Free Trial

Franklin Income Focus ETF (INCM) Institutional Ownership

Franklin Income Focus ETF logo
$29.32 +0.21 (+0.72%)
As of 05/5/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$222.18M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$27.45M
Get INCM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Franklin Income Focus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

INCM Institutional Buying and Selling by Quarter

Franklin Income Focus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.153,075$4.40M0.0%+6.2%0.307%
5/5/2026Bank of New York Mellon Corp134,167$3.86M0.0%+129.8%0.269%
5/5/2026Geneos Wealth Management Inc.2,158$62K0.0%N/A0.004%
5/5/2026Sanctuary Advisors LLC58,344$1.68M0.0%+15.2%0.117%
5/5/2026 Sigma Planning Corp10,172$292K0.0%+22.4%0.020%
5/4/2026 HBW Advisory Services LLC45,853$1.32M0.1%+303.8%0.092%
5/1/2026 Fifth Third Bancorp5,000$144K0.0%N/A0.010%
4/30/2026 Kestra Advisory Services LLC110,776$3.20M0.0%+26.5%0.223%
4/30/2026 Base Wealth Management LLC319,318$9.18M5.1%-6.6%0.642%
4/29/2026 Advance Capital Management Inc.14,192$408K0.0%N/A0.029%
4/28/2026 LVZ Inc.93,303$2.68M0.3%+2.3%0.190%
4/28/2026 Koshinski Asset Management Inc.10,998$316K0.0%N/A0.022%
4/27/2026 World Investment Advisors24,069$692K0.0%+30.6%0.049%
4/27/2026 Private Advisor Group LLC50,381$1.45M0.0%+8.5%0.102%
4/23/2026 Summit Investment Advisory Services LLC1,002,091$28.81M10.7%+0.1%2.049%
4/23/2026 Intrua Financial LLC135,591$3.90M0.4%+11.9%0.277%
4/23/2026 Next Level Private LLC395,468$11.37M2.6%+27.4%0.809%
4/22/2026 Janney Montgomery Scott LLC121,730$3.50M0.0%+84.6%0.251%
4/20/2026 Kestra Private Wealth Services LLC15,000$431K0.0%N/A0.031%
4/20/2026 C2C Wealth Management LLC12,000$345K0.3%+33.3%0.025%
4/18/2026 Richards Merrill & Peterson Inc.72,745$2.09M0.8%+38.5%0.150%
4/17/2026 XML Financial LLC33,865$974K0.1%+13.4%0.070%
4/17/2026 Brookstone Capital Management60,194$1.73M0.0%-1.6%0.124%
4/15/2026 Nations Financial Group Inc. IA ADV60,651$1.74M0.1%+337.7%0.126%
3/13/2026 World Investment Advisors18,423$517K0.0%N/A0.044%
2/18/2026NewEdge Advisors LLC104,250$2.92M0.0%+4.3%0.249%
2/18/2026OLD Mission Capital LLC29,914$839K0.0%-15.2%0.071%
2/17/2026Cetera Investment Advisers576,384$16.16M0.0%+8.3%1.376%
2/17/2026Equitable Holdings Inc.13,369$375K0.0%-6.2%0.032%
2/17/2026Osaic Holdings Inc.558,644$15.67M0.0%-7.9%1.333%
2/17/2026Advisory Services Network LLC39,648$1.11M0.0%+27.2%0.095%
2/17/2026Royal Bank of Canada1,334,830$37.43M0.0%+35.2%3.186%
2/17/2026 Innovative Wealth Building LLC29,321$822K0.6%-2.8%0.070%
2/16/2026Mariner LLC21,672$608K0.0%+26.6%0.052%
2/13/2026Jacobi Capital Management LLC18,700$524K0.0%+48.3%0.045%
2/13/2026 Kestra Advisory Services LLC87,600$2.46M0.0%+3.5%0.209%
2/13/2026Visionary Wealth Advisors23,800$667K0.0%+20.9%0.057%
2/13/2026Stifel Financial Corp308,046$8.64M0.0%+18.1%0.735%
2/13/2026Arkadios Wealth Advisors61,168$1.72M0.0%-0.6%0.146%
2/13/2026Wells Fargo & Company MN1,966,825$55.15M0.0%+23.7%4.694%
2/13/2026 Asset Allocation Strategies LLC16,599$465K0.1%+50.8%0.040%
2/12/2026Jane Street Group LLC76,425$2.14M0.0%-43.8%0.182%
2/12/2026 Commonwealth Equity Services LLC231,972$6.50M0.0%-1.7%0.554%
2/12/2026 Titleist Asset Management LLC7,175$201K0.0%N/A0.017%
2/12/2026Steward Partners Investment Advisory LLC161,197$4.52M0.0%+7.5%0.385%
2/11/2026Gateway Wealth Partners LLC34,493$967K0.1%N/A0.082%
