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Franklin Income Equity Focus ETF (INCE) Institutional Ownership

$67.86 +0.55 (+0.82%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Franklin Income Equity Focus ETF (NYSEARCA:INCE)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$32.90M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.83M
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INCE Institutional Buying and Selling by Quarter

Franklin Income Equity Focus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Western Wealth Management LLC513$33K0.0%N/A0.029%
5/18/2026Royal Bank of Canada12,536$811K0.0%-55.2%0.716%
5/13/2026Cetera Investment Advisers51,130$3.31M0.0%+150.4%2.922%
5/13/2026Wealthspire Retirement LLC13,130$849K0.1%+4.1%0.750%
5/6/2026 Independent Financial Group LLC3,252$210K0.0%N/A0.186%
5/5/2026Ethos Financial Group LLC16,275$1.06M0.1%N/A0.930%
5/5/2026Sanctuary Advisors LLC10,326$668K0.0%+9.5%0.590%
4/27/2026Private Advisor Group LLC11,562$747K0.0%-3.0%0.642%
4/18/2026CENTRAL TRUST Co5,872$380K0.0%-6.0%0.326%
3/13/2026World Investment Advisors3,338$204K0.0%N/A0.185%
2/18/2026Wealthspire Retirement LLC12,611$770K0.0%+3.5%0.701%
2/18/2026OLD Mission Capital LLC38,842$2.37M0.1%N/A2.158%
2/17/2026Cetera Investment Advisers20,417$1.25M0.0%-12.6%1.134%
2/17/2026Osaic Holdings Inc.27,086$1.66M0.0%-1.9%1.505%
2/17/2026Royal Bank of Canada28,009$1.71M0.0%+43.8%1.556%
2/16/2026Arax Advisory Partners1,959$120K0.0%-62.6%0.109%
2/13/2026Kestra Advisory Services LLC5,027$307K0.0%-3.8%0.279%
2/13/2026UMB Bank n.a.233,816$14.29M0.2%N/A12.990%
2/12/2026Jane Street Group LLC11,679$714K0.0%-14.1%0.649%
2/11/2026LPL Financial LLC361,560$22.09M0.0%+3.4%20.087%
2/11/2026Franklin Resources Inc.100,227$6.12M0.0%+44,052.9%5.568%
2/10/2026Goldman Sachs Group Inc.16,728$1.02M0.0%+1.4%0.929%
2/6/2026Van Hulzen Asset Management LLC6,429$393K0.0%+33.1%0.357%
2/6/2026Fortis Group Advisors LLC15,414$995K0.2%-4.3%0.856%
2/6/2026PNC Financial Services Group Inc.1,412$86K0.0%N/A0.078%
2/4/2026World Investment Advisors3,338$204K0.0%N/A0.180%
2/3/2026 International Assets Investment Management LLC578$35K0.0%N/A0.031%
2/2/2026CENTRAL TRUST Co6,244$381K0.0%-2.6%0.338%
1/29/2026Sanctuary Advisors LLC9,429$576K0.0%-6.8%0.510%
1/26/2026CWM LLC5,945$363K0.0%+16.3%0.321%
11/17/2025Mariner LLC8,963$531K0.0%+69.0%0.512%
11/14/2025Raymond James Financial Inc.224,815$13.33M0.0%+15.1%12.847%
11/7/2025Fortis Group Advisors LLC16,100$953K0.2%-2.2%0.920%
11/6/2025CENTRAL TRUST Co6,413$380K0.0%-8.1%0.366%
11/4/2025 Cornerstone Wealth Management LLC6,324$375K0.0%+4.0%0.361%
10/22/2025D.A. Davidson & CO.40,305$2.39M0.0%+1.4%2.443%
10/15/2025CWM LLC5,110$303K0.0%+125.3%0.310%
9/4/2025Osaic Holdings Inc.31,080$1.79M0.0%+8.4%1.943%
8/14/2025Jane Street Group LLC15,784$907K0.0%-35.6%0.987%
8/14/2025Raymond James Financial Inc.195,256$11.22M0.0%+23.2%12.204%
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8/13/2025Johnson Financial Group Inc.684$39K0.0%N/A0.043%
8/12/2025JPMorgan Chase & Co.867$50K0.0%+36.8%0.054%
8/12/2025NFP Retirement Inc.11,888$683K0.0%+32.5%0.743%
8/8/2025Cetera Investment Advisers19,596$1.13M0.0%-30.6%1.225%
8/7/2025CENTRAL TRUST Co6,982$401K0.0%-15.4%0.436%
7/30/2025D.A. Davidson & CO.39,730$2.28M0.0%+5.6%2.483%
7/29/2025Private Trust Co. NA1,089$63K0.0%-23.1%0.068%
7/25/2025CWM LLC2,268$130K0.0%+237.0%0.142%
7/17/2025Janney Montgomery Scott LLC4,025$231K0.0%-5.3%0.252%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.500$29K0.0%N/A0.031%
5/19/2025Jane Street Group LLC24,494$1.38M0.0%+78.3%1.531%
5/16/2025Goldman Sachs Group Inc.38,430$2.16M0.0%+132.9%2.402%
5/15/2025Royal Bank of Canada35,805$2.01M0.0%+6.6%2.238%
5/14/2025Van Hulzen Asset Management LLC4,200$236K0.0%+51.5%0.263%
5/13/2025Raymond James Financial Inc.158,424$8.90M0.0%+6.7%9.902%
5/13/2025NFP Retirement Inc.8,970$504K0.0%+39.9%0.561%
5/7/2025LPL Financial LLC319,064$17.93M0.0%+0.8%19.942%
5/7/2025Security Financial Services INC.10,780$606K0.1%N/A0.674%
5/6/2025Cetera Investment Advisers28,236$1.59M0.0%-3.9%1.765%
5/6/2025Avantax Advisory Services Inc.3,666$206K0.0%N/A0.229%
5/2/2025Fortis Group Advisors LLC17,105$961K0.2%-5.5%1.069%
4/30/2025AlphaStar Capital Management LLC6,097$343K0.0%-37.5%0.381%
4/28/2025D.A. Davidson & CO.37,615$2.11M0.0%+17.5%2.351%
4/28/2025Private Trust Co. NA1,417$80K0.0%+82.1%0.089%
4/22/2025Cambridge Investment Research Advisors Inc.21,636$1.22M0.0%-1.6%1.352%
4/18/2025Cornerstone Wealth Management LLC5,716$321K0.0%-53.5%0.357%
4/18/2025CENTRAL TRUST Co8,255$464K0.0%-27.9%0.516%
4/17/2025Janney Montgomery Scott LLC4,250$239K0.0%N/A0.266%
2/17/2025Cetera Investment Advisers29,390$1.63M0.0%N/A0.000%
2/14/2025Jane Street Group LLC13,738$761K0.0%N/A0.000%
2/13/2025Mariner LLC4,156$230K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.148,515$8.23M0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.33,021$1.83M0.0%N/A0.000%
2/11/2025LPL Financial LLC316,375$17.53M0.0%N/A0.000%
2/10/2025Harbour Investments Inc.2,505$139K0.0%N/A0.000%
2/10/2025Tidemark LLC2,462$136K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC12,473$691K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.148,515$8.23M0.0%N/A0.000%
2/5/2025SRS Capital Advisors Inc.1,862$103K0.0%N/A0.000%
2/5/2025US Bancorp DE1,381$76K0.0%N/A0.000%
2/5/2025Private Trust Co. NA778$43K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC11,959$662K0.0%N/A0.000%
1/31/2025Global Retirement Partners LLC3,390$188K0.0%N/A0.000%
1/31/2025Fortis Group Advisors LLC18,097$1.00M0.2%N/A0.000%
1/31/2025D.A. Davidson & CO.32,005$1.77M0.0%N/A0.000%
1/30/2025Allworth Financial LP853$49K0.0%N/A0.000%
1/30/2025Principal Securities Inc.2,394$133K0.0%N/A0.000%
1/28/2025HTLF Bank269,439$14.93M1.7%N/A0.000%
1/28/2025AlphaStar Capital Management LLC9,760$541K0.1%N/A0.000%
1/27/2025Silver Oak Securities Incorporated26,980$1.50M0.1%N/A0.000%
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1/27/2025Money Concepts Capital Corp5,239$290K0.0%N/A0.000%
1/24/2025CENTRAL TRUST Co11,448$634K0.0%N/A0.000%
1/21/2025Cornerstone Wealth Management LLC12,300$681K0.0%N/A0.000%


