YLDE

Franklin ClearBridge Enhance
UnclassifiedUSCUSIP 524682309◍ Confluence graph
Tracked 13F Holders
9
+4 QoQ
13F Value (tracked)
$12.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)1 adding · 2 trimming
Insider net (180d)$0
Price history not yet available for YLDE.
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Use YLDE data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns YLDE

This stock page is the Follow view. The Build view lets your agent query YLDE owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/YLDE"
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Use Arkolith to show who owns YLDE,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

9 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Private Advisor Group, LLC
$4.6M
85K
+3.1%
Added · +3K sh
Q1 2026
2CWM, LLC
$3.4M
63K
+35%
Added · +16K sh
Q1 2026
3Arkadios Wealth Advisors
$1.2M
23K
New
+23K sh
Q1 2026
4TD PRIVATE CLIENT WEALTH LLC
$1.2M
23K
+84%
Added · +10K sh
Q1 2026
5Hamilton Capital, LLC
$838K
16K
−21%
Reduced · −4K sh
Q1 2026
6D.A. DAVIDSON & CO.
$724K
13K
+46%
Added · +4K sh
Q1 2026
7Kestra Advisory Services, LLC
$355K
7K
New
+7K sh
Q1 2026
8Sanctuary Advisors, LLC
$243K
5K
Held
Q1 2026
9AdvisorNet Financial, Inc
$30K
547
−56%
Reduced · −710 sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

27 funds+16 since Q2 2022
01427Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $92.7M

Share classes

Class13F holdersValue held
LRGEMF Closed and MF Open56 funds$205.2M
YLDEthis pageFUND27 funds$92.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own YLDE also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA12 funds$4.3B
MICROSOFT CORPMSFT12 funds$4.0B
SS SPDR S&P 500 ETF TRUST-USSPY12 funds$3.9B
ISHARES CORE S&P 500 ETFIVV12 funds$3.3B
ALPHABET INC-CL AGOOGL12 funds$2.5B
BROADCOM INCAVGO12 funds$2.1B
VANGUARD S&P 500 ETFVOO12 funds$2.0B
JPMORGAN CHASE & COJPM12 funds$1.7B
ALPHABET INC-CL CGOOG12 funds$1.5B
META PLATFORMS INC-CLASS AMETA12 funds$1.4B
VANGUARD TOTAL STOCK MKT ETFVTI12 funds$1.4B
ELI LILLY & COLLY12 funds$1.2B

Ranked by how many of YLDE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.