Franklin Income Equity FocusINCEETF
13F holders, Q4 2025 (December 31)44holders +3
5new positions
2sold out
$61.14avg. 13F price*
At the end of Q4 2025, 44 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, up 3 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($22.1M), Raymond James Financial Inc. ($15.2M) and UMB Bank, n.a. ($14.3M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $16.8M |
| Exits | 2 | $103K |
All 13F filers, Q3 2025 → Q4 2025: 426,966 shares bought and 12,486 shares sold, net +414,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| LPL Financial LLC | 0.01% | Add +3.4% | 361,560 | $22.1M |
| Raymond James Financial Inc. | 0.00% | Add +10.5% | 248,408 | $15.2M |
| UMB Bank, n.a. | 0.19% | New | 233,816 | $14.3M |
| Franklin Resources Inc. | 0.00% | Add +44052.9% | 100,227 | $6.1M |
| D.A. Davidson & Co. | 0.02% | No change | 40,305 | $2.5M |
| Old Mission Capital LLC | 0.09% | New | 38,842 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +43.8% | 28,009 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 27,086 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 21,212 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -12.6% | 20,417 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.4% | 16,728 | $1.0M |
| Fortis Group Advisors, LLC | 0.17% | Reduce -4.3% | 15,414 | $995K |
| Wealthspire Retirement, LLC | 0.05% | Add +3.5% | 12,611 | $770K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 11,999 | $733K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.6% | 11,915 | $728K |
| Jane Street Group, LLC | 0.00% | Reduce -14.1% | 11,679 | $714K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.8% | 9,429 | $576K |
| Mariner, LLC | 0.00% | Add +1.0% | 9,055 | $553K |
| Atlatl Advisers LLC | 0.19% | No change | 8,272 | $505K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +33.1% | 6,429 | $393K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.2% | 6,335 | $387K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.6% | 6,244 | $381K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 6,097 | $373K |
| Cwm, LLC | 0.00% | Add +16.3% | 5,945 | $363K |
| Money Concepts Capital Corp. | 0.02% | Reduce -0.5% | 5,215 | $319K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 5,027 | $307K |
| Morgan Stanley | 0.00% | Add +6106.7% | 4,655 | $284K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,100 | $250K |
| Independent Financial Group, LLC | 0.00% | Add +1.9% | 3,476 | $212K |
| Tidemark, LLC | 0.04% | No change | 2,481 | $152K |
| Arax Advisory Partners | 0.00% | Reduce -62.6% | 1,959 | $120K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,412 | $86K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,361 | $83K |
| Private Trust Co. NA | 0.01% | No change | 1,089 | $67K |
| JPMorgan Chase & Co. | 0.00% | No change | 867 | $53K |
| Allworth Financial LP | 0.00% | No change | 853 | $52K |
| Capital Analysts, LLC | 0.00% | No change | 815 | $50K |
| Johnson Financial Group, Inc. | 0.00% | No change | 684 | $42K |
| International Assets Investment Management, LLC | 0.00% | New | 578 | $35K |
| Assetmark, Inc. | 0.00% | No change | 435 | $27K |
| First Community Trust NA | 0.01% | No change | 246 | $15K |
| Triumph Capital Management | 0.00% | New | 197 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 168 | $10K |
| 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.