Free Trial
→ Wall Street legend reveals his top AI stock before Oct. 20 (From Chaikin Analytics) (Ad)tc pixel Free DYLD Stock Alerts

LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

$22.07 +0.01 (+0.05%)
As of 10/13/2026 04:10 PM Eastern
Compare

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
Get DYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling LeaderShares Dynamic Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DYLD Institutional Buying and Selling by Quarter

LeaderShares Dynamic Yield ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Citadel Advisors LLC79,606$1.79M0.0%-11.5%4.423%
8/21/2026Coppell Advisory Solutions LLC9,620$216K0.0%N/A0.534%
6/24/2026Redwood Investment Management LLC586,292$13.14M1.6%+8.2%32.572%
4/27/2026Private Advisor Group LLC52,345$1.17M0.0%-13.7%2.908%
2/12/2026Jane Street Group LLC26,690$604K0.0%+97.1%1.443%
2/12/2026Great Valley Advisor Group Inc.24,083$545K0.0%-6.1%1.302%
2/11/2026LPL Financial LLC691,767$15.64M0.0%-12.7%37.393%
2/10/2026Goldman Sachs Group Inc.12,122$274K0.0%+29.5%0.655%
2/9/2026Harbour Investments Inc.3,268$74K0.0%-47.8%0.177%
11/17/2025Susquehanna International Group LLP37,013$841K0.0%-25.7%1.898%
11/17/2025Citadel Advisors LLC126,595$2.88M0.0%+657.0%6.492%
11/14/2025Redwood Investment Management LLC507,719$11.53M1.2%-4.4%26.037%
11/13/2025UBS Group AG47,052$1.07M0.0%+18.5%2.413%
11/13/2025Private Advisor Group LLC62,193$1.41M0.0%-30.0%3.189%
10/22/2025Gladstone Institutional Advisory LLC16,949$385K0.0%-31.0%0.869%
8/20/2025Coppell Advisory Solutions LLC10,259$231K0.0%-30.6%0.456%
8/15/2025Redwood Investment Management LLC531,007$12.02M1.2%-4.3%23.600%
8/15/2025Great Valley Advisor Group Inc.25,947$587K0.0%-2.4%1.153%
8/14/2025Jane Street Group LLC33,085$749K0.0%-69.8%1.470%
8/12/2025JPMorgan Chase & Co.10,204$231K0.0%N/A0.454%
8/8/2025Good Life Advisors LLC25,964$588K0.0%-5.3%1.154%
8/1/2025Envestnet 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%
7/25/2025Envestnet 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%
Wall Street legend reveals his top AI stock before Oct. 20 (Ad)

Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock ahead of October 20. His system has spotted at least seven of the top 10 performers every year since 2016, including all ten in the 2022 bear market and every member of the Magnificent Seven before their run higher. Now Chaikin's Power Gauge is turning bullish on an under-the-radar company tied to next-generation AI data centers built under Executive Order 14363, technology he says uses 99 percent less electricity and space while offering far greater computing power.tc pixel

Watch the free interview now to see Chaikin's top AI stock pick
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%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's happening again this year. And next year. And the year after that. The people who understand this are already moving. In a free presentation I just recorded, I'm revealing what we call "The 2026 AI Gold Rush." The ONE AI-linked asset class the U.S. government has no choice but to fuel… and BlackRock, Goldman Sachs, and 170 public companies are already positioning into it. The same strategy that delivered 12,480% for Mastercard investors since its 2006 IPO. Sitting idle isn't "playing it safe." It's the most expensive decision you'll make this decade.tc pixel

Watch the free presentation (and see how to stop the purchasing power bleed) →
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.


Related Companies

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.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
This AI fund posted a 34 percent annualized payout last month
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Why Some AI Stocks Already Surged Over 300 Percent
Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run...
Brownstone Research | Sponsoredtc pixel
I'm giving you a space stock today. Free.
On December 8th, $600 billion in frozen SpaceX stock comes loose. Dylan Jovine says one simple purchase in any...
Behind the Markets | Sponsoredtc pixel