LEGG MASON ETF INVT

Ticker: YLDE CUSIP: 524682309 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
FRANKLIN RESOURCES INC409,000$22,163
LPL Financial LLC257,686$13,963
Shira Ridge Wealth Management191,084$10,354
AMERIPRISE FINANCIAL INC182,064$9,865
Private Advisor Group, LLC82,302$4,460
CWM, LLC46,912$3
Cetera Investment Advisers40,724$2,207
OSAIC HOLDINGS, INC.35,788$1,939
ENVESTNET ASSET MANAGEMENT INC29,839$1,617
SUSQUEHANNA INTERNATIONAL GROUP, LLP21,313$1,155
ROYAL BANK OF CANADA18,410$998
PNC Financial Services Group, Inc.16,470$892
Golden State Wealth Management, LLC14,405$781
TD PRIVATE CLIENT WEALTH LLC12,406$672
Sonoma Allocations LLC10,255$571
Janney Montgomery Scott LLC9,727$1
Alta Wealth Advisors LLC9,618$521
D.A. DAVIDSON & CO.9,198$498
Advisory Services Network, LLC8,309$450
Stonebridge Financial Group, LLC8,173$443
COMMONWEALTH EQUITY SERVICES, LLC7,578$411
Sanctuary Advisors, LLC4,500$244
WEDBUSH SECURITIES INC4,395$0
Ritter Daniher Financial Advisory LLC / DE2,178$118
Ameliora Wealth Management Ltd.2,000$108
MORGAN STANLEY1,712$93
CALDWELL SUTTER CAPITAL, INC.1,366$74
AdvisorNet Financial, Inc1,257$68
Rossby Financial, LCC1,144$62
HARBOUR INVESTMENTS, INC.602$33
COMERICA BANK402$22
Sunbelt Securities, Inc.133$7
Rockefeller Capital Management L.P.81$4
Global Retirement Partners, LLC78$4
WELLS FARGO & COMPANY/MN1$0
Total (35 institutions)1,441,110$74,801