Institutional Ownership Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 600,933 shares, which have been reported (via 13F filing form) to have a value of $31.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
186,983
shares
|
$9.89 Million
4.8% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
115,743
shares
|
$6.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
109,957
shares
|
$5.81 Million
0.08% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
43,914
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
20,874
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,565
shares
|
$981,531
0.0% of portfolio
|
Q3 2024
Reduced 27.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,978
shares
|
$739,016
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,894
shares
|
$575,965
0.0% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
10,130
shares
|
$535,573
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,294
shares
|
$491,373
0.0% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,115
shares
|
$481,910
0.0% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,005
shares
|
$423,224
0.08% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,000
shares
|
$370,090
0.0% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,263
shares
|
$331,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,851
shares
|
$309,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,485
shares
|
$289,991
0.0% of portfolio
|
Q3 2024
Reduced 42.78%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,595
shares
|
$242,937
0.01% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
4,017
shares
|
$212,378
0.08% of portfolio
|
Q3 2023
Added 43.67%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
3,993
shares
|
$211,109
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,711
shares
|
$90,460
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,318
shares
|
$69,682
0.0% of portfolio
|
Q3 2024
Reduced 53.1%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,276
shares
|
$67,462
0.03% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
956
shares
|
$50,543
0.0% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
703
shares
|
$37,167
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
312
shares
|
$16,495
0.0% of portfolio
|
Q3 2024
New holding
|