Franklin Clearbridge EnhanceYLDEETF

13F holders, Q2 2026 (June 30)
45holders +5
10new positions
3sold out
1famous investor
$55.59avg. 13F price*

At the end of Q2 2026, 45 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, up 5 from Q1 2026. 10 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($52.5M), Ameriprise Financial Inc. ($15.2M) and Shira Ridge Wealth Management ($10.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Clearbridge Enhance
Filed as
LEGG MASON ETF INVT (Q2 2026)
CUSIP
524682309
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 19Q1 2024Q2 2024: 21Q2 2024Q3 2024: 25Q3 2024Q4 2024: 25Q4 2024Q1 2025: 28Q1 2025Q2 2025: 27Q2 2025Q3 2025: 35Q3 2025Q4 2025: 36Q4 2025Q1 2026: 40Q1 2026Q2 2026: 45Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$2.3M
Exits3$728K

All 13F filers, Q1 2026 → Q2 2026: 162,284 shares bought and 55,706 shares sold, net +106,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 45 holders

LPL Financial LLC 0.01% Add +3.1% 944,594 $52.5M
Ameriprise Financial Inc. 0.00% Add +5.5% 273,293 $15.2M
Shira Ridge Wealth Management 3.66% Reduce -0.4% 188,660 $10.5M
Private Advisor Group, LLC 0.02% Add +5.4% 89,443 $5.0M
Cetera Investment Advisers 0.00% Reduce -8.3% 88,726 $4.9M
Envestnet Asset Management Inc. 0.00% Add +46.5% 57,600 $3.1M
Royal Bank of Canada 0.00% Add +18.1% 45,047 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -31.8% 34,771 $1.9M
TD Private Client Wealth LLC 0.03% Add +26.5% 28,833 $1.6M
Susquehanna International Group, LLP 0.00% Add +210.4% 27,366 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +48.6% 26,344 $1.5M
Arkadios Wealth Advisors 0.02% Add +2.7% 23,648 $1.3M
Brookstone Capital Management 0.01% Add +2.7% 23,648 $1.3M
Hamilton Capital, LLC 0.04% Reduce -0.2% 15,493 $862K
Sonoma Allocations LLC 0.26% Add +27.3% 15,164 $846K
Golden State Wealth Management, LLC 0.07% Add +1.0% 14,675 $816K
D.A. Davidson & Co. 0.00% Add +3.5% 13,878 $772K
Advisory Services Network, LLC 0.01% Add +32.5% 12,575 $699K
Alta Wealth Advisors LLC 0.14% No change 9,248 $514K
Janney Montgomery Scott LLC 0.00% New 9,076 $505K
Stonebridge Financial Group, LLC 0.03% Add +2.4% 8,278 $460K
JPMorgan Chase & Co. 0.00% Add +677.7% 7,357 $409K
Commonwealth Equity Services, LLC 0.00% Reduce -10.4% 6,759 $376K
Bank of America Corp. 0.00% New 6,558 $365K
HRT Financial LP 0.00% New 5,764 $320K
Prospera Financial Services Inc 0.00% New 5,549 $309K
Raymond James Financial Inc. 0.00% New 5,167 $287K
Bluespring Wealth Management, LLC 0.01% New 4,996 $278K
Sanctuary Advisors, LLC 0.00% No change 4,500 $250K
Wedbush Securities Inc. 0.01% No change 4,395 $244K
Old Mission Capital LLC 0.01% Reduce -78.7% 4,332 $241K
Citadel Advisors 0.00% New 4,178 $232K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 2,498 $139K
Morgan Stanley 0.00% No change 1,712 $95K
Harbour Investments, Inc. 0.00% Add +1.6% 1,682 $94K
Caldwell Sutter Capital, Inc. 0.03% Add +6.5% 1,524 $85K
Rossby Financial, LCC 0.01% No change 1,144 $64K
Global Retirement Partners, LLC 0.00% — 933 $52K
O'shaughnessy Asset Management, LLC 0.00% New 624 $35K
AdvisorNet Financial, Inc 0.00% Reduce -9.9% 493 $27K
Private Trust Co. NA 0.00% No change 470 $26K
Fifth Third Bancorp 0.00% No change 402 $22K
Rockefeller Capital Management L.P. 0.00% No change 88 $5K
IFG Advisory, LLC 0.00% New 81 $4K
Jones Financial Companies LLLP 0.00% New 24 $1K

"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.