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DYLD Institutional Ownership

LeaderShares Dynamic Yield ETF
1W: -0.2% 1M: -1.0% 3M: -2.0% YTD: -1.9% 1Y: -2.1% 3Y: +11.5% 5Y: +0.5%
$22.00
+0.00 (+0.00%)
 
Weekly Expected Move ±0.4%
$22 $22 $22 $22 $22
ETF AMEX · AUM $39.9M

Institutional Ownership — DYLD

18
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
3
New Positions
3
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (22 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Redwood Investment Management, LLC 647,787 14M +61,495 +10.5% 21Q SEC ↗
2 LPL Financial LLC 642,600 14M -13,076 -2.0% 17Q SEC ↗
3 CITADEL ADVISORS LLC 79,606 2M -10,384 -11.5% 6Q SEC ↗
4 Private Advisor Group, LLC 44,903 988K -7,442 -14.2% 17Q SEC ↗
5 IHT Wealth Management, LLC 25,992 572K +388 +1.5% 17Q SEC ↗
6 GREAT VALLEY ADVISOR GROUP, INC. 22,531 496K -660 -2.8% 9Q SEC ↗
7 JANE STREET GROUP, LLC 22,261 490K +8,142 +57.7% 6Q SEC ↗
8 UBS Group AG 19,153 421K -2,914 -13.2% 12Q SEC ↗
9 Coppell Advisory Solutions LLC NEW 9,620 212K — +0.0% 1Q SEC ↗
10 Cambridge Investment Research Advisors 9,166 202K -381 -4.0% 20Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 1,939 43K -403 -17.2% 17Q SEC ↗
12 Global Retirement Partners, LLC NEW 504 11K — +0.0% 1Q SEC ↗
13 OSAIC HOLDINGS, INC. 237 5K — +0.0% 7Q SEC ↗
14 Integrated Wealth Concepts LLC NEW 208 5K — +0.0% 1Q SEC ↗
15 MORGAN STANLEY 1 0K — +0.0% 2Q SEC ↗
16 WELLS FARGO & COMPANY/MN 0 0K -150 -100.0% 1Q SEC ↗
17 Gladstone Institutional Advisory LLC 0 0K -10,802 -100.0% 16Q SEC ↗
18 GOLDMAN SACHS GROUP INC 0 0K -12,122 -100.0% 2Q SEC ↗
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -28,474 -100.0% 11Q SEC ↗
20 TUCKER ASSET MANAGEMENT LLC 0 0K -987 -100.0% 1Q SEC ↗
21 AE Wealth Management LLC 0 0K — — 7Q SEC ↗
22 Allworth Financial LP 0 0K -1,398 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
Biggest Increases (3)
HolderAddedChange %Total Shares
Redwood Investment Management, LLC +61,495 +10.5% 647,787
JANE STREET GROUP, LLC +8,142 +57.7% 22,261
IHT Wealth Management, LLC +388 +1.5% 25,992
Biggest Decreases (7)
HolderReducedChange %Total Shares
LPL Financial LLC -13,076 -2.0% 642,600
CITADEL ADVISORS LLC -10,384 -11.5% 79,606
Private Advisor Group, LLC -7,442 -14.2% 44,903
UBS Group AG -2,914 -13.2% 19,153
GREAT VALLEY ADVISOR GROUP, INC. -660 -2.8% 22,531
HARBOUR INVESTMENTS, INC. -403 -17.2% 1,939
Cambridge Investment Research Advis -381 -4.0% 9,166

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms