Franklin Income Equity FocusINCEETF
13F holders, Q2 2024 (June 30)41holders +3
7new positions
5sold out
1famous investor
$53.85avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, up 3 from Q1 2024. 7 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($20.3M), HTLF Bank ($15.2M) and Raymond James Financial Services Advisors, Inc. ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.4M |
| Exits | 5 | $3.5M |
All 13F filers, Q1 2024 → Q2 2024: 123,544 shares bought and 191,834 shares sold, net −68,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.01% | Reduce -4.3% | 376,987 | $20.3M |
| HTLF Bank | 1.73% | Add +1.2% | 283,135 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +38.8% | 122,189 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 116,975 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.9% | 67,598 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +107.3% | 62,181 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.6% | 59,933 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -10.3% | 32,407 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +0.2% | 30,405 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Reduce -66.1% | 27,571 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.0% | 24,619 | $1.3M |
| HRT Financial LP | 0.01% | New | 18,652 | $1.0M |
| Fortis Group Advisors, LLC | 0.19% | Add +1.2% | 18,190 | $979K |
| Raymond James & Associates | 0.00% | Reduce -16.0% | 16,843 | $907K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.2% | 13,396 | $721K |
| Jane Street Group, LLC | 0.00% | New | 12,875 | $693K |
| Private Advisor Group, LLC | 0.00% | Add +1.3% | 12,755 | $687K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -19.5% | 11,679 | $629K |
| AlphaStar Capital Management, LLC | 0.05% | No change | 9,855 | $531K |
| Certus Wealth Management, LLC | 0.33% | No change | 8,101 | $436K |
| Wealthspire Retirement, LLC | 0.03% | No change | 6,117 | $329K |
| Money Concepts Capital Corp. | 0.02% | Reduce -2.2% | 5,239 | $282K |
| Citadel Advisors | 0.00% | New | 4,843 | $261K |
| Susquehanna International Group, LLP | 0.00% | New | 4,225 | $227K |
| Koshinski Asset Management, Inc. | 0.02% | New | 4,090 | $220K |
| Mariner, LLC | 0.00% | Reduce -6.5% | 4,024 | $217K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -54.3% | 3,836 | $207K |
| Global Retirement Partners, LLC | 0.01% | Add +150.2% | 3,390 | $183K |
| Principal Securities, Inc. | 0.01% | Reduce -28.4% | 3,347 | $180K |
| Tidemark, LLC | 0.06% | Reduce -8.1% | 2,560 | $138K |
| Harbour Investments, Inc. | 0.00% | No change | 2,505 | $135K |
| Arax Advisory Partners | 0.01% | No change | 1,817 | $98K |
| US Bancorp \de | 0.00% | Reduce -8.5% | 1,381 | $74K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 1,113 | $61K |
| Private Trust Co. NA | 0.00% | No change | 772 | $42K |
| Assetmark, Inc. | 0.00% | New | 435 | $23K |
| Franklin Resources Inc. | 0.00% | Reduce -70.3% | 227 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 68 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 61 | $3K |
| Chris Bulman Inc | 0.00% | — | 40 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $85 |
"% of holder's portfolio" is INCE's weight in each manager's 13F, not the share of Franklin Income Equity Focus the manager owns.