LEGG MASON ETF INVT TR (YLDE) is held by 23 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling YLDE?

In Q2 2026, 15 institutions opened or increased positions in LEGG MASON ETF INVT TR while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on YLDE?

HoldingsIntel scores LEGG MASON ETF INVT TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for YLDE. In Q2 2026, the institutional leg showed net inflows: 15 buying versus 5 selling.

How many hedge funds hold YLDE?

23 institutional investors report holding LEGG MASON ETF INVT TR (YLDE) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into YLDE?

As of Q2 2026, tracked institutions in LEGG MASON ETF INVT TR show 15 buyers versus 5 sellers — net inflows.

LEGG MASON ETF INVT TR

YLDE·524682309·US·ETF-13D/G

Holders

(2 Elite)

$91.4M

Total Value

75% (20)

Consensus

15 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 23 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jan 29, 2026 · Congress none

Activist

Bank of New York Mellon Corp0.0%Jan 29, 2026

View all activist filings

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	Action
LPL Financial LLC	Increased	944,594(+3.1%)	$52.5M	0.0%	+12.66%	30
AMERIPRISE FINANCIAL INC	Increased	273,293(+5.5%)	$15.2M	0.0%	+9.72%	30
Private Advisor Group, LLC	Increased	89,443(+5.4%)	$5M	0.0%	+18.37%	28
Cetera Investment Advisers	Decreased	88,726(-8.3%)	$4.9M	0.0%	+13.21%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	57,600(+46.5%)	$3.1M	0.0%	+14.99%	36
ROYAL BANK OF CANADA	Increased	45,047(+18.1%)	$2.5M	0.0%	+8.13%	31
OSAIC HOLDINGS, INC.	Decreased	34,771(-31.8%)	$1.9M	0.0%	+19.54%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	27,366(+210.4%)	$1.5M	0.0%	+5.13%	41
PNC FINANCIAL SERVICES GROUP, INC.	Increased	26,344(+48.6%)	$1.5M	0.0%	+23.14%	35
D.A. DAVIDSON & CO.	Increased	13,878(+3.5%)	$771,911	0.0%	+9.60%	26
JPMORGAN CHASE & CO	Increased	7,357(+677.7%)	$408,770	0.0%	+4.00%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	6,759(-10.4%)	$375,970	0.0%	+42.44%	0
BANK OF AMERICA CORP /DE/	New	6,558	$364,763	0.0%	+3.39%	36
HRT FINANCIAL LP	New	5,764	$320,000	0.0%	+3.39%	33
RAYMOND JAMES FINANCIAL INC	New	5,167	$287,394	0.0%	+3.39%	32
Sanctuary Advisors, LLC	Unchanged	4,500	$250,295	0.0%	+21.56%	0
CITADEL ADVISORS LLC	New	4,178	$232,385	0.0%	+3.39%	35
MORGAN STANLEY	Unchanged	1,712	$95,229	0.0%	+34.52%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	624	$34,708	0.0%	+3.39%	27
FIFTH THIRD BANCORP	Unchanged	402	$22,360	0.0%	+8.30%	0

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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