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Franklin Income Focus ETF (INCM)

CUSIP: 35473P439 | NYSE | 168 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Summit Investment Advisory Services, LLC1,137,829
8.0% of portfolio›$32.4M
Wealth Enhancement Advisory Services, LLC693,314
0.0% of portfolio›$19.9M
Next Level Private LLC470,403
2.6% of portfolio›$13.4M
Sowell Financial Services LLC435,583
0.4% of portfolio›$12.4M
Base Wealth Management LLC372,535
4.7% of portfolio›$10.6M
Commonwealth Equity Services, LLC315,152
0.0% of portfolio›$9.0M
Davenport & Co LLC174,719
0.0% of portfolio›$5.0M
D.A. Davidson & Co.171,533
0.0% of portfolio›$4.9M
Kestra Advisory Services, LLC171,215
0.0% of portfolio›$4.9M
Intrua Financial, LLC155,921
0.4% of portfolio›$4.4M
Cambridge Investment Research Advisors, Inc.140,583
0.0% of portfolio›$4.0M
Richards, Merrill & Peterson, Inc.138,815
1.2% of portfolio›$4.0M
Lido Advisors, LLC135,021
0.0% of portfolio›$3.8M
Kennedy Investment Group, Inc.128,944
1.2% of portfolio›$3.7M
Wealthcare Advisory Partners LLC108,492
0.1% of portfolio›$3.1M
Prospera Financial Services Inc102,258
0.0% of portfolio›$3.0M
LVZ, Inc.99,573
0.3% of portfolio›$2.8M
Pinnacle Financial Group, LLC / IL90,798
0.6% of portfolio›$2.6M
Truist Financial Corp85,100
0.0% of portfolio›$2.4M
Brookstone Capital Management65,825
0.0% of portfolio›$1.9M
HBW Advisory Services LLC52,797
0.1% of portfolio›$1.5M
Secure Asset Management, LLC39,976
0.2% of portfolio›$1.1M
Flagship Harbor Advisors, LLC39,293
0.0% of portfolio›$1.1M
Carlson Financial, Inc.38,250
0.6% of portfolio›$1.1M
Innovative Wealth Building LLC34,969
0.6% of portfolio›$995.2K
Citigroup Inc31,333
0.0% of portfolio›$891.7K
PFG Advisors28,555
0.0% of portfolio›$812.7K
XML Financial, LLC25,865
0.1% of portfolio›$736.1K
Visionary Wealth Advisors25,830
0.0% of portfolio›$735.1K
Verus Capital Partners, LLC24,852
0.0% of portfolio›$707.3K
Private Trust Co NA23,042
0.1% of portfolio›$655.8K
Plus Group Wealth Advisors LLC22,617
0.6% of portfolio›$643.7K
Sigma Planning Corp20,175
0.0% of portfolio›$574.2K
Perigon Wealth Management, LLC18,297
0.0% of portfolio›$520.7K
Demars Financial Group, LLC17,564
0.1% of portfolio›$499.9K
Asset Allocation Strategies LLC17,221
0.1% of portfolio›$490.1K
Oppenheimer & Co Inc15,861
0.0% of portfolio›$451.4K
C2c Wealth Management, LLC15,500
0.3% of portfolio›$441.1K
Kestra Private Wealth Services, LLC15,354
0.0% of portfolio›$437.0K
Bill Few Associates, Inc.14,981
0.1% of portfolio›$426.4K
Atria Investments, Inc12,783
0.0% of portfolio›$363.8K
AlphaStar Capital Management, LLC12,050
0.0% of portfolio›$342.9K
Koshinski Asset Management, Inc.10,841
0.0% of portfolio›$308.5K
Cornerstone Wealth Management, LLC9,865
0.0% of portfolio›$280.8K
Avaii Wealth Management, LLC9,405
0.1% of portfolio›$268.1K
KWB Wealth9,041
0.0% of portfolio›$257.3K
Arrien Investments, Inc.8,939
0.1% of portfolio›$254.4K
Prosperity Financial Group, Inc.8,015
0.1% of portfolio›$228.1K
Titleist Asset Management, LLC7,820
0.0% of portfolio›$222.6K
Wedbush Securities Inc7,672
0.0% of portfolio›$218.0K
B. Riley Wealth Advisors, Inc.7,475
0.0% of portfolio›$212.7K
Williams & Novak Wealth Management, LLC7,300
0.1% of portfolio›$207.8K
Thurston, Springer, Miller, Herd & Titak, Inc.6,543
0.3% of portfolio›$186.2K
Lanark Financial, Inc.5,349
0.0% of portfolio›$152.2K
Farther Finance Advisors, LLC4,000
0.0% of portfolio›$113.8K
Assetmark, Inc1,797
0.0% of portfolio›$51.1K
Wealth Enhancement Trust Services, Inc.1,748
0.0% of portfolio›$49.7K
Latitude Advisors, LLC1,566
0.0% of portfolio›$44.6K
Barrett & Company, Inc.1,500
0.0% of portfolio›$42.7K
IFP Advisors, Inc70
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Summit Investment Advisory Services, LLC
1,137,829$32.4M8.0%ETFVery LowRoseville, MN2026-11-03
Wealth Enhancement Advisory Services, LLC
693,314$19.9M0.0%CoreLowPlymouth, MN2026-10-13
Next Level Private LLC
470,403$13.4M2.6%CoreVery LowHarrison, NY2026-10-20
Sowell Financial Services LLC
435,583$12.4M0.4%CoreLowNorth Little Rock, AR2026-10-23
Base Wealth Management LLC
372,535$10.6M4.7%ETFMediumLakewood Ranch, FL2026-10-21
Commonwealth Equity Services, LLC
315,152$9.0M0.0%ETFLowWaltham, MA2026-11-02
Davenport & Co LLC
174,719$5.0M0.0%CoreMediumRichmond, VA2026-10-14
D.A. Davidson & Co.
