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 27 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $54.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
902,279
shares
|
$20.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
555,153
shares
|
$12.5 Million
1.35% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
128,186
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
109,647
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
100,079
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
96,923
shares
|
$2.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
87,486
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
73,946
shares
|
$1.66 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
66,028
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
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 |
May 14, 2025 Q1 2025 |
41,368
shares
|
$929,952
0.0% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
29,693
shares
|
$667,498
0.0% of portfolio
|
Q1 2025
Added 59.51%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
27,424
shares
|
$616,491
0.05% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
26,594
shares
|
$597,833
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
24,562
shares
|
$552,153
0.03% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,845
shares
|
$513,555
0.0% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,092
shares
|
$496,628
0.09% of portfolio
|
Q1 2024
Reduced 25.44%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,614
shares
|
$485,882
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,499
shares
|
$393,377
0.0% of portfolio
|
Q1 2025
Reduced 26.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
14,788
shares
|
$332,434
0.05% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,764
shares
|
$197,014
0.01% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,100
shares
|
$24,728
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
317
shares
|
$7,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
237
shares
|
$5,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|