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LeaderShares Dynamic Yield ETF (DYLD) Institutional Ownership

$22.50 +0.02 (+0.09%)
As of 03/28/2025 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)
4
Total
Institutional Inflows
(last 12 months)
$3.64M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$10.67M
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DYLD Institutional Buying and Selling by Quarter

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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
2/17/2025 Redwood Investment Management LLC825,183$18.53M1.8%-2.8%25.390%
2/14/2025 Coppell Advisory Solutions LLC21,604$485K0.1%-11.4%0.665%
2/13/2025 Mariner LLC65,055$1.46M0.0%-0.9%2.002%
2/13/2025 Envestnet Asset Management Inc.23,656$531K0.0%-12.7%0.728%
2/13/2025 Perennial Investment Advisors LLC79,301$1.78M0.2%-6.1%2.440%
2/11/2025 LPL Financial LLC941,194$21.14M0.0%-0.7%28.960%
2/10/2025 Envestnet Portfolio Solutions Inc.105,231$2.36M0.0%-8.0%3.238%
2/3/2025 Private Advisor Group LLC142,329$3.20M0.0%+11.3%4.379%
2/3/2025 Good Life Advisors LLC26,606$598K0.0%-2.1%0.819%
1/31/2025 Atria Wealth Solutions Inc.101,729$2.29M0.0%-8.0%3.130%
1/29/2025 Gladstone Institutional Advisory LLC27,937$627K0.0%-6.3%0.860%
11/15/2024 Jane Street Group LLC113,111$2.59M0.0%+246.6%3.480%
11/15/2024 Redwood Investment Management LLC849,053$19.46M1.7%-6.5%26.125%
11/12/2024 Great Valley Advisor Group Inc.36,578$839K0.0%+38.3%1.125%
11/5/2024 Harbour Investments Inc.9,075$208K0.0%-6.3%0.279%
10/28/2024 Gladstone Institutional Advisory LLC29,804$683K0.0%-6.0%0.917%
8/10/2024 Perennial Investment Advisors LLC108,444$2.43M0.3%-17.1%3.337%
8/5/2024 Private Advisor Group LLC127,925$2.87M0.0%+3.4%3.936%
7/26/2024 Harbour Investments Inc.9,683$217K0.0%-9.3%0.298%
7/22/2024 Atria Wealth Solutions Inc.116,021$2.62M0.0%-1.7%3.570%
7/16/2024 Envestnet Portfolio Solutions Inc.120,151$2.70M0.0%-3.8%3.697%
7/16/2024 Great Valley Advisor Group Inc.26,450$594K0.0%N/A0.814%
5/17/2024Coppell Advisory Solutions Corp.22,092$498K0.1%N/A0.680%
5/16/2024 Redwood Investment Management LLC723,311$16.31M1.6%-30.0%22.256%
5/6/2024 Envestnet Portfolio Solutions Inc.124,846$2.82M0.0%-5.7%3.841%
4/30/2024 Private Advisor Group LLC123,706$2.79M0.0%+1.8%3.806%
2/14/2024 Redwood Investment Management LLC1,033,972$23.41M2.1%-1.2%21.541%
2/9/2024 Gladstone Institutional Advisory LLC40,716$923K0.1%-18.9%0.848%
2/7/2024 Envestnet 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%
2/2/2024 Atria Wealth Solutions Inc.127,474$2.89M0.0%-5.1%2.656%
11/16/2023 Harbour Investments Inc.12,625$275K0.0%-27.4%0.263%
11/13/2023 Mariner LLC55,129$1.20M0.0%-3.4%1.149%
11/13/2023 LPL Financial LLC851,074$18.54M0.0%+24.8%17.731%
11/13/2023 Envestnet Portfolio Solutions Inc.139,426$3.04M0.0%N/A2.905%
11/8/2023 Atria Wealth Solutions Inc.134,305$2.93M0.0%-8.6%2.798%
11/8/2023 Avantax 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%
10/23/2023 Commonwealth Equity Services LLC21,902$477K0.0%+2.5%0.456%
8/17/2023 Coppell Advisory Solutions LLC35,155$785K0.2%+18.7%0.732%
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8/14/2023 Perennial Investment Advisors LLC184,572$4.14M0.7%-1.4%3.845%
8/14/2023 Bleakley 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%
8/10/2023 Cetera Investment Advisers37,382$837K0.0%+3.3%0.779%
8/8/2023 Claro Advisors LLC11,948$268K0.1%-14.9%0.249%
8/4/2023 Envestnet Asset Management Inc.745,590$16.70M0.0%-1.2%15.864%
8/3/2023 Atria Wealth Solutions Inc.146,909$3.29M0.0%+3.5%3.126%
7/31/2023 LPL 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%
7/11/2023 Good Life Advisors LLC30,232$677K0.1%+9.0%0.643%
5/12/2023 Perennial Investment Advisors LLC187,285$4.22M0.8%N/A4.162%
5/11/2023 Envestnet 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%
5/10/2023 LPL Financial LLC696,251$15.69M0.0%+44.6%15.472%
5/8/2023 Global Retirement Partners LLC7,639$172K0.0%+32.7%0.170%
4/28/2023 Avantax 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%
2/13/2023 Atria Wealth Solutions Inc.141,906$3.13M0.0%+11.9%3.153%
2/10/2023 Good Life Advisors LLC28,029$619K0.1%N/A0.623%
2/7/2023 Bleakley Financial Group LLC69,372$1.53M0.1%N/A1.542%
2/7/2023 LPL Financial LLC481,381$10.63M0.0%+49.8%10.697%
2/7/2023 Envestnet Asset Management Inc.759,814$16.77M0.0%+2.6%16.885%
2/1/2023 Gladstone 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%
11/14/2022 Redwood Investment Management LLC843,450$18.31M3.8%-0.9%20.082%
11/10/2022 Envestnet 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%
11/2/2022 Avantax Advisory Services Inc.249,833$5.42M0.1%+0.7%5.948%
10/20/2022 Gladstone 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%
8/15/2022 Atria Wealth Solutions Inc.90,159$2.03M0.0%+229.7%2.254%
8/3/2022 Envestnet Asset Management Inc.703,194$15.84M0.0%+1.0%17.580%
8/2/2022 Avantax 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%
5/4/2022 Gladstone Institutional Advisory LLC26,001$608K0.0%N/A0.667%
5/4/2022 Envestnet Asset Management Inc.696,289$16.28M0.0%+4.5%17.854%
4/27/2022 Avantax Advisory Services Inc.249,331$5.82M0.1%+21.4%6.393%
2/4/2022 Envestnet Asset Management Inc.666,280$16.75M0.0%+11.6%20.821%
2/3/2022 Advisor Group Holdings Inc.2,305$58K0.0%+466.3%0.072%
1/24/2022 Avantax 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%
10/21/2021 Avantax Advisory Services Inc.209,848$5.25M0.1%N/A7.631%
8/17/2021 Redwood Investment Management LLC834,458$20.97M3.4%N/A36.281%
(Data available from 1/1/2016 forward)

