Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LEGG MASON ETF INVT (YLDE)

40 + Investors. Track Smart Money conviction in YLDE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
76%

Smart Money Signals — YLDE

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added YLDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
40 hedge funds hold YLDE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

28 buying9 selling
Last quarter: 28 funds were net buyers (9 opened a brand new position + 19 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 10 → 4 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 35% new

■ 35% conviction (2yr+) ■ 30% medium ■ 35% new
Of the 40 current holders: 14 (35%) held >2 years, 12 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~9 new funds/quarter

6 → 1 → 10 → 4 → 9 new funds/Q
New funds entering each quarter: 1 → 10 → 4 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 10% 1-2yr ■ 48% new
Of 40 current holders: 17 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
8 of 40 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in YLDE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YLDE

In 2026 Q1, 28 hedge funds were net buyers of YLDE (9 opened a new position, 19 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. 65% of total institutional value in YLDE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 40.

Hedge Fund Ownership: YLDE

How many hedge funds hold YLDE — quarterly history vs. share price
Quarterly hedge fund ownership of YLDE vs. share price

Market Analysis: YLDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YLDE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy LEGG MASON ETF INVT (YLDE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YLDE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
YLDE
+3.4%
SPY
+14.0%

YLDE outperformed SPY by -10.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
YLDE
+0.6%
SPY
+0.3%

Since the filing became public, YLDE outperformed SPY by +0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: YLDE
40 + Investors

Track Smart Money conviction in YLDE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 33 21.21%
13F Shares 2M 1M 37.22%
Total Value $106M $78M 36.38%
New Positions 9 4 +5
Increased Positions 19 16 +3
Closed Positions 2 4 -2
Reduced Positions 7 5 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YLDE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YLDE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of YLDE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shira Ridge Wealth Management 4.05% 189,365 $10.2M
2 Sonoma Allocations LLC 0.22% 11,911 $643K
3 Alta Wealth Advisors LLC 0.16% 9,248 $499K
4 Golden State Wealth Management, LLC 0.09% 14,525 $784K
5 Hamilton Capital, LLC 0.04% 15,521 $838K
6 Stonebridge Financial Group, LLC 0.04% 8,086 $437K
7 Ameliora Wealth Management Ltd. 0.03% 2,000 $108K
8 CALDWELL SUTTER CAPITAL, INC. 0.03% 1,431 $77K
9 TD PRIVATE CLIENT WEALTH LLC 0.03% 22,788 $1.2M
10 Ritter Daniher Financial Advisory LLC / DE 0.02% 2,498 $135K
11 Private Advisor Group, LLC 0.02% 84,885 $4.6M
12 Arkadios Wealth Advisors 0.02% 23,025 $1.2M
13 OLD MISSION CAPITAL LLC 0.02% 20,329 $1.1M
14 Brookstone Capital Management 0.01% 23,025 $1.2M
15 LPL Financial LLC 0.01% 916,508 $49.5M
16 Rossby Financial, LCC 0.01% 1,144 $62K
17 CWM, LLC 0.01% 63,145 $3.4M
18 WEDBUSH SECURITIES INC 0.01% 4,395 —
19 Advisory Services Network, LLC 0.01% 9,488 $512K
20 Cetera Investment Advisers 0.01% 96,735 $5.2M
21 D.A. DAVIDSON & CO. 0.00% 13,413 $724K
22 OSAIC HOLDINGS, INC. 0.00% 51,013 $2.8M
23 AMERIPRISE FINANCIAL INC 0.00% 258,987 $14.0M
24 Independent Advisor Alliance 0.00% 4,903 $265K
25 PRIVATE TRUST CO NA 0.00% 470 $25K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LEGG MASON ETF INVT (YLDE)

What does the Smart Money Trend signal show for YLDE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added YLDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YLDE?

More buyers than sellers — 76% buying: Last quarter: 28 funds were net buyers (9 opened a brand new position + 19 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for YLDE holders?

Elite ownership — 65% AUM from top-100 funds: 8 of 40 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in YLDE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held YLDE?

Mixed — 35% long-term, 35% new: Of the 40 current holders: 14 (35%) held >2 years, 12 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy LEGG MASON ETF INVT (YLDE) following the 2026 Q1 hedge fund 13F filings?

As of today, YLDE has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), YLDE has gained +3.4% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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