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Disclosery

INCE FRANKLIN TEMPLETON ETF TR

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INCOME EQT FOCUS (fund)

42 managers (42 13F filers) reported a position in INCE shares at 2025-06-30, 835,391 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
42
13F filers
42
New
2
Added
18
Reduced
11
Sold out
4
Shares held by filers
835,391

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC333,287$19.2M0.01%+14,22313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,256$11.2M<0.01%+36,83213F-HRTimelineGroup
D.A. DAVIDSON & CO.39,730$2.28M0.02%+2,11513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,080$1.79M<0.01%+2,39813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,109$1.61M<0.01%-7,69613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…21,653$1.24M<0.01%+1713F-HRTimeline
Cetera Investment Advisers19,596$1.13M<0.01%-8,64013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,499$948K<0.01%-21,93113F-HRTimelineGroup
Fortis Group Advisors, LLC16,461$939K0.17%-64413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,784$907K<0.01%-8,71013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,037$749K<0.01%+1,61613F-HRTimeline
Private Advisor Group, LLC12,144$698K<0.01%+9913F-HRTimeline
Wealthspire Retirement, LLC11,888$683K0.05%+2,91813F-HRTimeline
Atlatl Advisers LLC8,272$475K0.22%013F-HRTimeline
CENTRAL TRUST Co6,982$401K0.01%-1,27313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,303$362K<0.01%+31413F-HRTimelineGroup
AlphaStar Capital Management, LLC6,097$350K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC6,078$349K0.02%+36213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,996$345K<0.01%+53313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,305$305K<0.01%+1,08413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,239$301K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC4,228$243K0.02%+2813F-HRTimeline
Koshinski Asset Management, Inc.4,090$235K0.02%013F-HRTimeline
Janney Montgomery Scott LLC4,025$231K<0.01%-22513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,669$211K<0.01%+313F-HRTimeline
Tidemark, LLC2,481$143K0.05%+1913F-HRTimeline
CWM, LLCin group CWM, LLC2,268$130K<0.01%+1,59513F-HRTimelineGroup
Arax Advisory Partners1,911$110K0.01%+2613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,606$92.3K<0.01%-78813F-HRTimelineGroup
Global Retirement Partners, LLC1,361$78.2K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,089$62.6K0.01%-32813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO867$49.8K<0.01%+23313F-HRTimelineGroup
Allworth Financial LP853$49K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.684$39.5K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…500$28.7K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC435$25K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources227$13K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.168$9.65K<0.01%-2,33713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY75$4.31K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC57$3.28K<0.01%-413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.