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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 2025-09-30, 879,229 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
42
13F filers
42
New
5
Added
12
Reduced
10
Sold out
3
Shares held by filers
879,229

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC349,598$20.7M0.01%+16,31113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,815$13.3M<0.01%+29,55913F-HRTimelineGroup
D.A. DAVIDSON & CO.40,305$2.39M0.02%+57513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,608$1.64M<0.01%-3,47213F-HRTimelineGroup
Cetera Investment Advisers23,348$1.38M<0.01%+3,75213F-HRTimeline
Cambridge Investment Research Advisors,…21,015$1.25M<0.01%-63813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,483$1.15M<0.01%-8,62613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,499$978K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC16,100$953K0.16%-36113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,593$806K<0.01%-2,19113F-HRTimelineGroup
Wealthspire Retirement, LLC12,180$722K0.05%+29213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC12,136$719K<0.01%-90113F-HRTimeline
Private Advisor Group, LLC12,110$718K<0.01%-3413F-HRTimeline
Sanctuary Advisors, LLC10,119$600K<0.01%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC8,963$531K<0.01%+3,65813F-HRTimelineGroup
Atlatl Advisers LLC8,272$490K0.19%013F-HRTimeline
CENTRAL TRUST Co6,413$380K0.01%-56913F-HRTimeline
Cornerstone Wealth Management, LLC6,324$375K0.02%+24613F-HRTimeline
AlphaStar Capital Management, LLC6,097$361K0.03%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,239$311K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,228$310K<0.01%-76813F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,110$303K<0.01%+2,84213F-HRTimelineGroup
Van Hulzen Asset Management, LLC4,829$286K0.02%+60113F-HRTimeline
Arax Advisory Partners5,241$258K<0.01%+3,33013F-HRTimeline
Janney Montgomery Scott LLC4,100$243K<0.01%+7513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,411$202K<0.01%new13F-HRTimeline
Tidemark, LLC2,481$147K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,641$97.3K<0.01%+3513F-HRTimelineGroup
Global Retirement Partners, LLC1,361$80.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,089$64.6K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO867$51.4K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP853$50.6K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC815$48K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.684$40.7K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC435$25.8K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA246$14.6K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources227$13.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.168$9.96K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG94$5.57K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY75$4.45K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC57$3.38K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$16<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.