# LEGG MASON ETF INVT (YLDE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/YLDE/

- Reporting holders: 3
- Reported value: $11.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $10.3M | 187,712 | 3.6% | 13 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $806.9K | 14,767 | 0.0% | 16 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $456.9K | 8,362 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $11.5M |
| Q2 2026 | 47 | $115.7M |
| Q1 2026 | 41 | $120.8M |
| Q4 2025 | 36 | $79.2M |
| Q3 2025 | 36 | $97.0M |
| Q2 2025 | 28 | $89.2M |
| Q1 2025 | 29 | $87.0M |
| Q4 2024 | 25 | $32.7M |
| Q3 2024 | 25 | $32.6M |
| Q2 2024 | 21 | $30.3M |
| Q1 2024 | 19 | $28.6M |
| Q4 2023 | 21 | $23.6M |