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Institutional Ownership · SEC Form 13F

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.

864
Institutional holders
549M
Shares held (tracked funds)

How tracked funds are positioned

570 tracked funds added shares of DYNF or opened a position while 270 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 60 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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 863 tracked filers holding DYNF, 570 increased or opened the position and 270 reduced or closed it, by share count adjusted for splits; 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.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 60 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 104

  • NewEdge Advisors, LLC$297M
  • Bluespring Wealth Management, LLC$52M
  • Hennion & Walsh Asset Management, Inc.$45M
  • Cardinal Strategic Wealth Guidance$19M
  • Redhawk Wealth Advisors, Inc.$11M
  • Rochester Wealth Strategies, LLC$10M

Full exits 39

  • Integrated Wealth Concepts LLC$103M
  • Visionary Wealth Advisors$6M
  • GOLDMAN SACHS GROUP INC$5M
  • GTS FINANCIAL, LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
  • GTS SECURITIES LLC$3M

Largest adds

  • LPL Financial LLC$339M
  • ENVESTNET ASSET MANAGEMENT INC$278M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$131M
  • MML INVESTORS SERVICES, LLC$129M
  • MORGAN STANLEY$127M
  • Mirae Asset Global Investments Co., Ltd.$118M

Largest trims

  • TWO SIGMA INVESTMENTS, LP$33M
  • KWB Wealth$24M
  • Mariner, LLC$22M
  • Presidio Capital Management, LLC$20M
  • Patriot Financial Group Insurance Agency, LLC$14M
  • TUDOR INVESTMENT CORP ET AL$13M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added113,045,712$7.7B23.6%2026-Q2
LPL Financial LLC added48,787,074$3.3B10.2%2026-Q2
First Command Advisory Services, Inc. added29,895,099$2.0B6.2%2026-Q2
BlackRock, Inc. added23,992,247$1.6B5.0%2026-Q2
JPMORGAN CHASE & CO added23,668,393$1.6B4.9%2026-Q2
MORGAN STANLEY added19,225,934$1.3B4.0%2026-Q2
AMERIPRISE FINANCIAL INC added16,214,480$1.1B3.4%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added15,169,385$1.0B3.2%2026-Q2
BANK OF AMERICA CORP /DE/ added12,731,867$866M2.7%2026-Q2
Dynasty Wealth Management, LLC added11,684,774$795M2.4%2026-Q2
MML INVESTORS SERVICES, LLC added9,131,187$621M1.9%2026-Q2
RAYMOND JAMES FINANCIAL INC added8,352,926$568M1.7%2026-Q2
Cetera Investment Advisers added7,874,124$536M1.6%2026-Q2
Envestnet Portfolio Solutions, Inc. added6,665,461$453M1.4%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC added6,481,606$441M1.4%2026-Q2
WELLS FARGO & COMPANY/MN added5,677,609$386M1.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added4,912,649$334M1.0%2026-Q2
Merit Financial Group, LLC added4,521,034$307M0.9%2026-Q2
NewEdge Advisors, LLC added4,366,134$297M0.9%2026-Q2
OneDigital Investment Advisors LLC added3,957,034$269M0.8%2026-Q2
OSAIC HOLDINGS, INC. added3,872,962$263M0.8%2026-Q2
SOFI WEALTH, LLC added3,791,928$258M0.8%2026-Q2
Bank of New York Mellon Corp added3,743,858$255M0.8%2026-Q2
ROYAL BANK OF CANADA added3,601,913$245M0.8%2026-Q2
OpenArc Corporate Advisory, LLC added3,574,841$243M0.7%2026-Q2
JONES FINANCIAL COMPANIES LLLP added3,090,804$205M0.6%2026-Q2
Foundations Investment Advisors, LLC added2,970,337$202M0.6%2026-Q2
Arax Advisory Partners added2,961,917$201M0.6%2026-Q2
STIFEL FINANCIAL CORP added2,771,211$188M0.6%2026-Q2
Sanctuary Advisors, LLC added2,669,958$182M0.6%2026-Q2
Equitable Holdings, Inc. added2,561,010$174M0.5%2026-Q2
JB Capital LLC added2,526,004$172M0.5%2026-Q2
UBS Group AG added2,226,279$151M0.5%2026-Q2
Parallel Advisors, LLC added2,216,869$151M0.5%2026-Q2
