HoldingsChannel.com
On this page, we present all of the funds holding YLDE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding YLDE, with a link to that fund's top holdings. The next columns indicate the amount of YLDE stock held by each of the funds holding YLDE, followed by the YLDE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 20 funds holding YLDE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Shira Ridge Wealth Management. For more details on the positions held by Shira Ridge Wealth Management (or by any of the other funds holding YLDE), click the fund name in the "Holder" column of the funds-holding-YLDE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Shira Ridge Wealth Management | 179,297 | $8,471 | 03/31/2024 |
| YLDE | 179,297 | $8,471 | 03/31/2024 |
| Bank of New York Mellon Corp | 168,317 | $7,952 | 03/31/2024 |
| YLDE | 168,317 | $7,952 | 03/31/2024 |
| LPL Financial LLC | 102,229 | $4,536 | 12/31/2023 |
| YLDE | 102,229 | $4,536 | 12/31/2023 |
| Oppenheimer Asset Management Inc. | 47,677 | $2,116 | 12/31/2023 |
| YLDE | 47,677 | $2,116 | 12/31/2023 |
| Susquehanna International Group LLP | 27,034 | $1,200 | 12/31/2023 |
| YLDE | 27,034 | $1,200 | 12/31/2023 |
| Envestnet Asset Management Inc. | 18,813 | $835 | 12/31/2023 |
| YLDE | 18,813 | $835 | 12/31/2023 |
| Hamilton Capital LLC | 18,756 | $832 | 12/31/2023 |
| YLDE | 18,756 | $832 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 18,274 | $811 | 12/31/2023 |
| YLDE | 18,274 | $811 | 12/31/2023 |
| Advisor Group Holdings Inc. | 18,273 | $811 | 12/31/2023 |
| YLDE | 18,273 | $811 | 12/31/2023 |
| Cetera Advisor Networks LLC | 11,354 | $504 | 12/31/2023 |
| YLDE | 11,354 | $504 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 8,685 | $385 | 12/31/2023 |
| YLDE | 8,685 | $385 | 12/31/2023 |
| Commonwealth Equity Services LLC | 7,162 | $318 | 12/31/2023 |
| YLDE | 7,162 | $318 | 12/31/2023 |
| Wedbush Securities Inc. | 4,865 | $216 | 12/31/2023 |
| YLDE | 4,865 | $216 | 12/31/2023 |
| Ameliora Wealth Management Ltd. | 4,017 | $190 | 03/31/2024 |
| YLDE | 4,017 | $190 | 03/31/2024 |
| GWM Advisors LLC | 1,739 | $77 | 12/31/2023 |
| YLDE | 1,739 | $77 | 12/31/2023 |
| Morgan Stanley | 1,714 | $76 | 12/31/2023 |
| YLDE | 1,714 | $76 | 12/31/2023 |
| AdvisorNet Financial Inc | 1,171 | $55 | 03/31/2024 |
| YLDE | 1,171 | $55 | 03/31/2024 |
| Caldwell Sutter Capital Inc. | 880 | $42 | 03/31/2024 |
| YLDE | 880 | $42 | 03/31/2024 |
| UBS Group AG | 203 | $9 | 12/31/2023 |
| YLDE | 203 | $9 | 12/31/2023 |
| Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
| YLDE | 1 | $0 | 12/31/2023 |
 Proequities Inc. | 0 | $0 | 12/31/2023 |
| Put | 0 | $0 | 12/31/2023 |
| Call | 0 | $0 | 12/31/2023 |
| YLDE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of YLDE
See Details: Top 10 Hedge Funds Holding YLDE
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