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Franklin Clearbridge Enhance (YLDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares987,614 from 944,594
Change+43,020 (+5%)
Value$54.0M (+$1.4M)
Filed 2026-11-06
Shira Ridge Wealth Management
DECREASED
Shares187,712 from 188,660
Change-948 (0%)
Value$10.3M (-$236.4K)
Filed 2026-10-09
TD Private Client Wealth LLC
INCREASED
Shares35,595 from 28,833
Change+6,762 (+23%)
Value$1.9M (+$341.3K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares33,853 from 26,344
Change+7,509 (+29%)
Value$1.8M (+$384.6K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares25,052 from 23,648
Change+1,404 (+6%)
Value$1.4M (+$53.5K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares15,011 from 13,878
Change+1,133 (+8%)
Value$820.2K (+$48.3K)
Filed 2026-10-28
Hamilton Capital, LLC
DECREASED
Shares14,767 from 15,493
Change-726 (-5%)
Value$806.9K (-$54.8K)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares14,675 from 14,675
Change0 (0%)
Value$801.9K (-$14.4K)
Filed 2026-11-02
Stonebridge Financial Group, LLC
INCREASED
Shares8,362 from 8,278
Change+84 (+1%)
Value$456.9K (-$3.5K)
Filed 2026-10-01
Prospera Financial Services Inc
INCREASED
Shares8,211 from 5,549
Change+2,662 (+48%)
Value$471.4K (+$162.7K)
Filed 2026-11-04
Kestra Advisory Services, LLC
NEW
Shares6,785
Change+6,785
Value$370.7K
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares6,430 from 6,759
Change-329 (-5%)
Value$351.4K (-$24.6K)
Filed 2026-11-02
Oppenheimer & Co Inc
NEW
Shares5,019
Change+5,019
Value$274.3K
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares4,858 from 4,395
Change+463 (+11%)
Value$265 (-$243.7K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
NEW
Shares4,552
Change+4,552
Value$249
Filed 2026-11-02
Harbour Investments, Inc.
INCREASED
Shares1,716 from 1,682
Change+34 (+2%)
Value$93.8K (+$242)
Filed 2026-11-09
Caldwell Sutter Capital, Inc.
DECREASED
Shares1,324 from 1,524
Change-200 (-13%)
Value$72.3K (-$12.4K)
Filed 2026-11-09
Rossby Financial, LCC
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$62.5K (-$1.1K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares682 from 402
Change+280 (+70%)
Value$37.3K (+$14.9K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$25.7K (-$460)
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares405
Change+405
Value$22.1K
Filed 2026-10-16
Geneos Wealth Management Inc.
NEW
Shares270
Change+270
Value$14.8K
Filed 2026-11-09
IFG Advisory, LLC
INCREASED
Shares82 from 81
Change+1 (+1%)
Value$4.5K (+$20)
Filed 2026-11-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-15
Ameriprise Financial Inc
N/A
Shares— from 273,293
Change-273,293 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 89,443
Change-89,443 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 88,726
Change-88,726 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 57,600
Change-57,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 45,047
Change-45,047 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,771
Change-34,771 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,366
Change-27,366 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,648
Change-23,648 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 15,164
Change-15,164 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,357
Change-7,357 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 24
Change-24 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED987,614944,594+43,020+5%$52.5M$54.0M+$1.4M2026-11-06
Shira Ridge Wealth Management
DECREASED187,712188,660-9480%$10.5M$10.3M-$236.4K2026-10-09
TD Private Client Wealth LLC
INCREASED35,59528,833+6,762+23%$1.6M$1.9M+$341.3K2026-10-28
PNC Financial Services Group, Inc.
INCREASED33,85326,344+7,509+29%$1.5M$1.8M+$384.6K2026-11-06
Brookstone Capital Management
INCREASED25,05223,648+1,404+6%$1.3M$1.4M+$53.5K2026-10-22
D.A. Davidson & Co.
