Franklin Income Equity FocusINCEETF
13F holders, Q3 2025 (September 30)41holders
5new positions
3sold out
$59.22avg. 13F price*
At the end of Q3 2025, 41 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, unchanged from Q2 2025. 5 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($20.7M), Raymond James Financial Inc. ($13.3M) and D.A. Davidson & Co. ($2.4M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $870K |
| Exits | 3 | $626K |
All 13F filers, Q2 2025 → Q3 2025: 75,961 shares bought and 28,454 shares sold, net +47,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.01% | Add +4.9% | 349,598 | $20.7M |
| Raymond James Financial Inc. | 0.00% | Add +15.1% | 224,815 | $13.3M |
| D.A. Davidson & Co. | 0.02% | Add +1.4% | 40,305 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.2% | 27,608 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +19.1% | 23,348 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 21,015 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -30.7% | 19,483 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,499 | $978K |
| Fortis Group Advisors, LLC | 0.16% | Reduce -2.2% | 16,100 | $953K |
| Jane Street Group, LLC | 0.00% | Reduce -13.9% | 13,593 | $806K |
| Wealthspire Retirement, LLC | 0.05% | Add +2.5% | 12,180 | $722K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.9% | 12,136 | $719K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 12,110 | $718K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,119 | $600K |
| Mariner, LLC | 0.00% | Add +69.0% | 8,963 | $531K |
| Atlatl Advisers LLC | 0.19% | No change | 8,272 | $490K |
| CENTRAL TRUST Co | 0.01% | Reduce -8.2% | 6,413 | $380K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +4.0% | 6,324 | $375K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 6,097 | $361K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,239 | $311K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.8% | 5,228 | $310K |
| Cwm, LLC | 0.00% | Add +125.3% | 5,110 | $303K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +14.2% | 4,829 | $286K |
| Arax Advisory Partners | 0.00% | Add +174.3% | 5,241 | $258K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 4,100 | $243K |
| Independent Financial Group, LLC | 0.00% | New | 3,411 | $202K |
| Tidemark, LLC | 0.04% | No change | 2,481 | $147K |
| Principal Securities, Inc. | 0.00% | Add +2.2% | 1,641 | $97K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,361 | $81K |
| Private Trust Co. NA | 0.01% | No change | 1,089 | $65K |
| JPMorgan Chase & Co. | 0.00% | No change | 867 | $51K |
| Allworth Financial LP | 0.00% | No change | 853 | $51K |
| Capital Analysts, LLC | 0.00% | New | 815 | $48K |
| Johnson Financial Group, Inc. | 0.00% | No change | 684 | $41K |
| Assetmark, Inc. | 0.00% | No change | 435 | $26K |
| First Community Trust NA | 0.01% | New | 246 | $15K |
| Franklin Resources Inc. | 0.00% | No change | 227 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 168 | $10K |
| UBS Group AG | 0.00% | New | 94 | $6K |
| Morgan Stanley | 0.00% | No change | 75 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 57 | $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.