Leadershares Dynamic Yield EDYLDETF
13F holders, Q1 2025 (March 31)24holders +2
3new positions
1sold out
1famous investor
$22.51avg. 13F price*
At the end of Q1 2025, 24 institutions reported holding Leadershares Dynamic Yield E (DYLD) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($20.3M), Redwood Investment Management, LLC ($12.5M) 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 (Q1 2025)
- CUSIP
- 90214Q675
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.4M |
| Exits | 1 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 212,342 shares bought and 439,046 shares sold, net −226,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| LPL Financial LLC | 0.01% | Reduce -4.1% | 902,279 | $20.3M |
| Redwood Investment Management, LLC | 1.35% | Reduce -32.7% | 555,153 | $12.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -9.9% | 128,186 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 109,647 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.9% | 100,079 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -4.7% | 96,923 | $2.2M |
| Citadel Advisors | 0.00% | New | 87,486 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.8% | 73,946 | $1.7M |
| Mariner, LLC | 0.00% | Add +1.5% | 66,028 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.9% | 41,368 | $931K |
| UBS Group AG | 0.00% | Add +59.5% | 29,693 | $668K |
| Good Life Advisors, LLC | 0.04% | Add +3.1% | 27,424 | $617K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.7% | 26,594 | $599K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -12.1% | 24,562 | $553K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.7% | 22,845 | $514K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.3% | 21,614 | $486K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.0% | 17,499 | $394K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -31.6% | 14,788 | $333K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.4% | 8,764 | $197K |
| Tucker Asset Management LLC | 0.01% | Reduce -3.0% | 1,067 | $24K |
| Coldstream Capital Management Inc. | 0.00% | New | 317 | $7K |
| Osaic Holdings, Inc. | 0.00% | No change | 237 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -95.0% | 1 | $33 |
| 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.