Franklin Clearbridge EnhanceYLDEETF
13F holders, Q1 2026 (March 31)40holders +4
8new positions
2sold out
$53.99avg. 13F price*
At the end of Q1 2026, 40 institutions reported holding Franklin Clearbridge Enhance (YLDE) in their 13F filings, up 4 from Q4 2025. 8 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($49.5M), Ameriprise Financial Inc. ($14.0M) and Shira Ridge Wealth Management ($10.2M).
- Company
- Franklin Clearbridge Enhance
- Filed as
- LEGG MASON ETF INVT (Q1 2026)
- CUSIP
- 524682309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.3M |
| Exits | 2 | $22.7M |
All 13F filers, Q4 2025 → Q1 2026: 955,348 shares bought and 438,322 shares sold, net +517,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| LPL Financial LLC | 0.01% | Add +255.7% | 916,508 | $49.5M |
| Ameriprise Financial Inc. | 0.00% | Add +42.3% | 258,987 | $14.0M |
| Shira Ridge Wealth Management | 4.05% | Reduce -0.9% | 189,365 | $10.2M |
| Cetera Investment Advisers | 0.01% | Add +137.5% | 96,735 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Add +3.1% | 84,885 | $4.6M |
| Cwm, LLC | 0.01% | Add +34.6% | 63,145 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Add +42.5% | 51,013 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.8% | 39,325 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +107.1% | 38,135 | $2.1M |
| Arkadios Wealth Advisors | 0.02% | New | 23,025 | $1.2M |
| Brookstone Capital Management | 0.01% | New | 23,025 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +83.7% | 22,788 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 20,329 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.7% | 17,731 | $957K |
| Hamilton Capital, LLC | 0.04% | Reduce -21.1% | 15,521 | $838K |
| Golden State Wealth Management, LLC | 0.09% | Add +0.8% | 14,525 | $784K |
| D.A. Davidson & Co. | 0.00% | Add +45.8% | 13,413 | $724K |
| Sonoma Allocations LLC | 0.22% | Add +16.1% | 11,911 | $643K |
| Advisory Services Network, LLC | 0.01% | Add +14.2% | 9,488 | $512K |
| Alta Wealth Advisors LLC | 0.16% | Reduce -3.9% | 9,248 | $499K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.6% | 8,817 | $476K |
| Stonebridge Financial Group, LLC | 0.04% | Reduce -1.1% | 8,086 | $437K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 7,545 | $407K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,575 | $355K |
| Independent Advisor Alliance | 0.00% | New | 4,903 | $265K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,500 | $243K |
| Wedbush Securities Inc. | 0.01% | No change | 4,395 | $237K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +14.7% | 2,498 | $135K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 2,000 | $108K |
| Morgan Stanley | 0.00% | No change | 1,712 | $92K |
| Harbour Investments, Inc. | 0.00% | Add +175.1% | 1,656 | $89K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +4.8% | 1,431 | $77K |
| Rossby Financial, LCC | 0.01% | No change | 1,144 | $62K |
| JPMorgan Chase & Co. | 0.00% | New | 946 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -56.5% | 547 | $30K |
| Private Trust Co. NA | 0.00% | New | 470 | $25K |
| Wells Fargo & Company | 0.00% | Add +40600.0% | 407 | $22K |
| Fifth Third Bancorp | 0.00% | New | 402 | $22K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -13.5% | 115 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.6% | 88 | $5K |
"% of holder's portfolio" is YLDE's weight in each manager's 13F, not the share of Franklin Clearbridge Enhance the manager owns.