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 28 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $65.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
928,518
shares
|
$21.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
908,024
shares
|
$20.6 Million
1.76% of portfolio
|
Q2 2024
Added 25.54%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
127,834
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
120,151
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
116,021
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
108,444
shares
|
$2.46 Million
0.35% of portfolio
|
Q2 2024
Reduced 17.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
98,920
shares
|
$2.24 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
69,956
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,605
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
47,477
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
38,807
shares
|
$880,142
0.0% of portfolio
|
Q2 2024
Reduced 12.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,639
shares
|
$740,252
0.0% of portfolio
|
Q2 2024
Reduced 69.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
29,804
shares
|
$675,954
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
28,128
shares
|
$637,943
0.0% of portfolio
|
Q2 2024
Reduced 38.53%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
27,170
shares
|
$616,215
0.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
26,450
shares
|
$599,886
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
24,087
shares
|
$546,293
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,323
shares
|
$528,965
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,092
shares
|
$501,046
0.09% of portfolio
|
Q1 2024
Reduced 25.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
19,444
shares
|
$440,989
0.07% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
18,560
shares
|
$420,940
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
9,683
shares
|
$219,610
0.01% of portfolio
|
Q2 2024
Reduced 9.33%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,775
shares
|
$62,937
0.0% of portfolio
|
Q2 2024
Added 330.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1,167
shares
|
$26,467
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,100
shares
|
$24,948
0.01% of portfolio
|
Q2 2024
Added 16.77%
|