Who owns INCE?
Franklin Income Equity Focus ETF · Franklin
45 institutions reported holding INCE, worth $75.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of INCE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $31.2M | 468,424 | +59,142 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.2M | 198,868 | −29,942 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.6M | 114,103 | +90,821 shares |
| UMB Bank, n.a. | Kansas City, MO | $5.6M | 84,442 | −60,675 shares |
| D.A. Davidson & Co. | Great Falls, MT | $2.7M | 40,775 | +375 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.6M | 24,452 | −26,678 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.6M | 23,428 | −7,132 shares |
| Fortis Group Advisors, LLC | Westwood, NJ | $960K | 14,402 | −318 shares |
| Wealthspire Retirement, LLC | Aliso Viejo, CA | $913K | 13,707 | +577 shares |
| Private Advisor Group, LLC | Morristown, NJ | $901K | 13,523 | +1,961 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns INCE?
45 institutional managers reported holding INCE in Form 13F filings for June 30, 2026, worth $75.5M in total. The largest reported position was held by LPL Financial LLC, at $31.2M.
Did institutions buy or sell INCE last quarter?
Reported 13F value rose 3.7% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is INCE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.