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 26 institutions that hold shares in the stock, with a total of 2.03 Million shares, which have been reported (via 13F filing form) to have a value of $45.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
883,971
shares
|
$20 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
531,007
shares
|
$12 Million
1.27% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
88,805
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,605
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
49,841
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
42,133
shares
|
$954,312
0.0% of portfolio
|
Q2 2025
Reduced 36.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
41,881
shares
|
$948,604
0.0% of portfolio
|
Q2 2025
Reduced 58.15%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
39,697
shares
|
$899,137
0.0% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,727
shares
|
$877,166
0.02% of portfolio
|
Q2 2025
Reduced 60.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,085
shares
|
$749,375
0.0% of portfolio
|
Q2 2025
Reduced 69.83%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,553
shares
|
$692,025
0.02% of portfolio
|
Q2 2025
Reduced 58.68%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,964
shares
|
$588,084
0.04% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
25,947
shares
|
$587,699
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
24,562
shares
|
$556,329
0.03% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
24,370
shares
|
$551,980
0.0% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,092
shares
|
$500,383
0.09% of portfolio
|
Q1 2024
Reduced 25.44%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
20,123
shares
|
$455,785
0.0% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
16,723
shares
|
$378,775
0.0% of portfolio
|
Q2 2025
Reduced 80.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,005
shares
|
$362,513
0.0% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
10,259
shares
|
$232,366
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,764
shares
|
$198,504
0.01% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,100
shares
|
$24,915
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
237
shares
|
$5,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|