DYLD

Leadershares Dynamic Yield E
UnclassifiedUSCUSIP 90214Q675◍ Confluence graph
Tracked 13F Holders
14
-11 QoQ
13F Value (tracked)
$20.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)2 adding · 2 trimming
Insider net (180d)$0

Who owns DYLD?

14 tracked 13F filers

14 tracked 13F filers disclose a position in DYLD as of the latest SEC 13F filings, a combined $20.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$14.7M
656K
−5.2%
Reduced · −36K sh
Q1 2026
2CITADEL ADVISORS LLC
$2.0M
90K
+17%
Added · +13K sh
Q1 2026
3Private Advisor Group, LLC
$1.0M
45K
−14%
Reduced · −7K sh
Q2 2026
4SUSQUEHANNA INTERNATIONAL GROUP, LLP
$638K
28K
−27%
Reduced · −11K sh
Q1 2026
5IHT Wealth Management, LLC
$583K
26K
+1.5%
Added · +388 sh
Q2 2026
6GREAT VALLEY ADVISOR GROUP, INC.
$505K
23K
−2.8%
Reduced · −660 sh
Q2 2026
7UBS Group AG
$495K
22K
−36%
Reduced · −12K sh
Q1 2026
8JANE STREET GROUP, LLC
$316K
14K
−47%
Reduced · −13K sh
Q1 2026
9HARBOUR INVESTMENTS, INC.
$52K
2K
−28%
Reduced · −926 sh
Q1 2026
10Allworth Financial LP
$31K
1K
New
+1K sh
Q1 2026
11Global Retirement Partners, LLC
$11K
504
New
+504 sh
Q2 2026
12OSAIC HOLDINGS, INC.
$5K
237
Held
Q1 2026
13Integrated Wealth Concepts LLC
$5K
208
New
+208 sh
Q2 2026
14MORGAN STANLEY
$40
1
New
+1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DYLD being bought or sold by institutions?

Last quarter, 1 fund opened a new position in DYLD and 1 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Funds that own DYLD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA4 funds$3.7B
ISHARES CORE S&P 500 ETFIVV4 funds$2.9B
AMAZON.COM INCAMZN4 funds$1.9B
APPLE INCAAPL4 funds$1.7B
MICRON TECHNOLOGY INCMU4 funds$1.6B
SS SPDR DOW JONES INDUS AVGDIA4 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM4 funds$1.4B
MICROSOFT CORPMSFT4 funds$1.2B
META PLATFORMS INC-CLASS AMETA4 funds$1.1B
BROADCOM INCAVGO4 funds$1.1B
ALPHABET INC-CL AGOOGL4 funds$953.4M
TESLA INCTSLA4 funds$866.0M

Ranked by how many of DYLD's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

1 funds-15 since Q3 2024
0918Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.0M

Share classes

Class13F holdersValue held
LSAFUIE21 funds$38.9M
LSATUIE20 funds$25.0M
AFIFETF19 funds$104.1M
WLDRSIMP AF WORL ETF17 funds$66.8M
AESRETF14 funds$111.0M
DYLDthis pageLEADERSHARES DY14 funds$20.4M
RPHSREGENTS PK HDGD13 funds$42.4M
CGVETF12 funds$73.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in DYLD

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DYLD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DYLD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DYLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.