CLEARBRIDG DIV STRGY ESG ETF (YLDE) Top Institutional Shareholders
CLEARBRIDG DIV STRGY ESG ETF (YLDE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $107.55M in YLDE holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of YLDE tracked by InsiderSet, reporting ownership valued at approximately $49.49M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $50.65M, representing an estimated gain of +2.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed YLDE value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, Shira Ridge Wealth Management, and several other long-term asset managers with concentrated positions in CLEARBRIDG DIV STRGY ESG ETF (YLDE).
This page ranks the largest institutional YLDE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$107.55M
Largest Holder
Lpl Financial Llc
Largest Position
$49.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 916,508 | $49,485,008 | $50,652,556 | +$1,167,548 | +2.36% | |
| Ameriprise Financial Inc | 0.00% | 258,987 | $13,976,012 | $14,313,409 | +$337,397 | +2.41% | |
| Shira Ridge Wealth Management | 4.05% | 189,365 | $10,224,367 | $10,465,617 | +$241,250 | +2.36% | |
| Cetera Investment Advisers | 0.01% | 96,735 | $5,222,994 | $5,346,244 | +$123,250 | +2.36% | |
| Private Advisor Group, Llc | 0.02% | 84,885 | $4,583,218 | $4,691,331 | +$108,113 | +2.36% | |
| Cwm, Llc | 0.01% | 63,145 | $3,409,388 | $3,489,828 | +$80,440 | +2.36% | |
| Osaic Holdings, Inc. | 0.00% | 51,013 | $2,754,152 | $2,819,330 | +$65,178 | +2.37% | |
| Envestnet Asset Management Inc | 0.00% | 39,325 | $2,123,295 | $2,173,371 | +$50,076 | +2.36% | |
| Royal Bank Of Canada | 0.00% | 38,135 | $2,059,000 | $2,107,603 | +$48,603 | +2.36% | |
| Hamilton Capital, Llc | 0.05% | 35,204 | $1,904,583 | $1,945,616 | +$41,033 | +2.15% | |
| Arkadios Wealth Advisors | 0.02% | 23,025 | $1,243,189 | $1,272,520 | +$29,331 | +2.36% | |
| Brookstone Capital Management | 0.01% | 23,025 | $1,243,189 | $1,272,520 | +$29,331 | +2.36% | |
| Td Private Client Wealth Llc | 0.03% | 22,788 | $1,230,392 | $1,259,422 | +$29,030 | +2.36% | |
| Old Mission Capital Llc | 0.03% | 20,329 | $1,097,623 | $1,123,521 | +$25,898 | +2.36% | |
| Pnc Financial Services Group, Inc. | 0.00% | 17,731 | $957,342 | $979,937 | +$22,595 | +2.36% | |
| Golden State Wealth Management, Llc | 0.09% | 14,525 | $784,251 | $802,752 | +$18,501 | +2.36% | |
| D.A. Davidson & Co. | 0.00% | 13,413 | $724,208 | $741,295 | +$17,087 | +2.36% | |
| Sonoma Allocations Llc | 0.22% | 11,911 | $642,881 | $658,284 | +$15,403 | +2.40% | |
| Advisory Services Network, Llc | 0.01% | 9,488 | $512,307 | $524,372 | +$12,065 | +2.36% | |
| Alta Wealth Advisors Llc | 0.16% | 9,248 | $499,326 | $511,108 | +$11,782 | +2.36% | |
| Susquehanna International Group, Llp | 0.00% | 8,817 | $476,056 | $487,288 | +$11,232 | +2.36% | |
| Stonebridge Financial Group, Llc | 0.04% | 8,086 | $436,587 | $446,888 | +$10,301 | +2.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,545 | $407,360 | $416,989 | +$9,629 | +2.36% | |
| Kestra Advisory Services, Llc | 0.00% | 6,575 | $354,983 | $363,380 | +$8,397 | +2.37% | |
| Independent Advisor Alliance | 0.00% | 4,903 | $264,726 | $270,974 | +$6,248 | +2.36% | |
| Sanctuary Advisors, Llc | 0.00% | 4,500 | $242,969 | $248,701 | +$5,732 | +2.36% | |
| Ritter Daniher Financial Advisory Llc / De | 0.02% | 2,498 | $134,875 | $138,057 | +$3,182 | +2.36% | |
| Ameliora Wealth Management Ltd. | 0.03% | 2,000 | $107,986 | $110,534 | +$2,548 | +2.36% | |
| Morgan Stanley | 0.00% | 1,712 | $92,457 | $94,617 | +$2,160 | +2.34% | |
| Harbour Investments, Inc. | 0.00% | 1,656 | $89,441 | $91,522 | +$2,081 | +2.33% | |
| Caldwell Sutter Capital, Inc. | 0.03% | 1,431 | $77,264 | $79,087 | +$1,823 | +2.36% | |
| Rossby Financial, Lcc | 0.01% | 1,144 | $61,514 | $63,225 | +$1,711 | +2.78% | |
| Advisornet Financial, Inc | 0.00% | 547 | $29,534 | $30,231 | +$697 | +2.36% | |
| Private Trust Co Na | 0.00% | 470 | $25,377 | $25,975 | +$598 | +2.36% | |
| Wells Fargo & Company/Mn | 0.00% | 407 | $21,997 | $22,494 | +$497 | +2.26% | |
| Western Wealth Management, Llc | 0.00% | 403 | $21,759 | $22,273 | +$514 | +2.36% | |
| Fifth Third Bancorp | 0.00% | 402 | $21,705 | $22,217 | +$512 | +2.36% | |
| Sunbelt Securities, Inc. | 0.00% | 115 | $6,209 | $6,356 | +$147 | +2.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 88 | $4,751 | $4,863 | +$112 | +2.37% | |
| Wedbush Securities Inc | 0.01% | 4,395 | $237 | $242,898 | +$242,661 | +102388.62% |
Frequently asked questions about YLDE
Who owns the most YLDE stock?
The largest holders of YLDE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CLEARBRIDG DIV STRGY ESG ETF (YLDE).
Is YLDE widely held by superinvestors?
Many widely followed stocks like YLDE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly YLDE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.