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Disclosery

INCM FRANKLIN TEMPLETON ETF TR

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ETF (fund)

57 managers (57 13F filers) reported a position in INCM shares at 2024-12-31, 7,865,540 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
57
13F filers
57
New
14
Added
35
Reduced
2
Sold out
4
Shares held by filers
7,865,540

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC1,371,927$35.8M0.01%+237,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,113,823$29.1M0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…956,616$25M0.05%+174,40013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA717,499$18.7M<0.01%+63,06413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC510,887$13.3M<0.01%+141,90413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN469,144$12.2M<0.01%+429,98813F-HRTimelineGroup
Sowell Financial Services LLC358,631$9.36M0.49%+117,31713F-HRTimeline
Cetera Investment Advisers262,702$6.86M0.01%+26,29813F-HRTimeline
Next Level Private LLC237,933$6.21M2.51%+13,23313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,349$5.18M0.01%+68,10313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,412$4.58M0.01%+60,94413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP167,224$4.36M<0.01%+7,75013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC117,711$3.07M<0.01%+8,53613F-HRTimelineGroup
Steward Partners Investment Advisory, L…108,103$2.82M0.03%+40,38713F-HRTimeline
D.A. DAVIDSON & CO.86,761$2.26M0.02%+60,23413F-HRTimeline
Summit Investment Advisory Services, LLC85,389$2.23M1.15%+10,44713F-HRTimeline
LVZ, Inc.82,186$2.15M0.28%+7,32413F-HRTimeline
DAVENPORT & Co LLC80,193$2.09M0.01%+25,36113F-HRTimeline
NewEdge Advisors, LLC62,673$1.64M0.01%+6,09913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY60,185$1.57M<0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…54,528$1.42M<0.01%+16,99113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,899$1.35M0.01%+10,65813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,688$1.14M<0.01%+5,47513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,634$904K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC33,031$866K0.01%-1,10313F-HRTimelineGroup
Advisory Services Network, LLC31,793$830K0.02%new13F-HRTimeline
Prospera Financial Services Inc30,921$807K0.02%-1,13013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,934$781K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC25,879$675K<0.01%+5,34213F-HRTimeline
SFG Wealth Management, LLC.24,579$642K0.34%+1,56713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,474$639K0.01%new13F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL21,207$554K0.22%new13F-HRTimeline
Private Advisor Group, LLC19,990$522K<0.01%+5,95413F-HRTimeline
Financial Advocates Investment Manageme…19,621$512K0.03%+6,87613F-HRTimeline
Visionary Wealth Advisors17,211$449K0.03%+1,60013F-HRTimeline
Innovative Wealth Building LLC16,542$432K0.39%13F-HRTimeline
Sanctuary Advisors, LLC16,036$429K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA16,336$426K0.04%013F-HRTimeline
Perigon Wealth Management, LLC16,025$424K0.01%+1,13513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,422$376K0.01%+6,21213F-HRTimelineGroup
XML Financial, LLC12,715$332K0.03%new13F-HRTimeline
CALTON & ASSOCIATES, INC.10,665$278K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,222$267K0.01%+2,10113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,860$257K<0.01%+1,17513F-HRTimelineGroup
Independent Advisor Alliance9,659$252K<0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC8,863$231K0.02%+213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,601$224K0.02%new13F-HR/ATimeline
Savvy Advisors, Inc.8,555$223K0.03%+4213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.8,274$216K0.1%+4213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,340$139K<0.01%+1,06513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,157$82.4K0.01%+92013F-HRTimeline
BARRETT & COMPANY, INC.1,500$39.1K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources654$17.1K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…559$14.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC533$14K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285$7.44K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.