Latest Period
Q1 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 Q1 2026
Institutions Reporting
41
Shares (Excl. Options)
1,977,742
Price
$53.99
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- Security type / class
- Equity / Franklin ClearBridge Enhanced Income ETF
- Symbol
- YLDE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,977,742
- Total 13F value
- $106,775,049
- Portfolio coverage rank
- 0%
- Share change
- +517,429
- Value change
- +$27,853,205
- Number of holders
- 41
- Shares outstanding
- 2,011,793
- SEC-reported price per share
- $55.17
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
Key facts
- YLDE - Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF is tracked under CUSIP 524682309.
- 41 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 36 to 41 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $79,171,601 to $106,775,049.
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 41 institutions filings for Q1 2026.
Security key
524682309
Latest holder period
Q1 2026
13F holders
41
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 31 Mar 2026, 41 institutional investors reported holding 1,977,742 shares of Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF (YLDE). This represents 98% of the company’s total 2,011,793 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
97%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 46% | 916,508 | +256% | 0.01% | $49,485,008 |
| AMERIPRISE FINANCIAL INC | 13% | 258,987 | +42% | 0% | $13,976,012 |
| Shira Ridge Wealth Management | 9.4% | 189,365 | -0.9% | 4% | $10,224,367 |
| Cetera Investment Advisers | 4.8% | 96,735 | +138% | 0.01% | $5,222,994 |
| Private Advisor Group, LLC | 4.2% | 84,885 | +3.1% | 0.02% | $4,583,218 |
| CWM, LLC | 3.1% | 63,145 | +35% | 0.01% | $3,409,388 |
| OSAIC HOLDINGS, INC. | 2.5% | 51,013 | +43% | 0% | $2,754,152 |
| ENVESTNET ASSET MANAGEMENT INC | 2% | 39,325 | +32% | 0% | $2,123,295 |
| ROYAL BANK OF CANADA | 1.9% | 38,135 | +107% | 0% | $2,059,000 |
| Arkadios Wealth Advisors | 1.1% | 23,025 | 0.02% | $1,243,189 | |
| Brookstone Capital Management | 1.1% | 23,025 | 0.01% | $1,243,189 | |
| TD PRIVATE CLIENT WEALTH LLC | 1.1% | 22,788 | +84% | 0.03% | $1,230,392 |
| OLD MISSION CAPITAL LLC | 1% | 20,329 | 0.03% | $1,097,623 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.88% | 17,731 | +7.7% | 0% | $957,342 |
| Hamilton Capital, LLC | 0.77% | 15,521 | -21% | 0.04% | $838,026 |
| Golden State Wealth Management, LLC | 0.72% | 14,525 | +0.83% | 0.09% | $784,251 |
| D.A. DAVIDSON & CO. | 0.67% | 13,413 | +46% | 0% | $724,208 |
| Sonoma Allocations LLC | 0.59% | 11,911 | +16% | 0.22% | $642,881 |
| Advisory Services Network, LLC | 0.47% | 9,488 | +14% | 0.01% | $512,307 |
| Alta Wealth Advisors LLC | 0.46% | 9,248 | -3.8% | 0.16% | $499,326 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.44% | 8,817 | -59% | 0% | $476,056 |
| Stonebridge Financial Group, LLC | 0.4% | 8,086 | -1.1% | 0.04% | $436,587 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.38% | 7,545 | -0.44% | 0% | $407,360 |
| Kestra Advisory Services, LLC | 0.33% | 6,575 | 0% | $354,983 | |
| Independent Advisor Alliance | 0.24% | 4,903 | 0% | $264,726 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
Q1 2026
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,977,742 | $106,775,049 | +$27,853,205 | $53.99 | 41 |
| 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 |
| 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 |