Franklin Income Focus ETFINCMETF

13F holders, Q1 2025 (March 31)
71holders +15
16new positions
1sold out
1famous investor
$26.63avg. 13F price*

At the end of Q1 2025, 71 institutions reported holding Franklin Income Focus ETF (INCM) in their 13F filings, up 15 from Q4 2024. 16 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($45.4M), Raymond James Financial Inc. ($39.2M) and Wells Fargo & Company ($27.7M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions16$10.6M
Exits1$252K

All 13F filers, Q4 2024 → Q1 2025: 3,201,141 shares bought and 48,913 shares sold, net +3,152,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

LPL Financial LLC 0.02% Add +24.3% 1,705,333 $45.4M
Raymond James Financial Inc. 0.01% Add +32.3% 1,473,503 $39.2M
Wells Fargo & Company 0.01% Add +122.1% 1,042,025 $27.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -0.2% 955,017 $25.4M
Summit Investment Advisory Services, LLC 11.55% Add +936.0% 884,643 $23.6M
Royal Bank of Canada 0.00% Add +11.3% 798,194 $21.3M
Ameriprise Financial Inc. 0.00% Add +13.6% 580,096 $15.5M
Sowell Financial Services LLC 0.49% Add +11.8% 400,899 $10.7M
Cetera Investment Advisers 0.02% Add +21.1% 318,184 $8.5M
Next Level Private LLC 2.57% Add +8.8% 258,808 $6.9M
Osaic Holdings, Inc. 0.01% Add +42.5% 250,043 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +23.3% 244,484 $6.5M
Stifel Financial Corp. 0.00% Reduce -10.1% 150,330 $4.0M
Jane Street Group, LLC 0.01% Add +203.7% 132,673 $3.5M
Envestnet Asset Management Inc. 0.00% Add +1.3% 119,216 $3.2M
D.A. Davidson & Co. 0.02% Add +31.6% 114,139 $3.0M
Steward Partners Investment Advisory, LLC 0.03% Add +4.9% 113,418 $3.0M
Jones Financial Companies LLLP 0.00% Add +256.0% 106,577 $2.8M
Smith, Moore & Co. 0.24% New 95,693 $2.5M
DAVENPORT & Co LLC 0.01% Add +16.0% 93,009 $2.5M
LVZ, Inc. 0.29% No change 82,186 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +22.8% 66,981 $1.8M
NewEdge Advisors, LLC 0.01% Add +5.3% 65,978 $1.8M
Kestra Advisory Services, LLC 0.01% Add +26.6% 65,723 $1.8M
Arkadios Wealth Advisors 0.06% New 61,236 $1.6M
Brookstone Capital Management 0.02% New 61,236 $1.6M
Morgan Stanley 0.00% Reduce -11.9% 52,990 $1.4M
Benjamin Edwards Inc. 0.02% Add +69.1% 41,392 $1.1M
Sanctuary Advisors, LLC 0.01% Add +147.0% 39,605 $1.1M
Asset Allocation Strategies LLC 0.24% New 35,912 $956K
Larson Financial Group LLC 0.04% New 34,108 $908K
Lido Advisors, LLC 0.01% Reduce -5.3% 31,271 $836K
Prospera Financial Services Inc 0.02% Reduce -1.0% 30,622 $816K
Advisory Services Network, LLC 0.02% Reduce -5.6% 30,026 $800K
Citadel Advisors 0.00% Reduce -14.7% 29,550 $787K
Avantax Advisory Services, Inc. 0.00% New 27,926 $744K
Private Advisor Group, LLC 0.00% Add +27.8% 25,553 $680K
SFG Wealth Management, LLC. 0.32% Add +1.3% 24,899 $663K
Janney Montgomery Scott LLC 0.00% Reduce -10.4% 23,195 $618K
XML Financial, LLC 0.06% Add +80.2% 22,915 $610K
JPMorgan Chase & Co. 0.00% Add +7920.7% 22,859 $609K
Financial Advocates Investment Management 0.04% Add +8.3% 21,247 $566K
Pinnacle Financial Group, LLC / IL 0.19% Reduce -6.0% 19,924 $531K
Visionary Wealth Advisors 0.03% Add +8.8% 18,731 $499K
Innovative Wealth Building LLC 0.45% Add +10.3% 18,237 $486K
Old Mission Capital LLC 0.01% New 17,828 $475K
Calton & Associates, Inc. 0.10% Add +50.6% 16,065 $428K
Perigon Wealth Management, LLC 0.01% No change 16,025 $427K
Elequin Capital, LP 0.11% New 15,747 $419K
Private Trust Co. NA 0.04% Reduce -3.6% 15,746 $419K
Ameritas Advisory Services, LLC 0.02% No change 14,422 $376K
Cwm, LLC 0.00% Add +2402.3% 13,337 $355K
Stratos Wealth Partners, LTD. 0.00% Add +18.3% 11,668 $311K
Intrua Financial, LLC 0.05% New 10,842 $289K
Harbour Investments, Inc. 0.01% Add +5.6% 10,791 $287K
Atria Investments, Inc 0.00% New 10,283 $274K
Kennedy Investment Group, Inc. 0.12% Add +13.7% 9,406 $250K
Verus Capital Partners, LLC 0.02% Add +7.7% 9,261 $247K
HBW Advisory Services LLC 0.03% Reduce -1.1% 8,764 $233K
Savvy Advisors, Inc. 0.02% Add +1.1% 8,652 $230K
Atria Wealth Solutions, Inc. 0.00% New 8,058 $215K
Jacobi Capital Management LLC 0.01% New 7,601 $202K
Principal Securities, Inc. 0.00% No change 5,340 $139K
Capital Analysts, LLC 0.00% New 4,504 $120K
Farther Finance Advisors, LLC 0.00% New 4,000 $107K
GPS Wealth Strategies Group, LLC 0.01% Add +13.0% 3,567 $95K
Comerica Bank 0.00% New 2,000 $53K
Barrett & Company, Inc. 0.02% No change 1,500 $40K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +70.3% 952 $25K
Franklin Resources Inc. 0.00% No change 654 $17K
EverSource Wealth Advisors, LLC 0.00% New 169 $5K

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