Public ownership evidence

iShares Dynamic Equity Active ETF (BDYN) Ownership Disclosures

Read BDYN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Dynamic Equity Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Legacy Edge Advisors, LLC
Report period
2025-09-30
Available
2026-08-27
Reported shares
28,706
Value (USD)
$726,549
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002105396-26-000013
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BDYN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BDYN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Legacy Edge Advisors, LLC2025-09-302026-08-2728,706$726,549None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2057,883$1,407,142None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2041,166$1,141,945None
Orion Capital Management LLC2026-06-302026-08-193,081$85,467None
Transamerica Financial Advisors, LLC2026-06-302026-08-18107,047$2,969,511None
Equitable Holdings, Inc.2026-06-302026-08-1818,735$519,709None
Wellington Grp LLC2026-06-302026-08-152,429$59,049None
AMERIFLEX GROUP, INC.2026-06-302026-08-154,032$111,839None
Modern Wealth Management, LLC2026-06-302026-08-157,450$206,663None
Advyzon Investment Management, LLC2026-06-302026-08-151,294$35,896None
Advyzon Investment Management, LLC2026-06-302026-08-1555,257$1,532,834None
Vertex Planning Partners, LLC2026-06-302026-08-1537,501$1,040,278None
Resurgent Financial Advisors LLC2026-06-302026-08-1519,618$544,203None
Invst, LLC2026-06-302026-08-15408,876$11,342,212None
WCG Wealth Advisors LLC2026-06-302026-08-1529,916$829,870None
Frisch Financial Group, Inc.2026-06-302026-08-1568,649$1,904,310None
Stonebrook Private Inc.2026-06-302026-08-1574,413$2,064,217None
Qube Research & Technologies Ltd2026-06-302026-08-15625$17,338None
IFG Advisory, LLC2026-06-302026-08-1536,584$1,014,840None
OSAIC HOLDINGS, INC.2026-06-302026-08-15103,884$2,881,752None
OSAIC HOLDINGS, INC.2026-06-302026-08-1574,674$2,071,525None
JANE STREET GROUP, LLC2026-06-302026-08-1568,597$1,902,881None
Orion Porfolio Solutions, LLC2026-06-302026-08-15209,000$5,797,662None
Regal Investment Advisors LLC2026-06-302026-08-15294,897$8,180,439None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,922$802,296None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-150$13None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15298$8,267None
Windsor Advisory Group, LLC2026-06-302026-08-1520,212$560,669None
Waverly Advisors, LLC2026-06-302026-08-15473,249$13,127,915None
Financial Sense Advisors, Inc.2026-06-302026-08-1524,353$675,560None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1534,081$945,407None
Ausdal Financial Partners, Inc.2026-06-302026-08-1527,527$763,595None
Park Place Capital Corp2026-06-302026-08-154,974$137,981None
ROYAL BANK OF CANADA2026-06-302026-08-153,135$87,000None
IHT Wealth Management, LLC2026-06-302026-08-1521,576$598,519None
World Investment Advisors2026-06-302026-08-15466,669$12,944,483None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,039$278,482None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,170$365,336None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,336,015$203,501,056None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,769,083$49,074,362None
Legacy Wealth Managment, LLC/ID2026-06-302026-08-14161,892$4,490,884None
Sanctuary Advisors, LLC2026-06-302026-08-14639,384$17,736,505None
Fortis Advisors, LLC2026-06-302026-08-1436,994$1,026,200None
RESOLUTE WEALTH ADVISOR, INC.2025-06-302026-08-1457,883$1,407,142None
MORGAN STANLEY2026-06-302026-08-143,868$107,298None
FMR LLC2026-06-302026-08-1414,113$391,496None
Smartleaf Asset Management LLC2026-06-302026-08-1311,675$321,207None
Integrated Wealth Concepts LLC2026-06-302026-08-13362,350$10,051,568None
Cetera Investment Advisers2026-06-302026-08-134,212,850$116,864,456None
Advisory Services Network, LLC2026-06-302026-08-1378,102$2,166,550None

90-day public filing window, up to 50 source positions.

Legacy Edge Advisors, LLC ↗RESOLUTE WEALTH ADVISOR, INC. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Orion Capital Management LLC ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗Wellington Grp LLC ↗AMERIFLEX GROUP, INC. ↗Modern Wealth Management, LLC ↗Advyzon Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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