LPL Financial
BDYN

LPL Financial’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

LPL Financial’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572M Buy
20,603,661
+1,871,819
+10% +$50.1M 0.13% 160
2026
Q1 		$455M Buy
18,731,842
+2,185,656
+13% +$56M 0.12% 175
2025
Q4 		$424M Buy
16,546,186
+1,178,883
+8% +$30.2M 0.12% 171
2025
Q3 		$389M Buy
+15,367,303
New +$388M 0.11% 176

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

LPL Financial's BDYN Position: Q2 2026 in Review

LPL Financial increased its iShares Dynamic Equity Active ETF (BDYN) stake by 10% in Q2 2026, buying an estimated $50.1M and bringing the position to 20,603,661 shares worth $572M. The position accounts for 0.13% of the portfolio, ranked #160.

LPL Financial first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • LPL Financial held 20,603,661 shares of iShares Dynamic Equity Active ETF worth $572M as of Q2 2026.
  • LPL Financial bought 1,871,819 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $50.1M.
  • iShares Dynamic Equity Active ETF made up 0.13% of LPL Financial's portfolio in Q2 2026, its #160 holding.
  • LPL Financial first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.