Franklin Income Focus ETFINCMETF

13F holders, Q2 2024 (June 30)
37holders +7
12new positions
5sold out
1famous investor
$25.87avg. 13F price*

At the end of Q2 2024, 37 institutions reported holding Franklin Income Focus ETF (INCM) in their 13F filings, up 7 from Q1 2024. 12 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($21.7M), Wealth Enhancement Advisory Services, LLC ($19.9M) and Raymond James Financial Services Advisors, Inc. ($14.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Income Focus ETF
CUSIP
35473P439
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 30Q1 2024Q2 2024: 37Q2 2024Q3 2024: 47Q3 2024Q4 2024: 56Q4 2024Q1 2025: 71Q1 2025Q2 2025: 80Q2 2025Q3 2025: 84Q3 2025Q4 2025: 97Q4 2025Q1 2026: 118Q1 2026Q2 2026: 122Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions12$6.0M
Exits5$8.2M

All 13F filers, Q1 2024 → Q2 2024: 787,749 shares bought and 442,443 shares sold, net +345,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

LPL Financial LLC 0.01% Add +25.5% 839,682 $21.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -3.4% 770,813 $19.9M
Raymond James Financial Services Advisors, Inc. 0.02% Add +13.9% 577,908 $14.9M
Royal Bank of Canada 0.00% Add +10.4% 518,326 $13.4M
Sowell Financial Services LLC 0.31% Reduce -8.6% 252,591 $6.6M
Osaic Holdings, Inc. 0.01% Add +148.4% 237,765 $6.1M
Raymond James & Associates 0.00% Add +17.6% 212,114 $5.5M
Next Level Private LLC 2.37% Add +8.8% 200,079 $5.2M
Stifel Financial Corp. 0.00% Add +16.9% 158,402 $4.1M
Commonwealth Equity Services, LLC 0.00% Add +0.6% 120,533 $3.1M
Ameriprise Financial Inc. 0.00% New 118,203 $3.0M
Cetera Investment Advisers 0.00% Add +42.8% 76,129 $2.0M
LVZ, Inc. 0.26% Add +2.4% 73,369 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -53.3% 67,178 $1.7M
Steward Partners Investment Advisory, LLC 0.02% Add +14.3% 59,931 $1.5M
Kestra Advisory Services, LLC 0.01% Add +14.2% 40,777 $1.1M
Lido Advisors, LLC 0.01% Reduce -2.1% 35,141 $912K
Old Mission Capital LLC 0.02% New 31,378 $812K
Prospera Financial Services Inc 0.02% Add +13.7% 26,168 $677K
SFG Wealth Management, LLC. 0.35% Reduce -0.3% 23,594 $610K
Janney Montgomery Scott LLC 0.00% Reduce -0.9% 23,347 $604K
Cambridge Investment Research Advisors, Inc. 0.00% Add +34.1% 22,798 $590K
Private Trust Co. NA 0.05% No change 16,336 $422K
DAVENPORT & Co LLC 0.00% New 15,143 $392K
Perigon Wealth Management, LLC 0.01% Add +36.2% 14,660 $379K
Visionary Wealth Advisors 0.02% New 12,250 $317K
Raymond James Trust N.A. 0.01% New 10,168 $263K
Citadel Advisors 0.00% New 9,884 $256K
Financial Advocates Investment Management 0.02% New 9,450 $244K
HBW Advisory Services LLC 0.04% New 8,864 $229K
Calton & Associates, Inc. 0.11% New 8,665 $224K
Ameritas Advisory Services, LLC 0.01% New 7,800 $202K
Harbour Investments, Inc. 0.00% No change 2,175 $56K
JPMorgan Chase & Co. 0.00% Add +674.1% 1,734 $45K
Barrett & Company, Inc. 0.02% No change 1,500 $39K
GPS Wealth Strategies Group, LLC 0.00% New 397 $10K
Wells Fargo & Company 0.00% New 259 $7K

"% of holder's portfolio" is INCM's weight in each manager's 13F, not the share of Franklin Income Focus ETF the manager owns.