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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 2026-03-31, 1,136,053 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
3
Added
11
Reduced
18
Sold out
4
Shares held by filers
1,136,053

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC409,282$26.5M0.01%+47,72213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228,810$14.8M<0.01%-19,59813F-HRTimelineGroup
UMB Bank, n.a.145,117$9.38M0.13%-88,69913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Investment Advisers51,130$3.31M<0.01%+30,71313F-HRTimeline
D.A. DAVIDSON & CO.40,400$2.61M0.02%+9513F-HRTimeline
Cambridge Investment Research Advisors,…30,560$1.98M0.01%+9,34813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,282$1.51M<0.01%-3,80413F-HRTimelineGroup
Ethos Financial Group, LLC16,275$1.06M0.08%new13F-HRTimeline
Fortis Group Advisors, LLC14,720$984K0.16%-69413F-HRTimeline
Wealthspire Retirement, LLC13,130$849K0.05%+51913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,536$811K<0.01%-15,47313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,051$779K<0.01%+5213F-HRTimeline
Private Advisor Group, LLC11,562$747K<0.01%-35313F-HRTimeline
CWM, LLCin group CWM, LLC11,441$740K<0.01%+5,49613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,343$733K<0.01%-33613F-HRTimelineGroup
Sanctuary Advisors, LLC10,326$668K<0.01%+89713F-HRTimeline
OLD MISSION CAPITAL LLC10,270$664K0.02%-28,57213F-HRTimeline
Mariner, LLCin group Mariner, LLC8,823$570K<0.01%-23213F-HRTimelineGroup
SEEDS INVESTOR LLC8,267$545K0.07%new13F-HRTimeline
Atlatl Advisers LLC8,267$534K0.4%-513F-HRTimeline
Cornerstone Wealth Management, LLC6,346$410K0.02%+1113F-HRTimeline
AlphaStar Capital Management, LLC6,097$394K0.03%013F-HRTimeline
Van Hulzen Asset Management, LLC5,993$387K0.03%-43613F-HRTimeline
CENTRAL TRUST Co5,872$380K0.01%-37213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,215$337K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,933$319K<0.01%-9413F-HRTimelineGroup
Janney Montgomery Scott LLC4,100$265K<0.01%013F-HRTimeline
World Investment Advisors3,338$216K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,301$213K<0.01%-17513F-HR/ATimeline
Tidemark, LLC2,481$160K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,242$145K<0.01%+2,07413F-HRTimeline
Arax Advisory Partners1,983$128K<0.01%+2413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,412$91.3K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,089$70.4K0.01%013F-HRTimeline
Allworth Financial LP853$55.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC815$53K<0.01%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.684$44.5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO657$42.2K<0.01%-21013F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…578$37.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources227$14.7K<0.01%-100,00013F-HRTimelineGroup
Triumph Capital Management190$12.3K<0.01%-713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY55$3.56K<0.01%-4,60013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$4<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.