FRANKLIN INCOME FOCUS ETF INCM
$29.15
+0.6% 52w: $25.27 – $29.28
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data25.2727.2729.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
114
+19 QoQ
13F value
$729.5M
+28.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns INCM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.9M | $140.3M | 0.0% | +27.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.3M | $67.5M | 0.0% | +8.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.3M | $65.4M | 0.0% | +15.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $46.9M | 0.0% | +72.1% |
| ROYAL BANK OF CANADA | Bank broker | 1.6M | $44.8M | 0.0% | +16.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $38.6M | 0.0% | +8.2% |
| MORGAN STANLEY | Bank broker | 1.2M | $35.4M | 0.0% | +165.1% |
| Summit Investment Advisory Services, LLC | Wealth advisor | 1.0M | $28.8M | 10.7% | +0.1% |
| Larson Financial Group LLC | Wealth advisor | 795.5K | $22.9M | 0.7% | +21.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 626.8K | $18.0M | 0.0% | -12.8% |
| Cetera Investment Advisers | Wealth advisor | 621.1K | $17.9M | 0.0% | +7.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 580.2K | $16.7M | 0.0% | +3.9% |
| Next Level Private LLC | Wealth advisor | 395.5K | $11.4M | 2.6% | +27.4% |
| Sowell Financial Services LLC | Wealth advisor | 394.5K | $11.3M | 0.4% | -9.0% |
| CWM, LLC | Wealth advisor | 381.5K | $11.0M | 0.0% | +84.0% |
| Equitable Holdings, Inc. | Wealth advisor | 327.6K | $9.3M | 0.1% | +2350.4% |
| Base Wealth Management LLC | Wealth advisor | 319.3K | $9.2M | 5.1% | -6.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 286.7K | $8.2M | 0.0% | +10.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 260.9K | $7.5M | 0.0% | -15.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 246.9K | $7.1M | 0.0% | +6.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 170.6K | $4.9M | 0.0% | +5.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 153.1K | $4.4M | 0.0% | +6.2% |
| DAVENPORT & Co LLC | Diversified mechanical | 144.5K | $4.2M | 0.0% | +24.2% |
| SMITH, MOORE & CO. | Wealth advisor | 143.9K | $4.1M | 0.3% | +4.2% |
| Tulsa Wealth Advisors, INC | Wealth advisor | 141.0K | $4.1M | 0.7% | New |
| Lido Advisors, LLC | Wealth advisor | 135.7K | $3.9M | 0.0% | -2.6% |
| Intrua Financial, LLC | Wealth advisor | 135.6K | $3.9M | 0.4% | +11.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 134.2K | $3.9M | 0.0% | +129.8% |
| Gateway Wealth Partners, LLC | Wealth advisor | 123.6K | $3.6M | 0.1% | +258.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 121.7K | $3.5M | 0.0% | +84.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 120.4K | $3.5M | 0.1% | +513.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 117.0K | $3.4M | 0.0% | +12.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 116.6K | $3.4M | 0.0% | +14.6% |
| KENNEDY INVESTMENT GROUP, INC. | Other | 111.4K | $3.2M | 1.3% | +94.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 110.8K | $3.2M | 0.0% | +26.5% |
| LVZ, Inc. | Wealth advisor | 93.3K | $2.7M | 0.3% | +2.3% |
| Elequin Capital, LP | Wealth advisor | 84.3K | $2.4M | 0.7% | +9291.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 75.9K | $2.2M | 0.0% | +74.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 74.1K | $2.1M | 0.0% | +13.8% |
| RICHARDS, MERRILL & PETERSON, INC. | Other | 72.7K | $2.1M | 0.8% | +38.5% |
| Pinnacle Financial Group, LLC / IL | Wealth advisor | 67.8K | $1.9M | 0.5% | +0.4% |
| Spartan Wealth Advisory Services LLC | Other | 62.5K | $1.8M | 0.2% | — |
| Advisory Services Network, LLC | Diversified mechanical | 62.3K | $1.8M | 0.0% | +57.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 60.7K | $1.7M | 0.1% | +337.7% |
| Brookstone Capital Management | Wealth advisor | 60.2K | $1.7M | 0.0% | -1.6% |
| Arkadios Wealth Advisors | Wealth advisor | 60.1K | $1.7M | 0.0% | -1.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 58.3K | $1.7M | 0.0% | +15.2% |
| Capital Analysts, LLC | Wealth advisor | 56.8K | $1.6M | 0.0% | +83.6% |
| Private Advisor Group, LLC | Wealth advisor | 50.4K | $1.4M | 0.0% | +8.5% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 45.9K | $1.3M | 0.1% | +303.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.