Institutional Holders (2026 Q1)
716 + 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 | 18.91% | 528,266 | $30.7M |
| 2 | FORM Wealth Advisors, LLC | 15.46% | 2,268,468 | $132.0M |
| 3 | Avid Wealth Partners LLC | 14.31% | 520,461 | $30.3M |
| 4 | Presidio Capital Management, LLC | 12.41% | 734,586 | $42.7M |
| 5 | hemming& Wealth Management, Inc. | 12.22% | 300,744 | $17.5M |
| 6 | First Command Advisory Services, Inc. | 11.45% | 29,219,898 | $1.70B |
| 7 | Gilbert Capital Group, Inc. | 10.90% | 242,424 | $14.1M |
| 8 | Hobbs Wealth Management, LLC | 10.64% | 184,735 | $10.7M |
| 9 | EQ LLC | 10.29% | 627,626 | $36.5M |
| 10 | SOFI WEALTH, LLC | 10.13% | 3,612,761 | $210.2M |
| 11 | Tull Financial Group, Inc. | 9.98% | 384,045 | $22.3M |
| 12 | Midwest Capital Advisors, LLC | 9.02% | 331,603 | $19.3M |
| 13 | Centerline Wealth Advisors, LLC | 8.91% | 425,700 | $24.8M |
| 14 | BOYUM WEALTH ARCHITECTS LLC | 8.90% | 331,877 | $21.3M |
| 15 | LiftPoint Family Wealth Advisors LLC | 8.86% | 183,930 | $10.7M |
| 16 | Bishop & Co Investment Management, LLC | 8.52% | 426,761 | $24.8M |
| 17 | Tulsa Wealth Advisors, INC | 8.20% | 804,300 | $46.8M |
| 18 | Peak Wealth Management LLC | 7.83% | 163,966 | $9.5M |
| 19 | Finhabits Advisors LLC | 7.72% | 143,835 | $8.4M |
| 20 | Ridgeline Wealth Planning, LLC | 7.70% | 181,290 | $10.5M |
| 21 | MA Private Wealth | 7.70% | 782,460 | $45.5M |
| 22 | Royal Harbor Partners, LLC | 7.62% | 386,806 | $22.5M |
| 23 | BlueStem Wealth Partners, LLC | 7.54% | 1,166,954 | $67.9M |
| 24 | Fortitude Financial, LLC | 7.51% | 244,009 | $14.2M |
| 25 | Sterling Group Wealth Management, LLC | 7.49% | 272,265 | $15.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|