Latest Period
Q2 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 Q2 2026
Institutions Reporting
46
Shares (Excl. Options)
2,021,740
Price
$55.62
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- Security type / class
- Equity / Franklin ClearBridge Enhanced Income ETF
- Symbol
- YLDE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,021,740
- Total 13F value
- $112,382,448
- Portfolio coverage rank
- 0%
- Share change
- +107,583
- Value change
- +$5,984,437
- Number of holders
- 46
- Shares outstanding
- 2,011,793
- SEC-reported price per share
- $57.33
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.
- 46 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 40 to 46 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $106,753,290 to $112,382,448.
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 46 institutions filings for Q2 2026.
Security key
524682309
Latest holder period
Q2 2026
13F holders
46
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 Jun 2026, 46 institutional investors reported holding 2,021,740 shares of Legg Mason ETF Investment Trust - Franklin ClearBridge Enhanced Income ETF (YLDE). This represents 100% 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
98%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 47% | 944,594 | +3.1% | 0.01% | $52,539,407 |
| AMERIPRISE FINANCIAL INC | 14% | 273,293 | +5.5% | 0% | $15,198,762 |
| Shira Ridge Wealth Management | 9.4% | 188,660 | -0.37% | 3.7% | $10,493,482 |
| Private Advisor Group, LLC | 4.4% | 89,443 | +5.4% | 0.02% | $4,974,929 |
| Cetera Investment Advisers | 4.4% | 88,726 | -8.3% | 0% | $4,935,038 |
| ENVESTNET ASSET MANAGEMENT INC | 2.9% | 57,600 | +46% | 0% | $3,134,874 |
| ROYAL BANK OF CANADA | 2.2% | 45,047 | +18% | 0% | $2,506,000 |
| OSAIC HOLDINGS, INC. | 1.7% | 34,771 | -32% | 0% | $1,933,937 |
| TD PRIVATE CLIENT WEALTH LLC | 1.4% | 28,833 | +27% | 0.03% | $1,603,726 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4% | 27,366 | +210% | 0% | $1,522,130 |
| PNC Financial Services Group, Inc. | 1.3% | 26,344 | +49% | 0% | $1,465,263 |
| Arkadios Wealth Advisors | 1.2% | 23,648 | +2.7% | 0.02% | $1,315,347 |
| Brookstone Capital Management | 1.2% | 23,648 | +2.7% | 0.01% | $1,315,347 |
| Hamilton Capital, LLC | 0.77% | 15,493 | -0.18% | 0.04% | $861,730 |
| Sonoma Allocations LLC | 0.75% | 15,164 | +27% | 0.36% | $846,311 |
| Golden State Wealth Management, LLC | 0.73% | 14,675 | +1% | 0.07% | $816,240 |
| D.A. DAVIDSON & CO. | 0.69% | 13,878 | +3.5% | 0% | $771,911 |
| Advisory Services Network, LLC | 0.63% | 12,575 | +33% | 0.01% | $699,439 |
| Alta Wealth Advisors LLC | 0.46% | 9,248 | 0% | 0.14% | $514,387 |
| Janney Montgomery Scott LLC | 0.45% | 9,076 | 0% | $505,000 | |
| Stonebridge Financial Group, LLC | 0.41% | 8,278 | +2.4% | 0.03% | $460,432 |
| JPMORGAN CHASE & CO | 0.37% | 7,357 | +678% | 0% | $408,770 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.34% | 6,759 | -10% | 0% | $375,970 |
| BANK OF AMERICA CORP /DE/ | 0.33% | 6,558 | 0% | $364,763 | |
| HRT FINANCIAL LP | 0.29% | 5,764 | 0% | $320,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
36
Latest
Q2 2026
Rows shown
1-25 of 36
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,021,740 | $112,382,448 | +$5,984,437 | $55.62 | 46 |
| 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 |
| 2020 Q2 | 80,841 | $2,475,000 | +$1,283,979 | $30.09 | 9 |