Osaic Holdings
BDYN

Osaic Holdings’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Osaic Holdings’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 		$4.95M Sell
178,558
-11,255
-6% -$301K 0.01% 1532
2026
Q1 		$4.61M Sell
189,813
-214,051
-53% -$5.48M 0.01% 1418
2025
Q4 		$10.3M Buy
403,864
+29,591
+8% +$758K 0.02% 916
2025
Q3 		$9.47M Buy
+374,273
New +$9.45M 0.01% 1047

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Osaic Holdings's BDYN Position: Q2 2026 in Review

Osaic Holdings reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 5.9% in Q2 2026, selling an estimated $301K and leaving 178,558 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #1532.

Osaic Holdings first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.3M in Q4 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Osaic Holdings held 178,558 shares of iShares Dynamic Equity Active ETF worth $4.95M as of Q2 2026.
  • Osaic Holdings sold 11,255 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $301K.
  • iShares Dynamic Equity Active ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1532 holding.
  • Osaic Holdings first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Osaic Holdings's iShares Dynamic Equity Active ETF position peaked at $10.3M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.