Franklin Clearbridge EnhanceYLDEETF
13F holders, Q2 2025 (June 30)27holders −1
2new positions
4sold out
$52.62avg. 13F price*
At the end of Q2 2025, 27 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($47.0M), Shira Ridge Wealth Management ($9.4M) and Bank of New York Mellon Corp ($8.6M).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q2 2025)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $55K |
| Exits | 4 | $832K |
All 13F filers, Q1 2025 → Q2 2025: 57,128 shares bought and 43,508 shares sold, net +13,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Franklin Resources Inc. | 0.01% | Reduce -2.7% | 894,000 | $47.0M |
| Shira Ridge Wealth Management | 4.30% | Reduce -0.4% | 178,730 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 164,158 | $8.6M |
| LPL Financial LLC | 0.00% | Add +7.7% | 151,005 | $7.9M |
| Private Advisor Group, LLC | 0.03% | Add +9.4% | 92,483 | $4.9M |
| Susquehanna International Group, LLP | 0.00% | Add +9.1% | 42,689 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +95.4% | 30,910 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +62.5% | 24,996 | $1.3M |
| Hamilton Capital, LLC | 0.06% | Reduce -3.1% | 21,504 | $1.1M |
| Golden State Wealth Management, LLC | 0.09% | Add +2.8% | 14,005 | $737K |
| Envestnet Asset Management Inc. | 0.00% | Add +27.3% | 12,790 | $673K |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.5% | 12,195 | $642K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.4% | 9,309 | $490K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 8,173 | $430K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 7,849 | $413K |
| Advisory Services Network, LLC | 0.01% | Add +39.6% | 7,236 | $378K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,500 | $237K |
| Wedbush Securities Inc. | 0.01% | No change | 4,395 | $231K |
| Ameliora Wealth Management Ltd. | 0.08% | No change | 4,017 | $211K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 2,183 | $115K |
| Morgan Stanley | 0.00% | No change | 1,712 | $90K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +5.2% | 1,366 | $72K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -5.1% | 1,200 | $63K |
| Rossby Financial, LCC | 0.02% | No change | 1,144 | $60K |
| Royal Bank of Canada | 0.00% | New | 650 | $34K |
| Comerica Bank | 0.00% | New | 402 | $21K |
| Global Retirement Partners, LLC | 0.00% | — | 78 | $4K |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.