YLDE · Franklin ClearBridge Enhanced Income ETF ETF
$56.99
-0.31 (-0.53%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $232,384
Total Shares: 4,178
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2024Top Holder
100.0%
+70.3 pts
Top 5
100.0%
+15.4 pts
Top 10
100.0%
+4.5 pts
HHI
10,000
Highly concentrated+7,952
Quarterly Activity
vs Mar 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
20
Unchanged
0
Holder count:
-19
Institutional value:
-99.2%
Shares held:
-99.3%
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 4,178 | $232,384 |
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Shira Ridge Wealth Management | 179,297 | $8,471,245 | |
| Mega Bank of New York Mellon Corp | 168,317 | $7,952,472 | |
| Mega LPL Financial LLC | 104,731 | $4,948,225 | |
| Mid OPPENHEIMER ASSET MANAGEMENT INC. | 38,566 | $1,822,127 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 19,146 | $904,591 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC YLDE | $232,384 | 100.00% | 4,178 | Shares | 2026-09-02 |