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Get Institutions for : 
Leadershares Dynamic Yield Etf (DYLD)  
$22.45 0.03 (0.12%) as of 4:30 Wed 5/8


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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  : 
0.36 (1.63%)  




 
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
   Redwood Investment Management LLC 7 - 2023-12-31 1,033,972 $23,409,000 -12,757
   LPL FINANCIAL CORP 843 - 2023-12-31 952,004 $21,582,000 100,930
   JANE STREET GROUP LLC 1283 - 2023-12-31 276,678 $6,272,000 229,752
   Perennial Investment Advisors LLC 41 - 2023-12-31 138,463 $3,139,000 -44,177
   Envestnet Portfolio Solutions Inc. 476 - 2023-12-31 132,345 $3,000,000 -7,081
   Atria Wealth Solutions Inc. 473 - 2023-12-31 127,474 $2,890,000 -6,831
   Private Advisor Group LLC - 2024-03-31 123,706 $2,790,000 2,185
   IHT Wealth Management LLC 211 - 2023-12-31 94,616 $2,145,000 20,342
   MARINER WEALTH ADVISORS, LLC 1204 - 2023-12-31 64,328 $1,458,000 9,199
   Gladstone Institutional Advisory LLC 301 - 2023-12-31 40,716 $923,000 -9,518
   Cetera Investment Advisers 1265 - 2023-12-31 33,183 $752,000 183
   Coppell Advisory Solutions Corp. 109 - 2023-03-31 29,629 $666,000 502
   Good Life Advisors LLC - 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 3230 - 2023-12-31 25,488 $578,000 -526
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3630 - 2023-12-31 24,242 $550,000 2,000
   COMMONWEALTH EQUITY SERVICES LLC. 2773 - 2024-03-31 22,493 $507,000 508
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2395 - 2024-03-31 18,939 $427,000 -3,711
   CITADEL ADVISORS LLC 3756 - 2023-12-31 18,736 $425,000 -115,114
   Advisor Group Holdings Inc. 3453 - 2023-12-31 15,310 $347,000 -1,619
   HARBOUR INVESTMENTS INC. 754 - 2023-12-31 11,448 $260,000 -1,177
   UBS Group AG 5244 - 2023-12-31 2,277 $52,000 2,131
   IFP Advisors Inc 2680 - 2023-12-31 90 $2,000 0
   H D Vest Advisory Services 1553 *Closed 2023-12-31 0 $0 -125,548
   BANK OF AMERICA CORP /DE/ 6259 *Closed 2023-12-31 0 $0 -180
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   MORGAN STANLEY 7707 - 2023-12-31 1 $0 1
   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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