DYLD — LEADERSHARES DYNAMIC YIELD E
As of Q2 2026, 3 SEC-registered investment managers reported holding DYLD (LEADERSHARES DYNAMIC YIELD E) in their latest 13F filings, with a combined reported value of $2.21M across 98.76K shares. That is -11.9% by share count (-13.30K shares) versus the previous quarter, while reported value moved -11.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 79.61K | $1.79M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 19.15K | $429.51K | 0.00% | Reduce |
| Principal Global Investors history | Q4 2021 | 12.45K | $313.00K | 0.00% | Hold |
| Goldman Sachs Group history | Q4 2025 | 12.12K | $274.14K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2025 | 10.20K | $230.92K | 0.00% | New |
| Bank of America Corp history | Q3 2023 | 180 | $3.92K | 0.00% | New |
| Wells Fargo & Co history | Q4 2025 | 150 | $3.39K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 1 | $32 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q3 2024 | 1 | $23 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | 66.65K | 12.12K | — | — | 32.98K | 42.48K | 133.85K | 18.74K | 45.76K | 28.13K | — | — | 87.49K | 16.72K | 126.59K | 77.01K | 89.99K | 79.61K |
| UBS Group AG | 211 | 261 | 198 | 1.12K | 466 | 658 | 3.27K | — | 146 | 2.28K | 644 | 2.77K | 2.95K | 18.61K | 29.69K | 39.70K | 47.05K | 34.53K | 22.07K | 19.15K |
| Morgan Stanley | — | — | — | — | — | — | — | 3 | — | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | 1 | 1 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.36K | 12.12K | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | 47.48K | — | — | — | — | — | 150 | — | — |
| Fidelity Management & Research (FMR) | — | — | 1 | — | — | — | 1 | — | — | — | 1 | 1 | 1 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | 294 | — | — | — | — | — | — | — | — | 10.20K | — | — | — | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | 180 | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 12.45K | 12.45K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details