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 32 institutions that hold shares in the stock, with a total of 1.63 Million shares, which have been reported (via 13F filing form) to have a value of $83.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
919,000
shares
|
$47.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
179,466
shares
|
$9.3 Million
4.63% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
140,209
shares
|
$7.27 Million
0.0% of portfolio
|
Q1 2025
Added 43.27%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
109,957
shares
|
$5.7 Million
0.08% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
84,523
shares
|
$4.38 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
39,116
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 466.73%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
22,187
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
15,816
shares
|
$819,901
0.0% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,387
shares
|
$797,662
0.0% of portfolio
|
Q1 2025
Added 527.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
13,625
shares
|
$706,320
0.1% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,048
shares
|
$520,888
0.0% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
9,674
shares
|
$501,500
0.23% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,567
shares
|
$495,953
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
8,173
shares
|
$423,688
0.05% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,134
shares
|
$421,666
0.0% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,005
shares
|
$414,979
0.08% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
7,996
shares
|
$414,512
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,485
shares
|
$284,342
0.0% of portfolio
|
Q3 2024
Reduced 42.78%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,185
shares
|
$268,790
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,500
shares
|
$233,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,395
shares
|
$227,836
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
4,017
shares
|
$208,241
0.08% of portfolio
|
Q3 2023
Added 43.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
2,183
shares
|
$113,166
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,712
shares
|
$88,750
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1,298
shares
|
$67,288
0.03% of portfolio
|
Q1 2025
Added 1.72%
|