Who Owns DYLD?
LeaderShares Dynamic Yield ETF — Institutional Ownership & 13F Holdings
$22.42
-0.11 (-0.49%)
Market Cap
$41.9M
Shares Outstanding
1,795,304
Institutional Holders
23
Total Inst. Value
$24.8M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
4
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Redwood Investment Management, LLC | $12.5M | 555,153 |
| 2 | Private Advisor Group, LLC | $2.9M | 128,186 |
| 3 | JANE STREET GROUP, LLCNew | $2.5M | 109,647 |
| 4 | IHT Wealth Management, LLC | $1.7M | 73,946 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $931K | 41,368 |
| 6 | UBS Group AG | $668K | 29,693 |
| 7 | Good Life Advisors, LLC | $617K | 27,424 |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $599K | 26,594 |
| 9 | Gladstone Institutional Advisory LLC | $553K | 24,562 |
| 10 | Cambridge Investment Research Advisors, Inc. | $514K | 22,845 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JANE STREET GROUP, LLCNew | +110K | $2.5M |
| UBS Group AG | +11K | $668K |
| Good Life Advisors, LLC | +818 | $617K |
| Cambridge Investment Research Advisors, Inc. | +2K | $514K |
| COLDSTREAM CAPITAL MANAGEMENT INCNew | +317 | $7K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Redwood Investment Management, LLC | -270K | $12.5M |
| LPL Financial LLC | -39K | $20K |
| Private Advisor Group, LLC | -14K | $2.9M |
| Coppell Advisory Solutions LLC | -7K | $333K |
| ENVESTNET ASSET MANAGEMENT INC | -6K | $394K |
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Frequently Asked Questions
How many institutional investors hold DYLD?
As of Q1 2025, 23 institutional investors report holding DYLD (LeaderShares Dynamic Yield ETF) in their 13F filings.
Which hedge fund owns the most DYLD?
The largest institutional holder of DYLD is Redwood Investment Management, LLC with $12.5M in shares.
Are institutions buying or selling DYLD?
This quarter, 4 institutions opened new positions in DYLD and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.