Skip to content
Disclosery

INCM FRANKLIN TEMPLETON ETF TR

Follow

ETF (fund)

119 managers (121 13F filers) reported a position in INCM shares at 2026-06-30, 29,355,408 shares in all. 19 filers opened a position and 14 filers sold out during the quarter.

Managers
119
13F filers
121
New
19
Added
74
Reduced
16
Sold out
14
Shares held by filers
29,355,408

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 LLC6,291,989$182M0.04%+1,413,62513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,674,253$77.2M0.01%+399,92613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,532,563$73.1M0.02%+183,25613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,761,130$50.8M0.01%+202,83413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,733,867$50.1M0.01%+103,70013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,573,628$45.4M<0.01%+341,21313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,452,297$41.9M<0.01%+110,59613F-HRTimelineGroup
Summit Investment Advisory Services, LLC1,105,667$31.9M8.01%+103,57613F-HRTimeline
Larson Financial Group LLC1,074,484$31M0.82%+279,00013F-HRTimeline
Cetera Investment Advisers723,833$20.9M0.02%+102,72813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.639,048$18.4M0.02%+58,82513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…625,441$18.2M0.03%-1,40413F-HRTimeline
Next Level Private LLC439,360$12.7M2.48%+43,89213F-HRTimeline
Sowell Financial Services LLC425,647$12.3M0.4%+31,11313F-HRTimeline
HARBOUR INVESTMENTS, INC.392,293$11.3M0.15%+271,91213F-HRTimeline
Base Wealth Management LLC356,455$10.3M4.78%+37,13713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.322,675$9.31M0.06%-4,91513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP319,480$9.22M0.01%+58,56513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP305,934$8.91M<0.01%+19,22013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC285,802$8.25M0.01%+38,91813F-HRTimeline
Janney Montgomery Scott LLC187,796$5.42M0.01%+66,06613F-HRTimeline
Steward Partners Investment Advisory, L…181,408$5.23M0.03%+10,77113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp171,518$4.95M<0.01%+37,35113F-HRTimelineGroup
D.A. DAVIDSON & CO.165,320$4.77M0.03%+12,24513F-HRTimeline
Intrua Financial, LLC160,362$4.63M0.44%+24,77113F-HRTimeline
DAVENPORT & Co LLC157,925$4.56M0.02%+13,40613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding153,378$4.44M+27,602Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding149,991$4.33M+74,046Timeline
SMITH, MOORE & CO.139,230$4.02M0.26%-4,64213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC133,379$3.86M0.01%-2,35913F-HRTimelineGroup
Tulsa Wealth Advisors, INC132,531$3.82M0.54%-8,51313F-HRTimeline
Cambridge Investment Research Advisors,…132,436$3.82M0.01%+15,85513F-HR/ATimeline
KENNEDY INVESTMENT GROUP, INC.120,396$3.47M1.18%+9,03813F-HRTimeline
NewEdge Advisors, LLC116,926$3.37M0.01%-11713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.110,145$3.18M1.01%+37,40013F-HRTimeline
Private Advisor Group, LLC99,935$2.88M0.01%+49,55413F-HRTimeline
LVZ, Inc.95,599$2.76M0.28%+2,29613F-HRTimeline
Pinnacle Financial Group, LLC / IL87,828$2.53M0.62%+20,02313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC86,837$2.51M0.02%+12,72613F-HRTimelineGroup
Spartan Wealth Advisory Services LLC70,700$2.04M0.17%+8,25013F-HRTimeline
Gateway Wealth Partners, LLC69,694$2.01M0.12%-53,93013F-HRTimeline
Advisory Services Network, LLC69,498$2.01M0.02%+7,17213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV63,623$1.84M0.09%+2,97213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,293$1.8M0.02%+2,09913F-HRTimelineGroup
Arkadios Wealth Advisors62,192$1.79M0.03%+2,09813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC61,064$1.76M0.04%+4,26513F-HRTimelineGroup
Sanctuary Advisors, LLC58,719$1.69M0.01%+37513F-HRTimeline
HBW ADVISORY SERVICES LLC51,684$1.49M0.13%+5,83113F-HRTimeline
World Investment Advisors51,403$1.49M0.02%+27,33413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,856$1.24M<0.01%+22,26613F-HRTimelineGroup
Secure Asset Management, LLC41,563$1.2M0.17%+7,59113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,920$1.18M<0.01%+3,38113F-HRTimelineGroup
Vienna Asset Management LLC38,458$1.11M0.79%new13F-HRTimeline
