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LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

$22.59 +0.02 (+0.09%)
Closing price 07/18/2025 04:10 PM Eastern
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$22.58 -0.01 (-0.04%)
As of 07/18/2025 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)
3
Total
Institutional Inflows
(last 12 months)
$4.97M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$11.18M
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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
5/19/2025Jane Street Group LLC109,647$2.47M0.0%N/A4.475%
5/16/2025Coppell Advisory Solutions LLC14,788$333K0.0%-31.5%0.604%
5/14/2025Redwood Investment Management LLC555,153$12.49M1.4%-32.7%22.659%
5/9/2025Atria Wealth Solutions Inc.96,923$2.19M0.0%-4.7%3.956%
5/7/2025LPL Financial LLC902,279$20.31M0.0%-4.1%36.828%
5/5/2025Private Advisor Group LLC128,186$2.89M0.0%-9.9%5.232%
4/29/2025Envestnet Asset Management Inc.17,499$394K0.0%-26.0%0.714%
4/21/2025Envestnet 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%
2/13/2025Envestnet 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%
2/10/2025Envestnet 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%
2/3/2025Good 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%
7/16/2024Envestnet 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%
5/6/2024Envestnet 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%
2/7/2024Envestnet 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%
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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%
11/13/2023Envestnet 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%
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%
8/14/2023Bleakley 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%
8/4/2023Envestnet 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%
7/11/2023Good Life Advisors LLC30,232$677K0.1%+9.0%0.643%
5/12/2023Perennial Investment Advisors LLC187,285$4.22M0.8%N/A4.162%
5/11/2023Envestnet 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%
2/10/2023Good Life Advisors LLC28,029$619K0.1%N/A0.623%
2/7/2023Bleakley Financial Group LLC69,372$1.53M0.1%N/A1.542%
2/7/2023LPL Financial LLC481,381$10.63M0.0%+49.8%10.697%
2/7/2023Envestnet 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%
11/10/2022Envestnet 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%
8/3/2022Envestnet 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%
5/4/2022Envestnet Asset Management Inc.696,289$16.28M0.0%+4.5%17.854%
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Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.

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4/27/2022Avantax Advisory Services Inc.249,331$5.82M0.1%+21.4%6.393%
2/4/2022Envestnet 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%
11/9/2021Principal Financial Group Inc.12,445$312K0.0%N/A0.437%
10/21/2021Avantax Advisory Services Inc.209,848$5.25M0.1%N/A7.631%
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, 21 institutional investors and hedge funds held shares of LeaderShares Dynamic Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($20.31M), Redwood Investment Management LLC ($12.49M), Private Advisor Group LLC ($2.89M), Avantax Advisory Services Inc. ($2.74M), Jane Street Group LLC ($2.47M), Envestnet Portfolio Solutions Inc. ($2.25M), and Atria Wealth Solutions Inc. ($2.19M).Learn more on LeaderShares Dynamic Yield ETF's institutional investors.

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

Of the 10 institutional investors that purchased LeaderShares Dynamic Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($190.12K), LPL Financial LLC ($168.96K), Envestnet Portfolio Solutions Inc. ($139.43K), Great Valley Advisor Group Inc. ($36.58K), Private Advisor Group LLC ($32.54K), Coppell Advisory Solutions Corp. ($22.09K), and Coppell Advisory Solutions LLC ($5.53K).

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

Institutional investors have bought a total of 218,961 shares in the last 24 months. This purchase volume represents approximately $4.97M in transactions.

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

Of the 12 institutional investors that sold LeaderShares Dynamic Yield ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Redwood Investment Management LLC ($352.87K), LPL Financial LLC ($45.49K), Perennial Investment Advisors LLC ($27.49K), Atria Wealth Solutions Inc. ($15.71K), Envestnet Portfolio Solutions Inc. ($14.34K), Private Advisor Group LLC ($14.14K), and Envestnet Asset Management Inc. ($9.61K).

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

Institutional investors have sold a total of 495,788 shares in the last 24 months. This volume of shares sold represents approximately $11.18M in transactions.


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This page (NYSEARCA:DYLD) was last updated on 7/19/2025 by MarketBeat.com Staff
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