Franklin Income Equity FocusINCEETF
13F holders, Q1 2026 (March 31)42holders −2
3new positions
4sold out
$64.70avg. 13F price*
At the end of Q1 2026, 42 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($26.5M), Raymond James Financial Inc. ($14.8M) and UMB Bank, n.a. ($9.4M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.8M |
| Exits | 4 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 124,831 shares bought and 281,126 shares sold, net −156,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| LPL Financial LLC | 0.01% | Add +13.2% | 409,282 | $26.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.9% | 228,810 | $14.8M |
| UMB Bank, n.a. | 0.13% | Reduce -37.9% | 145,117 | $9.4M |
| Cetera Investment Advisers | 0.00% | Add +150.4% | 51,130 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Add +0.2% | 40,400 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.1% | 30,560 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.0% | 23,282 | $1.5M |
| Ethos Financial Group, LLC | 0.08% | New | 16,275 | $1.1M |
| Fortis Group Advisors, LLC | 0.16% | Reduce -4.5% | 14,720 | $984K |
| Wealthspire Retirement, LLC | 0.05% | Add +4.1% | 13,130 | $849K |
| Royal Bank of Canada | 0.00% | Reduce -55.2% | 12,536 | $811K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 12,051 | $779K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.0% | 11,562 | $747K |
| Cwm, LLC | 0.00% | Add +92.5% | 11,441 | $740K |
| Jane Street Group, LLC | 0.00% | Reduce -2.9% | 11,343 | $733K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.5% | 10,326 | $668K |
| Old Mission Capital LLC | 0.02% | Reduce -73.6% | 10,270 | $664K |
| Mariner, LLC | 0.00% | Reduce -2.6% | 8,823 | $570K |
| Seeds Investor LLC | 0.07% | New | 8,267 | $545K |
| Atlatl Advisers LLC | 0.40% | Reduce -0.1% | 8,267 | $534K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.2% | 6,346 | $410K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 6,097 | $394K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -6.8% | 5,993 | $387K |
| CENTRAL TRUST Co | 0.01% | Reduce -6.0% | 5,872 | $380K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,215 | $337K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.9% | 4,933 | $319K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,100 | $265K |
| World Investment Advisors | 0.00% | New | 3,338 | $216K |
| Independent Financial Group, LLC | 0.00% | Reduce -5.0% | 3,301 | $213K |
| Tidemark, LLC | 0.04% | No change | 2,481 | $160K |
| Harbour Investments, Inc. | 0.00% | Add +1234.5% | 2,242 | $145K |
| Arax Advisory Partners | 0.00% | Add +1.2% | 1,983 | $128K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,412 | $91K |
| Private Trust Co. NA | 0.01% | No change | 1,089 | $70K |
| Allworth Financial LP | 0.00% | No change | 853 | $55K |
| Capital Analysts, LLC | 0.00% | No change | 815 | $53K |
| Johnson Financial Group, Inc. | 0.00% | No change | 684 | $44K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.2% | 657 | $42K |
| International Assets Investment Management, LLC | 0.00% | No change | 578 | $37K |
| Franklin Resources Inc. | 0.00% | Reduce -99.8% | 227 | $15K |
| Triumph Capital Management | 0.00% | Reduce -3.5% | 190 | $12K |
| Morgan Stanley | 0.00% | Reduce -98.8% | 55 | $4K |
"% of holder's portfolio" is INCE's weight in each manager's 13F, not the share of Franklin Income Equity Focus the manager owns.