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YLDE LEGG MASON ETF INVT

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FRAN CLE ENH ETF (fund)

30 managers (30 13F filers) reported a position in YLDE shares at 2025-03-31, 1,679,981 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
6
Added
10
Reduced
7
Sold out
2
Shares held by filers
1,679,981

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FRANKLIN RESOURCES INCin group Franklin Resources919,000$47.6M0.01%new13F-HRTimelineGroup
Shira Ridge Wealth Management179,466$9.29M4.63%-8,15313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp164,967$8.54M<0.01%+5,69513F-HRTimelineGroup
LPL Financial LLC140,209$7.26M<0.01%+42,34313F-HRTimeline
Private Advisor Group, LLC84,523$4.37M0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,116$2.02M<0.01%+32,21413F-HRTimelineGroup
Hamilton Capital, LLC22,187$1.15M0.07%-38013F-HRTimeline
Cetera Investment Advisers15,816$819K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,387$796K<0.01%+6,19813F-HRTimelineGroup
Golden State Wealth Management, LLC13,625$705K0.1%+1,85013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,048$520K<0.01%-1,05913F-HRTimelineGroup
Alta Wealth Advisors LLC9,674$501K0.23%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,567$495K<0.01%-22013F-HRTimelineGroup
Stonebridge Financial Group, LLC8,173$423K0.05%-11913F-HRTimeline
Janney Montgomery Scott LLC8,134$421K<0.01%+85313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,996$414K<0.01%+10213F-HRTimeline
Beacon Pointe Advisors, LLC5,485$284K<0.01%013F-HRTimeline
Advisory Services Network, LLC5,185$268K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,500$233K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC4,395$227K0.01%-20013F-HRTimeline
Ameliora Wealth Management Ltd.4,017$208K0.08%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,183$113K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712$88.6K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,298$67.2K0.03%+2213F-HRTimeline
AdvisorNet Financial, Inc1,264$65.4K<0.01%+12613F-HRTimeline
Rossby Financial, LCC1,144$57.8K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG872$45.1K<0.01%+25913F-HRTimelineGroup
Sunbelt Securities, Inc.38$1.97K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.