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 40 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $93.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$224,364
0.0% of portfolio
|
Q2 2025
Reduced 84.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,785
shares
|
$202,194
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,178
shares
|
$116,348
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$106,840
0.04% of portfolio
|
Q3 2025
Reduced 50.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,712
shares
|
$91,455
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,366
shares
|
$72,971
0.03% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,234
shares
|
$65,920
0.0% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,144
shares
|
$61,112
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
703
shares
|
$37,554
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
402
shares
|
$21,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
133
shares
|
$7,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
78
shares
|
$4,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
49
shares
|
$2,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|