Franklin Clearbridge EnhanceYLDEETF
13F holders, Q1 2024 (March 31)19holders
$47.25avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings. The largest holders were Shira Ridge Wealth Management ($8.5M), Bank of New York Mellon Corp ($8.0M) and LPL Financial LLC ($4.9M).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q1 2024)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $567K |
| Exits | 2 | $332K |
Ownership 19 holders
| Shira Ridge Wealth Management | 4.85% | Add +37.8% | 179,297 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Add +67.0% | 168,317 | $8.0M |
| LPL Financial LLC | 0.00% | Add +2.5% | 104,731 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -19.1% | 38,566 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 19,146 | $905K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 18,536 | $876K |
| Hamilton Capital, LLC | 0.06% | Reduce -7.2% | 17,399 | $822K |
| Cetera Investment Advisers | 0.00% | New | 12,010 | $567K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.1% | 8,937 | $422K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 8,685 | $410K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 7,163 | $338K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.5% | 6,620 | $313K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.5% | 4,595 | $217K |
| Ameliora Wealth Management Ltd. | 0.09% | No change | 4,017 | $190K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,712 | $81K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.2% | 1,171 | $55K |
| UBS Group AG | 0.00% | Add +341.4% | 896 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +150.0% | 880 | $42K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $73 |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.