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Disclosery

INCM FRANKLIN TEMPLETON ETF TR

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ETF (fund)

81 managers (81 13F filers) reported a position in INCM shares at 2025-06-30, 13,246,689 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
81
13F filers
81
New
10
Added
52
Reduced
13
Sold out
2
Shares held by filers
13,246,689

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,103,765$56.9M0.02%+398,43213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,693,284$45.8M0.02%+219,78113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,271,696$34.4M0.01%+229,67113F-HRTimelineGroup
Summit Investment Advisory Services, LLC912,184$24.7M10.73%+27,54113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA911,490$24.7M<0.01%+113,29613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC684,853$18.5M<0.01%+104,75713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.520,504$14.1M0.03%+270,46113F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…500,873$13.7M0.02%-454,14413F-HRTimeline
Cetera Investment Advisers428,152$11.6M0.02%+109,96813F-HRTimeline
Sowell Financial Services LLC412,043$11.1M0.45%+11,14413F-HRTimeline
Larson Financial Group LLC333,125$9.01M0.36%+299,01713F-HRTimeline
Base Wealth Management LLC271,576$7.35M4.71%new13F-HRTimeline
Next Level Private LLC256,434$6.94M2.26%-2,37413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC242,357$6.56M0.01%-2,12713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP231,932$6.27M0.01%+81,60213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP172,392$4.67M<0.01%+65,81513F-HRTimelineGroup
SMITH, MOORE & CO.140,167$3.79M0.32%+44,47413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC138,618$3.76M0.02%+107,34713F-HRTimelineGroup
D.A. DAVIDSON & CO.135,489$3.66M0.03%+21,35013F-HRTimeline
Steward Partners Investment Advisory, L…130,598$3.53M0.03%+17,18013F-HRTimeline
DAVENPORT & Co LLC102,041$2.76M0.02%+9,03213F-HRTimeline
Elequin Capital, LP93,095$2.52M0.35%+77,34813F-HRTimeline
NewEdge Advisors, LLC90,344$2.44M0.01%+24,36613F-HRTimeline
LVZ, Inc.82,385$2.23M0.27%+19913F-HRTimeline
Cambridge Investment Research Advisors,…76,016$2.06M0.01%+9,03513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,581$1.91M<0.01%+41,03113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC64,002$1.73M0.01%-1,72113F-HRTimelineGroup
CWM, LLCin group CWM, LLC62,340$1.69M0.01%+49,00313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management62,082$1.68M0.02%+84613F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL61,112$1.65M0.55%+41,18813F-HRTimeline
Arkadios Wealth Advisors60,948$1.65M0.05%-28813F-HRTimeline
Intrua Financial, LLC58,980$1.6M0.23%+48,13813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY52,241$1.41M<0.01%-74913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,872$1.24M0.02%+4,48013F-HRTimelineGroup
Sanctuary Advisors, LLC44,743$1.21M0.01%+5,13813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…39,026$1.06M0.14%+38,07413F-HRTimeline
Prospera Financial Services Inc38,585$1.04M0.02%+7,96313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,206$1.01M<0.01%-95,46713F-HRTimelineGroup
Janney Montgomery Scott LLC35,793$968K<0.01%+12,59813F-HRTimeline
OLD MISSION CAPITAL LLC35,494$960K0.03%+17,66613F-HRTimeline
Private Advisor Group, LLC33,589$909K<0.01%+8,03613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,525$853K<0.01%+3,59913F-HRTimeline
Advisory Services Network, LLC28,744$780K0.01%-1,28213F-HRTimeline
Innovative Wealth Building LLC26,609$720K0.6%+8,37213F-HRTimeline
XML Financial, LLC24,915$674K0.06%+2,00013F-HRTimeline
Financial Advocates Investment Manageme…24,410$660K0.05%+3,16313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,068$651K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,728$642K<0.01%-95,48813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,301$630K<0.01%+44213F-HRTimelineGroup
IronOak Wealth LLC.23,165$629K0.61%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.22,200$601K0.29%new13F-HRTimeline
Visionary Wealth Advisors18,867$510K0.03%+13613F-HRTimeline
CALTON & ASSOCIATES, INC.18,012$487K0.08%+1,94713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,818$482K0.02%+13,31413F-HRTimelineGroup
Perigon Wealth Management, LLC16,025$433K0.01%013F-HRTimeline
PRIVATE TRUST CO NA15,941$431K0.04%+19513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,205$384K0.03%+4,94413F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,111$355K<0.01%+1,44313F-HRTimelineGroup
Atria Investments, Inc12,493$338K<0.01%+2,21013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,929$323K0.01%+1,13813F-HRTimeline
HBW ADVISORY SERVICES LLC11,005$298K0.04%+2,24113F-HRTimeline
Asset Allocation Strategies LLC10,998$298K0.07%-24,91413F-HRTimeline
Jacobi Capital Management LLC10,747$291K0.02%+3,14613F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.10,201$276K0.12%+79513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,137$274K<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC10,000$270K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,511$257K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.8,663$234K0.02%+1113F-HRTimeline
PFG Advisors8,034$217K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC7,615$206K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,019$109K0.01%-10,40313F-HRTimelineGroup
Farther Finance Advisors, LLC4,000$108K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,374$91.3K0.01%-19313F-HRTimeline
COMERICA BANK3,000$81.2K<0.01%+1,00013F-HRTimeline
Principia Wealth Advisory, LLC2,430$65.7K0.06%new13F-HRTimeline
BARRETT & COMPANY, INC.1,500$40.6K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,455$39.4K<0.01%-3,88513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources680$18.4K<0.01%+2613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…169$4.57K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78$2.11K<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.