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Disclosery

INCM FRANKLIN TEMPLETON ETF TR

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ETF (fund)

72 managers (72 13F filers) reported a position in INCM shares at 2025-03-31, 11,017,768 shares in all. 16 filers opened a position and 1 filer sold out during the quarter.

Managers
72
13F filers
72
New
16
Added
38
Reduced
11
Sold out
1
Shares held by filers
11,017,768

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,705,333$45.4M0.02%+333,40613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,473,503$39.2M0.01%+359,68013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,042,025$27.7M0.01%+572,88113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…955,017$25.4M0.05%-1,59913F-HRTimeline
Summit Investment Advisory Services, LLC884,643$23.6M11.55%+799,25413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA798,194$21.3M<0.01%+80,69513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC580,096$15.5M<0.01%+69,20913F-HRTimelineGroup
Sowell Financial Services LLC400,899$10.7M0.49%+42,26813F-HRTimeline
Cetera Investment Advisers318,184$8.47M0.02%+55,48213F-HRTimeline
Next Level Private LLC258,808$6.89M2.57%+20,87513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250,043$6.66M0.01%+74,63113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC244,484$6.51M0.01%+46,13513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP150,330$4M<0.01%-16,89413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC132,673$3.53M0.01%+88,98513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC119,216$3.17M<0.01%+1,50513F-HRTimelineGroup
D.A. DAVIDSON & CO.114,139$3.04M0.02%+27,37813F-HRTimeline
Steward Partners Investment Advisory, L…113,418$3.02M0.03%+5,31513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106,577$2.84M<0.01%+76,64313F-HR/ATimelineGroup
SMITH, MOORE & CO.95,693$2.55M0.24%new13F-HRTimeline
DAVENPORT & Co LLC93,009$2.48M0.01%+12,81613F-HRTimeline
LVZ, Inc.82,186$2.19M0.29%013F-HRTimeline
Cambridge Investment Research Advisors,…66,981$1.78M0.01%+12,45313F-HRTimeline
NewEdge Advisors, LLC65,978$1.76M0.01%+3,30513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,723$1.75M0.01%+13,82413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management61,236$1.63M0.02%new13F-HRTimelineGroup
Arkadios Wealth Advisors61,236$1.63M0.06%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY52,990$1.41M<0.01%-7,19513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,392$1.1M0.02%+16,91813F-HRTimelineGroup
Sanctuary Advisors, LLC39,605$1.05M0.01%+23,56913F-HRTimeline
Asset Allocation Strategies LLC35,912$956K0.24%new13F-HRTimeline
Larson Financial Group LLC34,108$908K0.04%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,271$836K<0.01%-1,76013F-HRTimelineGroup
Prospera Financial Services Inc30,622$816K0.02%-29913F-HRTimeline
Advisory Services Network, LLC30,026$800K0.02%-1,76713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,550$787K<0.01%-5,08413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.27,926$744K<0.01%new13F-HRTimeline
Private Advisor Group, LLC25,553$680K<0.01%+5,56313F-HRTimeline
SFG Wealth Management, LLC.24,899$663K0.32%+32013F-HRTimeline
Janney Montgomery Scott LLC23,195$618K<0.01%-2,68413F-HRTimeline
XML Financial, LLC22,915$610K0.06%+10,20013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,859$609K<0.01%+22,57413F-HRTimelineGroup
Financial Advocates Investment Manageme…21,247$566K0.04%+1,62613F-HRTimeline
Pinnacle Financial Group, LLC / IL19,924$531K0.19%-1,28313F-HRTimeline
Visionary Wealth Advisors18,731$499K0.03%+1,52013F-HRTimeline
Innovative Wealth Building LLC18,237$486K0.45%+1,69513F-HRTimeline
OLD MISSION CAPITAL LLC17,828$475K0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.16,065$428K0.1%+5,40013F-HR/ATimeline
Perigon Wealth Management, LLC16,025$427K0.01%013F-HRTimeline
Elequin Capital, LP15,747$419K0.08%new13F-HRTimeline
PRIVATE TRUST CO NA15,746$419K0.04%-59013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,422$376K0.02%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,337$355K<0.01%+12,80413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,668$311K<0.01%+1,80813F-HRTimelineGroup
Intrua Financial, LLC10,842$289K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,791$287K0.01%+56913F-HRTimeline
Atria Investments, Inc10,283$274K<0.01%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.9,406$250K0.12%+1,13213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,261$247K0.02%+66013F-HR/ATimeline
HBW ADVISORY SERVICES LLC8,764$233K0.03%-9913F-HRTimeline
Savvy Advisors, Inc.8,652$230K0.02%+9713F-HRTimeline
Atria Wealth Solutions, Inc.8,058$215K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC7,601$202K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,340$139K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,504$120K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,000$107K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC3,567$95K0.01%+41013F-HRTimeline
COMERICA BANK2,000$53.3K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,500$39.9K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…952$25.4K<0.01%+39313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources654$17.4K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…169$4.5K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.