Public ownership evidence

iShares U.S. Equity Factor Rotation Active ETF (DYNF) Ownership Disclosures

Read DYNF 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 U.S. Equity Factor Rotation Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
146,582
Value (USD)
$9,969,081
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 0001172661-26-004258
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 DYNF fundamentals

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

Read DYNF 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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Alternative Investment Advisors, LLC.2026-06-302026-09-01146,582$9,969,081None
Provida Pension Fund Administrator2026-03-312026-08-2988,420$5,144,276None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29275,117$13,414,708None
Corient Private Wealth LP2026-06-302026-08-2821,655$1,472,756None
Redwood Investment Management, LLC2024-12-312026-08-2858,910$3,019,000None
Redwood Investment Management, LLC2025-03-312026-08-2861,463$2,997,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-284,180$284,256None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-284,382$254,916None
AFFINITY WEALTH LLC2025-06-302026-08-2791$4,956None
AFFINITY WEALTH LLC2025-03-312026-08-2791$4,437None
AFFINITY WEALTH LLC2024-12-312026-08-2791$4,664None
Legacy Edge Advisors, LLC2025-09-302026-08-2713,769$815,125None
Redwood Investment Management, LLC2025-06-302026-08-2767,176$3,658,000None
Redwood Investment Management, LLC2025-09-302026-08-2775,229$4,454,000None
Redwood Investment Management, LLC2025-12-312026-08-2799,258$6,036,000None
Advus Financial Partners, LLC2026-06-302026-08-26118,929$8,088,361None
Advus Financial Partners, LLC2026-03-312026-08-26124,182$7,224,908None
Advus Financial Partners, LLC2025-12-312026-08-26114,693$6,974,481None
Advus Financial Partners, LLC2025-09-302026-08-26107,319$6,353,284None
Advus Financial Partners, LLC2025-06-302026-08-26102,950$5,606,657None
Advus Financial Partners, LLC2025-03-312026-08-2693,466$4,557,402None
Advus Financial Partners, LLC2024-12-312026-08-2689,415$4,582,519None
Advus Financial Partners, LLC2024-09-302026-08-2648,812$2,414,730None
Advus Financial Partners, LLC2024-06-302026-08-2627,458$1,288,879None
Advus Financial Partners, LLC2024-03-312026-08-2612,946$574,802None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26446,490$27,151,049None
Kingsview Wealth Management, LLC2026-06-302026-08-20337,355$22,943,490None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-207,484$435,420None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-20165,667$9,638,495None
Archer Investment Corp2026-06-302026-08-20194$13,194None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20177,387$12,064,106None
Beacon Pointe Advisors, LLC2026-06-302026-08-1924,573$1,671,186None
Orion Capital Management LLC2026-06-302026-08-1927$1,836None
Concorde Asset Management, LLC2026-06-302026-08-1964,908$4,414,413None
Legacy Edge Advisors, LLC2025-06-302026-08-1811,587$631,028None
Legacy Edge Advisors, LLC2025-03-312026-08-1811,709$570,931None
Legacy Edge Advisors, LLC2024-09-302026-08-1812,048$596,015None
Legacy Edge Advisors, LLC2024-06-302026-08-1815,554$730,105None
Legacy Edge Advisors, LLC2024-03-312026-08-1810,623$471,661None
Legacy Edge Advisors, LLC2024-12-312026-08-1811,849$610,105None
Strive Financial Group ,LLC2026-06-302026-08-18690$46,927None
WNY Asset Management, LLC2026-06-302026-08-1858,282$3,963,781None
Yukon Wealth Management, Inc.2026-06-302026-08-1845,835$3,117,301None
KM Capital Management Ltd.2026-06-302026-08-18120,403$8,188,608None
Corient Private Wealth LP2026-06-302026-08-1822,056$1,500,029None
FSA Advisors, Inc.2026-06-302026-08-184,923$334,792None
Redwood Investment Management, LLC2026-06-302026-08-1889,868$6,112,000None
Blue Edge Capital, LLC2026-06-302026-08-18161,885$11,009,799None
Transamerica Financial Advisors, LLC2026-06-302026-08-1835,960$2,445,701None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,829,101$124,459,222None

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

Alternative Investment Advisors, LLC. ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH 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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