13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
YLDE

LEGG MASON ETF INVT

44 institutions still hold LEGG MASON ETF INVT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 524682309·44 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.4%
vs prior quarter
13F value held
$104M
46.0% inst. owned
of float
Holders
44
-55 QoQ
filers reporting
Activity
+77 / −99
+858 added · −908 reduced
this quarter
Concentration
47.79%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported YLDE in Q1 2026. LPL Financial LLC leads at 47.8% of the visible book. -55 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$49M917K0.01%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$14M259K0.00%Q1 202603
Shira Ridge Wealth Management
CIK 0001961210
$10M189K4.05%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$5M97K0.01%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$5M85K0.02%Q1 202606
CWM, LLC
CIK 0001535847
$3M63K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M51K0.00%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M39K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$2M38K0.00%Q1 202610
Brookstone Capital Management
CIK 0001599584
$1M23K0.01%Q1 202611
Arkadios Wealth Advisors
CIK 0001800798
$1M23K0.02%Q1 202612
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017
$1M23K0.03%Q1 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M20K0.02%Q1 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$892,48616K0.00%Q4 202515
Hamilton Capital, LLC
CIK 0001646639
$838,02616K0.04%Q1 202616
Golden State Wealth Management, LLC
CIK 0001776033
$784,25115K0.09%Q1 202617
D.A. DAVIDSON & CO.
CIK 0001080107
$724,20813K0.00%Q1 202618
Sonoma Allocations LLC
CIK 0002084965
$642,88112K0.22%Q1 202619
Advisory Services Network, LLC
CIK 0001573876
$512,3079K0.01%Q1 202620
Alta Wealth Advisors LLC
CIK 0001843826
$499,3269K0.16%Q1 2026
Page 1 of 3
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