DYLD Institutional Ownership & Shareholders
LEADERSHARES DYNAMIC YIELD E (DYLD) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $14.17M, representing an estimated loss of -1.67% 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
13
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
18
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 | $14,169,330 | -$241,094 | -1.67% | |
| Citadel Advisors Llc | 0.00% | 79,606 | $1,785,180 | $1,755,312 | -$29,868 | -1.67% | |
| Private Advisor Group, Llc | 0.00% | 44,903 | $1,006,948 | $990,111 | -$16,837 | -1.67% | |
| Iht Wealth Management, Llc | 0.01% | 25,992 | $582,875 | $573,124 | -$9,751 | -1.67% | |
| Great Valley Advisor Group, Inc. | 0.01% | 22,531 | $505,252 | $496,809 | -$8,443 | -1.67% | |
| Jane Street Group, Llc | 0.00% | 22,261 | $499,207 | $490,855 | -$8,352 | -1.67% | |
| Ubs Group Ag | 0.00% | 19,153 | $429,506 | $422,324 | -$7,182 | -1.67% | |
| Coppell Advisory Solutions Llc | 0.02% | 9,620 | $215,928 | $212,121 | -$3,807 | -1.76% | |
| Harbour Investments, Inc. | 0.00% | 1,939 | $43,482 | $42,755 | -$727 | -1.67% | |
| Redwood Investment Management, Llc | 1.81% | 825,183 | $18,534 | $18,195,285 | +$18,176,751 | +98072.47% | |
| Osaic Holdings, Inc. | 0.00% | 237 | $5,315 | $5,226 | -$89 | -1.68% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,166 | $206 | $202,110 | +$201,904 | +98011.80% | |
| Morgan Stanley | 0.00% | 1 | $32 | $22 | -$10 | -31.09% |
Frequently asked questions about DYLD
Who are the largest institutional holders of DYLD?
The largest institutional holders of DYLD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Citadel Advisors Llc, Private Advisor Group, Llc, Iht Wealth Management, Llc, and Great Valley Advisor Group, Inc.. InsiderSet ranks institutional holders by their latest reported DYLD position.
What is DYLD institutional ownership?
This page tracks DYLD positions reported by institutional investment managers through SEC Form 13F. LEADERSHARES DYNAMIC YIELD E (DYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DYLD?
InsiderSet currently tracks 13 institutional managers reporting DYLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DYLD shareholders.
How much DYLD stock do institutions own?
Institutional investment managers disclosed approximately $19.50M in DYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DYLD institutional ownership last updated?
The latest DYLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DYLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DYLD position after the reporting date.
Are institutions buying or selling DYLD?
Institutional buying and selling can be analyzed by comparing DYLD positions across consecutive 13F reporting periods. InsiderSet's DYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DYLD ownership changes.
How has DYLD institutional ownership changed over time?
InsiderSet tracks DYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.