Leadershares Dynamic Yield EDYLDETF
13F holders, Q4 2024 (December 31)22holders −1
2new positions
3sold out
$22.46avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding Leadershares Dynamic Yield E (DYLD) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($21.1M), Redwood Investment Management, LLC ($18.5M) and Private Advisor Group, LLC ($3.2M).
- Company
- Leadershares Dynamic Yield E
- Filed as
- TWO RDS SHARED TR (Q4 2024)
- CUSIP
- 90214Q675
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6K |
| Exits | 3 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 42,851 shares bought and 194,519 shares sold, net −151,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.01% | Reduce -0.7% | 941,194 | $21.1M |
| Redwood Investment Management, LLC | 1.81% | Reduce -2.8% | 825,183 | $18.5M |
| Private Advisor Group, LLC | 0.02% | Add +11.3% | 142,329 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.0% | 105,231 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -8.0% | 101,729 | $2.3M |
| Perennial Investment Advisors, LLC | 0.21% | Reduce -6.1% | 79,301 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.6% | 75,307 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 65,055 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +27.2% | 46,434 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -22.9% | 28,196 | $633K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -6.3% | 27,937 | $627K |
| Good Life Advisors, LLC | 0.04% | Reduce -2.1% | 26,606 | $598K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.7% | 23,656 | $531K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 23,573 | $529K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -11.4% | 21,604 | $485K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.2% | 20,822 | $468K |
| UBS Group AG | 0.00% | Add +531.0% | 18,615 | $418K |
| Harbour Investments, Inc. | 0.01% | No change | 9,075 | $204K |
| Tucker Asset Management LLC | 0.01% | No change | 1,100 | $25K |
| Osaic Holdings, Inc. | 0.00% | New | 237 | $5K |
| AE Wealth Management LLC | 0.00% | New | 20 | $459 |
| 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.