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Disclosery

YLDE LEGG MASON ETF INVT

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FRAN CLE ENH ETF (fund)

36 managers (36 13F filers) reported a position in YLDE shares at 2025-09-30, 1,772,801 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
36
13F filers
36
New
9
Added
12
Reduced
5
Sold out
1
Shares held by filers
1,772,801

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Resources644,000$35.2M0.01%-250,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC244,183$13.3M<0.01%new13F-HRTimelineGroup
Shira Ridge Wealth Management180,466$9.86M4.18%+1,73613F-HRTimeline
LPL Financial LLC176,026$9.61M<0.01%+25,02113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp169,993$9.28M<0.01%+5,83513F-HRTimelineGroup
Private Advisor Group, LLC77,410$4.23M0.02%-15,07313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,267$2.06M<0.01%+13,27113F-HRTimelineGroup
OLD MISSION CAPITAL LLC35,422$1.93M0.07%new13F-HRTimeline
Cetera Investment Advisers34,163$1.87M<0.01%+3,25313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,499$1.56M<0.01%+15,70913F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,966$981K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,223$886K<0.01%+4,02813F-HRTimelineGroup
Golden State Wealth Management, LLC13,205$721K0.08%-80013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,565$632K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,714$531K<0.01%+1,86513F-HRTimeline
Alta Wealth Advisors LLC9,637$526K0.19%new13F-HRTimeline
Janney Montgomery Scott LLC9,482$518K<0.01%+17313F-HRTimeline
Stonebridge Financial Group, LLC8,173$446K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.7,668$419K<0.01%new13F-HRTimeline
Advisory Services Network, LLC7,371$403K0.01%+13513F-HRTimeline
Sonoma Allocations LLC6,192$333K0.12%13F-HRTimeline
Sanctuary Advisors, LLC4,500$246K<0.01%013F-HR/ATimeline
WEDBUSH SECURITIES INC4,395$240K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,200$229K<0.01%+3,55013F-HRTimelineGroup
PFG Investments, LLC3,785$207K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,178$119K0.02%-513F-HRTimeline
Ameliora Wealth Management Ltd.2,000$109K0.04%-2,01713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712$93.5K<0.01%013F-HR/ATimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,366$74.6K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,234$67.4K<0.01%+3413F-HRTimeline
Rossby Financial, LCC1,144$62.3K0.02%013F-HRTimeline
COMERICA BANK402$22K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.133$7.26K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC78$4.26K<0.01%013F-HRTimeline
Archer Investment Corp49$2.68K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$22<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.