171,533$4.9M0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Advisory Services, LLC
171,215$4.9M0.0%CoreLowAustin, TX2026-11-02
Intrua Financial, LLC
155,921$4.4M0.4%ETFMediumHouston, TX2026-10-28
Cambridge Investment Research Advisors, Inc.
140,583$4.0M0.0%ETFLowFairfield, IA2026-11-02
Richards, Merrill & Peterson, Inc.
138,815$4.0M1.2%GrowthLowSpokane, WA2026-10-19
Lido Advisors, LLC
135,021$3.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Kennedy Investment Group, Inc.
128,944$3.7M1.2%GrowthLowWest Deptford, NJ2026-10-21
Wealthcare Advisory Partners LLC
108,492$3.1M0.1%ETFLowWest Chester, PA2026-10-21
Prospera Financial Services Inc
102,258$3.0M0.0%CoreMediumDallas, TX2026-11-04
LVZ, Inc.
99,573$2.8M0.3%ETFLowHolland, MI2026-10-20
Pinnacle Financial Group, LLC / IL
90,798$2.6M0.6%ETFVery LowWestern Springs, IL2026-10-29
Truist Financial Corp
85,100$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Brookstone Capital Management
65,825$1.9M0.0%ETFMediumWheaton, IL2026-10-22
HBW Advisory Services LLC
52,797$1.5M0.1%ETFMediumSimi Valley, CA2026-10-15
Secure Asset Management, LLC
39,976$1.1M0.2%GrowthMediumTroy, MI2026-10-19
Flagship Harbor Advisors, LLC
39,293$1.1M0.0%ETFMediumBoston, MA2026-10-26
Carlson Financial, Inc.
38,250$1.1M0.6%GrowthLowCanby, OR2026-11-05
Innovative Wealth Building LLC
34,969$995.2K0.6%ETFVery LowCalifornia, MD2026-10-14
Citigroup Inc
31,333$891.7K0.0%CoreMediumNew York, NY2026-11-04
PFG Advisors
28,555$812.7K0.0%ETFMediumPhoenix, AZ2026-10-16
XML Financial, LLC
25,865$736.1K0.1%ETFLowBethesda, MD2026-10-29
Visionary Wealth Advisors
25,830$735.1K0.0%ETFLowO'Fallon, IL2026-11-04
Verus Capital Partners, LLC
24,852$707.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Private Trust Co NA
23,042$655.8K0.1%CoreLowCleveland, OH2026-10-20
Plus Group Wealth Advisors LLC
22,617$643.7K0.6%ETFLowBelgium, WI2026-10-19
Sigma Planning Corp
20,175$574.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Perigon Wealth Management, LLC
18,297$520.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Demars Financial Group, LLC
17,564$499.9K0.1%ETFLowSpokane Valley, WA2026-10-22
Asset Allocation Strategies LLC
17,221$490.1K0.1%ETFMediumFarmington, MI2026-10-20
Oppenheimer & Co Inc
15,861$451.4K0.0%CoreLowNew York, NY2026-10-26
C2c Wealth Management, LLC
15,500$441.1K0.3%CoreLowScottsdale, AZ2026-10-20
Kestra Private Wealth Services, LLC
15,354$437.0K0.0%GrowthLowAustin, TX2026-10-30
Bill Few Associates, Inc.
14,981$426.4K0.1%CoreVery LowSewickley, PA2026-10-09
Atria Investments, Inc
12,783$363.8K0.0%CoreMediumCharlotte, NC2026-10-15
AlphaStar Capital Management, LLC
12,050$342.9K0.0%ETFMediumCornelius, NC2026-10-16
Koshinski Asset Management, Inc.
10,841$308.5K0.0%ETFLowDecatur, IL2026-10-29
Cornerstone Wealth Management, LLC
9,865$280.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Avaii Wealth Management, LLC
9,405$268.1K0.1%ETFMediumAppleton, WI2026-10-09
KWB Wealth
9,041$257.3K0.0%ETFMediumRedlands, CA2026-10-16
Arrien Investments, Inc.
8,939$254.4K0.1%ETFLowBoise, ID2026-10-30
Prosperity Financial Group, Inc.
8,015$228.1K0.1%GrowthMediumSan Ramon, CA2026-10-29
Titleist Asset Management, LLC
7,820$222.6K0.0%ETFLowSan Antonio, TX2026-10-08
Wedbush Securities Inc
7,672$218.0K0.0%CoreLowPasadena, CA2026-10-22
B. Riley Wealth Advisors, Inc.
7,475$212.7K0.0%GrowthLowMemphis, TN2026-10-13
Williams & Novak Wealth Management, LLC
7,300$207.8K0.1%ETFMediumWestlake Village, CA2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
6,543$186.2K0.3%GrowthMediumIndianapolis, IN2026-10-14
Lanark Financial, Inc.
5,349$152.2K0.0%CoreMediumBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
4,000$113.8K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
1,797$51.1K0.0%ETFLowConcord, CA2026-10-21
Wealth Enhancement Trust Services, Inc.
1,748$49.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Latitude Advisors, LLC
1,566$44.6K0.0%ETFLowYorkville, IL2026-10-27
Barrett & Company, Inc.
1,500$42.7K0.0%ETFLowProvidence, RI2026-10-22
IFP Advisors, Inc
70$2.0K0.0%GrowthLowTampa, FL2026-10-16