Franklin Clearbridge EnhanceYLDEETF
13F holders, Q3 2024 (September 30)25holders +4
4new positions
0sold out
1famous investor
$50.41avg. 13F price*
At the end of Q3 2024, 25 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, up 4 from Q2 2024. 4 opened new positions and 0 sold out. The largest holders were Shira Ridge Wealth Management ($9.4M), Bank of New York Mellon Corp ($8.1M) and LPL Financial LLC ($5.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q3 2024)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $828K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 24,046 shares bought and 21,223 shares sold, net +2,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Shira Ridge Wealth Management | 4.80% | Reduce -0.9% | 186,983 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 160,754 | $8.1M |
| LPL Financial LLC | 0.00% | Add +4.5% | 115,743 | $5.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -6.3% | 43,914 | $2.2M |
| Hamilton Capital, LLC | 0.08% | Add +8.7% | 20,874 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.9% | 18,565 | $935K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 13,978 | $704K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.6% | 10,894 | $549K |
| Alta Wealth Advisors LLC | 0.23% | No change | 10,130 | $510K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.5% | 9,294 | $468K |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 9,115 | $459K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 7,000 | $353K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,263 | $316K |
| Citadel Advisors | 0.00% | New | 5,851 | $295K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -42.8% | 5,485 | $276K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,500 | $238K |
| Wedbush Securities Inc. | 0.01% | No change | 4,595 | $232K |
| Ameliora Wealth Management Ltd. | 0.08% | No change | 4,017 | $202K |
| Marshall Financial Group, LLC | 0.05% | New | 3,993 | $201K |
| Morgan Stanley | 0.00% | No change | 1,711 | $86K |
| UBS Group AG | 0.00% | Reduce -53.1% | 1,318 | $66K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +3.6% | 1,276 | $64K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -18.7% | 956 | $48K |
| Principal Securities, Inc. | 0.00% | New | 312 | $16K |
| Wells Fargo & Company | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.