Franklin Clearbridge EnhanceYLDEETF
13F holders, Q4 2025 (December 31)36holders +1
3new positions
4sold out
$54.20avg. 13F price*
At the end of Q4 2025, 36 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($22.2M), LPL Financial LLC ($14.0M) and Shira Ridge Wealth Management ($10.4M).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q4 2025)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 4 | $11.4M |
All 13F filers, Q3 2025 → Q4 2025: 179,311 shares bought and 511,002 shares sold, net −331,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Franklin Resources Inc. | 0.01% | Reduce -36.5% | 409,000 | $22.2M |
| LPL Financial LLC | 0.00% | Add +46.4% | 257,686 | $14.0M |
| Shira Ridge Wealth Management | 4.16% | Add +5.9% | 191,084 | $10.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.4% | 182,064 | $9.9M |
| Private Advisor Group, LLC | 0.02% | Add +6.3% | 82,302 | $4.5M |
| Cwm, LLC | 0.01% | Add +161.1% | 46,912 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +19.2% | 40,724 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 35,788 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 29,839 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 21,313 | $1.2M |
| Hamilton Capital, LLC | 0.05% | — | 19,683 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +338.3% | 18,410 | $998K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 16,470 | $892K |
| Golden State Wealth Management, LLC | 0.08% | Add +9.1% | 14,405 | $781K |
| TD Private Client Wealth LLC | 0.01% | Add +7.3% | 12,406 | $672K |
| Sonoma Allocations LLC | 0.19% | Add +65.6% | 10,255 | $571K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.6% | 9,727 | $527K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -0.2% | 9,618 | $521K |
| D.A. Davidson & Co. | 0.00% | Add +19.9% | 9,198 | $498K |
| Advisory Services Network, LLC | 0.01% | Add +12.7% | 8,309 | $450K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 8,173 | $443K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.0% | 7,578 | $411K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,500 | $244K |
| Wedbush Securities Inc. | 0.01% | No change | 4,395 | $238K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,178 | $118K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 2,000 | $108K |
| Morgan Stanley | 0.00% | No change | 1,712 | $93K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,366 | $74K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.9% | 1,257 | $68K |
| Rossby Financial, LCC | 0.02% | No change | 1,144 | $62K |
| Harbour Investments, Inc. | 0.00% | New | 602 | $33K |
| Comerica Bank | 0.00% | No change | 402 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 133 | $7K |
| Rockefeller Capital Management L.P. | 0.00% | New | 81 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 78 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $62 |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.