Who Owns FRANKLIN CLEARBRIDGE (YLDE)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $112.4M of FRANKLIN CLEARBRIDGE (YLDE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($52.5M), AMERIPRISE FINANCIAL INC ($15.2M), Shira Ridge Wealth Management ($10.5M), Private Advisor Group, LLC ($5.0M), Cetera Investment Advisers ($4.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$52.5M944,594Added
2AMERIPRISE FINANCIAL INC$15.2M273,293Added
3Shira Ridge Wealth Management$10.5M188,660Trimmed
4Private Advisor Group, LLC$5.0M89,443Added
5Cetera Investment Advisers$4.9M88,726Trimmed
6ENVESTNET ASSET MANAGEMENT INC$3.1M57,600Added
7Royal Bank of Canada$2.5M45,047Added
8OSAIC HOLDINGS, INC.$1.9M34,771Trimmed
9TD PRIVATE CLIENT WEALTH LLC$1.6M28,833Added
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M27,366Added
11PNC Financial Services Group, Inc.$1.5M26,344Added
12Brookstone Capital Management$1.3M23,648Added
13Arkadios Wealth Advisors$1.3M23,648Added
14Hamilton Capital, LLC$861,73015,493Trimmed
15Sonoma Allocations LLC$846,31115,164Added
16Golden State Wealth Management, LLC$816,24014,675Added
17D.A. DAVIDSON & CO.$771,91113,878Added
18Advisory Services Network, LLC$699,43912,575Added
19Alta Wealth Advisors LLC$514,3879,248Hold
20Janney Montgomery Scott LLC$505,0009,076New
21Stonebridge Financial Group, LLC$460,4328,278Added
22JPMORGAN CHASE & CO$408,7707,357Added
23COMMONWEALTH EQUITY SERVICES, LLC$375,9706,759Trimmed
24BANK OF AMERICA CORP /DE/$364,7636,558New
25HRT FINANCIAL LP$320,0005,764New

来源：SEC 13F 申报文件 · 截至 2026-06-30