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DYLD TWO RDS SHARED TR

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LEADERSHARES DY (fund)

22 managers (23 13F filers) reported a position in DYLD shares at 2024-12-31, 2,583,205 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
22
13F filers
23
New
2
Added
5
Reduced
12
Sold out
3
Shares held by filers
2,583,205

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC941,194$21.1M0.01%-6,57713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…825,183$18.5M1.81%-23,87013F-HR/ATimelineGroup
Private Advisor Group, LLC142,329$3.2M0.02%+14,49513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding128,887$2.89M-12,638Timeline
Atria Wealth Solutions, Inc.101,729$2.28M0.03%-8,84913F-HRTimeline
Perennial Investment Advisors, LLC79,301$1.78M0.21%-5,12013F-HRTimeline
IHT Wealth Management, LLC75,307$1.69M0.05%-1,22813F-HRTimeline
Mariner, LLCin group Mariner, LLC65,055$1.46M<0.01%-62213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,434$1.04M<0.01%+9,92213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,196$633K0.01%-8,38213F-HRTimelineGroup
Gladstone Institutional Advisory LLC27,937$627K0.03%-1,86713F-HRTimeline
Good Life Advisors, LLC26,606$598K0.04%-56413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,573$529K<0.01%+25013F-HRTimeline
Coppell Advisory Solutions LLC21,604$485K0.07%-2,77113F-HRTimeline
Cambridge Investment Research Advisors,…20,822$468K<0.01%+2,26213F-HRTimeline
UBS Group AGin group UBS Group AG18,615$418K<0.01%+15,66513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,075$204K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,100$24.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237$5.32K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC20$459<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$22<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.