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 24 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
947,771
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
849,053
shares
|
$19.1 Million
1.73% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
127,834
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
114,421
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
113,111
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 246.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
110,578
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
84,421
shares
|
$1.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,535
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
65,677
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
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
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
36,578
shares
|
$823,005
0.02% of portfolio
|
Q3 2024
Added 38.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,512
shares
|
$821,520
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
27,937
shares
|
$628,582
0.03% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
27,170
shares
|
$611,325
0.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
27,104
shares
|
$609,840
0.0% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
24,375
shares
|
$548,437
0.08% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,323
shares
|
$524,767
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,092
shares
|
$497,070
0.09% of portfolio
|
Q1 2024
Reduced 25.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
18,560
shares
|
$417,600
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,075
shares
|
$204,187
0.01% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,950
shares
|
$66,375
0.0% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,100
shares
|
$24,750
0.01% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|