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LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

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+0.07 (+0.31%)
(As of 05/2/2024 ET)
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Institutional Ownership Changes (13F Filings) for LeaderShares Dynamic Yield ETF (NYSEARCA:DYLD)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$19.49M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.13M
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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
4/30/2024 Private 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%
2/6/2024 Private 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%
11/3/2023 Private 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%
8/10/2023 Private Advisor Group LLC142,767$3.20M0.0%+6.6%2.974%
8/10/2023Cetera Investment Advisers37,382$837K0.0%+3.3%0.779%
8/8/2023 Claro 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%
5/10/2023 Private Advisor Group LLC133,969$3.02M0.0%N/A2.977%
5/10/2023LPL Financial LLC696,251$15.69M0.0%+44.6%15.472%
5/8/2023 Global 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%
4/17/2023 Claro 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%
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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%
1/18/2023 Private 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%
10/14/2022 Private 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%
7/13/2022 Private Advisor Group LLC134,484$3.03M0.0%N/A3.362%
7/11/2022 Cooper 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%
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%
11/9/2021 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%
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, 24 institutional investors and hedge funds held shares of LeaderShares Dynamic Yield ETF. The most heavily invested institutionals were Redwood Investment Management LLC ($23.41M), LPL Financial LLC ($18.54M), Envestnet Asset Management Inc. ($16.70M), Financial Designs Corp ($12.56M), Perennial Investment Advisors LLC ($4.14M), Ford Financial Group LLC ($4.07M), and Envestnet Portfolio Solutions Inc. ($3M).Learn more on DYLD's institutional investors.

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

Of the 20 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 ($543.86K), Private Advisor Group LLC ($315.38K), Perennial Investment Advisors LLC ($187.29K), Envestnet Portfolio Solutions Inc. ($139.43K), Envestnet Asset Management Inc. ($93.53K), Atria Wealth Solutions Inc. ($82.88K), and Bleakley Financial Group LLC ($69.37K).

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

Institutional investors have bought a total of 1,728,667 shares in the last 24 months. This purchase volume represents approximately $38.53M in transactions.

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

Of the 15 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: Avantax Advisory Services Inc. ($79.19K), Private Advisor Group LLC ($74.95K), Financial Designs Corp ($28.54K), Redwood Investment Management LLC ($20.07K), Atria Wealth Solutions Inc. ($19.44K), Envestnet Asset Management Inc. ($14.22K), and LPL Financial LLC ($14.14K).

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

Institutional investors have sold a total of 296,162 shares in the last 24 months. This volume of shares sold represents approximately $6.56M in transactions.


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This page (NYSEARCA:DYLD) was last updated on 5/2/2024 by MarketBeat.com Staff

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