LPL Financial
DYLD icon

LPL Financial’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

LPL Financial’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 		$14.7M Sell
655,676
-36,091
-5% -$814K ﹤0.01% 1697
2025
Q4 		$15.6M Sell
691,767
-100,943
-13% -$2.29M ﹤0.01% 1576
2025
Q3 		$18M Sell
792,710
-91,261
-10% -$2.07M 0.01% 1431
2025
Q2 		$20M Sell
883,971
-18,308
-2% -$412K 0.01% 1248
2025
Q1 		$20.3M Sell
902,279
-38,915
-4% -$878K 0.01% 1143
2024
Q4 		$21.1M Sell
941,194
-6,577
-0.7% -$149K 0.01% 1056
2024
Q3 		$21.7M Buy
947,771
+19,253
+2% +$438K 0.01% 1006
2024
Q2 		$20.8M Sell
928,518
-33,968
-4% -$762K 0.01% 950
2024
Q1 		$21.7M Buy
962,486
+10,482
+1% +$237K 0.01% 912
2023
Q4 		$21.6M Buy
952,004
+100,930
+12% +$2.23M 0.01% 846
2023
Q3 		$18.5M Buy
851,074
+168,960
+25% +$3.75M 0.01% 835
2023
Q2 		$15.3M Sell
682,114
-14,137
-2% -$317K 0.01% 911
2023
Q1 		$15.7M Buy
696,251
+214,870
+45% +$4.82M 0.01% 866
2022
Q4 		$10.6M Buy
481,381
+160,026
+50% +$3.52M 0.01% 992
2022
Q3 		$6.98M Buy
321,355
+125,184
+64% +$2.83M 0.01% 1150
2022
Q2 		$4.42M Buy
+196,171
New +$4.48M ﹤0.01% 1493

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LPL Financial's DYLD Position: Q1 2026 in Review

LPL Financial reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 5.2% in Q1 2026, selling an estimated $814K and leaving 655,676 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

LPL Financial first reported a position in DYLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.7M in Q3 2024. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

  • LPL Financial held 655,676 shares of LeaderShares Dynamic Yield ETF worth $14.7M as of Q1 2026.
  • LPL Financial sold 36,091 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $814K.
  • LeaderShares Dynamic Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1697 holding.
  • LPL Financial first reported a position in LeaderShares Dynamic Yield ETF in Q2 2022 and has held it in 16 quarters since.
  • LPL Financial's LeaderShares Dynamic Yield ETF position peaked at $21.7M in Q3 2024.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.