We are live on ! Find out more
DYLD icon

LeaderShares Dynamic Yield ETF

17 hedge funds and large institutions have $35.5M invested in LeaderShares Dynamic Yield ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.47% more ownership

Funds ownership: 80.29%84.76% (+4.5%)

10% less capital invested

Capital invested by funds: $39.2M → $35.5M (-$3.75M)

11% less funds holding

Funds holding: 1917 (-2)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.6M -$2.29M -100,943 -13%
RIM
2
Redwood Investment Management
Arizona
$12.3M +$773K +34,054 +7%
Citadel Advisors
3
Citadel Advisors
Florida
$1.74M -$1.13M -49,588 -39%
PAG
4
Private Advisor Group
New Jersey
$1.37M -$35.6K -1,567 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$885K +$47.9K +2,112 +6%
UBS Group
6
UBS Group
Switzerland
$781K -$284K -12,519 -27%
Jane Street
7
Jane Street
New York
$604K +$299K +13,151 +97%
IWM
8
IHT Wealth Management
Illinois
$583K +$6.65K +293 +1%
GVAG
9
Great Valley Advisor Group
Delaware
$545K -$35.2K -1,551 -6%
Goldman Sachs
10
Goldman Sachs
New York
$274K +$62.7K +2,761 +29%
GIA
11
Gladstone Institutional Advisory
Florida
$244K -$140K -6,147 -36%
CAS
12
Coppell Advisory Solutions
Texas
$218K -$11.8K -518 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$216K -$363K -15,971 -63%
HI
14
Harbour Investments
Wisconsin
$73.9K -$67.8K -2,988 -48%
TAM
15
Tucker Asset Management
Colorado
$22.3K +$22.4K +987 New
Osaic Holdings
16
Osaic Holdings
Arizona
$5.36K
Wells Fargo
17
Wells Fargo
California
$3.39K +$3.4K +150 New
AWM
18
AE Wealth Management
Kansas
$5 -$4.45K -196 Closed
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
-$438K -19,285 Closed
WWA
20
Wealth Watch Advisors
Colorado
-$10.6K -466 Closed
Morgan Stanley
21
Morgan Stanley
New York
-$44 -1 Closed

DYLD Hedge Fund Activity: Q4 2025 in Review

17 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in LeaderShares Dynamic Yield ETF (DYLD) for Q4 2025, worth a combined $35.5M — down 9.6% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DYLD and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Redwood Investment Management, adding an estimated $773K. The largest seller was LPL Financial, cutting an estimated $2.29M.

  • 17 institutional investors held LeaderShares Dynamic Yield ETF (DYLD) as of Q4 2025, down from 19 in Q3 2025.
  • Funds reported $35.5M of LeaderShares Dynamic Yield ETF stock for Q4 2025, down 9.6% quarter-over-quarter.
  • 2 funds opened new LeaderShares Dynamic Yield ETF positions in Q4 2025 and 4 closed out, a net change of -2 holders.
  • The largest LeaderShares Dynamic Yield ETF buyer in Q4 2025 was Redwood Investment Management, an estimated $773K added.
  • The largest LeaderShares Dynamic Yield ETF seller in Q4 2025 was LPL Financial, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2025.