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Disclosery

INCE FRANKLIN TEMPLETON ETF TR

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INCOME EQT FOCUS (fund)

45 managers (45 13F filers) reported a position in INCE shares at 2026-06-30, 1,133,349 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
6
Added
10
Reduced
13
Sold out
4
Shares held by filers
1,133,349

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC468,424$31.2M0.01%+59,14213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC198,868$13.2M<0.01%-29,94213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,103$7.6M0.01%+90,82113F-HRTimelineGroup
UMB Bank, n.a.84,442$5.63M0.07%-60,67513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
D.A. DAVIDSON & CO.40,775$2.72M0.02%+37513F-HRTimeline
Cetera Investment Advisers24,452$1.63M<0.01%-26,67813F-HRTimeline
Cambridge Investment Research Advisors,…23,428$1.56M<0.01%-7,13213F-HR/ATimeline
Fortis Group Advisors, LLC14,402$960K0.15%-31813F-HRTimeline
Wealthspire Retirement, LLC13,707$913K0.05%+57713F-HRTimeline
Private Advisor Group, LLC13,523$901K<0.01%+1,96113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,913$794K<0.01%-13813F-HRTimeline
Sanctuary Advisors, LLC10,532$702K<0.01%+20613F-HRTimeline
OLD MISSION CAPITAL LLC10,270$684K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,561$637K<0.01%-2,97513F-HRTimelineGroup
SEEDS INVESTOR LLC8,267$551K0.06%013F-HRTimeline
Atlatl Advisers LLC8,267$551K0.13%013F-HRTimeline
Cornerstone Wealth Management, LLC6,360$424K0.02%+1413F-HRTimeline
AlphaStar Capital Management, LLC6,097$406K0.03%013F-HRTimeline
Arkadios Wealth Advisors5,857$390K0.01%new13F-HRTimeline
CENTRAL TRUST Co5,623$375K0.01%-24913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,601$373K<0.01%+66813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,215$347K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,038$336K<0.01%-3,78513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,800$320K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,331$289K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC4,100$273K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,287$219K<0.01%-1413F-HRTimeline
Encompass More Asset Management3,135$209K0.03%new13F-HRTimeline
Arax Advisory Partners3,096$206K<0.01%+1,11313F-HRTimeline
Koshinski Asset Management, Inc.3,015$201K0.01%new13F-HRTimeline
Tidemark, LLC2,481$165K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,966$131K<0.01%-27613F-HRTimeline
PRIVATE TRUST CO NA1,695$113K0.01%+60613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,412$94.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,362$90.7K<0.01%13F-HRTimeline
Allworth Financial LP853$56.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC815$54K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO632$42.3K<0.01%-2513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…578$38.7K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED300$20K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.294$19.7K<0.01%-39013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources227$15.1K<0.01%013F-HRTimelineGroup
Triumph Capital Management190$12.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY55$3.66K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.