YLDE Institutional Ownership & Shareholders
CLEARBRIDG DIV STRGY ESG ETF (YLDE) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $116.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $54.21M, representing an estimated gain of +3.18% 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
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
55
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 | $54,211,950 | +$1,672,543 | +3.18% | |
| Ameriprise Financial Inc | 0.00% | 273,293 | $15,198,762 | $15,684,777 | +$486,015 | +3.20% | |
| Shira Ridge Wealth Management | 3.57% | 187,712 | $10,257,105 | $10,773,130 | +$516,025 | +5.03% | |
| Private Advisor Group, Llc | 0.02% | 89,443 | $4,974,929 | $5,133,295 | +$158,366 | +3.18% | |
| Cetera Investment Advisers | 0.00% | 88,726 | $4,935,038 | $5,092,145 | +$157,107 | +3.18% | |
| Cwm, Llc | 0.01% | 63,145 | $3,409,388 | $3,624,005 | +$214,617 | +6.29% | |
| Envestnet Asset Management Inc | 0.00% | 57,600 | $3,134,874 | $3,305,768 | +$170,894 | +5.45% | |
| Royal Bank Of Canada | 0.00% | 45,047 | $2,506,000 | $2,585,328 | +$79,328 | +3.17% | |
| Td Private Client Wealth Llc | 0.04% | 35,595 | $1,945,010 | $2,042,861 | +$97,851 | +5.03% | |
| Osaic Holdings, Inc. | 0.00% | 34,771 | $1,933,937 | $1,995,570 | +$61,633 | +3.19% | |
| Susquehanna International Group, Llp | 0.00% | 27,366 | $1,522,130 | $1,570,584 | +$48,454 | +3.18% | |
| Pnc Financial Services Group, Inc. | 0.00% | 26,344 | $1,465,263 | $1,511,930 | +$46,667 | +3.18% | |
| Brookstone Capital Management | 0.01% | 25,052 | $1,368,895 | $1,437,779 | +$68,884 | +5.03% | |
| Arkadios Wealth Advisors | 0.02% | 23,648 | $1,315,347 | $1,357,201 | +$41,854 | +3.18% | |
| Sonoma Allocations Llc | 0.26% | 15,164 | $846,311 | $870,289 | +$23,978 | +2.83% | |
| D.A. Davidson & Co. | 0.00% | 15,011 | $820,243 | $861,508 | +$41,265 | +5.03% | |
| Hamilton Capital, Llc | 0.05% | 14,767 | $806,893 | $847,505 | +$40,612 | +5.03% | |
| Golden State Wealth Management, Llc | 0.07% | 14,675 | $801,884 | $842,225 | +$40,341 | +5.03% | |
| Advisory Services Network, Llc | 0.01% | 12,575 | $699,439 | $721,702 | +$22,263 | +3.18% | |
| Alta Wealth Advisors Llc | 0.14% | 9,248 | $514,387 | $530,759 | +$16,372 | +3.18% | |
| Janney Montgomery Scott Llc | 0.00% | 9,076 | $505,000 | $520,888 | +$15,888 | +3.15% | |
| Stonebridge Financial Group, Llc | 0.03% | 8,362 | $456,938 | $479,910 | +$22,972 | +5.03% | |
| Jpmorgan Chase & Co | 0.00% | 7,357 | $408,770 | $422,231 | +$13,461 | +3.29% | |
| Kestra Advisory Services, Llc | 0.00% | 6,785 | $370,730 | $389,403 | +$18,673 | +5.04% | |
| Bank Of America Corp | 0.00% | 6,558 | $364,763 | $376,375 | +$11,612 | +3.18% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,430 | $351,380 | $369,029 | +$17,649 | +5.02% | |
| Hrt Financial Lp | 0.00% | 5,764 | $320,000 | $330,806 | +$10,806 | +3.38% | |
| Prospera Financial Services Inc | 0.00% | 5,549 | $308,639 | $318,467 | +$9,828 | +3.18% | |
| Raymond James Financial Inc | 0.00% | 5,167 | $287,394 | $296,543 | +$9,149 | +3.18% | |
| Sns Financial Group, Llc | 0.01% | 4,996 | $277,884 | $286,729 | +$8,845 | +3.18% | |
| Oppenheimer & Co Inc | 0.00% | 5,019 | $274,252 | $288,049 | +$13,797 | +5.03% | |
| Sanctuary Advisors, Llc | 0.00% | 4,500 | $250,295 | $258,263 | +$7,968 | +3.18% | |
| Old Mission Capital Llc | 0.01% | 4,332 | $240,951 | $248,621 | +$7,670 | +3.18% | |
| Citadel Advisors Llc | 0.00% | 4,178 | $232,385 | $239,783 | +$7,398 | +3.18% | |
| Ritter Daniher Financial Advisory Llc / De | 0.02% | 2,498 | $138,942 | $143,365 | +$4,423 | +3.18% | |
| Morgan Stanley | 0.00% | 1,712 | $95,229 | $98,255 | +$3,026 | +3.18% | |
| Harbour Investments, Inc. | 0.00% | 1,682 | $93,550 | $96,533 | +$2,983 | +3.19% | |
| Caldwell Sutter Capital, Inc. | 0.03% | 1,524 | $84,767 | $87,465 | +$2,698 | +3.18% | |
| Rossby Financial, Lcc | 0.01% | 1,144 | $63,631 | $65,656 | +$2,025 | +3.18% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 624 | $34,708 | $35,812 | +$1,104 | +3.18% | |
| Private Trust Co Na | 0.00% | 470 | $25,682 | $26,974 | +$1,292 | +5.03% | |
| Fifth Third Bancorp | 0.00% | 402 | $22,360 | $23,072 | +$712 | +3.18% | |
| Ifp Advisors, Inc | 0.00% | 405 | $22,130 | $23,244 | +$1,114 | +5.03% | |
| Sunbelt Securities, Inc. | 0.00% | 115 | $6,209 | $6,600 | +$391 | +6.30% | |
| Rockefeller Capital Management L.P. | 0.00% | 88 | $4,895 | $5,050 | +$155 | +3.18% | |
| Ifg Advisory, Llc | 0.00% | 81 | $4,487 | $4,649 | +$162 | +3.60% | |
| Jones Financial Companies Lllp | 0.00% | 24 | $1,334 | $1,377 | +$43 | +3.25% | |
| Wedbush Securities Inc | 0.01% | 4,858 | $265 | $278,809 | +$278,544 | +105111.08% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 4,552 | $249 | $261,247 | +$260,998 | +104818.66% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $20 | — | — | — |
Frequently asked questions about YLDE
Who are the largest institutional holders of YLDE?
The largest institutional holders of YLDE reported in the latest SEC Form 13F filings include Lpl Financial Llc, Ameriprise Financial Inc, Shira Ridge Wealth Management, Private Advisor Group, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported YLDE position.
What is YLDE institutional ownership?
This page tracks YLDE positions reported by institutional investment managers through SEC Form 13F. CLEARBRIDG DIV STRGY ESG ETF (YLDE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YLDE?
InsiderSet currently tracks 50 institutional managers reporting YLDE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of YLDE shareholders.
How much YLDE stock do institutions own?
Institutional investment managers disclosed approximately $116.24M in YLDE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YLDE institutional ownership last updated?
The latest YLDE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional YLDE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its YLDE position after the reporting date.
Are institutions buying or selling YLDE?
Institutional buying and selling can be analyzed by comparing YLDE positions across consecutive 13F reporting periods. InsiderSet's YLDE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YLDE ownership changes.
How has YLDE institutional ownership changed over time?
InsiderSet tracks YLDE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.