19 institutions reported holding $26.1M of LEGG MASON ETF INVT (YLDE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Shira Ridge Wealth Management ($10.5M), Private Advisor Group, LLC ($5.0M), ENVESTNET ASSET MANAGEMENT INC ($3.1M), TD PRIVATE CLIENT WEALTH LLC ($1.6M), Brookstone Capital Management ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Shira Ridge Wealth Management | $10.5M | 188,660 | Trimmed |
| 2 | Private Advisor Group, LLC | $5.0M | 89,443 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 57,600 | Added |
| 4 | TD PRIVATE CLIENT WEALTH LLC | $1.6M | 28,833 | Added |
| 5 | Brookstone Capital Management | $1.3M | 23,648 | Added |
| 6 | Sonoma Allocations LLC | $846,311 | 15,164 | Added |
| 7 | Golden State Wealth Management, LLC | $816,240 | 14,675 | Added |
| 8 | D.A. DAVIDSON & CO. | $771,911 | 13,878 | Added |
| 9 | Alta Wealth Advisors LLC | $514,387 | 9,248 | Hold |
| 10 | Stonebridge Financial Group, LLC | $460,432 | 8,278 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $375,970 | 6,759 | Trimmed |
| 12 | Prospera Financial Services Inc | $308,639 | 5,549 | New |
| 13 | WEDBUSH SECURITIES INC | $244,000 | 4,395 | Hold |
| 14 | Ritter Daniher Financial Advisory LLC / DE | $138,942 | 2,498 | Hold |
| 15 | Rossby Financial, LCC | $63,631 | 1,144 | Hold |
| 16 | AdvisorNet Financial, Inc | $27,422 | 493 | Trimmed |
| 17 | PRIVATE TRUST CO NA | $26,142 | 470 | Hold |
| 18 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 19 | Ameliora Wealth Management Ltd. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30