Leadershares Dynamic Yield EDYLDETF
13F holders, Q1 2024 (March 31)25holders
1famous investor
$22.55avg. 13F price*
At the end of Q1 2024, 25 institutions reported holding Leadershares Dynamic Yield E (DYLD) in their 13F filings. The largest holders were LPL Financial LLC ($21.7M), Redwood Investment Management, LLC ($16.3M) and Perennial Investment Advisors, LLC ($2.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Leadershares Dynamic Yield E
- Filed as
- TWO RDS SHARED TR (Q1 2024)
- CUSIP
- 90214Q675
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $492K |
| Exits | 1 | $2K |
Ownership 25 holders
| LPL Financial LLC | 0.01% | Add +1.1% | 962,486 | $21.7M |
| Redwood Investment Management, LLC | 1.55% | Reduce -30.1% | 723,311 | $16.3M |
| Perennial Investment Advisors, LLC | 0.45% | Reduce -5.5% | 130,816 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.7% | 124,846 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +1.8% | 123,706 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -7.4% | 118,073 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -61.1% | 107,696 | $2.4M |
| IHT Wealth Management, LLC | 0.09% | Add +6.6% | 100,895 | $2.3M |
| Mariner, LLC | 0.00% | Add +5.2% | 67,676 | $1.5M |
| Citadel Advisors | 0.00% | Add +144.3% | 45,762 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +82.2% | 44,167 | $996K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -15.9% | 34,244 | $772K |
| Cetera Investment Advisers | 0.00% | Reduce -8.8% | 30,257 | $682K |
| Good Life Advisors, LLC | 0.06% | Reduce -0.2% | 28,097 | $634K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 25,082 | $566K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 22,493 | $507K |
| Coppell Advisory Solutions Corp. | 0.09% | — | 22,092 | $498K |
| Bank of Montreal | 0.00% | New | 20,832 | $471K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.4% | 18,939 | $427K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 13,573 | $306K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.7% | 10,679 | $241K |
| Tucker Asset Management LLC | 0.00% | New | 942 | $21K |
| UBS Group AG | 0.00% | Reduce -71.7% | 644 | $15K |
| FMR LLC | 0.00% | New | 1 | $23 |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is DYLD's weight in each manager's 13F, not the share of Leadershares Dynamic Yield E the manager owns.