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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 2025-12-31, 1,460,793 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
3
Added
16
Reduced
5
Sold out
4
Shares held by filers
1,460,793

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FRANKLIN RESOURCES INCin group Franklin Resources409,000$22.2M0.01%-235,00013F-HRTimelineGroup
LPL Financial LLC257,686$14M<0.01%+81,66013F-HRTimeline
Shira Ridge Wealth Management191,084$10.4M4.16%+10,61813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC182,064$9.87M<0.01%-62,11913F-HRTimelineGroup
Private Advisor Group, LLC82,302$4.46M0.02%+4,89213F-HRTimeline
CWM, LLCin group CWM, LLC46,912$2.54M0.01%+28,94613F-HRTimelineGroup
Cetera Investment Advisers40,724$2.21M<0.01%+6,56113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,788$1.94M<0.01%-2,47913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,839$1.62M<0.01%+1,34013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,313$1.15M<0.01%new13F-HRTimelineGroup
Hamilton Capital, LLC19,683$1.07M0.05%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,410$998K<0.01%+14,21013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,470$892K<0.01%+24713F-HRTimelineGroup
Golden State Wealth Management, LLC14,405$781K0.08%+1,20013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12,406$672K0.01%+84113F-HRTimeline
Sonoma Allocations LLC10,255$571K0.19%+4,06313F-HRTimeline
Janney Montgomery Scott LLC9,727$527K<0.01%+24513F-HRTimeline
Alta Wealth Advisors LLC9,618$521K0.17%-1913F-HRTimeline
D.A. DAVIDSON & CO.9,198$498K<0.01%+1,53013F-HRTimeline
Advisory Services Network, LLC8,309$450K0.01%+93813F-HRTimeline
Stonebridge Financial Group, LLC8,173$443K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,578$411K<0.01%-2,13613F-HRTimeline
Sanctuary Advisors, LLC4,500$244K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC4,395$238K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,178$118K0.02%013F-HRTimeline
Ameliora Wealth Management Ltd.2,000$108K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712$92.8K<0.01%013F-HR/ATimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,366$74K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,257$68.1K<0.01%+2313F-HRTimeline
Rossby Financial, LCC1,144$62K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.602$32.6K<0.01%new13F-HRTimeline
COMERICA BANK402$21.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.133$7.21K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81$4.39K<0.01%new13F-HR/ATimelineGroup
Global Retirement Partners, LLC78$4.23K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$62<0.01%+113F-HRTimelineGroup