Franklin Income Equity FocusINCEETF
13F holders, Q2 2025 (June 30)41holders −1
2new positions
4sold out
$57.46avg. 13F price*
At the end of Q2 2025, 41 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($19.2M), Raymond James Financial Inc. ($11.2M) and D.A. Davidson & Co. ($2.3M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $68K |
| Exits | 4 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 65,599 shares bought and 71,842 shares sold, net −6,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.01% | Add +4.5% | 333,287 | $19.2M |
| Raymond James Financial Inc. | 0.00% | Add +23.3% | 195,256 | $11.2M |
| D.A. Davidson & Co. | 0.02% | Add +5.6% | 39,730 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +8.4% | 31,080 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -21.5% | 28,109 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 21,653 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -30.6% | 19,596 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.1% | 16,499 | $948K |
| Fortis Group Advisors, LLC | 0.17% | Reduce -3.8% | 16,461 | $939K |
| Jane Street Group, LLC | 0.00% | Reduce -35.6% | 15,784 | $907K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.2% | 13,037 | $749K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 12,144 | $698K |
| Wealthspire Retirement, LLC | 0.05% | Add +32.5% | 11,888 | $683K |
| Atlatl Advisers LLC | 0.22% | No change | 8,272 | $475K |
| CENTRAL TRUST Co | 0.01% | Reduce -15.4% | 6,982 | $401K |
| Susquehanna International Group, LLP | 0.00% | Add +5.2% | 6,303 | $362K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 6,097 | $350K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +6.3% | 6,078 | $349K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.8% | 5,996 | $345K |
| Mariner, LLC | 0.00% | Add +25.7% | 5,305 | $305K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,239 | $301K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +0.7% | 4,228 | $243K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 4,090 | $235K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.3% | 4,025 | $231K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 3,669 | $211K |
| Tidemark, LLC | 0.05% | Add +0.8% | 2,481 | $143K |
| Cwm, LLC | 0.00% | Add +237.0% | 2,268 | $130K |
| Arax Advisory Partners | 0.01% | Add +1.4% | 1,911 | $110K |
| Principal Securities, Inc. | 0.00% | Reduce -32.9% | 1,606 | $92K |
| Global Retirement Partners, LLC | 0.00% | — | 1,361 | $78K |
| Private Trust Co. NA | 0.01% | Reduce -23.1% | 1,089 | $63K |
| JPMorgan Chase & Co. | 0.00% | Add +36.8% | 867 | $50K |
| Allworth Financial LP | 0.00% | No change | 853 | $49K |
| Johnson Financial Group, Inc. | 0.00% | New | 684 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 500 | $29K |
| Assetmark, Inc. | 0.00% | No change | 435 | $25K |
| Franklin Resources Inc. | 0.00% | No change | 227 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -93.3% | 168 | $10K |
| Morgan Stanley | 0.00% | No change | 75 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.6% | 57 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is INCE's weight in each manager's 13F, not the share of Franklin Income Equity Focus the manager owns.