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Disclosery

INCM FRANKLIN TEMPLETON ETF TR

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ETF (fund)

97 managers (97 13F filers) reported a position in INCM shares at 2025-12-31, 20,309,600 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
97
13F filers
97
New
12
Added
55
Reduced
17
Sold out
5
Shares held by filers
20,309,600

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC3,821,161$107M0.03%+1,096,26413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,170,711$60.9M0.02%+218,73813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,966,825$55.1M0.01%+377,35213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,334,830$37.4M0.01%+347,81713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,239,449$34.8M<0.01%+1,097,99913F-HRTimelineGroup
Summit Investment Advisory Services, LLC1,000,830$28.1M10.59%+29,40813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC947,159$26.6M0.01%+38,65213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…718,490$20.4M0.03%+177,20513F-HRTimeline
Larson Financial Group LLC655,490$18.4M0.61%+104,69513F-HRTimeline
Cetera Investment Advisers576,384$16.2M0.02%+44,06113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.558,644$15.7M0.02%-47,81513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY464,961$13M<0.01%+356,07913F-HR/ATimelineGroup
Sowell Financial Services LLC433,625$12.2M0.45%-2,57113F-HRTimeline
Base Wealth Management LLC341,939$9.59M5.16%+38,55413F-HRTimeline
Next Level Private LLC310,529$8.71M2.28%+30,42313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP308,046$8.64M0.01%+47,29713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP260,198$7.3M<0.01%+44,58113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC231,972$6.5M0.01%-3,94513F-HRTimeline
CWM, LLCin group CWM, LLC207,319$5.81M0.02%+74,29113F-HRTimelineGroup
Steward Partners Investment Advisory, L…161,197$4.52M0.02%+11,23313F-HRTimeline
D.A. DAVIDSON & CO.144,185$4.04M0.02%+6,67913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC139,305$3.88M0.02%013F-HRTimelineGroup
SMITH, MOORE & CO.138,134$3.87M0.29%-2,26813F-HRTimeline
Intrua Financial, LLC121,186$3.4M0.37%+27,56813F-HRTimeline
DAVENPORT & Co LLC116,376$3.26M0.02%+4,37713F-HRTimeline
NewEdge Advisors, LLC104,250$2.92M0.01%+4,31813F-HRTimeline
Cambridge Investment Research Advisors,…101,695$2.85M0.01%+24,05313F-HRTimeline
LVZ, Inc.91,229$2.56M0.29%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,600$2.46M0.01%+2,99113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC76,425$2.14M<0.01%-59,55713F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL67,507$1.89M0.55%-2,06813F-HRTimeline
Janney Montgomery Scott LLC65,937$1.85M<0.01%+22,12913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC65,109$1.83M0.02%+10,09513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management61,168$1.72M0.02%-35313F-HRTimelineGroup
Arkadios Wealth Advisors61,168$1.72M0.03%-35313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp58,395$1.64M<0.01%+47,12613F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.57,390$1.61M0.61%+44,79213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.52,510$1.47M0.56%+20,73513F-HRTimeline
Sanctuary Advisors, LLC50,639$1.42M0.01%+47213F-HRTimeline
Private Advisor Group, LLC46,419$1.3M0.01%+4,11013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,924$1.23M<0.01%-20,63813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,633$1.22M<0.01%+11,76813F-HRTimelineGroup
Advisory Services Network, LLC39,648$1.11M0.02%+8,48413F-HRTimeline
Gateway Wealth Partners, LLC34,493$967K0.11%new13F-HRTimeline
CARLSON FINANCIAL, INC.31,319$878K0.51%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,933$867K0.02%+4,89513F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC29,914$839K0.03%-5,34913F-HRTimeline
XML Financial, LLC29,865$837K0.07%+1,45013F-HRTimeline
Innovative Wealth Building LLC29,321$822K0.6%-83213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC27,031$758K0.05%+6,40613F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,910$755K<0.01%+10,85313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.25,984$729K0.11%+5,77213F-HRTimeline
Visionary Wealth Advisors23,800$667K0.03%+4,10813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,483$658K<0.01%-4,02013F-HRTimelineGroup
Prospera Financial Services Inc22,810$640K0.01%-19,64313F-HRTimeline
Mariner, LLCin group Mariner, LLC21,672$608K<0.01%+4,55413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,906$586K0.01%+1,10313F-HRTimelineGroup
Secure Asset Management, LLC19,871$557K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.19,628$550K0.01%+4,34113F-HRTimeline
Perigon Wealth Management, LLC19,165$537K0.01%+1,70513F-HRTimeline
Jacobi Capital Management LLC18,700$524K0.03%+6,09413F-HRTimeline
World Investment Advisors18,423$517K0.01%new13F-HR/ATimeline
Plus Group Wealth Advisors LLC17,895$502K0.56%13F-HRTimeline
PRIVATE TRUST CO NA17,040$478K0.04%013F-HRTimeline
Asset Allocation Strategies LLC16,599$465K0.09%+5,58913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15,435$433K0.15%+9,55613F-HRTimeline
Global Retirement Partners, LLC15,300$429K0.01%013F-HRTimeline
Allworth Financial LP14,861$417K<0.01%new13F-HRTimeline
WCG Wealth Advisors LLC14,300$401K0.01%+2,50013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,857$389K0.02%+6,15813F-HRTimeline
PFG Advisors13,719$385K0.02%+3,94113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,369$375K<0.01%-87813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC12,781$358K0.02%new13F-HRTimeline
Atria Investments, Inc12,642$354K<0.01%+7013F-HRTimeline
Principia Wealth Advisory, LLC11,603$325K0.2%+4,08413F-HRTimeline
HBW ADVISORY SERVICES LLC11,355$318K0.03%-10113F-HRTimeline
Cornerstone Wealth Management, LLC9,865$277K0.01%+2,25013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,534$267K0.01%new13F-HRTimelineGroup
C2C Wealth Management, LLC9,000$252K0.21%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,935$251K<0.01%+22013F-HRTimelineGroup
Sigma Planning Corp8,312$233K0.01%+1313F-HRTimeline
Savvy Advisors, Inc.7,803$219K0.01%-91913F-HRTimeline
Tortuga Wealth Management, Inc7,600$213K0.22%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,175$201K0.02%new13F-HRTimeline
COMERICA BANK5,000$140K<0.01%+2,00013F-HRTimeline
Farther Finance Advisors, LLC4,000$112K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,204$89.8K0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.2,398$67.2K0.05%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,001$56.1K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.1,500$42.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,257$35.2K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP898$25.2K<0.01%-1,16313F-HRTimeline
Greenline Wealth Management LLC858$24.1K0.02%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources680$19.1K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$14K<0.01%+33113F-HR/ATimelineGroup
Vermillion Wealth Management, Inc.355$9.95K<0.01%new13F-HRTimeline
AlphaCore Capital LLC150$4.23K<0.01%new13F-HRTimeline