LEADERSHARES DYNAMIC YIELD E (DYLD) Institutional Shareholders
LEADERSHARES DYNAMIC YIELD E (DYLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $19.50M in DYLD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DYLD tracked by InsiderSet, reporting ownership valued at approximately $14.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.33M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DYLD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Citadel Advisors Llc, Private Advisor Group, Llc, and several other long-term asset managers with concentrated positions in LEADERSHARES DYNAMIC YIELD E (DYLD).
This page ranks the largest institutional DYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$19.50M
Largest Holder
Lpl Financial Llc
Largest Position
$14.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 642,600 | $14,410,424 | $14,333,193 | -$77,231 | -0.54% | |
| Citadel Advisors Llc | 0.00% | 79,606 | $1,785,180 | $1,775,612 | -$9,568 | -0.54% | |
| Private Advisor Group, Llc | 0.00% | 44,903 | $1,006,948 | $1,001,561 | -$5,387 | -0.53% | |
| Iht Wealth Management, Llc | 0.01% | 25,992 | $582,875 | $579,752 | -$3,123 | -0.54% | |
| Great Valley Advisor Group, Inc. | 0.01% | 22,531 | $505,252 | $502,554 | -$2,698 | -0.53% | |
| Jane Street Group, Llc | 0.00% | 22,261 | $499,207 | $496,532 | -$2,675 | -0.54% | |
| Ubs Group Ag | 0.00% | 19,153 | $429,506 | $427,208 | -$2,298 | -0.54% | |
| Coppell Advisory Solutions Llc | 0.02% | 9,620 | $215,928 | $214,574 | -$1,354 | -0.63% | |
| Harbour Investments, Inc. | 0.00% | 1,939 | $43,482 | $43,249 | -$233 | -0.53% | |
| Redwood Investment Management, Llc | 1.44% | 647,787 | $14,527 | $14,448,889 | +$14,434,362 | +99362.30% | |
| Osaic Holdings, Inc. | 0.00% | 237 | $5,315 | $5,286 | -$29 | -0.54% | |
| Integrated Wealth Concepts Llc | 0.00% | 208 | $4,664 | $4,639 | -$25 | -0.53% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,166 | $206 | $204,448 | +$204,242 | +99146.42% | |
| Morgan Stanley | 0.00% | 1 | $32 | $22 | -$10 | -30.30% |
Frequently asked questions about DYLD
Who owns the most DYLD stock?
The largest holders of DYLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LEADERSHARES DYNAMIC YIELD E (DYLD).
Is DYLD widely held by superinvestors?
Many widely followed stocks like DYLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DYLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.