Franklin Income Equity FocusINCEETF
13F holders, Q4 2024 (December 31)41holders +3
3new positions
2sold out
$55.40avg. 13F price*
At the end of Q4 2024, 41 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, up 3 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($17.5M), HTLF Bank ($14.9M) and Raymond James Financial Inc. ($8.2M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $195K |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 47,007 shares bought and 81,937 shares sold, net −34,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.01% | Add +0.0% | 316,375 | $17.5M |
| HTLF Bank | 1.69% | Reduce -2.9% | 269,439 | $14.9M |
| Raymond James Financial Inc. | 0.00% | — | 148,515 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +76.8% | 33,575 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.6% | 33,021 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +6.5% | 32,005 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -9.3% | 29,390 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.0% | 29,258 | $1.6M |
| Silver Oak Securities, Incorporated | 0.14% | Add +5.5% | 26,980 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +37.1% | 25,725 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +41.3% | 21,990 | $1.2M |
| Fortis Group Advisors, LLC | 0.19% | Add +1.8% | 18,097 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,499 | $914K |
| Jane Street Group, LLC | 0.00% | Reduce -42.0% | 13,738 | $761K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 12,473 | $691K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +5.3% | 12,300 | $681K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.8% | 11,959 | $662K |
| CENTRAL TRUST Co | 0.02% | Reduce -50.5% | 11,448 | $634K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -1.0% | 9,760 | $541K |
| UBS Group AG | 0.00% | Add +9157.6% | 9,165 | $508K |
| Atlatl Advisers LLC | 0.27% | — | 8,272 | $458K |
| Wealthspire Retirement, LLC | 0.03% | Add +1.1% | 6,410 | $355K |
| Kestra Advisory Services, LLC | 0.00% | Add +53.8% | 5,306 | $294K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,239 | $290K |
| Mariner, LLC | 0.00% | Add +2.2% | 4,156 | $230K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 4,090 | $227K |
| Global Retirement Partners, LLC | 0.01% | No change | 3,390 | $188K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,773 | $154K |
| Harbour Investments, Inc. | 0.00% | No change | 2,505 | $139K |
| Tidemark, LLC | 0.05% | Add +0.9% | 2,462 | $136K |
| Principal Securities, Inc. | 0.00% | Reduce -10.1% | 2,394 | $133K |
| Arax Advisory Partners | 0.01% | Add +1.1% | 1,862 | $103K |
| US Bancorp \de | 0.00% | No change | 1,381 | $77K |
| Allworth Financial LP | 0.00% | Reduce -23.4% | 853 | $49K |
| Private Trust Co. NA | 0.00% | No change | 778 | $43K |
| Cwm, LLC | 0.00% | New | 673 | $37K |
| Assetmark, Inc. | 0.00% | No change | 435 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 227 | $13K |
| Capital A Wealth Management, LLC | 0.01% | — | 138 | $8K |
| Morgan Stanley | 0.00% | New | 75 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 61 | $3K |
"% of holder's portfolio" is INCE's weight in each manager's 13F, not the share of Franklin Income Equity Focus the manager owns.