Franklin Income Equity FocusINCEETF
13F holders, Q3 2024 (September 30)38holders −3
4new positions
7sold out
$58.21avg. 13F price*
At the end of Q3 2024, 38 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, down 3 from Q2 2024. 4 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($18.4M), HTLF Bank ($16.2M) and Raymond James Financial Services Advisors, Inc. ($7.9M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.5M |
| Exits | 7 | $2.6M |
All 13F filers, Q2 2024 → Q3 2024: 82,964 shares bought and 310,124 shares sold, net −227,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.01% | Reduce -16.1% | 316,275 | $18.4M |
| HTLF Bank | 1.75% | Reduce -2.0% | 277,566 | $16.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +11.4% | 136,080 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.8% | 54,198 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.3% | 38,221 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +0.0% | 32,418 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 30,060 | $1.7M |
| Silver Oak Securities, Incorporated | 0.16% | New | 25,579 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +83.9% | 23,675 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -16.1% | 23,125 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -69.5% | 18,993 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +344.0% | 18,758 | $1.1M |
| Fortis Group Advisors, LLC | 0.19% | Reduce -2.3% | 17,773 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.0% | 16,499 | $960K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -74.0% | 15,568 | $906K |
| Ethos Financial Group, LLC | 0.14% | New | 14,211 | $830K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 13,026 | $758K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.5% | 12,053 | $701K |
| Cornerstone Wealth Management, LLC | 0.05% | No change | 11,679 | $680K |
| AlphaStar Capital Management, LLC | 0.05% | No change | 9,855 | $574K |
| Wealthspire Retirement, LLC | 0.03% | Add +3.6% | 6,340 | $369K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,239 | $305K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 4,090 | $238K |
| Mariner, LLC | 0.00% | Add +1.0% | 4,065 | $237K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,545 | $206K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.1% | 3,450 | $201K |
| Global Retirement Partners, LLC | 0.01% | No change | 3,390 | $197K |
| Principal Securities, Inc. | 0.00% | Reduce -20.4% | 2,664 | $155K |
| Harbour Investments, Inc. | 0.00% | No change | 2,505 | $146K |
| Tidemark, LLC | 0.06% | Reduce -4.7% | 2,441 | $142K |
| Arax Advisory Partners | 0.01% | Add +1.4% | 1,842 | $107K |
| US Bancorp \de | 0.00% | No change | 1,381 | $80K |
| Allworth Financial LP | 0.00% | No change | 1,113 | $65K |
| Private Trust Co. NA | 0.00% | Add +0.8% | 778 | $45K |
| Assetmark, Inc. | 0.00% | No change | 435 | $25K |
| Franklin Resources Inc. | 0.00% | No change | 227 | $13K |
| UBS Group AG | 0.00% | New | 99 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 61 | $4K |
"% of holder's portfolio" is INCE's weight in each manager's 13F, not the share of Franklin Income Equity Focus the manager owns.