Orion Capital Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Orion Capital Management’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	$85.5K	Buy	+3,081	New	+$82.5K	0.03%	232

Other funds holding BDYN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Orion Capital Management's BDYN Position: Q2 2026 in Review

Orion Capital Management opened a new position in iShares Dynamic Equity Active ETF (BDYN) in Q2 2026: 3,081 shares worth $85.5K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings.

124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

Orion Capital Management held 3,081 shares of iShares Dynamic Equity Active ETF worth $85.5K as of Q2 2026.
iShares Dynamic Equity Active ETF was a new Orion Capital Management position in Q2 2026.
iShares Dynamic Equity Active ETF made up 0.03% of Orion Capital Management's portfolio in Q2 2026, its #232 holding.
124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.