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Dynamic Advisor Solutions LLC

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13F filer, CIK 1599747, PHOENIX, AZ

Dynamic Advisor Solutions LLC reported $3,523,097,391 across 1,029 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 18.22% of the portfolio.

Accepted , ingested 13F-HR 0001599747-26-000005

Period
2026-09-30
Reported value
$3.52B
Holdings
1,029
Top 10 weight
18.22%
New
78
Sold out
94

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XOMnew+91,482$14.9M
LLYadded+7,413$8.58M
AAPLadded+24,211$8.06M
NVDAadded+23,655$5.4M
QQQadded+6,483$4.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XOMexited-91,158-$12.5M
DUHPexited-235,557-$9.83M
DFARexited-308,340-$8.07M
PTYreduced-343,317-$3.78M
BHKreduced-443,313-$3.64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001599747-26-000005, largest first. % of portfolio is the value over $3,523,097,391, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RNWRENEW ENERGY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,942 shares 17,942$123K<0.01%newTimeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,111 shares 20,111$122K<0.01%newTimeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,383 shares; 2025Q1: 128,310 shares; 2025Q2: 193,218 shares; 2025Q3: 206,789 shares; 2025Q4: 11,359 shares; 2026Q1: 10,205 shares; 2026Q2: 10,118 shares; 2026Q3: 10,119 shares 10,119$113K<0.01%+1Timeline
ERCALLSPRING MULTI SECTOR INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,623 shares; 2025Q2: 12,505 shares; 2025Q3: 12,530 shares; 2025Q4: 12,442 shares; 2026Q1: 12,116 shares; 2026Q2: 12,816 shares; 2026Q3: 13,045 shares 13,045$111K<0.01%+229Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,680 shares 13,680$108K<0.01%newTimeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,531 shares 10,531$107K<0.01%newTimeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29,419 shares; 2025Q2: 30,587 shares; 2025Q3: 30,701 shares; 2025Q4: 36,967 shares; 2026Q1: 41,179 shares; 2026Q2: 49,655 shares; 2026Q3: 64,511 shares 64,511$106K<0.01%+14,856Timeline
XEVGXEATON VANCE SHORT DURATION DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,081 shares; 2026Q3: 10,362 shares 10,362$103K<0.01%+281Timeline
BOSCBOS BETTER ONLINE SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,800 shares; 2025Q1: 24,686 shares; 2025Q2: 21,686 shares; 2025Q3: 21,686 shares; 2025Q4: 21,686 shares; 2026Q1: 21,686 shares; 2026Q2: 21,686 shares; 2026Q3: 21,686 shares 21,686$100K<0.01%0Timeline
DSUBLACKROCK DEBT STRATEGIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,998 shares 10,998$99K<0.01%newTimeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,667 shares 17,667$92.6K<0.01%newTimeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,954 shares; 2025Q1: 80,954 shares; 2025Q2: 80,954 shares; 2025Q3: 55,489 shares; 2025Q4: 57,849 shares; 2026Q1: 57,849 shares; 2026Q2: 45,149 shares; 2026Q3: 38,126 shares 38,126$90.4K<0.01%-7,023Timeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,111 shares; 2025Q4: 16,068 shares; 2026Q1: 15,989 shares; 2026Q2: 15,989 shares; 2026Q3: 12,156 shares 12,156$89.8K<0.01%-3,833Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,183 shares; 2025Q4: 16,999 shares; 2026Q1: 20,799 shares; 2026Q2: 18,524 shares; 2026Q3: 16,259 shares 16,259$85.8K<0.01%-2,265Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,374 shares 15,374$76.4K<0.01%newTimeline
ALTOALTO INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,010 shares; 2026Q3: 19,012 shares 19,012$70.2K<0.01%+2Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29,908 shares; 2025Q2: 30,183 shares; 2025Q3: 33,729 shares; 2025Q4: 38,904 shares; 2026Q1: 22,156 shares; 2026Q2: 24,982 shares; 2026Q3: 25,920 shares 25,920$68.7K<0.01%+938Timeline
PMLPIMCO MUN INCOME FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,264 shares 10,264$67.4K<0.01%newTimeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,529 shares 10,529$67.2K<0.01%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,506 shares; 2026Q3: 12,133 shares 12,133$65.5K<0.01%+1,627Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,503 shares; 2026Q3: 11,301 shares 11,301$60K<0.01%+798Timeline
SMCYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,000 shares 11,000$58.6K<0.01%newTimeline
WRNWESTERN COPPER & GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,475 shares; 2025Q4: 36,140 shares; 2026Q1: 36,140 shares; 2026Q2: 36,140 shares; 2026Q3: 25,168 shares 25,168$55.6K<0.01%-10,972Timeline
DGXXDIGI PWR X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,052 shares; 2026Q3: 12,052 shares 12,052$49.4K<0.01%0Timeline
SIDUSIDUS SPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,202 shares; 2026Q3: 26,202 shares 26,202$47.4K<0.01%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,479 shares; 2026Q2: 10,733 shares; 2026Q3: 10,378 shares 10,378$20.1K<0.01%-355Timeline
PLGPLATINUM GROUP METALS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,205 shares; 2026Q1: 11,630 shares; 2026Q2: 14,597 shares; 2026Q3: 12,062 shares 12,062$15.2K<0.01%-2,535Timeline
HRTXHERON THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,947 shares 13,947$4.37K<0.01%newTimeline
NET POWER INCNET POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares; 2026Q3: 10,400 shares 10,400$2.23K<0.01%0

