Gladstone Institutional Advisory
DYLD icon

Gladstone Institutional Advisory’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Gladstone Institutional Advisory’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,802
Closed -$244K – 851
2025
Q4 		$244K Sell
10,802
-6,147
-36% -$140K 0.01% 697
2025
Q3 		$385K Sell
16,949
-7,619
-31% -$173K 0.01% 588
2025
Q2 		$556K Buy
24,568
+6
+0% +$135 0.02% 469
2025
Q1 		$553K Sell
24,562
-3,375
-12% -$76.1K 0.03% 441
2024
Q4 		$627K Sell
27,937
-1,867
-6% -$42.4K 0.03% 408
2024
Q3 		$683K Sell
29,804
-1,892
-6% -$43.1K 0.03% 378
2024
Q2 		$711K Sell
31,696
-2,548
-7% -$57.2K 0.04% 360
2024
Q1 		$772K Sell
34,244
-6,472
-16% -$146K 0.04% 329
2023
Q4 		$923K Sell
40,716
-9,518
-19% -$210K 0.05% 301
2023
Q3 		$1.09M Sell
50,234
-2,032
-4% -$45.1K 0.07% 255
2023
Q2 		$1.17M Buy
52,266
+157
+0.3% +$3.52K 0.07% 250
2023
Q1 		$1.17M Buy
52,109
+7,771
+18% +$174K 0.08% 253
2022
Q4 		$979K Sell
44,338
-474
-1% -$10.4K 0.07% 280
2022
Q3 		$973K Buy
44,812
+6,561
+17% +$148K 0.08% 268
2022
Q2 		$862K Buy
38,251
+12,250
+47% +$280K 0.07% 301
2022
Q1 		$608K Buy
+26,001
New +$621K 0.04% 386

Other funds holding DYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Redwood Investment Management
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gladstone Institutional Advisory's DYLD Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q1 2026, closing a stake of 10,802 shares — an estimated $244K sold.

Gladstone Institutional Advisory first reported a position in DYLD in Q1 2022 and held it in 16 quarters. The position peaked at $1.17M in Q1 2023. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining LeaderShares Dynamic Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,802 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $244K.
  • Gladstone Institutional Advisory first reported a position in LeaderShares Dynamic Yield ETF in Q1 2022 and held it in 16 quarters.
  • Gladstone Institutional Advisory's LeaderShares Dynamic Yield ETF position peaked at $1.17M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.