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 40 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $93.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
644,000
shares
|
$34.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
244,183
shares
|
$13 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
180,466
shares
|
$9.64 Million
4.18% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
176,026
shares
|
$9.4 Million
0.0% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
109,957
shares
|
$5.87 Million
0.08% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
77,410
shares
|
$4.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
38,267
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 53.09%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
35,422
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
34,163
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
28,499
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 122.82%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
21,504
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
17,966
shares
|
$959,743
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,223
shares
|
$866,632
0.0% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
13,205
shares
|
$705,411
0.08% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,565
shares
|
$617,802
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,714
shares
|
$518,921
0.0% of portfolio
|
Q3 2025
Added 23.76%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
9,637
shares
|
$514,808
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,482
shares
|
$506,528
0.0% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
8,173
shares
|
$436,601
0.04% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,005
shares
|
$427,627
0.08% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,668
shares
|
$409,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,371
shares
|
$393,758
0.01% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
6,192
shares
|
$330,776
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,500
shares
|
$240,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,395
shares
|
$234,780
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|