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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +4,178 | — | 4,178 | $232.38K | Q2 2026 | Sep 02, 2026 |
| Hamilton Capital, Llc | Sell | -28 | -0.2% | 15,493 | $861.73K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +273,293 | — | 273,293 | $15.20M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +18,549 | +210.4% | 27,366 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -16,242 | -31.8% | 34,771 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -15,997 | -78.7% | 4,332 | $240.95K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6,912 | +18.1% | 45,047 | $2.51M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +6,558 | — | 6,558 | $364.76K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +5,764 | — | 5,764 | $320.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +5,167 | — | 5,167 | $287.39K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -407 | -100.0% | 0 | $20.00 | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +81 | — | 81 | $4.49K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +24 | — | 24 | $1.33K | Q2 2026 | Aug 14, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +624 | — | 624 | $34.71K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -8,009 | -8.3% | 88,726 | $4.94M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +7,357 | — | 7,357 | $408.77K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +3,087 | +32.5% | 12,575 | $699.44K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +26 | +1.6% | 1,682 | $93.55K | Q2 2026 | Aug 12, 2026 |
| Sns Financial Group, Llc | Buy | +4,996 | — | 4,996 | $277.88K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +623 | +2.7% | 23,648 | $1.32M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +28,086 | +3.1% | 944,594 | $52.54M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +8,613 | +48.6% | 26,344 | $1.47M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +9,076 | — | 9,076 | $505.00K | Q2 2026 | Aug 05, 2026 |
| Caldwell Sutter Capital, Inc. | Buy | +93 | +6.5% | 1,524 | $84.77K | Q2 2026 | Aug 05, 2026 |
| Td Private Client Wealth Llc | Buy | +6,045 | +26.5% | 28,833 | $1.60M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +18,275 | +46.5% | 57,600 | $3.13M | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Sell | -786 | -10.4% | 6,759 | $375.97K | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, Llc | Buy | +4,558 | +5.4% | 89,443 | $4.97M | Q2 2026 | Jul 27, 2026 |
| D.A. Davidson & Co. | Buy | +465 | +3.5% | 13,878 | $771.91K | Q2 2026 | Jul 24, 2026 |
| Advisornet Financial, Inc | Sell | -54 | -9.9% | 493 | $27.42K | Q2 2026 | Jul 23, 2026 |
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.