Franklin Clearbridge EnhanceYLDEETF
13F holders, Q3 2025 (September 30)35holders +8
9new positions
1sold out
$54.59avg. 13F price*
At the end of Q3 2025, 35 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, up 8 from Q2 2025. 9 opened new positions and 1 sold out. The largest holders were Franklin Resources Inc. ($35.2M), Ameriprise Financial Inc. ($13.3M) and Shira Ridge Wealth Management ($9.9M).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q3 2025)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $18.0M |
| Exits | 1 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 405,018 shares bought and 310,584 shares sold, net +94,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Franklin Resources Inc. | 0.01% | Reduce -28.0% | 644,000 | $35.2M |
| Ameriprise Financial Inc. | 0.00% | New | 244,183 | $13.3M |
| Shira Ridge Wealth Management | 4.18% | Add +1.0% | 180,466 | $9.9M |
| LPL Financial LLC | 0.00% | Add +16.6% | 176,026 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Add +3.5% | 169,993 | $9.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.3% | 77,410 | $4.2M |
| Osaic Holdings, Inc. | 0.00% | Add +53.1% | 38,267 | $2.1M |
| Old Mission Capital LLC | 0.07% | New | 35,422 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +10.5% | 34,163 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +122.8% | 28,499 | $1.6M |
| Cwm, LLC | 0.00% | New | 17,966 | $981K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.0% | 16,223 | $886K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -5.7% | 13,205 | $721K |
| TD Private Client Wealth LLC | 0.01% | New | 11,565 | $632K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.8% | 9,714 | $531K |
| Alta Wealth Advisors LLC | 0.19% | New | 9,637 | $526K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 9,482 | $518K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 8,173 | $446K |
| D.A. Davidson & Co. | 0.00% | New | 7,668 | $419K |
| Advisory Services Network, LLC | 0.01% | Add +1.9% | 7,371 | $403K |
| Sonoma Allocations LLC | 0.12% | — | 6,192 | $333K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,500 | $246K |
| Wedbush Securities Inc. | 0.01% | No change | 4,395 | $240K |
| Royal Bank of Canada | 0.00% | Add +546.1% | 4,200 | $229K |
| PFG Investments, LLC | 0.01% | New | 3,785 | $207K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -0.2% | 2,178 | $119K |
| Ameliora Wealth Management Ltd. | 0.04% | Reduce -50.2% | 2,000 | $109K |
| Morgan Stanley | 0.00% | No change | 1,712 | $94K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,366 | $75K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.8% | 1,234 | $67K |
| Rossby Financial, LCC | 0.02% | No change | 1,144 | $62K |
| Comerica Bank | 0.00% | No change | 402 | $22K |
| Sunbelt Securities, Inc. | 0.00% | New | 133 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 78 | $4K |
| Archer Investment Corp | 0.00% | New | 49 | $3K |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.