INCE Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 institutional investors and hedge funds held shares of Franklin Income Equity Focus ETF. The most heavily invested institutionals were LPL Financial LLC ($22.09M), HTLF Bank ($14.93M), UMB Bank n.a. ($14.29M), Raymond James Financial Inc. ($13.33M), Franklin Resources Inc. ($6.12M), Cetera Investment Advisers ($3.31M), and D.A. Davidson & CO. ($2.39M).Learn more on Franklin Income Equity Focus ETF's institutional investors.

Of the 47 institutional investors that purchased Franklin Income Equity Focus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($373.33K), LPL Financial LLC ($331.03K), HTLF Bank ($269.44K), UMB Bank n.a. ($233.82K), Franklin Resources Inc. ($100K), Cetera Investment Advisers ($60.10K), and D.A. Davidson & CO. ($40.31K).

Institutional investors have bought a total of 539,136 shares in the last 24 months. This purchase volume represents approximately $32.90M in transactions.

Of the 11 institutional investors that sold Franklin Income Equity Focus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($15.47K), Cetera Investment Advisers ($11.57K), Jane Street Group LLC ($10.62K), Arax Advisory Partners ($3.28K), CENTRAL TRUST Co ($2.38K), Fortis Group Advisors LLC ($1.05K), and Sanctuary Advisors LLC ($690.00).

Institutional investors have sold a total of 46,474 shares in the last 24 months. This volume of shares sold represents approximately $2.83M in transactions.


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This page (NYSEARCA:INCE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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