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Disclosery

YLDE LEGG MASON ETF INVT

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FRAN CLE ENH ETF (fund)

40 managers (40 13F filers) reported a position in YLDE shares at 2026-03-31, 1,977,339 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
40
New
8
Added
19
Reduced
8
Sold out
2
Shares held by filers
1,977,339

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC916,508$49.5M0.01%+658,82213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC258,987$14M<0.01%+76,92313F-HR/ATimelineGroup
Shira Ridge Wealth Management189,365$10.2M4.05%-1,71913F-HRTimeline
Cetera Investment Advisers96,735$5.22M0.01%+56,01113F-HRTimeline
Private Advisor Group, LLC84,885$4.58M0.02%+2,58313F-HRTimeline
CWM, LLCin group CWM, LLC63,145$3.41M0.01%+16,23313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,013$2.75M<0.01%+15,22513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,325$2.12M<0.01%+9,48613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,135$2.06M<0.01%+19,72513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management23,025$1.24M0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors23,025$1.24M0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22,788$1.23M0.03%+10,38213F-HRTimeline
OLD MISSION CAPITAL LLC20,329$1.1M0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,731$957K<0.01%+1,26113F-HRTimelineGroup
Hamilton Capital, LLC15,521$838K0.04%-4,16213F-HRTimeline
Golden State Wealth Management, LLC14,525$784K0.09%+12013F-HRTimeline
D.A. DAVIDSON & CO.13,413$724K<0.01%+4,21513F-HRTimeline
Sonoma Allocations LLC11,911$643K0.22%+1,65613F-HRTimeline
Advisory Services Network, LLC9,488$512K0.01%+1,17913F-HRTimeline
Alta Wealth Advisors LLC9,248$499K0.16%-37013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,817$476K<0.01%-12,49613F-HRTimelineGroup
Stonebridge Financial Group, LLC8,086$437K0.04%-8713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,545$407K<0.01%-3313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,575$355K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance4,903$265K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,500$243K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC4,395$237K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,498$135K0.02%+32013F-HRTimeline
Ameliora Wealth Management Ltd.2,000$108K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712$92.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,656$89.4K<0.01%+1,05413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,431$77.3K0.03%+6513F-HRTimeline
Rossby Financial, LCC1,144$61.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO946$50.4K<0.01%new13F-HR/ATimelineGroup
AdvisorNet Financial, Inc547$29.5K<0.01%-71013F-HRTimeline
PRIVATE TRUST CO NA470$25.4K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN407$22K<0.01%+40613F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…402$21.7K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.115$6.21K<0.01%-1813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88$4.75K<0.01%+713F-HRTimelineGroup