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 Q3	$606M	Buy	21,763,532 +1,159,871	+6%	+$32.4M	0.13%	162
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Payne Capital Lake Oswego, Oregon $123M AUM 15.24% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

LPL Financial's BDYN Position: Q3 2026 in Review

LPL Financial increased its iShares Dynamic Equity Active ETF (BDYN) stake by 5.6% in Q3 2026, buying an estimated $32.4M and bringing the position to 21,763,532 shares worth $606M. The position accounts for 0.13% of the portfolio, ranked #162.

LPL Financial first reported a position in BDYN in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

LPL Financial held 21,763,532 shares of iShares Dynamic Equity Active ETF worth $606M as of Q3 2026.
LPL Financial bought 1,159,871 iShares Dynamic Equity Active ETF shares in Q3 2026, an estimated $32.4M.
iShares Dynamic Equity Active ETF made up 0.13% of LPL Financial's portfolio in Q3 2026, its #162 holding.
LPL Financial first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.