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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+406+40600.0%407$22.00KQ1 2026Jul 08, 2026
Sonoma Allocations LlcBuy+1,656+16.1%11,911$642.88KQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+403—403$21.76KQ1 2026May 19, 2026
Arkadios Wealth AdvisorsBuy+23,025—23,025$1.24MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-18-13.5%115$6.21KQ1 2026May 18, 2026
Old Mission Capital LlcBuy+20,329—20,329$1.10MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+19,725+107.1%38,135$2.06MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+15,225+42.5%51,013$2.75MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-12,496-58.6%8,817$476.06KQ1 2026May 15, 2026
Hamilton Capital, LlcSell-4,162-21.1%15,521$838.03KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+1,179+14.2%9,488$512.31KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+1,054+175.1%1,656$89.44KQ1 2026May 15, 2026
Cwm, LlcBuy+16,233+34.6%63,145$3.41MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+7+8.6%88$4.75KQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+56,011+137.5%96,735$5.22MQ1 2026May 13, 2026
Independent Advisor AllianceBuy+4,903—4,903$264.73KQ1 2026May 12, 2026
Pnc Financial Services Group, Inc.Buy+1,261+7.7%17,731$957.34KQ1 2026May 08, 2026
Lpl Financial LlcBuy+658,822+255.7%916,508$49.49MQ1 2026May 06, 2026
Ritter Daniher Financial Advisory Llc / DeBuy+320+14.7%2,498$134.88KQ1 2026May 06, 2026
Caldwell Sutter Capital, Inc.Buy+65+4.8%1,431$77.26KQ1 2026May 06, 2026
D.A. Davidson & Co.Buy+4,215+45.8%13,413$724.21KQ1 2026May 05, 2026
Alta Wealth Advisors LlcSell-370-3.8%9,248$499.33KQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+9,486+31.8%39,325$2.12MQ1 2026May 04, 2026
Fifth Third BancorpBuy+402—402$21.70KQ1 2026May 01, 2026
Kestra Advisory Services, LlcBuy+6,575—6,575$354.98KQ1 2026Apr 30, 2026
Private Trust Co NaBuy+470—470$25.38KQ1 2026Apr 30, 2026
Golden State Wealth Management, LlcBuy+120+0.8%14,525$784.25KQ1 2026Apr 28, 2026
Td Private Client Wealth LlcBuy+10,382+83.7%22,788$1.23MQ1 2026Apr 27, 2026
Private Advisor Group, LlcBuy+2,583+3.1%84,885$4.58MQ1 2026Apr 27, 2026
Commonwealth Equity Services, LlcSell-33-0.4%7,545$407.36KQ1 2026Apr 27, 2026
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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.