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Leadershares Dynamic Yield E (DYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares581,840 from 642,600
Change-60,760 (-9%)
Value$12.8M (-$1.6M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares441,479
Change+441,479
Value$9.7M
Filed 2026-10-13
Sima Wealth Partners, LLC
NEW
Shares518
Change+518
Value$11.4K
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 9,166
Change-9,166 (-100%)
Value$0 (-$206)
Filed 2026-11-02
Redwood Investment Management, LLC
N/A
Shares— from 647,787
Change-647,787 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 79,606
Change-79,606 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 44,903
Change-44,903 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 25,992
Change-25,992 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 22,531
Change-22,531 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,261
Change-22,261 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,153
Change-19,153 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 237
Change-237 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED581,840642,600-60,760-9%$14.4M$12.8M-$1.6M2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW441,479—+441,479——$9.7M—2026-10-13
Sima Wealth Partners, LLC
NEW518—+518——$11.4K—2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED09,166-9,166-100%$206$0-$2062026-11-02
Redwood Investment Management, LLC
N/A—647,787-647,787-100%$14.5K———
Citadel Advisors LLC
N/A—79,606-79,606-100%$1.8M———
Private Advisor Group, LLC
N/A—44,903-44,903-100%$1.0M———
IHT Wealth Management, LLC
N/A—25,992-25,992-100%$582.9K———
Great Valley Advisor Group, Inc.
N/A—22,531-22,531-100%$505.3K———
Jane Street Group, LLC
N/A—22,261-22,261-100%$499.2K———
UBS Group AG
N/A—19,153-19,153-100%$429.5K———
Coppell Advisory Solutions LLC
N/A—9,620-9,620-100%$215.9K———
Harbour Investments, Inc.
N/A—1,939-1,939-100%$43.5K———
Global Retirement Partners, LLC
N/A—504-504-100%$11.3K———
Osaic Holdings, Inc.
N/A—237-237-100%$5.3K———
Morgan Stanley
N/A—1-1-100%$32———
AE Wealth Management LLC
N/A—00—$5———
Showing 17 of 17 institutions