Who Owns iShares U.S. Equity Factor Rotation Active ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares U.S. Equity Factor Rotation Active ETF.
Who crossed 5% of DYNF →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| EASTERN BANKISHARES US EQUIT1.1M shadded | $75.1M |
| Intelligence Driven Advisers, LLCISHARES US EQUIT645.9K shadded | $44.7M |
| Farther Finance Advisors, LLCETF634.2K shadded | $43.9M |
| Insight Wealth Strategies, LLCISHARES US EQUIT486.9K shtrimmed | $33.7M |
| Wealth Group LtdUS Equity Factor Rotation439.1K shadded | $30.7M |
| Financial Enhancement Group LLCISHARES US EQUIT402.8K shadded | $28.4M |
| Central Pacific Bank - Trust DivisionISHARES US EQUIT341.2K shadded | $23.6M |
| BOYUM WEALTH ARCHITECTS LLCISHARES US EQUIT335.4K shtrimmed | $23.5M |
| Apeiron RIA LLCISHARES US EQUIT322.5K shadded | $22.4M |
| Shira Ridge Wealth ManagementISHARES US EQUIT289.9K shadded | $20.1M |
| McNaughton Wealth Management, LLCISHARES US EQUIT198.2K shadded | $13.7M |
| BAKER TILLY WEALTH MANAGEMENT, LLCISHARES US EQUIT180.7K shadded | $12.5M |
| CoreCap Advisors, LLCETF180K shadded | $12.5M |
| SigFig Wealth Management, LLCISHARES US EQUIT173.2K shadded | $12M |
| First Heartland Consultants, Inc.US EQT FACTOR139.4K shtrimmed | $9.7M |
| Balefire, LLCISHARES US EQUIT138.5K shadded | $9.6M |
| Retirement Wealth Solutions LLCISHARES US EQUIT124.1K shadded | $8.6M |
| Emergent Wealth Advisors, LLCISHARES US EQUIT109.2K shadded | $7.6M |
| Financial Designs CorpISHARES US EQUIT77.2K shadded | $5.3M |
| TITLEIST ASSET MANAGEMENT, LLCISHARES US EQUIT43.4K shadded | $3M |
| Avidian Wealth Enterprises, LLCISHARES US EQUIT40.8K shtrimmed | $2.8M |
| Cassilly Financial Group LLCISHARES US EQUIT40.2K shadded | $2.8M |
| Weaver Consulting GroupISHARES US EQUIT38.3K shadded | $2.7M |
| Asempa Wealth AdvisorsISHARES US EQUIT31K shadded | $2.2M |
| Cooper Financial GroupISHARES US EQUIT19.4K shtrimmed | $1.3M |
| Castleview Partners, LLCISHARES US EQUIT17.2K shadded | $1.2M |
| Sound Income Strategies, LLCISHARES US EQUIT15.7K shtrimmed | $1.1M |
| Atlas Brown,Inc.ETF7.8K shadded | $541.2K |
| Veracity Capital LLCISHARES US EQUIT6.8K shtrimmed | $469.5K |
| Investment Partners Asset Management, Inc.ISHARES US EQUIT6.5K shadded | $447.9K |
| Adelphi Trust CoExchange Traded Fund6.1K shheld | $421.9K |
| Prosperity Planning, Inc.ISHARES US EQUIT3.6K shtrimmed | $248.5K |
| Galvin, Gaustad & Stein, LLCISHARES US EQUIT3.4K shadded | $236.7K |
| TrueWealth Advisors, LLCISHARES US EQUIT3.1K shtrimmed | $217.5K |
| GILPIN WEALTH MANAGEMENT, LLCISHARES US EQUIT2.6K shadded | $180.4K |
| TOMPKINS FINANCIAL CORPISHARES US EQUIT1.1K shheld | $76.5K |
| GK Wealth Management LLCISHARES US EQUIT928 sh— | $64.3K |
| Bank & Trust CoISHARES US EQUIT906 shheld | $62.8K |
| Wealth Enhancement Trust Services, Inc.ISHARES US EQUIT103 sh— | $7.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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