2/11/2026 Janney Montgomery Scott LLC65,937$1.85M0.0%+50.5%0.157%
2/11/2026Capital Analysts LLC30,933$867K0.0%+18.8%0.074%
2/11/2026LPL Financial LLC3,821,161$107.15M0.0%+40.2%9.120%
2/11/2026 XML Financial LLC29,865$837K0.1%+5.1%0.071%
2/11/2026Verus Capital Partners LLC27,031$758K0.0%+31.1%0.065%
2/10/2026WCG Wealth Advisors LLC14,300$401K0.0%+21.2%0.034%
2/10/2026Calton & Associates Inc.25,984$729K0.1%+28.6%0.062%
2/10/2026Principia Wealth Advisory LLC11,603$325K0.1%+54.3%0.028%
2/9/2026Harbour Investments Inc.19,628$550K0.0%+28.4%0.047%
2/9/2026 Prospera Financial Services Inc22,810$640K0.0%-46.3%0.054%
2/6/2026 Kennedy Investment Group57,390$1.61M0.6%+355.5%0.137%
2/6/2026Larson Financial Group LLC655,490$18.38M0.6%+19.0%1.564%
2/5/2026 Intrua Financial LLC121,186$3.40M0.4%+29.4%0.289%
2/5/2026 Plus Group Wealth Advisors LLC17,895$502K0.6%N/A0.043%
2/5/2026 Cornerstone Wealth Management LLC9,865$277K0.0%+29.5%0.024%
2/5/2026Allworth Financial LP14,861$417K0.0%N/A0.035%
2/4/2026 World Investment Advisors18,423$517K0.0%N/A0.045%
2/4/2026 Summit Investment Advisory Services LLC1,000,830$28.06M10.6%+3.0%2.429%
2/3/2026 International Assets Investment Management LLC3,204$90K0.0%N/A0.008%
2/2/2026 Truist Financial Corp26,910$755K0.0%+67.6%0.065%
2/2/2026Benjamin Edwards Inc.65,109$1.83M0.0%+18.3%0.158%
1/29/2026Comerica Bank5,000$140K0.0%+66.7%0.012%
1/29/2026D.A. Davidson & CO.144,185$4.04M0.0%+4.9%0.353%
1/29/2026Sanctuary Advisors LLC50,639$1.42M0.0%+0.9%0.124%
1/27/2026PFG Advisors13,719$385K0.0%+40.3%0.034%
1/27/2026 Richards Merrill & Peterson Inc.52,510$1.47M0.6%+65.3%0.129%
1/26/2026 Nations Financial Group Inc. IA ADV13,857$389K0.0%+80.0%0.034%
1/26/2026CWM LLC207,319$5.81M0.0%+55.8%0.510%
1/23/2026Assetmark Inc.1,257$35K0.0%N/A0.003%
1/23/2026Smith Moore & CO.138,134$3.87M0.3%-1.6%0.342%
1/21/2026 C2C Wealth Management LLC9,000$252K0.2%N/A0.022%
1/21/2026 Flagship Harbor Advisors LLC12,781$358K0.0%N/A0.032%
1/21/2026 Base Wealth Management LLC341,939$9.59M5.2%+12.7%0.847%
1/21/2026 Sowell Financial Services LLC433,625$12.16M0.4%-0.6%1.075%
1/20/2026 Secure Asset Management LLC19,871$557K0.1%N/A0.050%
1/20/2026Savvy Advisors Inc.7,803$219K0.0%-10.5%0.019%
1/20/2026 Stratos Wealth Partners LTD.20,906$586K0.0%+5.6%0.052%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.15,435$433K0.2%+162.5%0.038%
1/16/2026 Perigon Wealth Management LLC19,165$537K0.0%+9.8%0.048%
1/15/2026 Brookstone Capital Management61,168$1.72M0.0%-0.6%0.153%
1/14/2026 Wealthcare Advisory Partners LLC9,534$267K0.0%N/A0.024%
1/12/2026 DAVENPORT & Co LLC116,376$3.26M0.0%+3.9%0.296%
1/8/2026 Wealth Enhancement Advisory Services LLC718,490$20.37M0.0%+32.7%1.847%
1/7/2026 Next Level Private LLC310,529$8.71M2.3%+10.9%0.798%
1/1/2026JPMorgan Chase & Co.27,503$763K0.0%+18.0%0.081%
11/18/2025Advisory Services Network LLC31,164$864K0.0%+8.4%0.092%
11/17/2025NewEdge Advisors LLC99,932$2.77M0.0%+10.6%0.296%
11/17/2025Mariner LLC17,118$475K0.0%N/A0.051%
11/17/2025Larson Financial Group LLC550,795$15.28M0.5%+65.3%1.630%
11/17/2025Lido Advisors LLC139,305$3.88M0.0%+0.5%0.412%
11/17/2025Elequin Capital LP2,061$57K0.0%-97.8%0.006%
11/17/2025Citadel Advisors LLC64,562$1.79M0.0%-8.5%0.191%
11/17/2025Bank of America Corp DE141,450$3.92M0.0%+487.7%0.418%
11/17/2025Ameriprise Financial Inc.908,507$25.20M0.0%+32.7%2.688%


INCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INCM shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Franklin Income Focus ETF. The most heavily invested institutionals were LPL Financial LLC ($107.15M), Wells Fargo & Company MN ($55.15M), Raymond James Financial Inc. ($54.15M), Royal Bank of Canada ($37.43M), Summit Investment Advisory Services LLC ($28.81M), Ameriprise Financial Inc. ($25.20M), and Wealth Enhancement Advisory Services LLC ($20.37M).Learn more on Franklin Income Focus ETF's institutional investors.

Which institutional investors have been buying Franklin Income Focus ETF's stock?

Of the 104 institutional investors that purchased Franklin Income 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. ($3.07M), Summit Investment Advisory Services LLC ($1.89M), LPL Financial LLC ($1.67M), Wells Fargo & Company MN ($807.34K), Royal Bank of Canada ($491.58K), Ameriprise Financial Inc. ($470.32K), and Wealth Enhancement Advisory Services LLC ($403.42K).

How much institutional buying is happening at Franklin Income Focus ETF?

Institutional investors have bought a total of 8,042,349 shares in the last 24 months. This purchase volume represents approximately $222.18M in transactions.

Which of Franklin Income Focus ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Franklin Income Focus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($454.14K), Jane Street Group LLC ($155.02K), Envestnet Asset Management Inc. ($95.49K), Elequin Capital LP ($91.03K), Osaic Holdings Inc. ($47.82K), Thurston Springer Miller Herd & Titak Inc. ($33.15K), and Asset Allocation Strategies LLC ($24.91K).

How much institutional selling is happening at Franklin Income Focus ETF?

Institutional investors have sold a total of 1,004,602 shares in the last 24 months. This volume of shares sold represents approximately $27.45M in transactions.



This page (NYSEARCA:INCM) was last updated on 5/6/2026 by MarketBeat.com Staff.
From Our Partners