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YLDE LEGG MASON ETF INVT

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FRAN CLE ENH ETF (fund)

26 managers (26 13F filers) reported a position in YLDE shares at 2024-12-31, 644,193 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
26
13F filers
26
New
0
Added
11
Reduced
6
Sold out
2
Shares held by filers
644,193

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Shira Ridge Wealth Management187,619$9.53M4.66%+63613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp159,272$8.09M<0.01%-1,48213F-HRTimelineGroup
LPL Financial LLC97,866$4.97M<0.01%-17,87713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …43,142$2.19M0.03%-77213F-HRTimelineGroup
Hamilton Capital, LLC22,567$1.15M0.09%+1,69313F-HRTimeline
Cetera Investment Advisers15,816$803K<0.01%+1,83813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,673$644K<0.01%+6,82213F-HRTimelineGroup
Golden State Wealth Management, LLC11,775$598K0.09%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,107$564K<0.01%+21313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,787$497K<0.01%+49313F-HRTimelineGroup
Alta Wealth Advisors LLC9,674$491K0.21%-45613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,189$467K<0.01%+7413F-HR/ATimelineGroup
Stonebridge Financial Group, LLC8,292$421K0.05%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,894$401K<0.01%+89413F-HRTimeline
Janney Montgomery Scott LLC7,281$370K<0.01%+1,01813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,902$350K<0.01%-11,66313F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,485$279K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC4,500$235K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC4,595$233K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.4,017$204K0.08%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712$87K<0.01%+113F-HR/ATimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,276$64.8K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,138$57.8K<0.01%+18213F-HRTimeline
UBS Group AGin group UBS Group AG613$31.1K<0.01%-70513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$41<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.