CLEARBRIDG DIV STRGY ESG ETF (YLDE) Institutional Ownership Changes & 13F Activity

CLEARBRIDG DIV STRGY ESG ETF (YLDE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Lpl Financial Llc, Susquehanna International Group, Llp, Envestnet Asset Management Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+4,1784,178$232.38KQ2 2026Sep 02, 2026
Hamilton Capital, LlcSell-28-0.2%15,493$861.73KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+273,293273,293$15.20MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+18,549+210.4%27,366$1.52MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-16,242-31.8%34,771$1.93MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-15,997-78.7%4,332$240.95KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,912+18.1%45,047$2.51MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,5586,558$364.76KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,7645,764$320.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,1675,167$287.39KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-407-100.0%0$20.00Q2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8181$4.49KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2424$1.33KQ2 2026Aug 14, 2026
O'Shaughnessy Asset Management, LlcBuy+624624$34.71KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-8,009-8.3%88,726$4.94MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+7,3577,357$408.77KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+3,087+32.5%12,575$699.44KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+26+1.6%1,682$93.55KQ2 2026Aug 12, 2026
Sns Financial Group, LlcBuy+4,9964,996$277.88KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+623+2.7%23,648$1.32MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+28,086+3.1%944,594$52.54MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+8,613+48.6%26,344$1.47MQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+9,0769,076$505.00KQ2 2026Aug 05, 2026
Caldwell Sutter Capital, Inc.Buy+93+6.5%1,524$84.77KQ2 2026Aug 05, 2026
Td Private Client Wealth LlcBuy+6,045+26.5%28,833$1.60MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+18,275+46.5%57,600$3.13MQ2 2026Aug 03, 2026
Commonwealth Equity Services, LlcSell-786-10.4%6,759$375.97KQ2 2026Jul 29, 2026
Private Advisor Group, LlcBuy+4,558+5.4%89,443$4.97MQ2 2026Jul 27, 2026
D.A. Davidson & Co.Buy+465+3.5%13,878$771.91KQ2 2026Jul 24, 2026
Advisornet Financial, IncSell-54-9.9%493$27.42KQ2 2026Jul 23, 2026
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Frequently asked questions about YLDE activity

  • Which institutional owners are buying YLDE?

    Institutional owners buying YLDE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in YLDE activity?

    "Buy" means an investor increased their reported position in YLDE compared to the prior reporting period. This reflects growing exposure to CLEARBRIDG DIV STRGY ESG ETF (YLDE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in YLDE increasing?

    Institutional interest in YLDE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.