13F reference period
Q3 2026
Security Snapshot
Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF (YLDE) Institutional Ownership
CUSIP: 524682309
13F Institutional Holders and Ownership History from Q3 2017 to Q3 2026
Institutions Reporting
22
Shares (Excl. Options)
1.48M
Full value: 1,475,297 · shares · 30 Sep 2026Price
$54.64
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Franklin ClearBridge Enhanced Income ETF
- Symbol
- YLDE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 1,475,297
- Total 13F value
- $80,633,418
- Portfolio coverage rank
- 0%
- Share change
- +44,020
- Value change
- +$2,386,276
- Number of holders
- 22
- Shares outstanding
- 2,011,793
- SEC-reported price per share
- $56.04
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- YLDE - Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF is tracked under CUSIP 524682309.
- 22 institutions reported positions in Q3 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 44 to 22 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$112.1M
Full value: $112,096,221 · USD · 30 Jun 2026.$80.63M
Full value: $80,633,418 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 22 institutions filings for Q3 2026.
Security key
524682309
13F reference period
Q3 2026
13F holders
22
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 524682309:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
YLDE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 0% | -102% | $108 | -$8,939,041 | 2 | -100% | Bank of New York Mellon Corp | 31 Dec 2025 |
As of 30 Sep 2026,
22
institutional investors reported holding
shares of
Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF (YLDE).
This represents
73%
of the company’s total
outstanding shares.
1.48M
Full value: 1,475,297 · shares · 30 Sep 20262.01M
Full value: 2,011,793 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
73%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 49% | 987,614 | +4.6% | 0.01% | $53,965,945 |
| Shira Ridge Wealth Management | 9.3% | 187,712 | -0.5% | 3.6% | $10,257,105 |
| Private Advisor Group, LLC | 4.2% | 83,793 | -6.3% | 0.02% | $4,578,681 |
| Cetera Investment Advisers | 3.8% | 77,206 | -13% | 0% | $4,218,762 |
| Brookstone Capital Management | 1.2% | 25,052 | +5.9% | 0.01% | $1,368,895 |
| Sonoma Allocations LLC | 0.76% | 15,376 | 0.36% | $837,052 | |
| D.A. DAVIDSON & CO. | 0.75% | 15,011 | +8.2% | 0% | $820,243 |
| Hamilton Capital, LLC | 0.73% | 14,767 | -4.7% | 0.05% | $806,893 |
| Wilshire Advisors LLC | 0.62% | 12,415 | 0% | $678,390 | |
| Alta Wealth Advisors LLC | 0.46% | 9,248 | 0% | 0.13% | $505,340 |
| Stonebridge Financial Group, LLC | 0.42% | 8,362 | +1% | 0.03% | $456,938 |
| Prospera Financial Services Inc | 0.41% | 8,211 | +48% | 0.01% | $471,353 |
| Kestra Advisory Services, LLC | 0.34% | 6,785 | 0% | $370,730 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.32% | 6,430 | -4.9% | 0% | $351,380 |
| OPPENHEIMER & CO INC | 0.25% | 5,019 | 0% | $274,252 | |
| WEDBUSH SECURITIES INC | 0.24% | 4,858 | +11% | 0.01% | $265,000 |
| Sanctuary Advisors, LLC | 0.22% | 4,500 | 0% | 0% | $245,893 |
| MORGAN STANLEY | 0.09% | 1,711 | -0.06% | 0% | $93,494 |
| PRIVATE TRUST CO NA | 0.02% | 470 | 0% | 0% | $25,682 |
| IFP Advisors, Inc | 0.02% | 405 | 0% | $22,130 | |
| Geneos Wealth Management Inc. | 0.01% | 270 | 0% | $14,753 | |
| IFG Advisory, LLC | 0% | 82 | +1.2% | 0% | $4,507 |
| RAYMOND JAMES FINANCIAL INC | 0% | 0 | -100% | $0 | |
| AdvisorNet Financial, Inc | 0% | 0 | -100% | $0 | |
| Sonoma Allocations LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
37
Headline period
Q3 2026
Rows shown
1-25 of 37
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,475,297 | $80,633,418 | +$2,386,276 | $54.64 | 22 |
| 2026 Q2 | 2,016,594 | $112,096,221 | +$5,698,210 | $55.62 | 44 |
| 2026 Q1 | 1,977,339 | $106,753,290 | +$27,831,446 | $53.99 | 40 |
| 2025 Q4 | 1,460,793 | $79,171,601 | -$18,154,823 | $54.19 | 36 |
| 2025 Q3 | 1,772,801 | $96,783,961 | +$5,232,165 | $54.61 | 35 |
| 2025 Q2 | 1,689,178 | $88,881,315 | +$733,581 | $52.62 | 26 |
| 2025 Q1 | 1,675,481 | $86,721,053 | +$53,665,873 | $51.76 | 27 |
| 2024 Q4 | 644,192 | $32,717,618 | -$1,186,308 | $50.78 | 25 |
| 2024 Q3 | 647,521 | $32,642,572 | +$142,910 | $50.39 | 24 |
| 2024 Q2 | 644,699 | $30,274,005 | +$1,762,161 | $46.97 | 21 |
| 2024 Q1 | 602,677 | $28,474,070 | +$3,534,435 | $47.25 | 18 |
| 2023 Q4 | 529,015 | $23,474,613 | +$5,145,887 | $44.37 | 20 |
| 2023 Q3 | 413,602 | $16,700,984 | +$5,554,505 | $40.38 | 19 |
| 2023 Q2 | 385,547 | $16,310,322 | -$2,252,125 | $42.32 | 17 |
| 2023 Q1 | 439,457 | $17,360,377 | -$473,407 | $39.71 | 20 |
| 2022 Q4 | 456,629 | $17,826,390 | +$6,739,768 | $39.04 | 21 |
| 2022 Q3 | 286,088 | $9,895,311 | +$1,181,481 | $34.59 | 18 |
| 2022 Q2 | 249,875 | $9,317,203 | +$356,088 | $37.27 | 17 |
| 2022 Q1 | 233,648 | $9,894,000 | +$21,354 | $42.35 | 16 |
| 2021 Q4 | 232,520 | $10,111,000 | +$5,122,096 | $43.44 | 14 |
| 2021 Q3 | 114,582 | $4,531,000 | -$1,395,778 | $39.50 | 9 |
| 2021 Q2 | 149,479 | $5,951,000 | +$1,000,912 | $39.80 | 11 |
| 2021 Q1 | 124,764 | $4,693,643 | +$362,965 | $37.61 | 10 |
| 2020 Q4 | 113,726 | $4,095,000 | +$2,669,164 | $36.01 | 8 |
| 2020 Q3 | 40,097 | $1,282,000 | -$1,213,238 | $32.65 | 8 |