Who owns DYLD
Which tracked institutional funds hold DYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DYLD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened DYLD while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DYLD’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DYLD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 15 tracked filers holding DYLD, 4 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DYLD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- Redwood Investment Management, LLC$887K
- CITADEL ADVISORS LLC$275K
Largest trims
- LPL Financial LLC$951K
- JANE STREET GROUP, LLC$287K
- UBS Group AG$286K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 655,676 | $15M | 37.6% | 2026-Q1 |
| Redwood Investment Management, LLC added | 586,292 | $13M | 33.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 89,990 | $2M | 5.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 52,345 | $1M | 3.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 28,474 | $638K | 1.6% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 25,604 | $574K | 1.5% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 23,191 | $520K | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 22,067 | $495K | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 14,119 | $316K | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,547 | $214K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,342 | $52K | 0.1% | 2026-Q1 |
| Allworth Financial LP new | 1,398 | $31K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 237 | $5K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $40 | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 0 | $5 | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 42,133 | $953K | 2.4% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 41,881 | $948K | 2.4% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 38,727 | $876K | 2.2% | 2025-Q2 stale |
| Good Life Advisors, LLC trimmed | 25,964 | $588K | 1.5% | 2025-Q2 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 19,285 | $438K | 1.1% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 17,499 | $394K | 1.0% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 12,122 | $274K | 0.7% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC trimmed | 10,802 | $244K | 0.6% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 10,204 | $231K | 0.6% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC trimmed | 9,620 | $218K | 0.6% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC trimmed | 987 | $22K | 0.1% | 2025-Q4 stale |
| Wealth Watch Advisors, INC new | 466 | $11K | 0.0% | 2025-Q3 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 317 | $7K | 0.0% | 2025-Q1 stale |
| WELLS FARGO & COMPANY/MN trimmed | 150 | $3K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.