Franklin Income Equity FocusINCEETF
13F holders, Q1 2025 (March 31)42holders +1
4new positions
2sold out
$56.19avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($17.9M), Raymond James Financial Inc. ($8.9M) and Goldman Sachs Group Inc. ($2.2M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 2 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 77,420 shares bought and 99,510 shares sold, net −22,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| LPL Financial LLC | 0.01% | Add +0.8% | 319,064 | $17.9M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 158,424 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +132.9% | 38,430 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +17.5% | 37,615 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 35,805 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 28,682 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -3.9% | 28,236 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +78.3% | 24,494 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 21,636 | $1.2M |
| Fortis Group Advisors, LLC | 0.19% | Reduce -5.5% | 17,105 | $961K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 12,045 | $677K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.4% | 11,421 | $642K |
| Security Financial Services, INC. | 0.12% | New | 10,780 | $606K |
| Wealthspire Retirement, LLC | 0.04% | Add +39.9% | 8,970 | $504K |
| Atlatl Advisers LLC | 0.30% | No change | 8,272 | $465K |
| CENTRAL TRUST Co | 0.01% | Reduce -27.9% | 8,255 | $464K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -37.5% | 6,097 | $343K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.7% | 5,989 | $337K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -53.5% | 5,716 | $321K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.3% | 5,506 | $309K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.0% | 5,463 | $307K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,239 | $294K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,250 | $239K |
| Mariner, LLC | 0.00% | Add +1.6% | 4,221 | $237K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +51.5% | 4,200 | $236K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 4,090 | $230K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,666 | $206K |
| UBS Group AG | 0.00% | Reduce -69.1% | 2,835 | $159K |
| Harbour Investments, Inc. | 0.00% | No change | 2,505 | $141K |
| Tidemark, LLC | 0.05% | No change | 2,462 | $138K |
| Principal Securities, Inc. | 0.00% | No change | 2,394 | $133K |
| Arax Advisory Partners | 0.01% | Add +1.2% | 1,885 | $106K |
| Private Trust Co. NA | 0.01% | Add +82.1% | 1,417 | $80K |
| Allworth Financial LP | 0.00% | No change | 853 | $46K |
| Cwm, LLC | 0.00% | No change | 673 | $38K |
| JPMorgan Chase & Co. | 0.00% | New | 634 | $36K |
| Assetmark, Inc. | 0.00% | No change | 435 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 227 | $13K |
| Capital A Wealth Management, LLC | 0.01% | Add +5.1% | 145 | $8K |
| Morgan Stanley | 0.00% | No change | 75 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 61 | $3K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $49 |
"% of holder's portfolio" is INCE's weight in each manager's 13F, not the share of Franklin Income Equity Focus the manager owns.