LEGG MASON ETF INVT

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YLDE·524682309·US·ETF·Unknown - Unknown-13D/G

YLDE (LEGG MASON ETF INVT) is held by 24 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($52.5M), AMERIPRISE FINANCIAL INC ($15.2M), Private Advisor Group, LLC ($5M). Net institutional sentiment: Bullish.

24

Holders

(2 Elite)

$91.1M

Total Value

76% (21)

Consensus

16 buying - 5 selling

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

Smart Money Verdict

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Institutional (13F)29

Insider (Form 4)37

Activist (13D/13G)50

Congressional (STOCK Act)75

Holder Quality

37

★★★★★

Elite

89

★★★★

Strong

45

★★★

Solid

83

★★

Below

58

★

Weak

Held by 24 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Jan 29, 2026 · Congress none

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

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Top Holders

Top Holders (24)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	944,594(+3.1%)	$52.5M	0.0%	+14.09%	30
AMERIPRISE FINANCIAL INC	Increased	273,293(+5.5%)	$15.2M	0.0%	+11.11%	30
Private Advisor Group, LLC	Increased	89,443(+5.4%)	$5M	0.0%	+19.88%	28
Cetera Investment Advisers	Decreased	88,726(-8.3%)	$4.9M	0.0%	+14.65%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	57,600(+46.5%)	$3.1M	0.0%	+16.45%	36
ROYAL BANK OF CANADA	Increased	45,047(+18.1%)	$2.5M	0.0%	+9.51%	31
OSAIC HOLDINGS, INC.	Decreased	34,771(-31.8%)	$1.9M	0.0%	+21.06%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	27,366(+210.4%)	$1.5M	0.0%	+6.47%	41
PNC FINANCIAL SERVICES GROUP, INC.	Increased	26,344(+48.6%)	$1.5M	0.0%	+24.70%	35
D.A. DAVIDSON & CO.	Increased	13,878(+3.5%)	$771,911	0.0%	+11.00%	26
JPMORGAN CHASE & CO	Increased	7,357(+677.7%)	$408,770	0.0%	+5.32%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	6,759(-10.4%)	$375,970	0.0%	+44.26%	0
BANK OF AMERICA CORP /DE/	New	6,558	$364,763	0.0%	+4.71%	36
RAYMOND JAMES FINANCIAL INC	New	5,167	$287,394	0.0%	+4.71%	32
Sanctuary Advisors, LLC	Unchanged	4,500	$250,295	0.0%	+23.10%	0
CITADEL ADVISORS LLC	New	4,178	$232,385	0.0%	+4.71%	35
MORGAN STANLEY	Unchanged	1,712	$95,229	0.0%	+36.24%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	624	$34,708	0.0%	+4.71%	27
FIFTH THIRD BANCORP	Unchanged	402	$22,360	0.0%	+9.68%	0
IWIntegrated Wealth Concepts LLC	New	150	$8,343	0.0%	+4.71%	25

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YLDELEGG MASON ETF INVT

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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