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YLDE LEGG MASON ETF INVT

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FRAN CLE ENH ETF (fund)

29 managers (29 13F filers) reported a position in YLDE shares at 2025-06-30, 1,693,679 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
2
Added
11
Reduced
6
Sold out
4
Shares held by filers
1,693,679

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FRANKLIN RESOURCES INCin group Franklin Resources894,000$47M0.01%-25,00013F-HRTimelineGroup
Shira Ridge Wealth Management178,730$9.4M4.3%-73613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp164,158$8.64M<0.01%-80913F-HRTimelineGroup
LPL Financial LLC151,005$7.95M<0.01%+10,79613F-HRTimeline
Private Advisor Group, LLC92,483$4.87M0.03%+7,96013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,689$2.25M<0.01%+3,57313F-HRTimelineGroup
Cetera Investment Advisers30,910$1.63M<0.01%+15,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,996$1.32M<0.01%+9,60913F-HR/ATimelineGroup
Hamilton Capital, LLC21,504$1.13M0.06%-68313F-HRTimeline
Golden State Wealth Management, LLC14,005$737K0.09%+38013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,790$673K<0.01%+2,74213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,195$642K<0.01%+2,62813F-HRTimelineGroup
Janney Montgomery Scott LLC9,309$490K<0.01%+1,17513F-HRTimeline
Stonebridge Financial Group, LLC8,173$430K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,849$413K<0.01%-14713F-HRTimeline
Advisory Services Network, LLC7,236$378K0.01%+2,05113F-HRTimeline
Sanctuary Advisors, LLC4,500$237K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC4,395$231K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.4,017$211K0.08%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,183$115K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712$90.1K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,366$71.9K0.03%+6813F-HRTimeline
AdvisorNet Financial, Inc1,200$63.1K<0.01%-6413F-HRTimeline
Rossby Financial, LCC1,144$60.2K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA650$34K<0.01%new13F-HR/ATimelineGroup
COMERICA BANK402$21.2K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC78$4.1K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$11<0.01%013F-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.