16 institutions reported holding $34.2M of LEADERSHARES DYNAMIC YIELD ETF (DYLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Redwood Investment Management, LLC ($14.5M), LPL Financial LLC ($14.4M), CITADEL ADVISORS LLC ($1.8M), Private Advisor Group, LLC ($1.0M), IHT Wealth Management, LLC ($582,875). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Redwood Investment Management, LLC | $14.5M | 647,787 | Added |
| 2 | LPL Financial LLC | $14.4M | 642,600 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $1.8M | 79,606 | Trimmed |
| 4 | Private Advisor Group, LLC | $1.0M | 44,903 | Trimmed |
| 5 | IHT Wealth Management, LLC | $582,875 | 25,992 | Added |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $505,252 | 22,531 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $499,207 | 22,261 | Added |
| 8 | UBS Group AG | $429,506 | 19,153 | Trimmed |
| 9 | Coppell Advisory Solutions LLC | $215,928 | 9,620 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $206,000 | 9,166 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $43,482 | 1,939 | Trimmed |
| 12 | Global Retirement Partners, LLC | $11,299 | 504 | New |
| 13 | OSAIC HOLDINGS, INC. | $5,315 | 237 | Hold |
| 14 | MORGAN STANLEY | $32 | 1 | Hold |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 16 | Allworth Financial LP | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30