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Disclosery

INCE FRANKLIN TEMPLETON ETF TR

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INCOME EQT FOCUS (fund)

45 managers (45 13F filers) reported a position in INCE shares at 2025-12-31, 1,293,709 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
13
Reduced
11
Sold out
2
Shares held by filers
1,293,709

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC361,560$22.1M0.01%+11,96213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC248,408$15.2M<0.01%+23,59313F-HRTimelineGroup
UMB Bank, n.a.233,816$14.3M0.19%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FRANKLIN RESOURCES INCin group Franklin Resources100,227$6.12M<0.01%+100,00013F-HRTimelineGroup
D.A. DAVIDSON & CO.40,305$2.46M0.02%013F-HRTimeline
OLD MISSION CAPITAL LLC38,842$2.37M0.09%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,009$1.71M<0.01%+8,52613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,086$1.66M<0.01%-52213F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,212$1.3M<0.01%+19713F-HRTimeline
Cetera Investment Advisers20,417$1.25M<0.01%-2,93113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,728$1.02M<0.01%+22913F-HR/ATimelineGroup
Fortis Group Advisors, LLC15,414$995K0.17%-68613F-HRTimeline
Wealthspire Retirement, LLC12,611$770K0.05%+43113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,999$733K<0.01%-13713F-HRTimeline
Private Advisor Group, LLC11,915$728K<0.01%-19513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,679$714K<0.01%-1,91413F-HRTimelineGroup
Sanctuary Advisors, LLC9,429$576K<0.01%-69013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,055$553K<0.01%+9213F-HRTimelineGroup
Atlatl Advisers LLC8,272$505K0.19%013F-HRTimeline
Van Hulzen Asset Management, LLC6,429$393K0.03%+1,60013F-HRTimeline
Cornerstone Wealth Management, LLC6,335$387K0.02%+1113F-HRTimeline
CENTRAL TRUST Co6,244$381K0.01%-16913F-HRTimeline
AlphaStar Capital Management, LLC6,097$373K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC5,945$363K<0.01%+83513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,215$319K0.02%-2413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,027$307K<0.01%-20113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,655$284K<0.01%+4,58013F-HR/ATimelineGroup
Janney Montgomery Scott LLC4,100$250K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,476$212K<0.01%+6513F-HRTimeline
Tidemark, LLC2,481$152K0.04%013F-HRTimeline
Arax Advisory Partners1,959$120K<0.01%-3,28213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,412$86.3K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,361$83.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,089$66.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO867$53K<0.01%013F-HRTimelineGroup
Allworth Financial LP853$52.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC815$50K<0.01%013F-HR/ATimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.684$41.9K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…578$35.3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC435$26.6K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA246$15K0.01%013F-HRTimeline
Triumph Capital Management197$12K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.168$10.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC57$3.48K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$13<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.