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP91,158$12.5Mshares
DUHPDIMENSIONAL ETF TRUST235,557$9.83Mshares
DFARDIMENSIONAL ETF TRUST308,340$8.07Mshares
LLYELI LILLY & CO5,800$6.96Mput
AAPLAPPLE INC11,500$3.33Mput
ARBALTSHARES TRUST88,589$2.62Mshares
TXNTEXAS INSTRS INC6,200$1.85Mput
KNGFIRST TR EXCHANGE-TRADED FD36,221$1.83Mshares
OKEONEOK INC NEW17,363$1.51Mshares
SPYSTATE STR SPDR S&P 500 ETF T2,000$1.49Mput
CSHINEOS ETF TRUST29,345$1.46Mshares
VGLTVANGUARD SCOTTSDALE FDS25,175$1.39Mshares
PRMBPRIMO BRANDS CORPORATION54,329$1.33Mshares
CVSBMORGAN STANLEY ETF TRUST25,370$1.28Mshares
VNTVONTIER CORPORATION39,848$1.16Mshares
HASIHA SUSTAINABLE INFRA CAP INC28,447$1.11Mshares
ESABESAB CORPORATION11,137$1.1Mshares
ICFIICF INTL INC13,355$973Kshares
ALCALCON AG14,268$957Kshares
MBSFVALUED ADVISERS TR36,407$935Kshares
LTPZPIMCO ETF TR18,423$933Kshares
RSSSRESEARCH SOLUTIONS INC365,599$848Kshares
ENOVENOVIS CORPORATION40,070$829Kshares
NTICNORTHERN TECHNOLOGIES INTL C91,695$785Kshares
BGRNISHARES TR16,440$780Kshares
AKREPROFESIONALLY MANAGED PORTFO14,117$751Kshares
VRIGINVESCO ACTIVELY MANAGED EXC26,492$664Kshares
JAPNLISTED FDS TR27,084$609Kshares
TTEKTETRA TECH INC NEW20,443$591Kshares
ASTSAST SPACEMOBILE INC6,500$578Kcall
BILSSPDR SERIES TRUST5,593$556Kshares
FLQMFRANKLIN TEMPLETON ETF TR9,461$548Kshares
EVTRMORGAN STANLEY ETF TRUST10,480$531Kshares
QLTIGMO ETF TRUST19,447$526Kshares
DIASTATE STR SPDR DOW JONES IND1,000$522Kput
DXCDXC TECHNOLOGY CO57,270$507Kshares
AGNCAGNC INVT CORP41,821$456Kshares
JOFJAPAN SMALLER CAPITALIZATION34,366$405Kshares
GWRSGLOBAL WTR RES INC55,785$404Kshares
IVRINVESCO MORTGAGE CAPITAL INC50,165$396Kshares
SUSCISHARES TR16,799$389Kshares
ADSKAUTODESK INC1,833$356Kshares
CNMCORE & MAIN INC6,943$335Kshares
BSJRINVESCO EXCH TRD SLF IDX FD14,890$333Kshares
SMHVANECK ETF TRUST500$328Kput
JMUBJ P MORGAN EXCHANGE TRADED F6,222$315Kshares
