Who owns YLDE?
Franklin ClearBridge Enhanced Income ETF · Franklin
47 institutions reported holding YLDE, worth $112.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of YLDE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $52.5M | 944,594 | +28,086 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $15.2M | 273,293 | +14,306 shares |
| Shira Ridge Wealth Management | Larkspur, CA | $10.5M | 188,660 | −705 shares |
| Private Advisor Group, LLC | Morristown, NJ | $5.0M | 89,443 | +4,558 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.9M | 88,726 | −8,009 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.1M | 57,600 | +18,275 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $2.5M | 45,047 | +6,912 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.9M | 34,771 | −16,242 shares |
| TD Private Client Wealth LLC | New York, NY | $1.6M | 28,833 | +6,045 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.5M | 27,366 | +18,549 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns YLDE?
47 institutional managers reported holding YLDE in Form 13F filings for June 30, 2026, worth $112.4M in total. The largest reported position was held by LPL Financial LLC, at $52.5M.
Did institutions buy or sell YLDE last quarter?
Reported 13F value rose 8.7% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is YLDE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.