236 | $245M | 0.7% | 2026-Q1 stale |
| Thrivent Financial for Lutherans trimmed | 1,847,176 | $107M | 0.3% | 2026-Q1 stale |
| Integrated Wealth Concepts LLC added | 1,765,206 | $103M | 0.3% | 2026-Q1 stale |
| CITADEL ADVISORS LLC added | 1,567,704 | $93M | 0.3% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,324,046 | $77M | 0.2% | 2026-Q1 stale |
| Austin Private Wealth, LLC added | 1,243,266 | $76M | 0.2% | 2025-Q4 stale |
| HighTower Advisors, LLC added | 837,820 | $49M | 0.1% | 2026-Q1 stale |
| TSFG, LLC trimmed | 824,991 | $48M | 0.1% | 2026-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.