Citadel Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Citadel Advisors’s Portfolio YLDE Stock Details YLDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Buy	+4,178	New	+$231K	﹤0.01%	11717
2025 Q1	–	Sell	-12,673	Closed	-$644K	–	15732
2024 Q4	$644K	Buy	12,673 +6,822	+117%	+$352K	﹤0.01%	7985
2024 Q3	$295K	Buy	+5,851	New	+$283K	﹤0.01%	9375
2022 Q3	–	Sell	-20,797	Closed	-$775K	–	13749
2022 Q2	$775K	Sell	20,797 -17,761	-46%	-$706K	﹤0.01%	7612
2022 Q1	$1.63M	Buy	38,558 +25,020	+185%	+$1.05M	﹤0.01%	6540
2021 Q4	$593K	Buy	+13,538	New	+$569K	﹤0.01%	9260

Other funds holding YLDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors's YLDE Position: Q2 2026 in Review

Citadel Advisors opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026: 4,178 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #11717 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in YLDE as recently as Q4 2024.

Citadel Advisors first reported a position in YLDE in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2022. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Citadel Advisors held 4,178 shares of ClearBridge Dividend Strategy ESG ETF worth $232K as of Q2 2026.
ClearBridge Dividend Strategy ESG ETF was a new Citadel Advisors position in Q2 2026.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11717 holding.
Citadel Advisors first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2021 and has held it in 6 quarters since.
Citadel Advisors's ClearBridge Dividend Strategy ESG ETF position peaked at $1.63M in Q1 2022.
45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.