Who owns LeaderShares Dynamic Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DYLD from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 15 institutions disclosed 1.5M shares of LeaderShares Dynamic Yield ETF worth $34.2M — about 84.1% of shares outstanding; the largest disclosed holder is Redwood Investment Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$34.2M
value, 2026 filers
84.1%
of shares outstanding (1.5M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DYLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Redwood Investment Management, LLC | 647,787 | $14.5M | 1.4% | 35.7% | +10.5% |
| 2 | LPL Financial LLC | 642,600 | $14.4M | 0.0% | 35.4% | -2.0% |
| 3 | CITADEL ADVISORS LLC | 79,606 | $1.8M | 0.0% | 4.4% | -11.5% |
| 4 | Private Advisor Group, LLC | 44,903 | $1.0M | 0.0% | 2.5% | -14.2% |
| 5 | IHT Wealth Management, LLC | 25,992 | $582,875 | 0.0% | 1.4% | +1.5% |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | 22,531 | $505,252 | 0.0% | 1.2% | -2.8% |
| 7 | JANE STREET GROUP, LLC | 22,261 | $499,207 | 0.0% | 1.2% | +57.7% |
| 8 | UBS Group AG | 19,153 | $429,506 | 0.0% | 1.1% | -13.2% |
| 9 | Coppell Advisory Solutions LLCNEW | 9,620 | $215,928 | 0.0% | 0.5% | new |
| 10 | Cambridge Investment Research Advisors, Inc. | 9,166 | $206,000 | 0.0% | 0.5% | -4.0% |
| 11 | HARBOUR INVESTMENTS, INC. | 1,939 | $43,482 | 0.0% | 0.1% | -17.2% |
| 12 | Global Retirement Partners, LLCNEW | 504 | $11,299 | 0.0% | 0% | new |
| 13 | OSAIC HOLDINGS, INC. | 237 | $5,315 | 0.0% | 0% | 0.0% |
| 14 | MORGAN STANLEY | 1 | $32 | 0.0% | 0% | 0.0% |
| 15 | AE Wealth Management LLC | 0 | $5 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.