Institutional Holders (2026 Q2)
886 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DYNF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Buttonwood Financial Group, LLC | 17.85% | 459,161 | $31.2M |
| 2 | Avid Wealth Partners LLC | 17.41% | 528,692 | $36.0M |
| 3 | FORM Wealth Advisors, LLC | 16.06% | 2,147,451 | $146.0M |
| 4 | Shah Wealth Advisors, LLC | 15.60% | 993,630 | $67.6M |
| 5 | Fortitude Financial, LLC | 14.41% | 235,866 | $16.0M |
| 6 | Macro Advisors, Inc. | 13.46% | 620,781 | $42.2M |
| 7 | First Command Advisory Services, Inc. | 12.09% | 29,895,099 | $2.03B |
| 8 | Hemming& Wealth Management, INC. | 11.91% | 287,787 | $19.6M |
| 9 | Tull Financial Group, Inc. | 10.66% | 400,483 | $27.2M |
| 10 | Hobbs Wealth Management, LLC | 10.51% | 182,880 | $12.4M |
| 11 | Sofi Wealth, LLC | 10.38% | 3,791,928 | $257.9M |
| 12 | Eq LLC | 10.02% | 599,790 | $40.8M |
| 13 | Midwest Capital Advisors, LLC | 9.55% | 345,752 | $23.5M |
| 14 | Ridgeline Wealth Planning, LLC | 9.31% | 215,984 | $14.7M |
| 15 | Boyum Wealth Architects LLC | 9.14% | 339,680 | $23.0M |
| 16 | Bishop & Co Investment Management, LLC | 9.00% | 430,033 | $29.2M |
| 17 | Centerline Wealth Advisors, LLC | 8.99% | 421,743 | $28.7M |
| 18 | 4J Wealth Management LLC | 8.85% | 265,350 | $18.0M |
| 19 | Kilter Group LLC | 8.75% | 355,152 | $24.2M |
| 20 | Harborfront Financial Group LLC | 8.70% | 33,929 | $2.3M |
| 21 | LiftPoint Family Wealth Advisors LLC | 8.63% | 187,176 | $12.7M |
| 22 | Sterling Group Wealth Management, LLC | 8.52% | 305,402 | $20.8M |
| 23 | Peak Wealth Management LLC | 8.16% | 170,930 | $11.6M |
| 24 | Royal Harbor Partners, LLC | 8.05% | 382,096 | $26.0M |
| 25 | Finhabits Advisors LLC | 8.03% | 140,398 | $9.5M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|