Mirae Asset Global Investments Co., Ltd. added2,155,320$147M0.5%2026-Q2
FORM Wealth Advisors, LLC trimmed2,147,451$146M0.4%2026-Q2
Stratos Wealth Partners, LTD. added1,944,759$132M0.4%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added1,829,101$124M0.4%2026-Q2
ASSETMARK, INC trimmed1,663,733$113M0.3%2026-Q2
Advocacy Wealth Management, LLC trimmed1,478,143$101M0.3%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added1,451,696$99M0.3%2026-Q2
AE Wealth Management LLC added1,365,967$93M0.3%2026-Q2
Cerity Partners LLC added1,341,644$91M0.3%2026-Q2
TRUIST FINANCIAL CORP added1,286,834$88M0.3%2026-Q2
IHT Wealth Management, LLC added1,281,560$87M0.3%2026-Q2
Vise Technologies, Inc. added1,272,182$87M0.3%2026-Q2
Private Advisor Group, LLC trimmed1,186,443$81M0.2%2026-Q2
Atria Investments, Inc added1,114,211$76M0.2%2026-Q2
Ascent Group, LLC added1,111,944$76M0.2%2026-Q2
Stratos Investment Management, LLC added1,098,761$75M0.2%2026-Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added1,043,867$71M0.2%2026-Q2
EASTERN BANK added1,024,706$70M0.2%2026-Q2
BlueStem Wealth Partners, LLC trimmed1,010,013$69M0.2%2026-Q2
CreativeOne Wealth, LLC trimmed1,005,732$68M0.2%2026-Q2
Icon Wealth Advisors, LLC added996,280$68M0.2%2026-Q2
Shah Wealth Advisors, LLC993,630$68M0.2%2026-Q2
Kestra Advisory Services, LLC added935,568$64M0.2%2026-Q2
MGO ONE SEVEN LLC added899,028$61M0.2%2026-Q2
High Probability Advisors, LLC added881,484$60M0.2%2026-Q2
Shepherd Financial Partners LLC added864,111$59M0.2%2026-Q2
Vestmark Advisory Solutions, Inc. added824,650$56M0.2%2026-Q2
Tennessee Valley Asset Management Partners added805,223$55M0.2%2026-Q2
Tulsa Wealth Advisors, INC trimmed803,921$55M0.2%2026-Q2
Triad Wealth Partners, LLC added798,464$55M0.2%2026-Q2
&PARTNERS added797,304$54M0.2%2026-Q2
MA Private Wealth added791,623$54M0.2%2026-Q2
Embree Financial Group added771,583$52M0.2%2026-Q2
BARINGS LLC added765,431$52M0.2%2026-Q2
Steward Partners Investment Advisory, LLC trimmed763,636$52M0.2%2026-Q2
Bluespring Wealth Management, LLC new757,373$52M0.2%2026-Q2
Sharkey, Howes & Javer trimmed749,348$51M0.2%2026-Q2
CFO4Life Group, LLC trimmed727,641$49M0.2%2026-Q2
Ameritas Advisory Services, LLC added716,491$49M0.1%2026-Q2
Ullmann Wealth Partners Group, LLC added692,851$47M0.1%2026-Q2
SPINNAKER TRUST added682,844$46M0.1%2026-Q2
West Wealth Group, LLC added676,626$46M0.1%2026-Q2
WEALTH ALLIANCE, LLC added672,554$46M0.1%2026-Q2
Hennion & Walsh Asset Management, Inc. new664,010$45M0.1%2026-Q2
Scarborough Advisors, LLC trimmed657,439$44M0.1%2026-Q2
Intelligence Driven Advisers, LLC added633,034$43M0.1%2026-Q2
Horst & Graben Wealth Management LLC added631,465$43M0.1%2026-Q2
Farther Finance Advisors, LLC added623,332$42M0.1%2026-Q2
Macro Advisors, Inc. added620,781$42M0.1%2026-Q2
Modern Wealth Management, LLC added619,141$42M0.1%2026-Q2
MCMORGAN & CO LLC trimmed600,654$41M0.1%2026-Q2
EQ LLC trimmed599,790$41M0.1%2026-Q2
Stone House Investment Management, LLC added590,312$40M0.1%2026-Q2
Prosperity Consulting Group, LLC added584,555$40M0.1%2026-Q2
Orion Porfolio Solutions, LLC added579,581$39M0.1%2026-Q2
Perigon Wealth Management, LLC trimmed574,745$39M0.1%2026-Q2
Rockefeller Capital Management L.P. added571,057$39M0.1%2026-Q2
Keystone Financial Group added566,968$39M0.1%2026-Q2
GeoWealth Management, LLC added560,438$38M0.1%2026-Q2
Global Retirement Partners, LLC559,274$38M0.1%2026-Q2
Weil Company, Inc. added559,021$38M0.1%2026-Q2
Concurrent Investment Advisors, LLC added555,983$38M0.1%2026-Q2
PRUDENTIAL PLC547,900$37M0.1%2026-Q2
INTEGRITY ALLIANCE, LLC. trimmed543,366$37M0.1%2026-Q2
Frisch Financial Group, Inc. added535,996$36M0.1%2026-Q2
Madison Wealth Partners, Inc trimmed532,715$36M0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership