| 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 31 Dec 2025, 25 institutional investors reported holding 1,041,731 shares of Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF (YLDE). This represents 52% of the company’s total 2,011,793 outstanding shares.
The largest institutional shareholders of Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF (YLDE) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 20% | 409,000 | -36% | 0.01% | $22,162,606 |
| LPL Financial LLC | 13% | 257,686 | +46% | 0% | $13,963,325 |
| Shira Ridge Wealth Management | 9.5% | 191,084 | +5.9% | 4.2% | $10,354,350 |
| AMERIPRISE FINANCIAL INC | 9% | 182,064 | -25% | 0% | $9,865,396 |
| Private Advisor Group, LLC | 4.1% | 82,302 | +6.3% | 0.02% | $4,459,696 |
| CWM, LLC | 2.3% | 46,912 | +161% | 0.01% | $2,542,000 |
| OSAIC HOLDINGS, INC. | 1.8% | 35,788 | -6.5% | 0% | $1,939,328 |
| ENVESTNET ASSET MANAGEMENT INC | 1.5% | 29,839 | +4.7% | 0% | $1,616,869 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 21,313 | 0% | $1,154,894 | |
| ROYAL BANK OF CANADA | 0.92% | 18,410 | +338% | 0% | $998,000 |
| PNC Financial Services Group, Inc. | 0.82% | 16,470 | +1.5% | 0% | $892,486 |
| Golden State Wealth Management, LLC | 0.72% | 14,405 | +9.1% | 0.08% | $780,568 |
| TD PRIVATE CLIENT WEALTH LLC | 0.62% | 12,406 | +7.3% | 0.01% | $672,248 |
| Janney Montgomery Scott LLC | 0.48% | 9,727 | +2.6% | 0% | $527,000 |
| Alta Wealth Advisors LLC | 0.48% | 9,618 | -0.2% | 0.17% | $521,174 |
| D.A. DAVIDSON & CO. | 0.46% | 9,198 | +20% | 0% | $498,415 |
| Advisory Services Network, LLC | 0.41% | 8,309 | +13% | 0.01% | $450,220 |
| Stonebridge Financial Group, LLC | 0.41% | 8,173 | 0% | 0.04% | $442,873 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.38% | 7,578 | -22% | 0% | $410,640 |
| Sanctuary Advisors, LLC | 0.22% | 4,500 | 0% | 0% | $243,843 |
| WEDBUSH SECURITIES INC | 0.22% | 4,395 | 0% | 0.01% | $238,000 |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | 2,178 | 0% | 0.02% | $118,020 |
| Ameliora Wealth Management Ltd. | 0.1% | 2,000 | 0% | 0.03% | $108,375 |
| MORGAN STANLEY | 0.09% | 1,712 | 0% | 0% | $92,795 |
| CALDWELL SUTTER CAPITAL, INC. | 0.07% | 1,366 | 0% | 0.03% | $74,020 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,041,731 | $56,448,408 | -$15,448,494 | $54.19 | 25 |
| 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 |
| 2020 Q2 | 80,841 | $2,475,000 | +$1,283,979 | $30.09 | 9 |
| 2020 Q1 | 39,164 | $1,027,000 | +$523,632 | $26.21 | 8 |
| 2019 Q4 | 17,378 | $574,000 | -$558,887 | $33.08 | 6 |
| 2019 Q3 | 34,681 | $1,087,000 | +$874,713 | $31.32 | 8 |
| 2019 Q2 | 6,754 | $207,000 | -$274,234 | $30.63 | 5 |
| 2019 Q1 | 16,213 | $472,000 | -$468,805 | $29.05 | 6 |
| 2018 Q4 | 32,274 | $838,000 | -$190,770 | $25.95 | 4 |
| 2018 Q3 | 39,542 | $1,143,000 | -$108,117 | $28.97 | 4 |
| 2018 Q2 | 43,282 | $1,187,000 | -$191,688 | $27.95 | 4 |
| 2018 Q1 | 50,296 | $1,353,000 | +$1,352,000 | $26.83 | 5 |
| 2017 Q4 | 20 | $1,000 | $50.00 | 1 | |
| 2017 Q3 | 20 | $1,000 | +$1,000 | $50.00 | 1 |