ETF Holders

Who owns INCM?

Bond

Franklin Income Focus ETF · Franklin

121 institutions reported holding INCM, worth $851.2M, in Form 13F filings for June 30, 2026.

13F holders
121
Institutional value
$851.2M
Change from prior quarter
+19.0%
+$136.1M, with price moves
New and sold-out firms
22 / 14
74 added, 14 trimmed

Top 10 institutional holders of INCM

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$181.6M6,291,989+1,413,625 shares
Wells Fargo & CompanySan Francisco, CA$77.2M2,674,253+399,926 shares
Raymond James Financial Inc.St. Petersburg, FL$73.1M2,532,563+183,256 shares
Royal Bank of CanadaToronto, Ontario, Canada$50.8M1,761,130+202,834 shares
Ameriprise Financial Inc.Minneapolis, MN$50.1M1,733,867+103,700 shares
Morgan StanleyNew York, NY$45.4M1,573,628+341,213 shares
Bank of America Corp.Charlotte, NC$41.9M1,452,297+110,596 shares
Summit Investment Advisory Services, LLCRoseville, MN$31.9M1,105,667+103,576 shares
Larson Financial Group LLCSt Louis, MO$31.0M1,074,484+279,000 shares
Cetera Investment AdvisersSchaumburg, IL$20.9M723,833+102,728 shares
111 more firms

The full list comes with the Advisors and Institutions package.

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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 INCM?

121 institutional managers reported holding INCM in Form 13F filings for June 30, 2026, worth $851.2M in total. The largest reported position was held by LPL Financial LLC, at $181.6M.

Did institutions buy or sell INCM last quarter?

Reported 13F value rose 19.0% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 14 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 INCM 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.