LEGG MASON ETF INVT (YLDE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
44
Reporting holders
$111.3M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $52.5M | 944,594 | 0.01% | 21q | +3.1%+$1.6M |
| AMERIPRISE FINANCIAL INC | $15.2M | 273,293 | 0.00% | 4q | -47.2%-$13.6M |
| Shira Ridge Wealth Management | $10.5M | 188,660 | 3.66% | 12q | HELD |
| Private Advisor Group, LLC | $5.0M | 89,443 | 0.02% | 6q | +5.4%+$253.5K |
| Cetera Investment Advisers | $4.9M | 88,726 | 0.00% | 10q | -8.3%-$445.5K |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 57,600 | 0.00% | 17q | +46.5%+$994.6K |
| ROYAL BANK OF CANADA | $2.5M | 45,047 | 0.00% | 5q | +18.1%+$384.5K |
| OSAIC HOLDINGS, INC. | $1.9M | 34,771 | 0.00% | 26q | -31.8%-$903.4K |
| TD PRIVATE CLIENT WEALTH LLC | $1.6M | 28,833 | 0.03% | 4q | +26.5%+$336.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 27,366 | 0.00% | 3q | +210.4%+$1.0M |
| PNC Financial Services Group, Inc. | $1.5M | 26,344 | 0.00% | 21q | +48.6%+$479.1K |
| Brookstone Capital Management | $1.3M | 23,648 | 0.01% | 2q | +2.7%+$34.7K |
| Arkadios Wealth Advisors | $1.3M | 23,648 | 0.02% | 2q | +2.7%+$34.7K |
| Hamilton Capital, LLC | $861.7K | 15,493 | 0.04% | 15q | HELD |
| Sonoma Allocations LLC | $846.3K | 15,164 | 0.26% | 4q | +27.3%+$181.6K |
| Golden State Wealth Management, LLC | $816.2K | 14,675 | 0.07% | 7q | +1.0%+$8.3K |
| D.A. DAVIDSON & CO. | $771.9K | 13,878 | 0.00% | 4q | +3.5%+$25.9K |
| Advisory Services Network, LLC | $699.4K | 12,575 | 0.01% | 6q | +32.5%+$171.7K |
| Alta Wealth Advisors LLC | $514.4K | 9,248 | 0.14% | 4q | HELD |
| Stonebridge Financial Group, LLC | $460.4K | 8,278 | 0.03% | 7q | +2.4%+$10.7K |
| JPMORGAN CHASE & CO | $408.8K | 7,357 | 0.00% | 2q | +677.7%+$356.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $376.0K | 6,759 | 0.00% | 12q | -10.4%-$43.7K |
| BANK OF AMERICA CORP /DE/ | $364.8K | 6,558 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $308.6K | 5,549 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $287.4K | 5,167 | 0.00% | new | NEW |
| Bluespring Wealth Management, LLC | $277.9K | 4,996 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $250.3K | 4,500 | 0.00% | 9q | HELD |
| OLD MISSION CAPITAL LLC | $241.0K | 4,332 | 0.00% | 2q | -78.7%-$889.8K |
| CITADEL ADVISORS LLC | $232.4K | 4,178 | 0.00% | new | NEW |
| Ritter Daniher Financial Advisory LLC / DE | $138.9K | 2,498 | 0.02% | 6q | HELD |
| MORGAN STANLEY | $95.2K | 1,712 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $93.5K | 1,682 | 0.00% | 3q | +1.6%+$1.4K |
| CALDWELL SUTTER CAPITAL, INC. | $84.8K | 1,524 | 0.03% | 11q | +6.5%+$5.2K |
