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LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

$22.15 -0.08 (-0.36%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$22.14 0.00 (-0.02%)
As of 09/23/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for LeaderShares Dynamic Yield ETF (NYSEARCA:DYLD)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.24M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.40M
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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
9/2/2026 Citadel Advisors LLC79,606$1.79M0.0%-11.5%4.423%
8/21/2026 Coppell Advisory Solutions LLC9,620$216K0.0%N/A0.534%
6/24/2026 Redwood Investment Management LLC586,292$13.14M1.6%+8.2%32.572%
4/27/2026 Private Advisor Group LLC52,345$1.17M0.0%-13.7%2.908%
2/12/2026 Jane Street Group LLC26,690$604K0.0%+97.1%1.443%
2/12/2026 Great Valley Advisor Group Inc.24,083$545K0.0%-6.1%1.302%
2/11/2026 LPL Financial LLC691,767$15.64M0.0%-12.7%37.393%
2/10/2026 Goldman Sachs Group Inc.12,122$274K0.0%+29.5%0.655%
2/9/2026 Harbour Investments Inc.3,268$74K0.0%-47.8%0.177%
11/17/2025 Susquehanna International Group LLP37,013$841K0.0%-25.7%1.898%
11/17/2025 Citadel Advisors LLC126,595$2.88M0.0%+657.0%6.492%
11/14/2025 Redwood Investment Management LLC507,719$11.53M1.2%-4.4%26.037%
11/13/2025 UBS Group AG47,052$1.07M0.0%+18.5%2.413%
11/13/2025 Private Advisor Group LLC62,193$1.41M0.0%-30.0%3.189%
10/22/2025 Gladstone Institutional Advisory LLC16,949$385K0.0%-31.0%0.869%
8/20/2025 Coppell Advisory Solutions LLC10,259$231K0.0%-30.6%0.456%
8/15/2025 Redwood Investment Management LLC531,007$12.02M1.2%-4.3%23.600%
8/15/2025 Great Valley Advisor Group Inc.25,947$587K0.0%-2.4%1.153%
8/14/2025 Jane Street Group LLC33,085$749K0.0%-69.8%1.470%
8/12/2025 JPMorgan Chase & Co.10,204$231K0.0%N/A0.454%
8/8/2025Good Life Advisors LLC25,964$588K0.0%-5.3%1.154%
8/1/2025 Envestnet Asset Management Inc.16,005$362K0.0%-8.5%0.711%
7/25/2025Atria Wealth Solutions Inc.38,727$876K0.0%-60.0%1.721%
7/25/2025 Envestnet Portfolio Solutions Inc.41,881$948K0.0%-58.2%1.861%
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%
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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%
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%
7/14/2023Financial 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%
4/27/2023Financial Designs Corp574,224$12.94M9.7%-2.5%12.761%
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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%


DYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of LeaderShares Dynamic Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($15.64M), Redwood Investment Management LLC ($13.14M), Citadel Advisors LLC ($1.79M), Perennial Investment Advisors LLC ($1.78M), Mariner LLC ($1.46M), Private Advisor Group LLC ($1.17M), and UBS Group AG ($1.07M).Learn more on LeaderShares Dynamic Yield ETF's institutional investors.

Of the 9 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 ($203.27K), Citadel Advisors LLC ($109.87K), Redwood Investment Management LLC ($44.52K), Private Advisor Group LLC ($14.50K), JPMorgan Chase & Co. ($10.20K), Great Valley Advisor Group Inc. ($10.13K), and Coppell Advisory Solutions LLC ($9.62K).

Institutional investors have bought a total of 187,278 shares in the last 24 months. This purchase volume represents approximately $4.24M in transactions.

The following institutional investors have sold LeaderShares Dynamic Yield ETF stock in the last 24 months: LPL Financial LLC ($100.94K), Private Advisor Group LLC ($34.89K), Redwood Investment Management LLC ($23.29K), Susquehanna International Group LLP ($12.83K), Citadel Advisors LLC ($10.38K), Gladstone Institutional Advisory LLC ($7.62K), and Harbour Investments Inc. ($2.99K).

Institutional investors have sold a total of 194,494 shares in the last 24 months. This volume of shares sold represents approximately $4.40M in transactions.


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Institutional ownership data for NYSEARCA:DYLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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