§ EQUITY
USDYLDE
FRANKLIN CLEARBRIDGE ENHANCE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
30 increased/new, 8 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 917K | 0.0% | +256% |
| AMERIPRISE FINANCIAL INC | 259K | n/a | +42% |
| Shira Ridge Wealth Management | 189K | 4.0% | −1% |
| Cetera Investment Advisers | 97K | 0.0% | +138% |
| Private Advisor Group, LLC | 85K | 0.0% | +3% |
| CWM, LLC | 63K | 0.0% | +35% |
◇ AC INTELLIGENCE
Top institutional owners for YLDE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER83.7% · 33 holders
QUALITY / COMPOUNDER13.1% · 1 holder
DEALER / BANK3.2% · 7 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for YLDE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention YLDE yet.