Legg Mason ETF Invt (YLDE): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of YLDE (all 13F filers)
- LPL Financial945 KWealth adviser+28 K
- Ameriprise Financial273 KWealth adviser+14 K
- Shira Ridge Wealth Management189 KWealth adviser−705
- Private Advisor Group89 KType not verified+4,558
- Cetera Investment Advisers89 KWealth adviser−8,009
- Envestnet Asset Management58 KWealth adviser+18 K
- Royal Bank of Canada45 KBank or trading desk+6,912
- Osaic Holdings35 KWealth adviser−16 K
- TD Private Client Wealth29 KWealth adviser+6,045
- Susquehanna International Group, LLP27 KBank or trading desk+19 K
- Shares
- 945 K
- Change
- +28 K
See more
- Type
- Wealth adviser
- Value
- $52.5M
- Shares
- 273 K
- Change
- +14 K
See more
- Type
- Wealth adviser
- Value
- $15.2M
- Shira Ridge Wealth Management
- Shares
- 189 K
- Change
- −705
See more
- Type
- Wealth adviser
- Value
- $10.5M
- Shares
- 89 K
- Change
- +4,558
See more
- Type
- Type not verified
- Value
- $5.0M
- Shares
- 89 K
- Change
- −8,009
See more
- Type
- Wealth adviser
- Value
- $4.9M
- Shares
- 58 K
- Change
- +18 K
See more
- Type
- Wealth adviser
- Value
- $3.1M
- Shares
- 45 K
- Change
- +6,912
See more
- Type
- Bank or trading desk
- Value
- $2.5M
- Shares
- 35 K
- Change
- −16 K
See more
- Type
- Wealth adviser
- Value
- $1.9M
- Shares
- 29 K
- Change
- +6,045
See more
- Type
- Wealth adviser
- Value
- $1.6M
- Shares
- 27 K
- Change
- +19 K
See more
- Type
- Bank or trading desk
- Value
- $1.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Bank of New York Mellonfell below 5%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 29, 2026
- Bank of New York Mellon8.2%13G · amendmentfiling ↗Event: Mar 31, 2025 · filed: Apr 7, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