YLDE Institutional Ownership
Franklin ClearBridge Enhanced Income ETF
1W: -1.6%
1M: -4.6%
3M: -3.7%
YTD: +1.3%
1Y: +1.1%
3Y: +44.6%
5Y: +50.0%
$54.47
+0.32 (+0.59%)
Weekly Expected Move ±1.1%
$53
$54
$54
$55
$56
Overview
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Institutional Ownership — YLDE
51
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
112M
Total Invested
12
New Positions
18
Increased
12
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (54 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 944,594 | $51M | +28,086 | +3.1% | 21Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 273,293 | $15M | +14,306 | +5.5% | 4Q | SEC ↗ |
| 3 | Shira Ridge Wealth Management | 188,660 | $10M | -705 | -0.4% | 12Q | SEC ↗ |
| 4 | Private Advisor Group, LLC | 89,443 | $5M | +4,558 | +5.4% | 6Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 88,726 | $5M | -8,009 | -8.3% | 10Q | SEC ↗ |
| 6 | CWM, LLC | 63,145 | $3M | +16,233 | +34.6% | 3Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 57,600 | $3M | +18,275 | +46.5% | 17Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 45,047 | $2M | +6,912 | +18.1% | 5Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 34,771 | $2M | -16,242 | -31.8% | 26Q | SEC ↗ |
| 10 | TD PRIVATE CLIENT WEALTH LLC | 28,833 | $2M | +6,045 | +26.5% | 4Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,366 | $1M | +18,549 | +210.4% | 3Q | SEC ↗ |
| 12 | PNC Financial Services Group, Inc. | 26,344 | $1M | +8,613 | +48.6% | 15Q | SEC ↗ |
| 13 | Arkadios Wealth Advisors | 23,648 | $1M | +623 | +2.7% | 2Q | SEC ↗ |
| 14 | Brookstone Capital Management | 23,648 | $1M | +623 | +2.7% | 2Q | SEC ↗ |
| 15 | Hamilton Capital, LLC | 15,493 | $844K | -28 | -0.2% | 3Q | SEC ↗ |
| 16 | Sonoma Allocations LLC | 15,164 | $826K | +3,253 | +27.3% | 4Q | SEC ↗ |
| 17 | Golden State Wealth Management, LLC | 14,675 | $799K | +150 | +1.0% | 7Q | SEC ↗ |
| 18 | D.A. DAVIDSON & CO. | 13,878 | $756K | +465 | +3.5% | 4Q | SEC ↗ |
| 19 | Advisory Services Network, LLC | 12,575 | $685K | +3,087 | +32.5% | 6Q | SEC ↗ |
| 20 | Alta Wealth Advisors LLC | 9,248 | $504K | — | +0.0% | 4Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC NEW | 9,076 | $494K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Stonebridge Financial Group, LLC | 8,278 | $451K | +192 | +2.4% | 7Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 7,357 | $401K | +6,411 | +677.7% | 2Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 6,759 | $368K | -786 | -10.4% | 12Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE NEW | 6,558 | $357K | — | +0.0% | 1Q | SEC ↗ |
| 26 | HRT FINANCIAL LP NEW | 5,764 | $314K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Prospera Financial Services Inc NEW | 5,549 | $302K | — | +0.0% | 1Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC NEW | 5,167 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Bluespring Wealth Management, LLC NEW | 4,996 | $272K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 4,500 | $245K | — | +0.0% | 9Q | SEC ↗ |
| 31 | WEDBUSH SECURITIES INC | 4,395 | $239K | — | +0.0% | 26Q | SEC ↗ |
| 32 | OLD MISSION CAPITAL LLC | 4,332 | $236K | -15,997 | -78.7% | 2Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC NEW | 4,178 | $228K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Ritter Daniher Financial Advisory LLC | 2,498 | $136K | — | +0.0% | 6Q | SEC ↗ |
| 35 | MORGAN STANLEY | 1,712 | $93K | — | +0.0% | 12Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. | 1,682 | $92K | +26 | +1.6% | 3Q | SEC ↗ |
