C
ClearBridge Dividend Strategy ESG
YLDE • NASDAQ
ClearBridge Dividend Strategy ESG is an exchange-traded fund on NASDAQ. As of Q3 2025, 29 institutional investors hold shares in this ETF, with total holdings valued at $94.0M. FRANKLIN RESOURCES INC is the largest holder with a position valued at $35.2M.
Overview
Overview of institutional ownership in YLDE as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $94.0M
- Shares Held
- 1.7M
- Avg Position
- $3.2M
- Median Position
- $446.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in YLDE as of Q3 2025
| Institution | Position Value |
|---|---|
 FRANKLIN RESOURCES INC Institution | $35.2M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $13.3M 0.00% of portfolio |
 Shira Ridge Wealth Management RIA/Wealth | $9.9M 4.18% of portfolio |
L LPL Financial LLC Institution | $9.6M 0.00% of portfolio |
 Bank of New York Mellon Corp Institution | $9.3M 0.00% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $4.2M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.1M 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $1.9M 0.08% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $1.9M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for YLDE in Q3 2025
- Traded
- +$4.3M
- Buyers
- 18
- Sellers
- 6
- Total Bought
- +$21.2M
- Total Sold
- −$16.9M
- Avg Position
- $3.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AMERIPRISE FINANCIAL INC Institution | +$13.3M +244.2K shares |
O OLD MISSION CAPITAL LLC Institution | +$1.9M +35.4K shares |
L LPL Financial LLC Institution | +$1.4M +25.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$857.9K +15.7K shares |
A Advisor Group Holdings, Inc. Institution | +$714.9K +13.3K shares |
 TD PRIVATE CLIENT WEALTH LLC RIA/Wealth | +$631.6K +11.6K shares |
 Alta Wealth Advisors LLC RIA/Wealth | +$526.3K +9.6K shares |
D DAVIDSON D A & CO Institution | +$418.8K +7.7K shares |
 Sonoma Allocations LLC RIA/Wealth | +$333.0K +6.2K shares |
Bank of New York Mellon Corp Institution | +$318.7K +5.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
FRANKLIN RESOURCES INC Institution | −$13.7M −250.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.2M −42.7K shares |
Private Advisor Group, LLC RIA/Wealth | −$823.2K −15.1K shares |
 Ameliora Wealth Management Ltd. RIA/Wealth | −$110.2K −2.0K shares |
 Golden State Wealth Management, LLC RIA/Wealth | −$43.7K −800.0 shares |
−$273.1 −5.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited YLDE in Q3 2025
- New Positions
- 7
- New Value
- $16.9M
- Exited Positions
- 1
- Exited Value
- $2.2M
New Positions
| Institution | Position Value |
|---|---|
AMERIPRISE FINANCIAL INC Institution | $13.3M 244.2K shares |
O OLD MISSION CAPITAL LLC Institution | $1.9M 35.4K shares |
TD PRIVATE CLIENT WEALTH LLC RIA/Wealth | $631.6K 11.6K shares |
D DAVIDSON D A & CO Institution | $418.8K 7.7K shares |
Sonoma Allocations LLC RIA/Wealth | $333.0K 6.2K shares |
P PFG Investments, LLC Institution | $206.7K 3.8K shares |
 Archer Investment Corp RIA/Wealth | $2.7K 49.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.2M 42.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in YLDE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with YLDE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shira Ridge Wealth Management RIA/Wealth | 4.18% $9.9M |
Alta Wealth Advisors LLC RIA/Wealth | 0.19% $526.3K |
Sonoma Allocations LLC RIA/Wealth | 0.12% $333.0K |
O OLD MISSION CAPITAL LLC Institution | 0.08% $1.9M |
Golden State Wealth Management, LLC RIA/Wealth | 0.08% $721.2K |
 Stonebridge Financial Group, LLC RIA/Wealth | 0.04% $446.4K |
Ameliora Wealth Management Ltd. RIA/Wealth | 0.04% $109.2K |
 CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | 0.03% $74.6K |
0.02% $118.9K | |
Private Advisor Group, LLC RIA/Wealth | 0.02% $4.2M |