Franklin Clearbridge EnhanceYLDEETF
13F holders, Q1 2025 (March 31)28holders +3
6new positions
2sold out
$51.76avg. 13F price*
At the end of Q1 2025, 28 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, up 3 from Q4 2024. 6 opened new positions and 2 sold out. The largest holders were Franklin Resources Inc. ($47.6M), Shira Ridge Wealth Management ($9.3M) and Bank of New York Mellon Corp ($8.5M).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q1 2025)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $52.4M |
| Exits | 2 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,101,735 shares bought and 65,947 shares sold, net +1,035,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Franklin Resources Inc. | 0.01% | New | 919,000 | $47.6M |
| Shira Ridge Wealth Management | 4.63% | Reduce -4.3% | 179,466 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 164,967 | $8.5M |
| LPL Financial LLC | 0.00% | Add +43.3% | 140,209 | $7.3M |
| Private Advisor Group, LLC | 0.03% | New | 84,523 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | Add +466.7% | 39,116 | $2.0M |
| Hamilton Capital, LLC | 0.07% | Reduce -1.7% | 22,187 | $1.1M |
| Cetera Investment Advisers | 0.00% | No change | 15,816 | $819K |
| Osaic Holdings, Inc. | 0.00% | Add +67.5% | 15,387 | $796K |
| Golden State Wealth Management, LLC | 0.10% | Add +15.7% | 13,625 | $705K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.5% | 10,048 | $520K |
| Alta Wealth Advisors LLC | 0.23% | No change | 9,674 | $501K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 9,567 | $495K |
| Stonebridge Financial Group, LLC | 0.04% | Reduce -1.4% | 8,173 | $423K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.7% | 8,134 | $421K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 7,996 | $414K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,485 | $284K |
| Advisory Services Network, LLC | 0.01% | New | 5,185 | $268K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,500 | $233K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.3% | 4,395 | $227K |
| Ameliora Wealth Management Ltd. | 0.08% | No change | 4,017 | $208K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | New | 2,183 | $113K |
| Morgan Stanley | 0.00% | No change | 1,712 | $89K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +1.7% | 1,298 | $67K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.1% | 1,264 | $65K |
| Rossby Financial, LCC | 0.03% | New | 1,144 | $58K |
| UBS Group AG | 0.00% | Add +42.3% | 872 | $45K |
| Sunbelt Securities, Inc. | 0.00% | New | 38 | $2K |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.