Franklin Income Focus ETFINCMETF

13F holders, Q4 2024 (December 31)
56holders +9
14new positions
4sold out
1famous investor
$26.10avg. 13F price*

At the end of Q4 2024, 56 institutions reported holding Franklin Income Focus ETF (INCM) in their 13F filings, up 9 from Q3 2024. 14 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($35.8M), Raymond James Financial Inc. ($29.1M) and Wealth Enhancement Advisory Services, LLC ($25.0M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$6.8M
Exits4$740K

All 13F filers, Q3 2024 → Q4 2024: 1,827,789 shares bought and 29,460 shares sold, net +1,798,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 56 holders

LPL Financial LLC 0.01% Add +20.9% 1,371,927 $35.8M
Raymond James Financial Inc. 0.01% — 1,113,823 $29.1M
Wealth Enhancement Advisory Services, LLC 0.05% Add +22.3% 956,616 $25.0M
Royal Bank of Canada 0.00% Add +9.6% 717,499 $18.7M
Ameriprise Financial Inc. 0.00% Add +38.5% 510,887 $13.3M
Wells Fargo & Company 0.00% Add +1098.1% 469,144 $12.2M
Sowell Financial Services LLC 0.49% Add +48.6% 358,631 $9.4M
Cetera Investment Advisers 0.01% Add +11.1% 262,702 $6.9M
Next Level Private LLC 2.51% Add +5.9% 237,933 $6.2M
Commonwealth Equity Services, LLC 0.01% Add +52.3% 198,349 $5.2M
Osaic Holdings, Inc. 0.01% Add +53.2% 175,412 $4.6M
Stifel Financial Corp. 0.00% Add +4.9% 167,224 $4.4M
Envestnet Asset Management Inc. 0.00% Add +7.8% 117,711 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Add +59.6% 108,103 $2.8M
D.A. Davidson & Co. 0.02% Add +227.1% 86,761 $2.3M
Summit Investment Advisory Services, LLC 1.15% Add +13.9% 85,389 $2.2M
LVZ, Inc. 0.28% Add +9.8% 82,186 $2.1M
DAVENPORT & Co LLC 0.01% Add +46.3% 80,193 $2.1M
NewEdge Advisors, LLC 0.01% Add +10.8% 62,673 $1.6M
Morgan Stanley 0.00% New 60,185 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +45.3% 54,528 $1.4M
Kestra Advisory Services, LLC 0.01% Add +25.8% 51,899 $1.4M
Jane Street Group, LLC 0.00% Add +14.3% 43,688 $1.1M
Citadel Advisors 0.00% New 34,634 $904K
Lido Advisors, LLC 0.01% Reduce -3.2% 33,031 $866K
Advisory Services Network, LLC 0.02% New 31,793 $830K
Prospera Financial Services Inc 0.02% Reduce -3.5% 30,921 $807K
Jones Financial Companies LLLP 0.00% New 29,934 $781K
Janney Montgomery Scott LLC 0.00% Add +26.0% 25,879 $675K
SFG Wealth Management, LLC. 0.34% Add +6.8% 24,579 $642K
Benjamin Edwards Inc. 0.01% New 24,474 $639K
Pinnacle Financial Group, LLC / IL 0.22% New 21,207 $554K
Private Advisor Group, LLC 0.00% Add +42.4% 19,990 $522K
Financial Advocates Investment Management 0.03% Add +54.0% 19,621 $512K
Visionary Wealth Advisors 0.03% Add +10.3% 17,211 $449K
Innovative Wealth Building LLC 0.39% — 16,542 $432K
Sanctuary Advisors, LLC 0.00% New 16,036 $429K
Private Trust Co. NA 0.04% No change 16,336 $426K
Perigon Wealth Management, LLC 0.01% Add +7.6% 16,025 $424K
Ameritas Advisory Services, LLC 0.01% Add +75.7% 14,422 $376K
XML Financial, LLC 0.03% New 12,715 $332K
Calton & Associates, Inc. 0.12% New 10,665 $278K
Harbour Investments, Inc. 0.01% Add +25.9% 10,222 $267K
Stratos Wealth Partners, LTD. 0.00% Add +13.5% 9,860 $257K
Independent Advisor Alliance 0.00% New 9,659 $252K
HBW Advisory Services LLC 0.02% Add +0.0% 8,863 $231K
Verus Capital Partners, LLC 0.02% New 8,601 $224K
Savvy Advisors, Inc. 0.03% Add +0.5% 8,555 $223K
Kennedy Investment Group, Inc. 0.10% Add +0.5% 8,274 $216K
Principal Securities, Inc. 0.00% Add +24.9% 5,340 $139K
GPS Wealth Strategies Group, LLC 0.01% Add +41.1% 3,157 $82K
Barrett & Company, Inc. 0.02% No change 1,500 $39K
Franklin Resources Inc. 0.00% New 654 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 559 $15K
Cwm, LLC 0.00% New 533 $14K
JPMorgan Chase & Co. 0.00% No change 285 $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.