| 37 | CALDWELL SUTTER CAPITAL, INC. | 1,524 | $83K | +93 | +6.5% | 11Q | SEC ↗ |
| 38 | Rossby Financial, LCC | 1,144 | $62K | — | +0.0% | 6Q | SEC ↗ |
| 39 | Global Retirement Partners, LLC NEW | 933 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 40 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 624 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 41 | AdvisorNet Financial, Inc | 493 | $27K | -54 | -9.9% | 25Q | SEC ↗ |
| 42 | PRIVATE TRUST CO NA | 470 | $26K | — | +0.0% | 2Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP | 402 | $22K | — | +0.0% | 2Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC NEW | 150 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Sunbelt Securities, Inc. | 115 | $6K | -18 | -13.5% | 3Q | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 88 | $5K | — | +0.0% | 3Q | SEC ↗ |
| 47 | IFG Advisory, LLC NEW | 81 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP NEW | 24 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Western Wealth Management, LLC | 0 | $0K | -403 | -100.0% | 1Q | SEC ↗ |
| 50 | WELLS FARGO & COMPANY/MN | 0 | $0K | -407 | -100.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 9,076 | $494K |
| BANK OF AMERICA CORP /DE | 6,558 | $357K |
| HRT FINANCIAL LP | 5,764 | $314K |
| Prospera Financial Services Inc | 5,549 | $302K |
| RAYMOND JAMES FINANCIAL INC | 5,167 | $281K |
| Bluespring Wealth Management, LLC | 4,996 | $272K |
| CITADEL ADVISORS LLC | 4,178 | $228K |
| Global Retirement Partners, LLC | 933 | $51K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 624 | $34K |
| Integrated Wealth Concepts LLC | 150 | $8K |
| IFG Advisory, LLC | 81 | $4K |
| JONES FINANCIAL COMPANIES LLLP | 24 | $1K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FRANKLIN RESOURCES INC | 409,000 | $22M |
| Kestra Advisory Services, LLC | 6,575 | $358K |
| Independent Advisor Alliance | 4,903 | $267K |
| Ameliora Wealth Management Ltd. | 2,000 | $109K |
| Western Wealth Management, LLC | 403 | $22K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +28,086 | +3.1% | 944,594 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +18,549 | +210.4% | 27,366 |
| ENVESTNET ASSET MANAGEMENT INC | +18,275 | +46.5% | 57,600 |
| CWM, LLC | +16,233 | +34.6% | 63,145 |
| AMERIPRISE FINANCIAL INC | +14,306 | +5.5% | 273,293 |
| PNC Financial Services Group, Inc. | +8,613 | +48.6% | 26,344 |
| ROYAL BANK OF CANADA | +6,912 | +18.1% | 45,047 |
| JPMORGAN CHASE & CO | +6,411 | +677.7% | 7,357 |
| TD PRIVATE CLIENT WEALTH LLC | +6,045 | +26.5% | 28,833 |
| Private Advisor Group, LLC | +4,558 | +5.4% | 89,443 |
| Sonoma Allocations LLC | +3,253 | +27.3% | 15,164 |
| Advisory Services Network, LLC | +3,087 | +32.5% | 12,575 |
| Brookstone Capital Management | +623 | +2.7% | 23,648 |
| Arkadios Wealth Advisors | +623 | +2.7% | 23,648 |
| D.A. DAVIDSON & CO. | +465 | +3.5% | 13,878 |
| Stonebridge Financial Group, LLC | +192 | +2.4% | 8,278 |
| Golden State Wealth Management, LLC | +150 | +1.0% | 14,675 |
| CALDWELL SUTTER CAPITAL, INC. | +93 | +6.5% | 1,524 |
| HARBOUR INVESTMENTS, INC. | +26 | +1.6% | 1,682 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -16,242 | -31.8% | 34,771 |
| OLD MISSION CAPITAL LLC | -15,997 | -78.7% | 4,332 |
| Cetera Investment Advisers | -8,009 | -8.3% | 88,726 |
| COMMONWEALTH EQUITY SERVICES, LLC | -786 | -10.4% | 6,759 |
| Shira Ridge Wealth Management | -705 | -0.4% | 188,660 |
| WELLS FARGO & COMPANY/MN | -407 | -100.0% | 0 |
| AdvisorNet Financial, Inc | -54 | -9.9% | 493 |
| Hamilton Capital, LLC | -28 | -0.2% | 15,493 |
| Sunbelt Securities, Inc. | -18 | -13.5% | 115 |