CLEARBRIDG DIV STRGY ESG ETF (YLDE) Institutional Ownership and Insiders Activity
CLEARBRIDG DIV STRGY ESG ETF (YLDE) is widely held by institutional investors, with 50 firms reporting positions valued at approximately $116.24M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $52.54M in YLDE holdings in its latest filing.
Institutional Holders
50
Total Reported Value
$116.24M
Largest Holder
Lpl Financial Llc
Largest Position
$52.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$52.54M
- Ameriprise Financial Inc$15.20M
- Shira Ridge Wealth Management$10.26M
- Private Advisor Group, Llc$4.97M
- Cetera Investment Advisers$4.94M