DYLD — LEADERSHARES DYNAMIC YIELD ETF

Ownership history in Coppell Advisory Solutions LLC  ·  10 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported LEADERSHARES DYNAMIC YIELD ETF (DYLD) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2023 Q4. The latest visible filing shows DYLD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in LEADERSHARES DYNAMIC YIELD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DYLD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DYLD stock page Coppell Advisory Solutions LLC fund profile Coppell Advisory Solutions LLC full holdings
How Coppell Advisory Solutions LLC held DYLD — position size vs. price
% of Fund (quarterly)    DYLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9,620 -518 -5.1% 0.02% $218K 2026-02-14 (Est.) $22.47
2025 Q3 REDUCED 10,138 -4,650 -31.4% 0.02% $230K 2025-11-14 $22.23
2025 Q1 REDUCED 14,788 -6,816 -31.5% 0.05% $333K 2025-05-16 $21.58
2024 Q4 REDUCED 21,604 -2,771 -11.4% 0.07% $485K 2025-02-14 $21.48
2024 Q3 ADDED 24,375 +4,931 +25.4% 0.08% $559K 2024-11-14 $21.27
2024 Q2 REDUCED 19,444 -6,332 -24.6% 0.07% $436K 2024-08-15 $21.15
2023 Q4 REDUCED 25,776 -3,351 -11.5% 0.12% $584K 2024-02-14 $20.39
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DYLD

As of 2025 Q4 — sorted by position size

Redwood Investment Management, LLC 3Y 7Y 1.38% IHT Wealth Management, LLC 3Y 7Y 0.01% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.01% Gladstone Institutional Advisory LLC 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Coppell Advisory Solutions LLC and DYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coppell Advisory Solutions LLC reported owning DYLD?

Coppell Advisory Solutions LLC reported DYLD across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DYLD position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for DYLD was 0.12% in 2023 Q4.

What is the latest reported DYLD position on this page?

The most recent filing on this page is 2025 Q4, when Coppell Advisory Solutions LLC reported 9,620 shares, equal to 0.02% of portfolio, with an estimated market value of $218K.

What does the chart on this DYLD ownership page compare?

The chart compares Coppell Advisory Solutions LLC's quarterly DYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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