13F Insight
DOSSIER · 13F Holders · Q2 2026
YLDE

LEGG MASON ETF INVT

49 institutions still hold LEGG MASON ETF INVT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 524682309·49 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$110M
visible holders
Holders
49
filers reporting
Concentration
47.64%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported YLDE in Q2 2026. LPL Financial LLC leads at 47.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$53M945K0.01%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$15M273K0.00%Q2 202603
Shira Ridge Wealth Management
CIK 0001961210
$10M189K3.66%Q2 202604
Private Advisor Group, LLC
CIK 0001567755
$5M89K0.02%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$5M89K0.00%Q2 202606
CWM, LLC
CIK 0001535847
$3M63K0.01%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M58K0.00%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$3M45K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M35K0.00%Q2 202610
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017
$2M29K0.03%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M27K0.00%Q2 202612
Brookstone Capital Management
CIK 0001599584
$1M24K0.01%Q2 202613
Arkadios Wealth Advisors
CIK 0001800798
$1M24K0.02%Q2 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$892K16K0.00%Q4 202515
Hamilton Capital, LLC
CIK 0001646639
$862K15K0.04%Q2 202616
Sonoma Allocations LLC
CIK 0002084965
$846K15K0.26%Q2 202617
Golden State Wealth Management, LLC
CIK 0001776033
$816K15K0.07%Q2 202618
D.A. DAVIDSON & CO.
CIK 0001080107
$772K14K0.00%Q2 202619
Advisory Services Network, LLC
CIK 0001573876
$699K13K0.01%Q2 202620
Alta Wealth Advisors LLC
CIK 0001843826
$514K9K0.14%Q2 2026
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