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Disclosery

INCE FRANKLIN TEMPLETON ETF TR

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INCOME EQT FOCUS (fund)

43 managers (43 13F filers) reported a position in INCE shares at 2024-12-31, 1,135,192 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
43
13F filers
43
New
3
Added
14
Reduced
11
Sold out
2
Shares held by filers
1,135,192

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC316,375$17.5M0.01%+10013F-HRTimeline
HTLF Bank269,439$14.9M1.69%-8,12713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,515$8.23M<0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,575$1.86M<0.01%+14,58213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,021$1.83M<0.01%-5,20013F-HRTimelineGroup
D.A. DAVIDSON & CO.32,005$1.77M0.01%+1,94513F-HRTimeline
Cetera Investment Advisers29,390$1.63M<0.01%-3,02813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,258$1.62M<0.01%-24,94013F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED26,980$1.5M0.14%+1,40113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,725$1.43M<0.01%+6,96713F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,990$1.22M<0.01%+6,42213F-HRTimeline
Fortis Group Advisors, LLC18,097$1M0.19%+32413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,499$914K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,738$761K<0.01%-9,93713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,473$691K<0.01%-55313F-HRTimeline
Cornerstone Wealth Management, LLC12,300$681K0.05%+62113F-HRTimeline
Private Advisor Group, LLC11,959$662K<0.01%-9413F-HRTimeline
CENTRAL TRUST Co11,448$634K0.02%-11,67713F-HRTimeline
AlphaStar Capital Management, LLC9,760$541K0.06%-9513F-HRTimeline
UBS Group AGin group UBS Group AG9,165$508K<0.01%+9,06613F-HRTimelineGroup
Atlatl Advisers LLC8,272$458K0.27%13F-HRTimeline
Wealthspire Retirement, LLC6,410$355K0.03%+7013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,306$294K<0.01%+1,85613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,239$290K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,156$230K<0.01%+9113F-HRTimelineGroup
Koshinski Asset Management, Inc.4,090$227K0.02%013F-HRTimeline
Global Retirement Partners, LLC3,390$188K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC2,773$154K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,505$139K<0.01%013F-HRTimeline
Tidemark, LLC2,462$136K0.05%+2113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,394$133K<0.01%-27013F-HRTimelineGroup
Arax Advisory Partners1,862$103K0.01%+2013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,381$76.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP853$48.7K<0.01%-26013F-HRTimeline
PRIVATE TRUST CO NA778$43.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC673$37K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC435$24.1K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources227$12.6K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC138$7.64K0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY75$4.16K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC61$3.38K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<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.