Leadershares Dynamic Yield EDYLDETF
13F holders, Q2 2024 (June 30)26holders +1
4new positions
3sold out
1famous investor
$22.44avg. 13F price*
At the end of Q2 2024, 26 institutions reported holding Leadershares Dynamic Yield E (DYLD) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($20.8M), Redwood Investment Management, LLC ($20.4M) and Private Advisor Group, 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 (Q2 2024)
- CUSIP
- 90214Q675
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 3 | $1.5M |
All 13F filers, Q1 2024 → Q2 2024: 269,049 shares bought and 233,536 shares sold, net +35,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| LPL Financial LLC | 0.01% | Reduce -3.5% | 928,518 | $20.8M |
| Redwood Investment Management, LLC | 1.76% | Add +25.5% | 908,024 | $20.4M |
| Private Advisor Group, LLC | 0.02% | Add +3.4% | 127,925 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.8% | 120,151 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -1.7% | 116,021 | $2.6M |
| Perennial Investment Advisors, LLC | 0.35% | Reduce -17.1% | 108,444 | $2.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -2.0% | 98,920 | $2.2M |
| Mariner, LLC | 0.00% | Add +3.4% | 69,956 | $1.6M |
| Wells Fargo & Company | 0.00% | New | 47,477 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.1% | 38,807 | $871K |
| Jane Street Group, LLC | 0.00% | Reduce -69.7% | 32,639 | $732K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -7.4% | 31,696 | $711K |
| Citadel Advisors | 0.00% | Reduce -38.5% | 28,128 | $631K |
| Good Life Advisors, LLC | 0.05% | Reduce -3.2% | 27,206 | $611K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 26,450 | $594K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 24,087 | $541K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 22,706 | $510K |
| Coppell Advisory Solutions LLC | 0.07% | — | 19,444 | $436K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 18,608 | $418K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.3% | 9,683 | $217K |
| UBS Group AG | 0.00% | Add +330.9% | 2,775 | $62K |
| CoreCap Advisors, LLC | 0.00% | New | 1,167 | $26K |
| Tucker Asset Management LLC | 0.01% | Add +16.8% | 1,100 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 241 | $5K |
| FMR LLC | 0.00% | No change | 1 | $22 |
| Morgan Stanley | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is DYLD's weight in each manager's 13F, not the share of Leadershares Dynamic Yield E the manager owns.