CLEARBRIDG DIV STRGY ESG ETF (YLDE) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $115.74M 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 $52.54M in its June 30, 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 $52.58M, representing an estimated gain of +0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% 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
47
Total Reported Value
$115.74M
Largest Holder
Lpl Financial Llc
Largest Position
$52.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 944,594 | $52,539,407 | $52,580,069 | +$40,662 | +0.08% | |
| Ameriprise Financial Inc | 0.00% | 273,293 | $15,198,762 | $15,212,636 | +$13,874 | +0.09% | |
| Shira Ridge Wealth Management | 3.66% | 188,660 | $10,493,482 | $10,501,608 | +$8,126 | +0.08% | |
| Private Advisor Group, Llc | 0.02% | 89,443 | $4,974,929 | $4,978,773 | +$3,844 | +0.08% | |
| Cetera Investment Advisers | 0.00% | 88,726 | $4,935,038 | $4,938,862 | +$3,824 | +0.08% | |
| Cwm, Llc | 0.01% | 63,145 | $3,409,388 | $3,514,916 | +$105,528 | +3.10% | |
| Envestnet Asset Management Inc | 0.00% | 57,600 | $3,134,874 | $3,206,258 | +$71,384 | +2.28% | |
| Royal Bank Of Canada | 0.00% | 45,047 | $2,506,000 | $2,507,505 | +$1,505 | +0.06% | |
| Osaic Holdings, Inc. | 0.00% | 34,771 | $1,933,937 | $1,935,500 | +$1,563 | +0.08% | |
| Td Private Client Wealth Llc | 0.03% | 28,833 | $1,603,726 | $1,604,966 | +$1,240 | +0.08% | |
| Susquehanna International Group, Llp | 0.00% | 27,366 | $1,522,130 | $1,523,306 | +$1,176 | +0.08% | |
| Pnc Financial Services Group, Inc. | 0.00% | 26,344 | $1,465,263 | $1,466,418 | +$1,155 | +0.08% | |
| Arkadios Wealth Advisors | 0.02% | 23,648 | $1,315,347 | $1,316,347 | +$1,000 | +0.08% | |
| Brookstone Capital Management | 0.01% | 23,648 | $1,315,347 | $1,316,347 | +$1,000 | +0.08% | |
| Hamilton Capital, Llc | 0.04% | 15,493 | $861,730 | $862,405 | +$675 | +0.08% | |
| Sonoma Allocations Llc | 0.26% | 15,164 | $846,311 | $844,092 | -$2,219 | -0.26% | |
| Golden State Wealth Management, Llc | 0.07% | 14,675 | $816,240 | $816,872 | +$632 | +0.08% | |
| D.A. Davidson & Co. | 0.00% | 13,878 | $771,911 | $772,508 | +$597 | +0.08% | |
| Advisory Services Network, Llc | 0.01% | 12,575 | $699,439 | $699,977 | +$538 | +0.08% | |
| Alta Wealth Advisors Llc | 0.14% | 9,248 | $514,387 | $514,783 | +$396 | +0.08% | |
| Janney Montgomery Scott Llc | 0.00% | 9,076 | $505,000 | $505,208 | +$208 | +0.04% | |
| Stonebridge Financial Group, Llc | 0.03% | 8,278 | $460,432 | $460,788 | +$356 | +0.08% | |
| Jpmorgan Chase & Co | 0.00% | 7,357 | $408,770 | $409,522 | +$752 | +0.18% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,759 | $375,970 | $376,234 | +$264 | +0.07% | |
| Bank Of America Corp | 0.00% | 6,558 | $364,763 | $365,046 | +$283 | +0.08% | |
| Hrt Financial Lp | 0.00% | 5,764 | $320,000 | $320,848 | +$848 | +0.27% | |
| Prospera Financial Services Inc | 0.00% | 5,549 | $308,639 | $308,881 | +$242 | +0.08% | |
| Raymond James Financial Inc | 0.00% | 5,167 | $287,394 | $287,617 | +$223 | +0.08% | |
| Sns Financial Group, Llc | 0.01% | 4,996 | $277,884 | $278,098 | +$214 | +0.08% | |
| Sanctuary Advisors, Llc | 0.00% | 4,500 | $250,295 | $250,489 | +$194 | +0.08% | |
| Wedbush Securities Inc | 0.01% | 4,395 | $244,000 | $244,644 | +$644 | +0.26% | |
| Old Mission Capital Llc | 0.01% | 4,332 | $240,951 | $241,137 | +$186 | +0.08% | |
| Citadel Advisors Llc | 0.00% | 4,178 | $232,385 | $232,565 | +$180 | +0.08% | |
| Ritter Daniher Financial Advisory Llc / De | 0.02% | 2,498 | $138,942 | $139,049 | +$107 | +0.08% | |
| Morgan Stanley | 0.00% | 1,712 | $95,229 | $95,297 | +$68 | +0.07% | |
| Harbour Investments, Inc. | 0.00% | 1,682 | $93,550 | $93,627 | +$77 | +0.08% | |
| Caldwell Sutter Capital, Inc. | 0.03% | 1,524 | $84,767 | $84,832 | +$65 | +0.08% | |
| Rossby Financial, Lcc | 0.01% | 1,144 | $63,631 | $63,680 | +$49 | +0.08% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 624 | $34,708 | $34,734 | +$26 | +0.08% | |
| Advisornet Financial, Inc | 0.00% | 493 | $27,422 | $27,442 | +$20 | +0.07% | |
| Private Trust Co Na | 0.00% | 470 | $26,142 | $26,162 | +$20 | +0.08% | |
| Fifth Third Bancorp | 0.00% | 402 | $22,360 | $22,377 | +$17 | +0.08% | |
| Sunbelt Securities, Inc. | 0.00% | 115 | $6,209 | $6,401 | +$192 | +3.10% | |
| Rockefeller Capital Management L.P. | 0.00% | 88 | $4,895 | $4,898 | +$3 | +0.07% | |
| Ifg Advisory, Llc | 0.00% | 81 | $4,487 | $4,509 | +$22 | +0.49% | |
| Jones Financial Companies Lllp | 0.00% | 24 | $1,334 | $1,336 | +$2 | +0.15% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $20 | — | — | — |
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.