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Get Institutions for : 
Leadershares Dynamic Yield Etf (DYLD)  
$22.51 0.01 (0.06%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    4
Total shares held : 
 3,211,463  
% of shares held : 
 3.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -495,597  
% of shares held change : 
   -0.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $21.71  
Last Quarter's Ending Price : 
 $22.67  
Last Quarter's Average Price : 
 $22.09  
Change from last quarter's     
avg. price to the last closing  : 
0.42 (1.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
10
 367,464
 11.44%
 
Unchanged Positions :
2
 90
 0%
 
Decreased Positions :
12
-202,884
-6.32%
 
Closed Positions :
4
-660,177
-20.56%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 910 - 2024-03-31 962,486 $21,704,000 10,482
   Redwood Investment Management LLC 9 - 2024-03-31 723,311 $16,311,000 -310,661
   Perennial Investment Advisors LLC 46 - 2024-03-31 130,816 $2,950,000 -7,647
   Envestnet Portfolio Solutions Inc. 536 - 2024-03-31 124,846 $2,815,000 -7,499
   Private Advisor Group LLC 663 - 2024-03-31 123,706 $2,790,000 2,185
   Atria Wealth Solutions Inc. 533 - 2024-03-31 118,073 $2,674,000 -9,401
   JANE STREET GROUP LLC 2033 - 2024-03-31 107,696 $2,429,000 -168,982
   IHT Wealth Management LLC 228 - 2024-03-31 100,895 $2,275,000 6,279
   MARINER WEALTH ADVISORS, LLC 1245 - 2024-03-31 67,676 $1,526,000 3,348
   CITADEL ADVISORS LLC 3036 - 2024-03-31 45,762 $1,032,000 27,026
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2571 - 2024-03-31 44,167 $996,000 19,925
   Gladstone Institutional Advisory LLC 329 - 2024-03-31 34,244 $772,000 -6,472
   Cetera Investment Advisers 1069 - 2024-03-31 30,257 $682,000 -2,926
   Good Life Advisors LLC 212 - 2024-03-31 28,097 $634,000 -63
   Coppell Advisory Solutions LLC 149 - 2023-12-31 25,776 $584,000 -3,351
   ENVESTNET ASSET MANAGEMENT INC 3328 - 2024-03-31 25,082 $566,000 -406
   COMMONWEALTH EQUITY SERVICES LLC. 2773 - 2024-03-31 22,493 $507,000 508
   Coppell Advisory Solutions Corp. 152 - 2024-03-31 22,092 $498,000 -7,537
   BANK OF MONTREAL /CAN/ 2104 *New 2024-03-31 20,832 $471,000 20,832
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2395 - 2024-03-31 18,939 $427,000 -3,711
   Advisor Group Holdings Inc. 3300 - 2024-03-31 13,573 $306,000 -1,737
   HARBOUR INVESTMENTS INC. 754 - 2023-12-31 11,448 $260,000 -1,177
   UBS Group AG 5812 - 2024-03-31 644 $15,000 -1,633
   IFP Advisors Inc 2680 - 2023-12-31 90 $2,000 0
   FMR LLC 5217 *New 2024-03-31 1 $0 1
   PROEQUITIES INC. 6120 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7474 - 2024-03-31 1 $0 0
   Ford Financial Group Inc. 115 *Closed 2023-03-31 0 $0 -184,485
  28 Records found
  1    
  Page 1 of 1
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