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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 2025-03-31, 840,273 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
43
13F filers
43
New
4
Added
15
Reduced
11
Sold out
2
Shares held by filers
840,273

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC319,064$17.9M0.01%+2,68913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,424$8.9M<0.01%+9,90913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,430$2.16M<0.01%+21,93113F-HR/ATimelineGroup
D.A. DAVIDSON & CO.37,615$2.11M0.02%+5,61013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,805$2.01M<0.01%+2,23013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,682$1.61M<0.01%-57613F-HRTimelineGroup
Cetera Investment Advisers28,236$1.59M<0.01%-1,15413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,494$1.38M<0.01%+10,75613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…21,636$1.22M<0.01%-35413F-HRTimeline
Fortis Group Advisors, LLC17,105$961K0.19%-99213F-HRTimeline
Private Advisor Group, LLC12,045$677K<0.01%+8613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,421$642K<0.01%-1,05213F-HRTimeline
Security Financial Services, INC.10,780$606K0.12%new13F-HRTimeline
Wealthspire Retirement, LLC8,970$504K0.04%+2,56013F-HRTimeline
Atlatl Advisers LLC8,272$465K0.3%013F-HRTimeline
CENTRAL TRUST Co8,255$464K0.01%-3,19313F-HRTimeline
AlphaStar Capital Management, LLC6,097$343K0.03%-3,66313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,989$337K<0.01%-19,73613F-HRTimelineGroup
Cornerstone Wealth Management, LLC5,716$321K0.02%-6,58413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,506$309K<0.01%-27,51513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,463$307K<0.01%+15713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,239$294K0.02%013F-HRTimeline
Janney Montgomery Scott LLC4,250$239K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,221$237K<0.01%+6513F-HRTimelineGroup
Van Hulzen Asset Management, LLC4,200$236K0.02%+1,42713F-HRTimeline
Koshinski Asset Management, Inc.4,090$230K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,666$206K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,835$159K<0.01%-6,33013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,505$141K<0.01%013F-HRTimeline
Tidemark, LLC2,462$138K0.05%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,394$133K<0.01%013F-HRTimelineGroup
Arax Advisory Partners1,885$106K0.01%+2313F-HRTimeline
PRIVATE TRUST CO NA1,417$79.6K0.01%+63913F-HRTimeline
Allworth Financial LP853$45.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC673$38K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO634$35.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC435$24.4K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources227$12.8K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC145$8.15K0.01%+713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY75$4.21K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC61$3.42K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$49<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.