Kingsview Wealth Management, LLC38,126$1.1M0.01%new13F-HRTimeline
Arrowroot Family Office, LLC37,543$1.08M0.31%-55313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,418$1.08M0.04%+24,11713F-HRTimeline
CARLSON FINANCIAL, INC.36,705$1.06M0.54%+3,27713F-HRTimeline
Prospera Financial Services Inc36,447$1.05M0.02%+8,33713F-HRTimeline
Innovative Wealth Building LLC32,773$946K0.55%+2,69013F-HRTimeline
Global Retirement Partners, LLC32,200$929K0.01%13F-HRTimeline
Jacobi Capital Management LLC30,681$885K0.04%+8,93113F-HRTimeline
OLD MISSION CAPITAL LLC29,914$863K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,343$760K0.01%+3,73213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,084$760K<0.01%+55813F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC26,222$757K0.04%-2,18313F-HRTimeline
XML Financial, LLC25,865$746K0.05%-8,00013F-HRTimeline
Visionary Wealth Advisors25,559$738K0.03%+70613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,475$735K0.02%+4,37913F-HRTimelineGroup
PFG Advisors21,913$632K0.03%+1,37113F-HRTimeline
Plus Group Wealth Advisors LLC20,516$592K0.56%+58813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,051$579K0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…19,664$567K0.21%+65913F-HRTimeline
J.W. COLE ADVISORS, INC.19,387$559K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC18,725$540K0.01%-10013F-HRTimeline
PRIVATE TRUST CO NA18,330$529K0.04%+1,29013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,282$528K<0.01%new13F-HRTimelineGroup
Asset Allocation Strategies LLC17,008$491K0.08%+64313F-HRTimeline
WCG Wealth Advisors LLC16,269$469K0.01%+1,93613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,640$451K<0.01%new13F-HRTimelineGroup
C2C Wealth Management, LLC15,500$447K0.35%+3,50013F-HRTimeline
Allworth Financial LP14,861$429K<0.01%013F-HRTimeline
Bill Few Associates, Inc.14,273$412K0.09%-3,69713F-HRTimeline
Principia Wealth Advisory, LLC12,715$367K0.18%-10313F-HRTimeline
Atria Investments, Inc12,666$365K<0.01%+19413F-HRTimeline
Sigma Planning Corp11,555$334K0.01%+1,38313F-HRTimeline
KWB Wealth11,253$325K0.03%new13F-HRTimeline
Koshinski Asset Management, Inc.10,841$313K0.02%-15713F-HRTimeline
Demars Financial Group, LLC10,596$306K0.08%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC10,500$303K<0.01%-21,00613F-HRTimelineGroup
Arete Wealth Advisors, LLC10,207$295K0.02%new13F-HR/ATimeline
Cornerstone Wealth Management, LLC9,865$285K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,488$274K<0.01%+8,59013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,060$261K<0.01%-24,47713F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC8,713$251K0.07%+513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,702$251K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.7,996$231K<0.01%+3713F-HRTimeline
Beckerman Institutional, LLC7,807$225K0.11%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.7,791$225K0.11%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…7,665$221K0.07%+20813F-HRTimelineGroup
WEDBUSH SECURITIES INC7,609$220K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.7,475$218K0.01%new13F-HRTimeline
Western Wealth Management, LLC7,198$208K0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,175$207K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,000$144K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC4,787$138K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.4,762$137K<0.01%+2,60413F-HRTimeline
LANARK FINANCIAL, INC.4,101$118K0.01%+2,65113F-HRTimeline
Farther Finance Advisors, LLC4,000$115K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,901$113K<0.01%+29813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,204$92.9K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,044$59K0.01%+1013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1,797$51.9K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.1,500$43.3K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC1,000$28.9K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.400$11.5K0.01%+613F-HRTimeline
Vermillion Wealth Management, Inc.355$10.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG283$8.17K<0.01%+10113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$2.89K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc70$2.02K<0.01%new13F-HRTimeline