LEGG MASON ETF INVT TR

Historical 13F Holders

Symbol
YLDE
CUSIP
524682309
All holders as of
Q2 2026
Type
Equity
Class
CLEARBRIDGE DI
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 524682309 since 12/18/2024, newest first.

Filer % of Class Filed
Bank of New York Mellon Corp 13G/A Amendment 5
0% 1/29/2026
Event 12/31/2025
Bank of New York Mellon Corp 13G/A Amendment 4
8.2% 4/7/2025
Event 3/31/2025
Bank of New York Mellon Corp 13G/A Amendment 3
16.1% 10/29/2024
Event 9/30/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 211 k $11.5 M
2026 Q2 46 2.02 M $112 M
2026 Q1 40 1.98 M $107 M
2025 Q4 36 1.46 M $79.2 M
2025 Q3 37 1.78 M $97.0 M
2025 Q2 31 1.69 M $89.2 M
2025 Q1 30 1.68 M $87.0 M
2024 Q4 26 644 k $32.7 M
2024 Q3 26 648 k $32.6 M
2024 Q2 23 646 k $30.4 M
2024 Q1 22 606 k $28.6 M
2023 Q4 23 531 k $23.6 M
2023 Q3 21 414 k $16.7 M
2023 Q2 18 386 k $16.3 M
2023 Q1 22 439 k $17.4 M
2022 Q4 24 460 k $17.8 M
2022 Q3 20 286 k $9.90 M
2022 Q2 19 250 k $9.32 M
2022 Q1 18 244 k $10.1 M
2021 Q4 18 260 k $11.3 M
2021 Q3 12 115 k $4.53 M
2021 Q2 13 149 k $5.95 M
2021 Q1 11 125 k $4.69 M
2020 Q4 10 151 k $5.43 M
2020 Q3 9 40.1 k $1.28 M
2020 Q2 10 80.8 k $2.48 M
2020 Q1 9 39.2 k $1.03 M
2019 Q4 7 17.4 k $574 k
2019 Q3 9 34.7 k $1.09 M
2019 Q2 6 6.75 k $207 k
2019 Q1 7 16.2 k $472 k
2018 Q4 5 32.3 k $838 k
2018 Q3 5 39.5 k $1.14 M
2018 Q2 4 43.3 k $1.19 M
2018 Q1 5 50.3 k $1.35 M
2017 Q4 1 20.0 $1.00 k
2017 Q3 1 20.0 $1.00 k