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LeaderShares Dynamic Yield
DYLD • ARCA
LeaderShares Dynamic Yield is an exchange-traded fund on ARCA. As of Q3 2025, 19 institutional investors hold shares in this ETF, with total holdings valued at $39.2M. LPL Financial LLC is the largest holder with a position valued at $18.0M.
Overview
Overview of institutional ownership in DYLD as of Q3 2025
All Institutions
- Institutions
- 19
- Value Held
- $39.2M
- Shares Held
- 1.7M
- Avg Position
- $2.1M
- Median Position
- $438.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.9M
- Shares Held
- 126.6K
- Avg Position
- $2.9M
- Median Position
- $2.9M
Biggest Investors
Institutions with the largest positions in DYLD as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $18.0M 0.01% of portfolio |
 Redwood Investment Management, LLC Long Only Manager | $11.5M 1.27% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.9M 0.00% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $1.4M 0.01% of portfolio |
 UBS Group AG Institution | $1.1M 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $840.8K 0.00% of portfolio |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $582.3K 0.01% of portfolio |
$579.7K 0.00% of portfolio | |
 IHT Wealth Management, LLC RIA/Wealth | $578.7K 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $438.1K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DYLD in Q3 2025
- Traded
- −$3.9M
- Buyers
- 6
- Sellers
- 15
- Total Bought
- +$2.9M
- Total Sold
- −$6.8M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.5M +109.9K shares |
 GOLDMAN SACHS GROUP INC Institution | +$212.6K +9.4K shares |
UBS Group AG Institution | +$167.1K +7.4K shares |
+$26.1K +1.1K shares | |
 Wealth Watch Advisors, INC RIA/Wealth | +$10.6K +466.0 shares |
 AE Wealth Management LLC RIA/Wealth | +$4.4K +195.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$2.1M −91.3K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$953.5K −42.1K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$947.8K −41.9K shares |
Private Advisor Group, LLC RIA/Wealth | −$604.5K −26.6K shares |
Redwood Investment Management, LLC Long Only Manager | −$529.0K −23.3K shares |
J JANE STREET GROUP, LLC Institution | −$444.0K −19.5K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$362.2K −16.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$291.4K −12.8K shares |
 JPMORGAN CHASE & CO Institution | −$230.9K −10.2K shares |
 Gladstone Institutional Advisory LLC RIA/Wealth | −$173.1K −7.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DYLD in Q3 2025
- New Positions
- 2
- New Value
- $223.2K
- Exited Positions
- 4
- Exited Value
- $2.5M
New Positions
| Institution | Position Value |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $212.6K 9.4K shares |
Wealth Watch Advisors, INC RIA/Wealth | $10.6K 466.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Mariner Wealth Advisors, LLC RIA/Wealth | $953.5K 42.1K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $947.8K 41.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $362.2K 16.0K shares |
JPMORGAN CHASE & CO Institution | $230.9K 10.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in DYLD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DYLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Redwood Investment Management, LLC Long Only Manager | 1.27% $11.5M |
C Coppell Advisory Solutions LLC RIA/Wealth | 0.03% $230.2K |
Gladstone Institutional Advisory LLC RIA/Wealth | 0.01% $385.0K |
IHT Wealth Management, LLC RIA/Wealth | 0.01% $578.7K |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | 0.01% $582.3K |
Private Advisor Group, LLC RIA/Wealth | 0.01% $1.4M |
L LPL Financial LLC Institution | 0.01% $18.0M |
Wealth Watch Advisors, INC RIA/Wealth | 0.00% $10.6K |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $142.1K |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $2.9M |
Hedge Fund Spotlight
Discover hedge funds investing in DYLD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
L
Position in LeaderShares Dynamic Yield
- Market Value
- $2.9M
- Shares Held
- 126.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
