Franklin Clearbridge EnhanceYLDEETF
13F holders, Q2 2024 (June 30)21holders +2
1new positions
0sold out
$46.96avg. 13F price*
At the end of Q2 2024, 21 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, up 2 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Shira Ridge Wealth Management ($8.9M), Bank of New York Mellon Corp ($7.6M) and LPL Financial LLC ($5.2M).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q2 2024)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $476K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 59,617 shares bought and 22,098 shares sold, net +37,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Shira Ridge Wealth Management | 4.94% | Add +5.3% | 188,745 | $8.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.0% | 161,500 | $7.6M |
| LPL Financial LLC | 0.00% | Add +5.7% | 110,716 | $5.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +21.6% | 46,877 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +288.8% | 25,737 | $1.2M |
| Hamilton Capital, LLC | 0.07% | Add +10.3% | 19,198 | $902K |
| Cetera Investment Advisers | 0.00% | Add +13.8% | 13,665 | $642K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.8% | 11,917 | $560K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -41.3% | 10,875 | $511K |
| Alta Wealth Advisors LLC | 0.24% | New | 10,130 | $476K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +10.4% | 9,585 | $450K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 8,548 | $401K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 7,164 | $336K |
| Wedbush Securities Inc. | 0.01% | No change | 4,595 | $216K |
| Sanctuary Advisors, LLC | 0.00% | — | 4,500 | $205K |
| Ameliora Wealth Management Ltd. | 0.09% | No change | 4,017 | $190K |
| UBS Group AG | 0.00% | Add +213.6% | 2,810 | $132K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,711 | $80K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +40.0% | 1,232 | $58K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 1,176 | $55K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $50 |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.