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LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

$22.39 0.00 (0.00%)
As of 05/22/2026 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)
5
Total
Institutional Inflows
(last 12 months)
$3.25M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.27M
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Skip Chart & View Institutional Buying and Selling Data

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
4/27/2026 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%
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%
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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%
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%
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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%


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 ($11.53M), Citadel Advisors LLC ($2.88M), 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.

The following institutional investors have purchased LeaderShares Dynamic Yield ETF's stock in the last 24 months: Jane Street Group LLC ($203.27K), Citadel Advisors LLC ($109.87K), Great Valley Advisor Group Inc. ($36.58K), Private Advisor Group LLC ($18.71K), JPMorgan Chase & Co. ($10.20K), UBS Group AG ($7.36K), and Goldman Sachs Group Inc. ($2.76K).

Institutional investors have bought a total of 143,343 shares in the last 24 months. This purchase volume represents approximately $3.25M in transactions.

Of the 13 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: LPL Financial LLC ($100.94K), Jane Street Group LLC ($76.56K), Envestnet Portfolio Solutions Inc. ($58.20K), Atria Wealth Solutions Inc. ($58.20K), Redwood Investment Management LLC ($47.43K), Private Advisor Group LLC ($34.89K), and Susquehanna International Group LLP ($12.83K).

Institutional investors have sold a total of 409,342 shares in the last 24 months. This volume of shares sold represents approximately $9.27M in transactions.


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This page (NYSEARCA:DYLD) was last updated on 5/26/2026 by MarketBeat.com Staff.
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