RWKINVESCO EXCH TRADED FD TR II2,151$315Kshares
EMSFMATTHEWS INTL FDS7,150$304Kshares
BYLDISHARES TR12,960$294Kshares
NDAQNASDAQ INC3,675$290Kshares
NKENIKE INC6,976$286Kshares
SOLSSOLSTICE ADVANCED MATLS INC3,098$274Kshares
ATNIATN INTL INC10,236$271Kshares
PRPLPURPLE INNOVATION INC752,200$269Kshares
TWTRADEWEB MKTS INC2,634$263Kshares
BSJSINVESCO EXCH TRD SLF IDX FD11,649$253Kshares
ILCGISHARES TR2,155$252Kshares
FESMFIDELITY COVINGTON TRUST5,159$249Kshares
CSTMCONSTELLIUM SE7,606$242Kshares
IWMISHARES TR800$240Kput
FHNFIRST HORIZON CORPORATION9,128$234Kshares
ITAISHARES TR961$233Kshares
LUVSOUTHWEST AIRLS CO4,523$233Kshares
SANMSANMINA CORP906$229Kshares
AEISADVANCED ENERGY INDS600$224Kshares
CHPYTIDAL TRUST II2,512$221Kshares
AGIXKRANESHARES TRUST4,702$220Kshares
ROBOEXCHANGE TRADED CONCEPTS TRU2,558$219Kshares
IEFISHARES TR2,313$219Kshares
EWGISHARES INC5,157$213Kshares
IBNDSPDR SERIES TRUST6,831$213Kshares
IBMRISHARES TR8,333$212Kshares
IXUSISHARES TR2,213$211Kshares
CLXCLOROX CO DEL2,179$208Kshares
EUSBISHARES TR4,768$207Kshares
CGWINVESCO EXCH TRADED FD TR II3,151$207Kshares
SPYDSPDR SERIES TRUST4,331$207Kshares
CIENCIENA CORP421$206Kshares
EWLISHARES INC3,283$206Kshares
MKLMARKEL GROUP INC105$205Kshares
XBBBONDBLOXX ETF TRUST5,000$205Kshares
TOLTOLL BROTHERS INC1,241$204Kshares
PKWINVESCO EXCHANGE TRADED FD T1,434$203Kshares
PSQOPALMER SQUARE FUNDS TR9,778$202Kshares
JPMBJ P MORGAN EXCHANGE TRADED F5,000$202Kshares
ARCCARES CAPITAL CORP10,441$193Kshares
STZCONSTELLATION BRANDS INC1,200$167Kput
FAXABRDN ASIA PACIFIC INCOME FU10,195$150Kshares
NVDANVIDIA CORPORATION500$100Kput
NVDANVIDIA CORPORATION500$100Kcall
NOWSERVICENOW INC1,000$99.3Kcall
CVXCHEVRON CORPORATION500$82.9Kcall
METAMETA PLATFORMS INC100$56.3Kcall
INBXINHIBRX BIOSCIENCES INC300$28.4Kcall

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001599747-26-000005 base2026-10-13