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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Cetera Investment Advisers, Arkadios Wealth Advisors, Old Mission Capital Llc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +406 | +40600.0% | 407 | $22.00K | Q1 2026 | Jul 08, 2026 |
| Sonoma Allocations Llc | Buy | +1,656 | +16.1% | 11,911 | $642.88K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +403 | — | 403 | $21.76K | Q1 2026 | May 19, 2026 |
| Arkadios Wealth Advisors | Buy | +23,025 | — | 23,025 | $1.24M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -18 | -13.5% | 115 | $6.21K | Q1 2026 | May 18, 2026 |
| Old Mission Capital Llc | Buy | +20,329 | — | 20,329 | $1.10M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +19,725 | +107.1% | 38,135 | $2.06M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +15,225 | +42.5% | 51,013 | $2.75M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -12,496 | -58.6% | 8,817 | $476.06K | Q1 2026 | May 15, 2026 |
| Hamilton Capital, Llc | Sell | -4,162 | -21.1% | 15,521 | $838.03K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,179 | +14.2% | 9,488 | $512.31K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1,054 | +175.1% | 1,656 | $89.44K | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +16,233 | +34.6% | 63,145 | $3.41M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +7 | +8.6% | 88 | $4.75K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +56,011 | +137.5% | 96,735 | $5.22M | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | Buy | +4,903 | — | 4,903 | $264.73K | Q1 2026 | May 12, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +1,261 | +7.7% | 17,731 | $957.34K | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Buy | +658,822 | +255.7% | 916,508 | $49.49M | Q1 2026 | May 06, 2026 |
| Ritter Daniher Financial Advisory Llc / De | Buy | +320 | +14.7% | 2,498 | $134.88K | Q1 2026 | May 06, 2026 |
| Caldwell Sutter Capital, Inc. | Buy | +65 | +4.8% | 1,431 | $77.26K | Q1 2026 | May 06, 2026 |
| D.A. Davidson & Co. | Buy | +4,215 | +45.8% | 13,413 | $724.21K | Q1 2026 | May 05, 2026 |
| Alta Wealth Advisors Llc | Sell | -370 | -3.8% | 9,248 | $499.33K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +9,486 | +31.8% | 39,325 | $2.12M | Q1 2026 | May 04, 2026 |
| Fifth Third Bancorp | Buy | +402 | — | 402 | $21.70K | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, Llc | Buy | +6,575 | — | 6,575 | $354.98K | Q1 2026 | Apr 30, 2026 |
| Private Trust Co Na | Buy | +470 | — | 470 | $25.38K | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, Llc | Buy | +120 | +0.8% | 14,525 | $784.25K | Q1 2026 | Apr 28, 2026 |
| Td Private Client Wealth Llc | Buy | +10,382 | +83.7% | 22,788 | $1.23M | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, Llc | Buy | +2,583 | +3.1% | 84,885 | $4.58M | Q1 2026 | Apr 27, 2026 |
| Commonwealth Equity Services, Llc | Sell | -33 | -0.4% | 7,545 | $407.36K | Q1 2026 | Apr 27, 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.