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Disclosery

INCE FRANKLIN TEMPLETON ETF TR

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INCOME EQT FOCUS (fund)

40 managers (40 13F filers) reported a position in INCE shares at 2024-09-30, 1,149,277 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
40
13F filers
40
New
4
Added
8
Reduced
15
Sold out
7
Shares held by filers
1,149,277

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, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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 LLC316,275$18.4M0.01%-60,71213F-HRTimeline
HTLF Bank277,566$16.2M1.75%-5,56913F-HRTimeline
Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC136,080$7.92M0.01%+13,89113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,198$3.15M0.01%-13,40013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,221$2.22M<0.01%-78,75413F-HRTimelineGroup
Cetera Investment Advisers32,418$1.89M<0.01%+1113F-HRTimeline
D.A. DAVIDSON & CO.30,060$1.75M0.01%-34513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,579$1.49M0.16%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,675$1.38M<0.01%+10,80013F-HRTimelineGroup
CENTRAL TRUST Co23,125$1.35M0.03%-4,44613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,993$1.11M<0.01%-43,18813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,758$1.09M<0.01%+14,53313F-HRTimelineGroup
Fortis Group Advisors, LLC17,773$1.03M0.19%-41713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,499$960K<0.01%-8,12013F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,568$906K<0.01%-44,36513F-HRTimeline
Ethos Financial Group, LLC14,211$830K0.14%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,026$758K<0.01%-37013F-HRTimeline
Private Advisor Group, LLC12,053$701K<0.01%-70213F-HRTimeline
Cornerstone Wealth Management, LLC11,679$680K0.05%013F-HRTimeline
AlphaStar Capital Management, LLC9,855$574K0.05%013F-HRTimeline
Wealthspire Retirement, LLC6,340$369K0.03%+22313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,239$305K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.4,090$238K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,065$237K<0.01%+4113F-HRTimelineGroup
Janney Montgomery Scott LLC3,545$206K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,450$201K<0.01%-38613F-HRTimelineGroup
Global Retirement Partners, LLC3,390$197K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,664$155K<0.01%-68313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,505$146K<0.01%013F-HRTimeline
Tidemark, LLC2,441$142K0.06%-11913F-HRTimeline
Arax Advisory Partners1,842$107K0.01%+2513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,381$80.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,113$64.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA778$45.3K<0.01%+613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC435$25.3K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources227$13.4K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG99$5.76K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC61$3.55K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$4<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.