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LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

$22.48 -0.01 (-0.04%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for LeaderShares Dynamic Yield ETF (NYSEARCA:DYLD)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.59M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$10.93M
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DYLD Institutional Buying and Selling by Quarter

LeaderShares Dynamic Yield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.17,499$394K0.0%-26.0%0.714%
4/21/2025 Envestnet Portfolio Solutions Inc.100,079$2.25M0.0%-4.9%4.003%
2/17/2025Redwood Investment Management LLC825,183$18.53M1.8%-2.8%25.390%
2/14/2025Coppell Advisory Solutions LLC21,604$485K0.1%-11.4%0.665%
2/13/2025Mariner LLC65,055$1.46M0.0%-0.9%2.002%
2/13/2025 Envestnet Asset Management Inc.23,656$531K0.0%-12.7%0.728%
2/13/2025Perennial Investment Advisors LLC79,301$1.78M0.2%-6.1%2.440%
2/11/2025LPL Financial LLC941,194$21.14M0.0%-0.7%28.960%
2/10/2025 Envestnet Portfolio Solutions Inc.105,231$2.36M0.0%-8.0%3.238%
2/3/2025Private Advisor Group LLC142,329$3.20M0.0%+11.3%4.379%
2/3/2025 Good Life Advisors LLC26,606$598K0.0%-2.1%0.819%
1/31/2025Atria Wealth Solutions Inc.101,729$2.29M0.0%-8.0%3.130%
1/29/2025Gladstone Institutional Advisory LLC27,937$627K0.0%-6.3%0.860%
11/15/2024Jane Street Group LLC113,111$2.59M0.0%+246.6%3.480%
11/15/2024Redwood Investment Management LLC849,053$19.46M1.7%-6.5%26.125%
11/12/2024Great Valley Advisor Group Inc.36,578$839K0.0%+38.3%1.125%
11/5/2024Harbour Investments Inc.9,075$208K0.0%-6.3%0.279%
10/28/2024Gladstone Institutional Advisory LLC29,804$683K0.0%-6.0%0.917%
8/10/2024Perennial Investment Advisors LLC108,444$2.43M0.3%-17.1%3.337%
8/5/2024Private Advisor Group LLC127,925$2.87M0.0%+3.4%3.936%
7/26/2024Harbour Investments Inc.9,683$217K0.0%-9.3%0.298%
7/22/2024Atria Wealth Solutions Inc.116,021$2.62M0.0%-1.7%3.570%
7/16/2024 Envestnet Portfolio Solutions Inc.120,151$2.70M0.0%-3.8%3.697%
7/16/2024Great Valley Advisor Group Inc.26,450$594K0.0%N/A0.814%
5/17/2024Coppell Advisory Solutions Corp.22,092$498K0.1%N/A0.680%
5/16/2024Redwood Investment Management LLC723,311$16.31M1.6%-30.0%22.256%
5/6/2024 Envestnet Portfolio Solutions Inc.124,846$2.82M0.0%-5.7%3.841%
4/30/2024Private Advisor Group LLC123,706$2.79M0.0%+1.8%3.806%
2/14/2024Redwood Investment Management LLC1,033,972$23.41M2.1%-1.2%21.541%
2/9/2024Gladstone Institutional Advisory LLC40,716$923K0.1%-18.9%0.848%
2/7/2024 Envestnet Portfolio Solutions Inc.132,345$3M0.0%-5.1%2.757%
2/6/2024Private Advisor Group LLC121,521$2.76M0.0%+2.4%2.532%
2/2/2024Atria Wealth Solutions Inc.127,474$2.89M0.0%-5.1%2.656%
11/16/2023Harbour Investments Inc.12,625$275K0.0%-27.4%0.263%
11/13/2023Mariner LLC55,129$1.20M0.0%-3.4%1.149%
11/13/2023LPL Financial LLC851,074$18.54M0.0%+24.8%17.731%
11/13/2023 Envestnet Portfolio Solutions Inc.139,426$3.04M0.0%N/A2.905%
11/8/2023Atria Wealth Solutions Inc.134,305$2.93M0.0%-8.6%2.798%
11/8/2023Avantax Advisory Services Inc.125,548$2.74M0.0%-25.5%2.616%
11/3/2023Private Advisor Group LLC118,678$2.59M0.0%-16.9%2.472%
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10/23/2023Commonwealth Equity Services LLC21,902$477K0.0%+2.5%0.456%
8/17/2023Coppell Advisory Solutions LLC35,155$785K0.2%+18.7%0.732%
8/14/2023Perennial Investment Advisors LLC184,572$4.14M0.7%-1.4%3.845%
8/14/2023 Bleakley Financial Group LLC55,396$1.24M0.0%-13.3%1.154%
8/10/2023Private Advisor Group LLC142,767$3.20M0.0%+6.6%2.974%
8/10/2023Cetera Investment Advisers37,382$837K0.0%+3.3%0.779%
8/8/2023Claro Advisors LLC11,948$268K0.1%-14.9%0.249%
8/4/2023 Envestnet Asset Management Inc.745,590$16.70M0.0%-1.2%15.864%
8/3/2023Atria Wealth Solutions Inc.146,909$3.29M0.0%+3.5%3.126%
7/31/2023LPL Financial LLC682,114$15.28M0.0%-2.0%14.513%
7/26/2023Simplicity Solutions LLC55,396$1.24M0.0%-13.3%1.179%
7/14/2023 Financial Designs Corp560,620$12.56M9.2%-2.4%11.928%
7/11/2023 Good Life Advisors LLC30,232$677K0.1%+9.0%0.643%
5/12/2023Perennial Investment Advisors LLC187,285$4.22M0.8%N/A4.162%
5/11/2023 Envestnet Asset Management Inc.754,560$17.01M0.0%-0.7%16.768%
5/10/2023Private Advisor Group LLC133,969$3.02M0.0%N/A2.977%
5/10/2023LPL Financial LLC696,251$15.69M0.0%+44.6%15.472%
5/8/2023Global Retirement Partners LLC7,639$172K0.0%+32.7%0.170%
4/28/2023Avantax Advisory Services Inc.186,487$4.20M0.1%-15.7%4.144%
4/27/2023 Financial Designs Corp574,224$12.94M9.7%-2.5%12.761%
4/27/2023Simplicity Solutions LLC63,907$1.44M0.0%N/A1.420%
4/17/2023Claro Advisors LLC14,046$317K0.1%N/A0.312%
2/17/2023Coppell Advisory Solutions Corp.29,127$643K0.2%N/A0.647%
2/13/2023Ford Financial Group LLC184,485$4.07M1.6%+3.3%4.100%
2/13/2023Atria Wealth Solutions Inc.141,906$3.13M0.0%+11.9%3.153%
2/10/2023 Good Life Advisors LLC28,029$619K0.1%N/A0.623%
2/7/2023 Bleakley Financial Group LLC69,372$1.53M0.1%N/A1.542%
2/7/2023LPL Financial LLC481,381$10.63M0.0%+49.8%10.697%
2/7/2023 Envestnet Asset Management Inc.759,814$16.77M0.0%+2.6%16.885%
2/1/2023Gladstone Institutional Advisory LLC44,338$979K0.1%-1.1%0.985%
1/18/2023Private Advisor Group LLC116,728$2.58M0.0%+39.6%2.594%
11/14/2022Redwood Investment Management LLC843,450$18.31M3.8%-0.9%20.082%
11/10/2022 Envestnet Asset Management Inc.740,496$16.08M0.0%+5.3%17.631%
11/10/2022Strategic Wealth Advisors Group LLC50,605$1.10M0.0%N/A1.205%
11/2/2022Avantax Advisory Services Inc.249,833$5.42M0.1%+0.7%5.948%
10/20/2022Gladstone Institutional Advisory LLC44,812$973K0.1%+17.2%1.093%
10/14/2022Private Advisor Group LLC83,623$1.82M0.0%-37.8%2.040%
8/15/2022Atria Wealth Solutions Inc.90,159$2.03M0.0%+229.7%2.254%
8/3/2022 Envestnet Asset Management Inc.703,194$15.84M0.0%+1.0%17.580%
8/2/2022Avantax Advisory Services Inc.247,979$5.59M0.1%-0.5%6.199%
7/13/2022Private Advisor Group LLC134,484$3.03M0.0%N/A3.362%
7/11/2022Cooper Financial Group59,270$1.34M0.5%N/A1.482%
5/4/2022Gladstone Institutional Advisory LLC26,001$608K0.0%N/A0.667%
5/4/2022 Envestnet Asset Management Inc.696,289$16.28M0.0%+4.5%17.854%
4/27/2022Avantax Advisory Services Inc.249,331$5.82M0.1%+21.4%6.393%
2/4/2022 Envestnet Asset Management Inc.666,280$16.75M0.0%+11.6%20.821%
2/3/2022Advisor Group Holdings Inc.2,305$58K0.0%+466.3%0.072%
1/24/2022Avantax Advisory Services Inc.205,344$5.16M0.1%-2.1%6.519%
11/9/2021 Principal Financial Group Inc.12,445$312K0.0%N/A0.437%
10/21/2021Avantax Advisory Services Inc.209,848$5.25M0.1%N/A7.631%
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8/17/2021Redwood Investment Management LLC834,458$20.97M3.4%N/A36.281%
(Data available from 1/1/2016 forward)

DYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DYLD shares?

During the previous two years, 23 institutional investors and hedge funds held shares of LeaderShares Dynamic Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($21.14M), Redwood Investment Management LLC ($18.53M), Financial Designs Corp ($12.56M), Private Advisor Group LLC ($3.20M), Avantax Advisory Services Inc. ($2.74M), Jane Street Group LLC ($2.59M), and Atria Wealth Solutions Inc. ($2.29M).Learn more on DYLD's institutional investors.

Which institutional investors have been buying LeaderShares Dynamic Yield ETF stock?

Of the 13 institutional investors that purchased LeaderShares Dynamic Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($383.83K), Perennial Investment Advisors LLC ($187.29K), Private Advisor Group LLC ($166.51K), Envestnet Portfolio Solutions Inc. ($139.43K), Jane Street Group LLC ($80.47K), Great Valley Advisor Group Inc. ($36.58K), and Coppell Advisory Solutions Corp. ($22.09K).

How much institutional buying is happening at LeaderShares Dynamic Yield ETF?

Institutional investors have bought a total of 1,032,825 shares in the last 24 months. This purchase volume represents approximately $23.08M in transactions.

Which LeaderShares Dynamic Yield ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold LeaderShares Dynamic Yield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Redwood Investment Management LLC ($406.26K), Avantax Advisory Services Inc. ($42.98K), Envestnet Portfolio Solutions Inc. ($33.62K), Atria Wealth Solutions Inc. ($30.34K), Perennial Investment Advisors LLC ($30.21K), Private Advisor Group LLC ($24.09K), and Envestnet Asset Management Inc. ($23.83K).

How much institutional selling is happening at LeaderShares Dynamic Yield ETF?

Institutional investors have sold a total of 670,299 shares in the last 24 months. This volume of shares sold represents approximately $15.06M in transactions.


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This page (NYSEARCA:DYLD) was last updated on 5/4/2025 by MarketBeat.com Staff
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