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Franklin Income Focus ETF (INCM) Institutional Ownership

Franklin Income Focus ETF logo
$28.95 -0.18 (-0.62%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$28.94 -0.01 (-0.03%)
As of 07:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Income Focus ETF (NYSEARCA:INCM)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$174.50M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.07M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.38,152$1.10M0.0%N/A0.059%
9/23/2026 Envestnet Asset Management Inc.111,839$3.23M0.0%+47.3%0.173%
9/17/2026 Wellington Altus USA Inc.2,398$69K0.0%+17.1%0.004%
9/9/2026 Capital Analysts LLC61,064$1.76M0.0%+7.5%0.104%
9/2/2026 Citadel Advisors LLC42,856$1.24M0.0%+108.1%0.073%
8/24/2026 Carlson Financial Inc.36,705$1.06M0.5%+9.8%0.062%
8/23/2026 Ameritas Advisory Services LLC20,051$579K0.0%N/A0.034%
8/23/2026 Asset Allocation Strategies LLC17,008$491K0.1%+3.9%0.029%
8/21/2026 Continuum Advisory LLC4,605$245K0.0%-30.7%0.008%
8/21/2026 XML Financial LLC25,865$746K0.1%-23.6%0.044%
8/21/2026 Secure Asset Management LLC41,563$1.20M0.2%+22.3%0.071%
7/10/2026 KWB Wealth11,253$325K0.0%N/A0.020%
7/9/2026 Next Level Private LLC439,360$12.68M2.5%+11.1%0.783%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.19,664$567K0.2%+3.5%0.035%
7/7/2026 Bill Few Associates Inc.14,273$412K0.1%-20.6%0.026%
6/18/2026 Western Wealth Management LLC4,157$120K0.0%N/A0.008%
6/3/2026 NewEdge Advisors LLC117,043$3.37M0.0%+12.3%0.235%
5/22/2026 Verus Capital Partners LLC28,405$817K0.1%+5.1%0.057%
5/19/2026 Western Wealth Management LLC4,157$120K0.0%N/A0.008%
5/19/2026 Bank of America Corp DE1,341,701$38.57M0.0%+8.2%2.694%
5/19/2026 Arkadios Wealth Advisors60,094$1.73M0.0%-1.8%0.121%
5/18/2026 Royal Bank of Canada1,558,296$44.80M0.0%+16.7%3.129%
5/15/2026 Gateway Wealth Partners LLC123,624$3.55M0.1%+258.4%0.248%
5/14/2026 Lido Advisors LLC135,738$3.92M0.0%-2.6%0.273%
5/13/2026 Cetera Investment Advisers621,105$17.86M0.0%+7.8%1.247%
5/7/2026 Spartan Wealth Advisory Services LLC62,450$1.80M0.2%N/A0.125%
5/6/2026 Assetmark Inc.1,797$52K0.0%+43.0%0.004%
5/5/2026 D.A. Davidson & CO.153,075$4.40M0.0%+6.2%0.307%
5/5/2026 Bank of New York Mellon Corp134,167$3.86M0.0%+129.8%0.269%
5/5/2026 Geneos Wealth Management Inc.2,158$62K0.0%N/A0.004%
5/5/2026 Sanctuary 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%
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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%
2/18/2026 NewEdge Advisors LLC104,250$2.92M0.0%+4.3%0.249%
2/18/2026 OLD Mission Capital LLC29,914$839K0.0%-15.2%0.071%
2/17/2026 Cetera Investment Advisers576,384$16.16M0.0%+8.3%1.376%
2/17/2026 Equitable Holdings Inc.13,369$375K0.0%-6.2%0.032%
2/17/2026 Osaic Holdings Inc.558,644$15.67M0.0%-7.9%1.333%
2/17/2026 Advisory Services Network LLC39,648$1.11M0.0%+27.2%0.095%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC21,672$608K0.0%+26.6%0.052%
2/13/2026 Jacobi 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%
2/13/2026 Visionary Wealth Advisors23,800$667K0.0%+20.9%0.057%
2/13/2026 Stifel Financial Corp308,046$8.64M0.0%+18.1%0.735%
2/13/2026 Arkadios Wealth Advisors61,168$1.72M0.0%-0.6%0.146%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/12/2026 Steward Partners Investment Advisory LLC161,197$4.52M0.0%+7.5%0.385%
2/11/2026 Gateway Wealth Partners LLC34,493$967K0.1%N/A0.082%
2/11/2026 Janney Montgomery Scott LLC65,937$1.85M0.0%+50.5%0.157%
2/11/2026 Capital Analysts LLC30,933$867K0.0%+18.8%0.074%
2/11/2026 LPL Financial LLC3,821,161$107.15M0.0%+40.2%9.120%
2/11/2026 XML Financial LLC29,865$837K0.1%+5.1%0.071%
2/11/2026 Verus Capital Partners LLC27,031$758K0.0%+31.1%0.065%
2/10/2026 WCG Wealth Advisors LLC14,300$401K0.0%+21.2%0.034%
2/10/2026 Calton & Associates Inc.25,984$729K0.1%+28.6%0.062%
2/10/2026 Principia Wealth Advisory LLC11,603$325K0.1%+54.3%0.028%
2/9/2026 Harbour 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%
2/6/2026 Larson 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%
2/5/2026 Allworth Financial LP14,861$417K0.0%N/A0.035%
2/4/2026 World Investment Advisors18,423$517K0.0%N/A0.045%
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Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every dollar while paying savers just 0.04 percent interest. A new law, the GENIUS Act signed last summer, has cleared the way for a different kind of money to emerge this fall, one that could offer savings rates up to 6 percent. See what Ian King, Chief Strategist at Strategic Fortunes, has uncovered about this shift before it goes live.tc pixel

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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%
2/2/2026 Benjamin Edwards Inc.65,109$1.83M0.0%+18.3%0.158%
1/29/2026Comerica Bank5,000$140K0.0%+66.7%0.012%
1/29/2026 D.A. Davidson & CO.144,185$4.04M0.0%+4.9%0.353%
1/29/2026 Sanctuary Advisors LLC50,639$1.42M0.0%+0.9%0.124%
1/27/2026 PFG 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%


INCM Institutional Ownership - Frequently Asked Questions

During the previous two years, 111 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 ($44.80M), Bank of America Corp DE ($38.57M), Summit Investment Advisory Services LLC ($28.81M), and Ameriprise Financial Inc. ($25.20M).Learn more on Franklin Income Focus ETF's institutional investors.

Of the 109 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 ($715.04K), Ameriprise Financial Inc. ($470.32K), and Wealth Enhancement Advisory Services LLC ($403.42K).

Institutional investors have bought a total of 6,217,144 shares in the last 24 months. This purchase volume represents approximately $174.50M in transactions.

Of the 20 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: Elequin Capital LP ($91.03K), Jane Street Group LLC ($59.56K), Osaic Holdings Inc. ($47.82K), Thurston Springer Miller Herd & Titak Inc. ($33.15K), Base Wealth Management LLC ($22.62K), Prospera Financial Services Inc ($19.64K), and Commonwealth Equity Services LLC ($10.39K).

Institutional investors have sold a total of 323,661 shares in the last 24 months. This volume of shares sold represents approximately $9.07M in transactions.



Institutional ownership data for NYSEARCA:INCM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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