Institutional Ownership Two Rds Shared Tr Leadershares (DYLD)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (DYLD). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
941,194
shares
|
$21.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
825,183
shares
|
$18.7 Million
1.81% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
142,329
shares
|
$3.22 Million
0.02% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
105,231
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
101,729
shares
|
$2.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
79,301
shares
|
$1.79 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
75,307
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
65,055
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,605
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
46,434
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
36,578
shares
|
$827,028
0.02% of portfolio
|
Q3 2024
Added 38.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
27,937
shares
|
$631,655
0.03% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
26,606
shares
|
$601,561
0.05% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
23,656
shares
|
$534,862
0.0% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,573
shares
|
$532,985
0.0% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,092
shares
|
$499,500
0.09% of portfolio
|
Q1 2024
Reduced 25.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
21,604
shares
|
$488,466
0.07% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,822
shares
|
$470,785
0.0% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,615
shares
|
$420,885
0.0% of portfolio
|
Q4 2024
Added 531.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,075
shares
|
$205,185
0.01% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,100
shares
|
$24,871
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
20
shares
|
$452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|