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DYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DYLD shares?

During the previous two years, 23 institutional investors and hedge funds held shares of LeaderShares Dynamic Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($21.14M), Redwood Investment Management LLC ($18.53M), Financial Designs Corp ($12.56M), Private Advisor Group LLC ($3.20M), Avantax Advisory Services Inc. ($2.74M), Jane Street Group LLC ($2.59M), and Envestnet Portfolio Solutions Inc. ($2.36M).Learn more on DYLD's institutional investors.

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

Of the 15 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 ($383.83K), Perennial Investment Advisors LLC ($187.29K), Private Advisor Group LLC ($166.51K), Envestnet Portfolio Solutions Inc. ($139.43K), Jane Street Group LLC ($80.47K), Simplicity Solutions LLC ($63.91K), and Great Valley Advisor Group Inc. ($36.58K).

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

Institutional investors have bought a total of 1,110,778 shares in the last 24 months. This purchase volume represents approximately $24.83M in transactions.

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

Of the 17 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: Redwood Investment Management LLC ($406.26K), Avantax Advisory Services Inc. ($77.84K), Atria Wealth Solutions Inc. ($30.34K), Perennial Investment Advisors LLC ($30.21K), Financial Designs Corp ($28.54K), Envestnet Portfolio Solutions Inc. ($28.47K), and Private Advisor Group LLC ($24.09K).

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

Institutional investors have sold a total of 708,785 shares in the last 24 months. This volume of shares sold represents approximately $15.93M in transactions.


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This page (NYSEARCA:DYLD) was last updated on 3/29/2025 by MarketBeat.com Staff
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