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-Q2 13F filings (latest filed 2026-08-17). 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
10 tracked funds added or opened YLDE while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 44 tracked filers holding YLDE, 28 increased or opened the position and 15 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 2026-Q1 and 2026-Q2 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.
Full exits 1
- CWM, LLC$3M
Largest adds
- LPL Financial LLC$3M
- AMERIPRISE FINANCIAL INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- ENVESTNET ASSET MANAGEMENT INC$1M
- PNC Financial Services Group, Inc.$508K
- ROYAL BANK OF CANADA$447K
Largest trims
- OLD MISSION CAPITAL LLC$857K
- OSAIC HOLDINGS, INC.$820K
- Cetera Investment Advisers$288K
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 | 944,594 | $53M | 35.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 273,293 | $15M | 10.3% | 2026-Q2 |
| Shira Ridge Wealth Management trimmed | 188,660 | $10M | 7.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 89,443 | $5M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 88,726 | $5M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,600 | $3M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 45,047 | $3M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 34,771 | $2M | 1.3% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 28,833 | $2M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,366 | $2M | 1.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 26,344 | $1M | 1.0% | 2026-Q2 |
| Brookstone Capital Management added | 23,648 | $1M | 0.9% | 2026-Q2 |
| Arkadios Wealth Advisors added | 23,648 | $1M | 0.9% | 2026-Q2 |
| Hamilton Capital, LLC trimmed | 15,493 | $862K | 0.6% | 2026-Q2 |
| Sonoma Allocations LLC added | 15,164 | $846K | 0.6% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 14,675 | $816K | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 13,878 | $772K | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 12,575 | $699K | 0.5% | 2026-Q2 |
| Alta Wealth Advisors LLC | 9,248 | $514K | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 8,278 | $460K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,357 | $409K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,759 | $376K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 6,558 | $365K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc new | 5,549 | $309K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 5,167 | $287K | 0.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 4,996 | $278K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC | 4,500 | $250K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 4,332 | $241K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,178 | $232K | 0.2% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE | 2,498 | $139K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 1,712 | $95K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,682 | $94K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 1,524 | $85K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC | 1,144 | $64K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 933 | $52K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 624 | $35K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 493 | $27K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 470 | $26K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 402 | $22K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 150 | $8K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 88 | $5K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 81 | $4K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 24 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $20 | 0.0% | 2026-Q2 |
| CWM, LLC added | 63,145 | $3M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 6,575 | $355K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 4,903 | $265K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC | 4,395 | $237K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ameliora Wealth Management Ltd. | 2,000 | $108K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 403 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 115 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FRANKLIN RESOURCES INC trimmed | 409,000 | $22M | 15.0% | 2025-Q4 stale (2 quarters behind) |
| Janney Montgomery Scott LLC added | 9,727 | $527K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 402 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bank of New York Mellon Corp added | 169,993 | $9M | 6.3% | 2025-Q3 stale (3 quarters behind) |
| PFG Investments, LLC new | 3,785 | $207K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Archer Investment Corp new | 49 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.