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Disclosery

INCM FRANKLIN TEMPLETON ETF TR

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ETF (fund)

84 managers (84 13F filers) reported a position in INCM shares at 2025-09-30, 15,847,168 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
84
13F filers
84
New
8
Added
63
Reduced
7
Sold out
2
Shares held by filers
15,847,168

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,724,897$75.6M0.02%+621,13213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,951,973$54.1M0.02%+258,68913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,589,473$44.1M0.01%+317,77713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA987,013$27.4M<0.01%+75,52313F-HRTimelineGroup
Summit Investment Advisory Services, LLC971,422$26.9M10.73%+59,23813F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC908,507$25.2M0.01%+223,65413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.606,459$16.8M0.02%+85,95513F-HRTimelineGroup
Larson Financial Group LLC550,795$15.3M0.54%+217,67013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…541,285$15.1M0.02%+40,41213F-HRTimeline
Cetera Investment Advisers532,323$14.8M0.02%+104,17113F-HRTimeline
Sowell Financial Services LLC436,196$12.1M0.46%+24,15313F-HRTimeline
Base Wealth Management LLC303,385$8.42M4.8%+31,80913F-HRTimeline
Next Level Private LLC280,106$7.8M2.26%+23,67213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP260,749$7.23M0.01%+28,81713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC235,917$6.54M0.01%-6,44013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP215,617$5.98M<0.01%+43,22513F-HRTimelineGroup
Steward Partners Investment Advisory, L…149,964$4.16M0.02%+19,36613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,450$3.92M<0.01%+117,38213F-HR/ATimelineGroup
SMITH, MOORE & CO.140,402$3.89M0.3%+23513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC139,305$3.88M0.02%+68713F-HRTimelineGroup
D.A. DAVIDSON & CO.137,506$3.81M0.02%+2,01713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC135,982$3.77M<0.01%+98,77613F-HRTimelineGroup
CWM, LLCin group CWM, LLC133,028$3.69M0.01%+70,68813F-HRTimelineGroup
DAVENPORT & Co LLC111,999$3.11M0.02%+9,95813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY108,882$3.02M<0.01%+56,64113F-HR/ATimelineGroup
NewEdge Advisors, LLC99,932$2.77M0.01%+9,58813F-HRTimeline
Intrua Financial, LLC93,618$2.6M0.3%+34,63813F-HRTimeline
LVZ, Inc.91,229$2.53M0.29%+8,84413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC84,609$2.35M0.01%+20,60713F-HRTimelineGroup
Cambridge Investment Research Advisors,…77,642$2.15M0.01%+1,62613F-HRTimeline
Pinnacle Financial Group, LLC / IL69,575$1.93M0.58%+8,46313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,562$1.79M<0.01%-6,01913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management61,521$1.71M0.02%-56113F-HRTimelineGroup
Arkadios Wealth Advisors61,521$1.71M0.04%+57313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC55,014$1.53M0.02%+9,14213F-HRTimelineGroup
Sanctuary Advisors, LLC50,167$1.39M0.01%+5,42413F-HR/ATimeline
Janney Montgomery Scott LLC43,808$1.22M<0.01%+8,01513F-HRTimeline
Prospera Financial Services Inc42,453$1.18M0.02%+3,86813F-HRTimeline
Private Advisor Group, LLC42,309$1.17M0.01%+8,72013F-HRTimeline
OLD MISSION CAPITAL LLC35,263$978K0.03%-23113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,865$884K<0.01%+8,13713F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.31,775$881K0.38%+9,57513F-HRTimeline
Advisory Services Network, LLC31,164$864K0.01%+2,42013F-HRTimeline
Innovative Wealth Building LLC30,153$836K0.65%+3,54413F-HRTimeline
XML Financial, LLC28,415$788K0.06%+3,50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,503$763K<0.01%+4,20213F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC26,038$722K0.02%+8,22013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC20,625$572K0.04%+6,42013F-HR/ATimeline
CALTON & ASSOCIATES, INC.20,212$561K0.08%+2,20013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,803$549K0.01%+6,69213F-HRTimelineGroup
Visionary Wealth Advisors19,692$546K0.03%+82513F-HRTimeline
Perigon Wealth Management, LLC17,460$484K0.01%+1,43513F-HRTimeline
Mariner, LLCin group Mariner, LLC17,118$475K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA17,040$473K0.04%+1,09913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,057$445K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,782$438K0.03%+11,76313F-HRTimelineGroup
Global Retirement Partners, LLC15,300$424K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,287$424K0.01%+3,35813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,247$395K<0.01%+4,73613F-HRTimelineGroup
Jacobi Capital Management LLC12,606$350K0.02%+1,85913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.12,598$349K0.14%+2,39713F-HRTimeline
Atria Investments, Inc12,572$349K<0.01%+7913F-HRTimeline
WCG Wealth Advisors LLC11,800$327K0.02%+1,80013F-HRTimeline
HBW ADVISORY SERVICES LLC11,456$318K0.04%+45113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,269$313K<0.01%+1,13213F-HRTimelineGroup
Asset Allocation Strategies LLC11,010$305K0.06%+1213F-HRTimeline
PFG Advisors9,778$271K0.01%+1,74413F-HRTimeline
Savvy Advisors, Inc.8,722$242K0.01%+5913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,715$242K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp8,299$230K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,699$214K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC7,615$211K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC7,519$209K0.15%+5,08913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,879$163K0.32%-33,14713F-HRTimeline
Farther Finance Advisors, LLC4,000$111K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,374$93.6K0.01%013F-HRTimeline
COMERICA BANK3,000$83.2K<0.01%013F-HRTimeline
Elequin Capital, LP2,061$57.2K<0.01%-91,03413F-HRTimeline
BARRETT & COMPANY, INC.1,500$41.6K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,115$30.9K<0.01%-34013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources680$18.9K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC296$8.21K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…169$4.69K<0.01%+9113F-HRTimelineGroup
Kozak & Associates, Inc.42$1.16K<0.01%new13F-HRTimeline