Rockefeller Capital Management
YLDE icon

Rockefeller Capital Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Rockefeller Capital 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
Q1 		$4.75K Buy
88
+7
+9% +$389 ﹤0.01% 4260
2025
Q4 		$4.39K Buy
+81
New +$4.37K ﹤0.01% 4115

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Rockefeller Capital Management's YLDE Position: Q1 2026 in Review

Rockefeller Capital Management increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 8.6% in Q1 2026, buying an estimated $389 and bringing the position to 88 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4260.

Rockefeller Capital Management first reported a position in YLDE in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Rockefeller Capital Management held 88 shares of ClearBridge Dividend Strategy ESG ETF worth $4.75K as of Q1 2026.
  • Rockefeller Capital Management bought 7 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $389.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4260 holding.
  • Rockefeller Capital Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.