OSAM
YLDE icon

O'Shaughnessy Asset Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

O'Shaughnessy Asset Management’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 		$34.7K Buy
+624
New +$34.6K ﹤0.01% 2308

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

O'Shaughnessy Asset Management's YLDE Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026: 624 shares worth $34.7K. The stake represents ﹤0.01% of the portfolio and ranks #2308 among its holdings.

46 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • O'Shaughnessy Asset Management held 624 shares of ClearBridge Dividend Strategy ESG ETF worth $34.7K as of Q2 2026.
  • ClearBridge Dividend Strategy ESG ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2308 holding.
  • 46 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.