Franklin Clearbridge EnhanceYLDEETF
13F holders, Q4 2024 (December 31)25holders
0new positions
2sold out
1famous investor
$50.79avg. 13F price*
At the end of Q4 2024, 25 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Shira Ridge Wealth Management ($9.5M), Bank of New York Mellon Corp ($8.1M) and LPL Financial LLC ($5.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q4 2024)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $217K |
All 13F filers, Q3 2024 → Q4 2024: 13,864 shares bought and 37,260 shares sold, net −23,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Shira Ridge Wealth Management | 4.66% | Add +0.3% | 187,619 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 159,272 | $8.1M |
| LPL Financial LLC | 0.00% | Reduce -15.4% | 97,866 | $5.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.8% | 43,142 | $2.2M |
| Hamilton Capital, LLC | 0.09% | Add +8.1% | 22,567 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 15,816 | $803K |
| Citadel Advisors | 0.00% | Add +116.6% | 12,673 | $644K |
| Golden State Wealth Management, LLC | 0.09% | — | 11,775 | $598K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 11,107 | $564K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 9,787 | $497K |
| Alta Wealth Advisors LLC | 0.21% | Reduce -4.5% | 9,674 | $491K |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 9,189 | $467K |
| Stonebridge Financial Group, LLC | 0.05% | — | 8,292 | $421K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 7,894 | $401K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.3% | 7,281 | $370K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.8% | 6,902 | $350K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,485 | $279K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,500 | $235K |
| Wedbush Securities Inc. | 0.01% | No change | 4,595 | $233K |
| Ameliora Wealth Management Ltd. | 0.08% | No change | 4,017 | $204K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,712 | $87K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,276 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +19.0% | 1,138 | $58K |
| UBS Group AG | 0.00% | Reduce -53.5% | 613 | $31K |
| Wells Fargo & Company | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.