Among active 13F managers last quarter, 4 opened and 7 added, while 2 reduced; the largest holder to move was Old Mission Capital LLC (new position).
40 tracked 13F filers disclose a position in YLDE as of the latest SEC 13F filings, a combined $106.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 917K | $49.5M | ▲+256% Added · +659K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 259K | $14.0M | ▲+42% Added · +77K sh | Q1 2026 | |
| 3 | Shira Ridge Wealth Management | 189K | $10.5M | ▼−0.4% Reduced · −705 sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | 97K | $5.2M | ▲+138% Added · +56K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | 89K | $5.0M | ▲+5.4% Added · +5K sh | Q2 2026 | |
| 6 | CWM, LLC | 63K | $3.4M | ▲+35% Added · +16K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 51K | $2.8M | ▲+43% Added · +15K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 39K | $2.1M | ▲+32% Added · +9K sh | Q1 2026 | |
| 9 | Royal Bank Of Canada | 38K | $2.1M | ▲+107% Added · +20K sh | Q1 2026 | |
| 10 | TD Private Client Wealth LLC | 29K | $1.6M | ▲+27% Added · +6K sh | Q2 2026 | |
| 11 | Arkadios Wealth Advisors | 24K | $1.3M | ▲+2.7% Added · +623 sh | Q2 2026 | |
| 12 | Old Mission Capital LLC | 20K | $1.1M | ▲New +20K sh | Q1 2026 | |
| 13 | PNC Financial Services Group, Inc. | 18K | $957K | ▲+7.7% Added · +1K sh | Q1 2026 | |
| 14 | Hamilton Capital, LLC | 15K | $862K | ▼−0.2% Reduced · −28 sh | Q2 2026 | |
| 15 | Sonoma Allocations LLC | 15K | $846K | ▲+27% Added · +3K sh | Q2 2026 | |
| 16 | Golden State Wealth Management, LLC | 15K | $816K | ▲+1.0% Added · +150 sh | Q2 2026 | |
| 17 | D.A. Davidson & Co. | 14K | $772K | ▲+3.5% Added · +465 sh | Q2 2026 | |
| 18 | Advisory Services Network, LLC | 9K | $512K | ▲+14% Added · +1K sh | Q1 2026 | |
| 19 | Alta Wealth Advisors LLC | 9K | $514K | —Held | Q2 2026 | |
| 20 | Susquehanna International Group, LLP | 9K | $476K | ▼−59% Reduced · −12K sh | Q1 2026 | |
| 21 | Stonebridge Financial Group, LLC | 8K | $460K | ▲+2.4% Added · +192 sh | Q2 2026 | |
| 22 | Commonwealth Equity Services, LLC | 8K | $407K | ▼−0.4% Reduced · −33 sh | Q1 2026 | |
| 23 | Prospera Financial Services Inc | 6K | $309K | ▲New +6K sh | Q2 2026 | |
| 24 | Bluespring Wealth Management, LLC | 5K | $278K | ▲New +5K sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | 5K | $250K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in YLDE and 7 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $1.8B |
| Ishares Core S&P 500 ETFIVV | 14 funds | $897.1M |
| Vanguard Total Stock MKT ETFVTI | 14 funds | $435.2M |
| Taiwan Semiconductor-SP ADRTSM | 14 funds | $392.7M |
| JPMorgan Equity Premium IncoJEPI | 14 funds | $190.6M |
| Apple IncAAPL | 13 funds | $2.5B |
| Microsoft CorpMSFT | 13 funds | $1.2B |
| Amazon.com IncAMZN | 13 funds | $940.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $922.9M |
| Alphabet Inc-CL AGOOGL | 13 funds | $869.4M |
| Broadcom IncAVGO | 13 funds | $801.2M |
| Vanguard S&P 500 ETFVOO | 13 funds | $789.8M |
Ranked by how many of YLDE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in YLDE.
| Class | 13F holders | Value held |
|---|---|---|
| LRGEMF Closed and MF Open | 74 funds | $282.0M |
| YLDEthis pageMF Closed and MF Open | 40 funds | $106.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for YLDE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/YLDE/capital-change-brief"
Use Arkolith's capital_change_brief for YLDE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for YLDE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.