Legg Mason ETF Investment Trust - YLDE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 944,594 | 52,539 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 273,293 | 15,198 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shira Ridge Wealth Management | History | No change | 188,660 | 10,493 | 3.66% | 3.66% | 3 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 89,443 | 4,974 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 88,726 | 4,935 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 57,600 | 3,134 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 45,047 | 2,506 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34,771 | 1,933 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 28,833 | 1,603 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,366 | 1,522 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26,344 | 1,465 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 23,648 | 1,315 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 23,648 | 1,315 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hamilton Capital, LLC | History | No change | 15,493 | 861 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sonoma Allocations LLC | History | No change | 15,164 | 846 | 0.26% | 0.26% | 15 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 14,675 | 816 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 13,878 | 771 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 12,575 | 699 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alta Wealth Advisors LLC | History | No change | 9,248 | 514 | 0.14% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,076 | 505 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 8,362 | 456 | 0.03% | 0.03% | 21 | +84 | 1.01% | Q3 2026 | Oct 01, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,357 | 408 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,759 | 375 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,558 | 364 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 5,764 | 320 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 5,549 | 308 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,167 | 287 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 4,996 | 277 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,500 | 250 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,395 | 244 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 4,332 | 240 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,178 | 232 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,498 | 138 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MORGAN STANLEY | History | No change | 1,712 | 95 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,682 | 93 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,524 | 84 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 1,144 | 63 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 933 | 51 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 624 | 34 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 493 | 27 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 470 | 26 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 402 | 22 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 88 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 24 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |