Free Trial
→ Trump Devises the Death of the IRS ☠️ (From Angel Publishing) (Ad)tc pixel Free DYLD Stock Alerts

LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

$22.80 -0.05 (-0.20%)
As of 10:21 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for LeaderShares Dynamic Yield ETF (NYSEARCA:DYLD)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$5.10M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$15.71M
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
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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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%
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%
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%
10/14/2022Private 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%
7/13/2022Private Advisor Group LLC134,484$3.03M0.0%N/A3.362%
7/11/2022Cooper 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%
(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, 18 institutional investors and hedge funds held shares of LeaderShares Dynamic Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($20.31M), Redwood Investment Management LLC ($12.02M), Private Advisor Group LLC ($2.89M), Avantax Advisory Services Inc. ($2.74M), Perennial Investment Advisors LLC ($1.78M), Mariner LLC ($1.46M), and Envestnet Portfolio Solutions Inc. ($948K).Learn more on LeaderShares Dynamic Yield ETF's institutional investors.

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

The following institutional investors have purchased LeaderShares Dynamic Yield ETF's stock in the last 24 months: Jane Street Group LLC ($190.12K), LPL Financial LLC ($168.96K), Envestnet Portfolio Solutions Inc. ($139.43K), Great Valley Advisor Group Inc. ($36.58K), Private Advisor Group LLC ($23.74K), Coppell Advisory Solutions Corp. ($22.09K), and JPMorgan Chase & Co. ($10.20K).

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

Institutional investors have bought a total of 224,946 shares in the last 24 months. This purchase volume represents approximately $5.10M in transactions.

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

Of the 14 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: Redwood Investment Management LLC ($377.02K), Jane Street Group LLC ($76.56K), Envestnet Portfolio Solutions Inc. ($72.54K), Atria Wealth Solutions Inc. ($71.85K), LPL Financial LLC ($45.49K), Private Advisor Group LLC ($14.14K), and Coppell Advisory Solutions LLC ($14.12K).

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

Institutional investors have sold a total of 695,600 shares in the last 24 months. This volume of shares sold represents approximately $15.71M in transactions.


Related Companies

This page (NYSEARCA:DYLD) was last updated on 9/10/2025 by MarketBeat.com Staff
From Our Partners
Wall Street Legend Issues Urgent AI Stock Warning
Chaikin's stepping forward with a new warning – focused on the red-hot A.I. frenzy taking the U.S. stock marke...
Chaikin Analytics | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel