Who Owns LEGG MASON ETF INVT (YLDE)? -- Institutional Holders (2026-03-31)

43 institutions reported holding $106.8M of LEGG MASON ETF INVT (YLDE) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($49.5M), AMERIPRISE FINANCIAL INC ($14.0M), Shira Ridge Wealth Management ($10.2M), Cetera Investment Advisers ($5.2M), Private Advisor Group, LLC ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$49.5M916,508Added
2AMERIPRISE FINANCIAL INC$14.0M258,987Added
3Shira Ridge Wealth Management$10.2M189,365Trimmed
4Cetera Investment Advisers$5.2M96,735Added
5Private Advisor Group, LLC$4.6M84,885Added
6CWM, LLC$3.4M63,145Added
7OSAIC HOLDINGS, INC.$2.8M51,013Added
8ENVESTNET ASSET MANAGEMENT INC$2.1M39,325Added
9Royal Bank of Canada$2.1M38,135Added
10Arkadios Wealth Advisors$1.2M23,025New
11Brookstone Capital Management$1.2M23,025New
12TD PRIVATE CLIENT WEALTH LLC$1.2M22,788Added
13OLD MISSION CAPITAL LLC$1.1M20,329New
14PNC Financial Services Group, Inc.$957,34217,731Added
15Hamilton Capital, LLC$838,02615,521Trimmed
16Golden State Wealth Management, LLC$784,25114,525Added
17D.A. DAVIDSON & CO.$724,20813,413Added
18Sonoma Allocations LLC$642,88111,911Added
19Advisory Services Network, LLC$512,3079,488Added
20Alta Wealth Advisors LLC$499,3269,248Trimmed
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$476,0568,817Trimmed
22Stonebridge Financial Group, LLC$436,5878,086Trimmed
23COMMONWEALTH EQUITY SERVICES, LLC$407,3607,545Trimmed
24Kestra Advisory Services, LLC$354,9836,575New
25Independent Advisor Alliance$264,7264,903New

Source: SEC Form 13F filings · as of 2026-03-31