Who owns DYFI?
IDX Dynamic Fixed Income ETF · IDX
19 institutions reported holding DYFI, worth $59.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DYFI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Faithward Advisors, LLC | Lancaster, PA | $20.5M | 901,650 | +30,915 shares |
| Compound Planning, Inc. | New York, NY | $11.3M | 496,108 | +69,159 shares |
| Blueprint Investment Partners LLC | Greensboro, NC | $6.2M | 272,904 | +18,958 shares |
| Blueprint Financial Advisors LLC | Greensboto, NC | $6.2M | 272,904 | +18,958 shares |
| Palladiem, LLC | Bryn Mawr, PA | $5.8M | 255,139 | +29 shares |
| WealthTrak Capital Management LLC | Virginia Beach, VA | $2.9M | 127,044 | +3,671 shares |
| International Private Wealth Advisors LLC | San Diego, CA | $1.9M | 82,668 | −2,154 shares |
| Axxcess Wealth Management, LLC | Carlsbad, CA | $967K | 42,470 | −1,077 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $950K | 41,716 | +2,485 shares |
| GTS Securities LLC | New York, NY | $662K | 29,076 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DYFI?
19 institutional managers reported holding DYFI in Form 13F filings for June 30, 2026, worth $59.0M in total. The largest reported position was held by Faithward Advisors, LLC, at $20.5M.
Did institutions buy or sell DYFI last quarter?
Reported 13F value rose 6.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DYFI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.