INCREASED15,01113,878+1,133+8%$771.9K$820.2K+$48.3K2026-10-28
Hamilton Capital, LLC
DECREASED14,76715,493-726-5%$861.7K$806.9K-$54.8K2026-10-08
Golden State Wealth Management, LLC
UNCHANGED14,67514,67500%$816.2K$801.9K-$14.4K2026-11-02
Stonebridge Financial Group, LLC
INCREASED8,3628,278+84+1%$460.4K$456.9K-$3.5K2026-10-01
Prospera Financial Services Inc
INCREASED8,2115,549+2,662+48%$308.6K$471.4K+$162.7K2026-11-04
Kestra Advisory Services, LLC
NEW6,785—+6,785——$370.7K—2026-11-02
Commonwealth Equity Services, LLC
DECREASED6,4306,759-329-5%$376.0K$351.4K-$24.6K2026-11-02
Oppenheimer & Co Inc
NEW5,019—+5,019——$274.3K—2026-10-26
Wedbush Securities Inc
INCREASED4,8584,395+463+11%$244.0K$265-$243.7K2026-10-22
Cambridge Investment Research Advisors, Inc.
NEW4,552—+4,552——$249—2026-11-02
Harbour Investments, Inc.
INCREASED1,7161,682+34+2%$93.6K$93.8K+$2422026-11-09
Caldwell Sutter Capital, Inc.
DECREASED1,3241,524-200-13%$84.8K$72.3K-$12.4K2026-11-09
Rossby Financial, LCC
UNCHANGED1,1441,14400%$63.6K$62.5K-$1.1K2026-11-05
Fifth Third Bancorp
INCREASED682402+280+70%$22.4K$37.3K+$14.9K2026-11-05
Private Trust Co NA
UNCHANGED47047000%$26.1K$25.7K-$4602026-10-20
IFP Advisors, Inc
NEW405—+405——$22.1K—2026-10-16
Geneos Wealth Management Inc.
NEW270—+270——$14.8K—2026-11-09
IFG Advisory, LLC
INCREASED8281+1+1%$4.5K$4.5K+$202026-11-09
AdvisorNet Financial, Inc
CLOSED0493-493-100%$27.4K$0-$27.4K2026-10-15
Ameriprise Financial Inc
N/A—273,293-273,293-100%$15.2M———
Private Advisor Group, LLC
N/A—89,443-89,443-100%$5.0M———
Cetera Investment Advisers
N/A—88,726-88,726-100%$4.9M———
Envestnet Asset Management Inc
N/A—57,600-57,600-100%$3.1M———
Royal Bank of Canada
N/A—45,047-45,047-100%$2.5M———
Osaic Holdings, Inc.
N/A—34,771-34,771-100%$1.9M———
Susquehanna International Group, LLP
N/A—27,366-27,366-100%$1.5M———
Arkadios Wealth Advisors
N/A—23,648-23,648-100%$1.3M———
Sonoma Allocations LLC
N/A—15,164-15,164-100%$846.3K———
Advisory Services Network, LLC
N/A—12,575-12,575-100%$699.4K———
Alta Wealth Advisors LLC
N/A—9,248-9,248-100%$514.4K———
Janney Montgomery Scott LLC
N/A—9,076-9,076-100%$505.0K———
JPMorgan Chase & Co
N/A—7,357-7,357-100%$408.8K———
Bank of America Corp
N/A—6,558-6,558-100%$364.8K———
HRT Financial LP
N/A—5,764-5,764-100%$320.0K———
Raymond James Financial Inc
N/A—5,167-5,167-100%$287.4K———
Bluespring Wealth Management, LLC
N/A—4,996-4,996-100%$277.9K———
Sanctuary Advisors, LLC
N/A—4,500-4,500-100%$250.3K———
Old Mission Capital LLC
N/A—4,332-4,332-100%$241.0K———
Citadel Advisors LLC
N/A—4,178-4,178-100%$232.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,498-2,498-100%$138.9K———
Morgan Stanley
N/A—1,712-1,712-100%$95.2K———
Global Retirement Partners, LLC
N/A—933-933-100%$51.9K———
O'shaughnessy Asset Management, LLC
N/A—624-624-100%$34.7K———
Rockefeller Capital Management L.P.
N/A—88-88-100%$4.9K———
Jones Financial Companies Lllp
N/A—24-24-100%$1.3K———
Wells Fargo & Company
N/A—00—$20———
Showing 51 of 51 institutions