Institutional Ownership Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 589,697 shares, which have been reported (via 13F filing form) to have a value of $29.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
179,466
shares
|
$8.95 Million
4.63% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
109,957
shares
|
$5.49 Million
0.08% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
97,866
shares
|
$4.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 23, 2025 Q1 2025 |
27,250
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Added 131.42%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
22,567
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
15,816
shares
|
$789,060
0.0% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,673
shares
|
$632,255
0.0% of portfolio
|
Q4 2024
Added 116.6%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
11,107
shares
|
$554,128
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,787
shares
|
$488,273
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
9,674
shares
|
$482,635
0.22% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
8,292
shares
|
$413,687
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,134
shares
|
$405,805
0.0% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,005
shares
|
$399,369
0.08% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,894
shares
|
$393,831
0.0% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,902
shares
|
$344,340
0.0% of portfolio
|
Q4 2024
Reduced 62.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,485
shares
|
$273,646
0.0% of portfolio
|
Q3 2024
Reduced 42.78%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,595
shares
|
$229,244
0.01% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,500
shares
|
$224,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
4,017
shares
|
$200,408
0.08% of portfolio
|
Q3 2023
Added 43.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,452
shares
|
$122,330
0.0% of portfolio
|
Q4 2024
Reduced 73.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,712
shares
|
$85,411
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1,298
shares
|
$64,757
0.03% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,264
shares
|
$63,060
0.01% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
703
shares
|
$35,072
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
613
shares
|
$30,582
0.0% of portfolio
|
Q4 2024
Reduced 53.49%
|