Who Owns YLDE?
Franklin ClearBridge Enhanced Income ETF — Institutional Ownership & 13F Holdings
$55.57
-0.15 (-0.27%)
Market Cap
$117.8M
Shares Outstanding
2,189,121
Institutional Holders
28
Total Inst. Value
$79.9M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
11
Closed Positions
4
Increased
8
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FRANKLIN RESOURCES INCNew | $47.6M | 919,000 |
| 2 | Shira Ridge Wealth ManagementNew | $9.3M | 179,466 |
| 3 | Bank of New York Mellon Corp | $8.5M | 164,967 |
| 4 | Private Advisor Group, LLCNew | $4.4M | 84,523 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 39,116 |
| 6 | Golden State Wealth Management, LLC | $1.4M | 27,250 |
| 7 | Hamilton Capital, LLC | $1.1M | 22,187 |
| 8 | Cetera Investment Advisers | $819K | 15,816 |
| 9 | OSAIC HOLDINGS, INC. | $796K | 15,387 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $520K | 10,048 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FRANKLIN RESOURCES INCNew | +919K | $47.6M |
| Shira Ridge Wealth ManagementNew | +179K | $9.3M |
| Bank of New York Mellon Corp | +6K | $8.5M |
| Private Advisor Group, LLCNew | +85K | $4.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +32K | $2.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -1K | $520K |
| Hamilton Capital, LLC | -380 | $1.1M |
| PNC FINANCIAL SERVICES GROUP, INC. | -220 | $495K |
| WEDBUSH SECURITIES INC | -200 | $227 |
| Stonebridge Financial Group, LLC | -119 | $423K |
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Frequently Asked Questions
How many institutional investors hold YLDE?
As of Q1 2025, 28 institutional investors report holding YLDE (Franklin ClearBridge Enhanced Income ETF) in their 13F filings.
Which hedge fund owns the most YLDE?
The largest institutional holder of YLDE is FRANKLIN RESOURCES INC with $47.6M in shares.
Are institutions buying or selling YLDE?
This quarter, 11 institutions opened new positions in YLDE and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.