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Disclosery

YLDE LEGG MASON ETF INVT

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FRAN CLE ENH ETF (fund)

47 managers (47 13F filers) reported a position in YLDE shares at 2026-06-30, 2,021,740 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
11
Added
18
Reduced
8
Sold out
3
Shares held by filers
2,021,740

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC944,594$52.5M0.01%+28,08613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC273,293$15.2M<0.01%+14,30613F-HRTimelineGroup
Shira Ridge Wealth Management188,660$10.5M3.66%-70513F-HRTimeline
Private Advisor Group, LLC89,443$4.97M0.02%+4,55813F-HRTimeline
Cetera Investment Advisers88,726$4.94M<0.01%-8,00913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,600$3.13M<0.01%+18,27513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,047$2.51M<0.01%+6,91213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,771$1.93M<0.01%-16,24213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC28,833$1.6M0.03%+6,04513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,366$1.52M<0.01%+18,54913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,344$1.47M<0.01%+8,61313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management23,648$1.32M0.01%+62313F-HRTimelineGroup
Arkadios Wealth Advisors23,648$1.32M0.02%+62313F-HRTimeline
Hamilton Capital, LLC15,493$862K0.04%-2813F-HRTimeline
Sonoma Allocations LLC15,164$846K0.26%+3,25313F-HRTimeline
Golden State Wealth Management, LLC14,675$816K0.07%+15013F-HRTimeline
D.A. DAVIDSON & CO.13,878$772K<0.01%+46513F-HRTimeline
Advisory Services Network, LLC12,575$699K0.01%+3,08713F-HRTimeline
Alta Wealth Advisors LLC9,248$514K0.14%013F-HRTimeline
Janney Montgomery Scott LLC9,076$505K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC8,278$460K0.03%+19213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,357$409K<0.01%+6,41113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,759$376K<0.01%-78613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,558$365K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP5,764$320K<0.01%new13F-HRTimeline
Prospera Financial Services Inc5,549$309K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,167$287K<0.01%new13F-HRTimelineGroup
Bluespring Wealth Management, LLC4,996$278K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,500$250K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC4,395$244K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC4,332$241K0.01%-15,99713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,178$232K<0.01%new13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…2,498$139K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712$95.2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,682$93.5K<0.01%+2613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,524$84.8K0.03%+9313F-HRTimeline
Rossby Financial, LCC1,144$63.6K0.01%013F-HRTimeline
Global Retirement Partners, LLC933$51.9K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC624$34.7K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc493$27.4K<0.01%-5413F-HRTimeline
PRIVATE TRUST CO NA470$26.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…402$22.4K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC150$8.34K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88$4.89K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC81$4.49K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24$1.33K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$20<0.01%-40713F-HRTimelineGroupAmount filed as zero, left out of ratios.