| Rossby Financial, LCC | $63.6K | 1,144 | 0.01% | 6q | HELD |
| Global Retirement Partners, LLC | $51.9K | 933 | 0.00% | 4q | +1096.2%+$47.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $34.7K | 624 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $27.4K | 493 | 0.00% | 25q | -9.9%-$3.0K |
| PRIVATE TRUST CO NA | $26.1K | 470 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $22.4K | 402 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $8.3K | 150 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $4.9K | 88 | 0.00% | 3q | HELD |
| IFG Advisory, LLC | $4.5K | 81 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.3K | 24 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $505 | 9,076 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $320 | 5,764 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $244 | 4,395 | 0.01% | 26q | HELD |
| WELLS FARGO & COMPANY/MN | $20 | 0 | 0.00% | 15q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 44 | $111.3M | 2,002,505 | 9 | 18 | 7 | 0.0% |
| Q1 2026 | 40 | $120.5M | 2,232,741 | 9 | 19 | 7 | 0.0% |
| Q4 2025 | 33 | $75.9M | 1,399,759 | 3 | 13 | 6 | 0.0% |
| Q3 2025 | 32 | $94.7M | 1,735,744 | 8 | 11 | 4 | 0.0% |
| Q2 2025 | 25 | $88.0M | 1,672,776 | 3 | 10 | 3 | 0.0% |
| Q1 2025 | 26 | $85.9M | 1,659,456 | 6 | 8 | 6 | 0.0% |
| Q4 2024 | 22 | $31.7M | 624,423 | 1 | 7 | 6 | 0.0% |
| Q3 2024 | 22 | $31.7M | 629,664 | 3 | 5 | 8 | 0.0% |
| Q2 2024 | 19 | $29.7M | 632,940 | 1 | 9 | 6 | 0.0% |
| Q1 2024 | 17 | $28.1M | 594,346 | 1 | 9 | 5 | 0.0% |
| Q4 2023 | 19 | $23.0M | 518,703 | 3 | 7 | 5 | 0.0% |
| Q3 2023 | 17 | $15.9M | 394,193 | 5 | 7 | 3 | 0.0% |
| Q2 2023 | 14 | $10.9M | 257,688 | 0 | 6 | 3 | 0.0% |
| Q1 2023 | 16 | $12.0M | 303,096 | 1 | 5 | 5 | 0.0% |
| Q4 2022 | 16 | $13.0M | 331,860 | 3 | 2 | 6 | 0.0% |
| Q3 2022 | 18 | $9.9M | 286,088 | 3 | 7 | 4 | 0.0% |
| Q2 2022 | 17 | $9.3M | 249,875 | 3 | 5 | 4 | 0.0% |
| Q1 2022 | 16 | $10.1M | 244,096 | 3 | 7 | 5 | 0.0% |
| Q4 2021 | 14 | $11.3M | 260,385 | 4 | 6 | 2 | 0.0% |
| Q3 2021 | 9 | $4.5M | 114,582 | 1 | 5 | 0 | 0.0% |
| Q2 2021 | 11 | $6.0M | 149,479 | 4 | 5 | 2 | 0.0% |
| Q1 2021 | 10 | $4.7M | 124,764 | 2 | 4 | 1 | 0.0% |
| Q4 2020 | 8 | $5.4M | 150,767 | 4 | 3 | 0 | 0.0% |
| Q3 2020 | 8 | $1.3M | 40,120 | 1 | 1 | 2 | 0.0% |
| Q2 2020 | 9 | $2.5M | 80,841 | 2 | 5 | 0 | 0.0% |
| Q1 2020 | 8 | $1.0M | 39,164 | 4 | 2 | 0 | 0.0% |
| Q4 2019 | 6 | $574.0K | 17,378 | 1 | 1 | 1 | 0.0% |
| Q3 2019 | 8 | $1.1M | 34,681 | 3 | 2 | 1 | 0.0% |
| Q2 2019 | 5 | $207.0K | 6,754 | 1 | 1 | 1 | 0.0% |
| Q1 2019 | 6 | $472.0K | 16,213 | 2 | 1 | 1 | 0.0% |
| Q4 2018 | 4 | $838.0K | 32,274 | 1 | 0 | 0 | 0.0% |