Who owns YLDE
Which tracked institutional funds hold YLDE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YLDE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on YLDE is one-sided between 2025-Q4 and 2026-Q1: 11 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
YLDE’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in YLDE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 41 tracked filers holding YLDE, 28 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in YLDE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Brookstone Capital Management$1M
- Arkadios Wealth Advisors$1M
- OLD MISSION CAPITAL LLC$1M
Full exits 2
- FRANKLIN RESOURCES INC$22M
- Janney Montgomery Scott LLC$527K
Largest adds
- LPL Financial LLC$36M
- AMERIPRISE FINANCIAL INC$4M
- Cetera Investment Advisers$3M
- ROYAL BANK OF CANADA$1M
- CWM, LLC$867K
- OSAIC HOLDINGS, INC.$815K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$679K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 916,508 | $49M | 35.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 258,987 | $14M | 10.0% | 2026-Q1 |
| Shira Ridge Wealth Management trimmed | 189,365 | $10M | 7.3% | 2026-Q1 |
| Cetera Investment Advisers added | 96,735 | $5M | 3.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 84,885 | $5M | 3.3% | 2026-Q1 |
| CWM, LLC added | 63,145 | $3M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 51,013 | $3M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 39,325 | $2M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 38,135 | $2M | 1.5% | 2026-Q1 |
| Arkadios Wealth Advisors new | 23,025 | $1M | 0.9% | 2026-Q1 |
| Brookstone Capital Management new | 23,025 | $1M | 0.9% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 22,788 | $1M | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 20,329 | $1M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 17,731 | $957K | 0.7% | 2026-Q1 |
| Hamilton Capital, LLC trimmed | 15,521 | $838K | 0.6% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 14,525 | $784K | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 13,413 | $724K | 0.5% | 2026-Q1 |
| Sonoma Allocations LLC added | 11,911 | $643K | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 9,488 | $512K | 0.4% | 2026-Q1 |
| Alta Wealth Advisors LLC trimmed | 9,248 | $499K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,817 | $476K | 0.3% | 2026-Q1 |
| Stonebridge Financial Group, LLC trimmed | 8,086 | $437K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,545 | $407K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 6,575 | $355K | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 4,903 | $265K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC | 4,500 | $243K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 4,395 | $237K | 0.2% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 2,498 | $135K | 0.1% | 2026-Q1 |
| Ameliora Wealth Management Ltd. | 2,000 | $108K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 1,712 | $92K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,656 | $89K | 0.1% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. added | 1,431 | $77K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC | 1,144 | $62K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 946 | $50K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 547 | $30K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 470 | $25K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 407 | $22K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 403 | $22K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 402 | $22K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 115 | $6K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 88 | $5K | 0.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 409,000 | $22M | 15.9% | 2025-Q4 stale |
| Bank of New York Mellon Corp added | 169,993 | $9M | 6.7% | 2025-Q3 stale |
| Janney Montgomery Scott LLC added | 9,727 | $527K | 0.4% | 2025-Q4 stale |
| Beacon Pointe Advisors, LLC | 5,485 | $284K | 0.2% | 2025-Q1 stale |
| PFG Investments, LLC new | 3,785 | $207K | 0.1% | 2025-Q3 stale |
| UBS Group AG added | 872 | $45K | 0.0% | 2025-Q1 stale |
| COMERICA BANK | 402 | $22K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 78 | $4K | 0.0% | 2025-Q4 stale |
| Archer Investment Corp new | 49 | $3K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.