Who owns DYLD?
LeaderShares Dynamic Yield ETF · LeaderShares
16 institutions reported holding DYLD, worth $34.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DYLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Redwood Investment Management, LLC | Scottsdale, AZ | $14.5M | 647,787 | +61,495 shares |
| LPL Financial LLC | Fort Mill, SC | $14.4M | 642,600 | −13,076 shares |
| Citadel Advisors LLC | Miami, FL | $1.8M | 79,606 | −10,384 shares |
| Private Advisor Group, LLC | Morristown, NJ | $1.0M | 44,903 | −7,442 shares |
| IHT Wealth Management, LLC | Chicago, IL | $583K | 25,992 | +388 shares |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $505K | 22,531 | −660 shares |
| Jane Street Group, LLC | New York, NY | $499K | 22,261 | +8,142 shares |
| UBS Group AG | Zurich, Switzerland | $430K | 19,153 | −2,914 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $412K | 18,332 | +8,785 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $216K | 9,620 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DYLD?
16 institutional managers reported holding DYLD in Form 13F filings for June 30, 2026, worth $34.4M in total. The largest reported position was held by Redwood Investment Management, LLC, at $14.5M.
Did institutions buy or sell DYLD last quarter?
Reported 13F value rose 1.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DYLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.