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 31 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 $85.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
894,000
shares
|
$47 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
178,730
shares
|
$9.4 Million
4.3% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
151,005
shares
|
$7.94 Million
0.0% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
109,957
shares
|
$5.78 Million
0.08% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
92,483
shares
|
$4.86 Million
0.03% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
42,689
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
30,910
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 95.44%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
21,504
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
14,005
shares
|
$736,382
0.09% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,790
shares
|
$672,498
0.0% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
12,195
shares
|
$641,213
0.0% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,440
shares
|
$496,355
0.0% of portfolio
|
Q2 2025
Reduced 38.65%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,309
shares
|
$489,467
0.0% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
8,173
shares
|
$429,736
0.04% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,005
shares
|
$420,902
0.08% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
7,849
shares
|
$412,700
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,185
shares
|
$272,627
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,500
shares
|
$236,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,395
shares
|
$231,089
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
4,017
shares
|
$211,213
0.08% of portfolio
|
Q3 2023
Added 43.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,183
shares
|
$114,782
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,712
shares
|
$90,016
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,366
shares
|
$71,824
0.03% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,200
shares
|
$63,096
0.0% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,144
shares
|
$60,151
0.02% of portfolio
|
Q1 2025
New holding
|