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Franklin Income Equity Focus (INCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares590,919 from 468,424
Change+122,495 (+26%)
Value$38.8M (+$7.6M)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares79,491 from 84,442
Change-4,951 (-6%)
Value$5.2M (-$405.6K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares41,382 from 5,601
Change+35,781 (+639%)
Value$2.7M (+$2.3M)
Filed 2026-11-02
D.A. Davidson & Co.
UNCHANGED
Shares40,775 from 40,775
Change0 (0%)
Value$2.7M (-$38.8K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,389 from 23,428
Change-1,039 (-4%)
Value$1.5M (-$91.0K)
Filed 2026-11-02
Fortis Group Advisors, LLC
INCREASED
Shares14,410 from 14,402
Change+8 (+0%)
Value$992.7K (+$33.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares11,906 from 11,913
Change-7 (0%)
Value$781.9K (-$11.8K)
Filed 2026-11-02
Atlatl Advisers LLC
UNCHANGED
Shares8,267 from 8,267
Change0 (0%)
Value$542.9K (-$7.9K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares6,417 from 6,360
Change+57 (+1%)
Value$421.4K (-$2.3K)
Filed 2026-11-04
AlphaStar Capital Management, LLC
UNCHANGED
Shares6,097 from 6,097
Change0 (0%)
Value$400.4K (-$5.8K)
Filed 2026-10-16
Central Trust Co
DECREASED
Shares5,584 from 5,623
Change-39 (-1%)
Value$366.7K (-$7.9K)
Filed 2026-11-05
Money Concepts Capital Corp
UNCHANGED
Shares5,215 from 5,215
Change0 (0%)
Value$342.5K (-$5.0K)
Filed 2026-11-06
Independent Financial Group, LLC
UNCHANGED
Shares3,287 from 3,287
Change0 (0%)
Value$215.8K (-$3.1K)
Filed 2026-10-13
Encompass More Asset Management
DECREASED
Shares3,111 from 3,135
Change-24 (-1%)
Value$204.3K (-$4.6K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares1,748 from 1,695
Change+53 (+3%)
Value$114.8K (+$1.9K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$92.7K (-$1.3K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$56.8K ($0)
Filed 2026-11-06
UMB Private Wealth Management, LLC
NEW
Shares826
Change+826
Value$54.2K
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares198 from 190
Change+8 (+4%)
Value$13.0K (+$319)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares57
Change+57
Value$3.7K
Filed 2026-11-04
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 3,015
Change-3,015 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 578
Change-578 (-100%)
Value$0 (-$38.7K)
Filed 2026-11-02
Raymond James Financial Inc
N/A
Shares— from 198,868
Change-198,868 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114,103
Change-114,103 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,452
Change-24,452 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 13,707
Change-13,707 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,523
Change-13,523 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,561
Change-9,561 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 632
Change-632 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 300
Change-300 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 227
Change-227 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 55
Change-55 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED590,919468,424+122,495+26%$31.2M$38.8M+$7.6M2026-11-06
UMB Bank, n.a.
DECREASED79,49184,442-4,951-6%$5.6M$5.2M-$405.6K2026-11-06
Kestra Advisory Services, LLC
INCREASED41,3825,601+35,781+639%$373.1K$2.7M+$2.3M2026-11-02
D.A. Davidson & Co.
UNCHANGED40,77540,77500%$2.7M$2.7M-$38.8K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED22,38923,428-1,039-4%$1.6M$1.5M-$91.0K2026-11-02
Fortis Group Advisors, LLC
INCREASED14,41014,402+8+0%$959.5K$992.7K+$33.1K2026-11-06
Commonwealth Equity Services, LLC
DECREASED11,90611,913-70%$793.7K$781.9K-$11.8K2026-11-02
Atlatl Advisers LLC
UNCHANGED8,2678,26700%$550.8K$542.9K-$7.9K2026-10-22
Cornerstone Wealth Management, LLC
INCREASED6,4176,360+57+1%$423.7K$421.4K-$2.3K2026-11-04
AlphaStar Capital Management, LLC
UNCHANGED6,0976,09700%$406.2K$400.4K-$5.8K2026-10-16
Central Trust Co
DECREASED5,5845,623-39-1%$374.6K$366.7K-$7.9K2026-11-05
Money Concepts Capital Corp
UNCHANGED5,2155,21500%$347.4K$342.5K-$5.0K2026-11-06
Independent Financial Group, LLC
UNCHANGED3,2873,28700%$219.0K$215.8K-$3.1K2026-10-13
Encompass More Asset Management
DECREASED3,1113,135-24-1%$208.9K$204.3K-$4.6K2026-10-16
Private Trust Co NA
INCREASED1,7481,695+53+3%$112.9K$114.8K+$1.9K2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED1,4121,41200%$94.1K$92.7K-$1.3K2026-11-06
Allworth Financial LP
UNCHANGED85385300%$56.8K$56.8K$02026-11-06
UMB Private Wealth Management, LLC
NEW826—+826——$54.2K—2026-10-19
Triumph Capital Management
INCREASED198190+8+4%$12.7K$13.0K+$3192026-10-14
Nova Financial LLC
NEW57—+57——$3.7K—2026-11-04
Koshinski Asset Management, Inc.
CLOSED03,015-3,015-100%$200.9K$0-$200.9K2026-10-29
International Assets Investment Management, LLC
CLOSED0578-578-100%$38.7K$0-$38.7K2026-11-02
Raymond James Financial Inc
N/A—198,868-198,868-100%$13.2M———
Osaic Holdings, Inc.
N/A—114,103-114,103-100%$7.6M———
Cetera Investment Advisers
N/A—24,452-24,452-100%$1.6M———
Wealthspire Retirement, LLC
N/A—13,707-13,707-100%$913.2K———
Private Advisor Group, LLC
N/A—13,523-13,523-100%$901.0K———
Sanctuary Advisors, LLC
N/A—10,532-10,532-100%$701.7K———
Old Mission Capital LLC
N/A—10,270-10,270-100%$684.2K———
Royal Bank of Canada
N/A—9,561-9,561-100%$637.0K———
Seeds Investor LLC
N/A—8,267-8,267-100%$550.8K———
Arkadios Wealth Advisors
N/A—5,857-5,857-100%$390.2K———
Mariner, LLC
N/A—5,038-5,038-100%$335.7K———
Two Sigma Investments, LP
N/A—4,800-4,800-100%$319.8K———
Bank of America Corp
N/A—4,331-4,331-100%$288.5K———
Janney Montgomery Scott LLC
N/A—4,100-4,100-100%$273.0K———
Arax Advisory Partners
N/A—3,096-3,096-100%$206.2K———
Tidemark, LLC
N/A—2,481-2,481-100%$165.3K———
Harbour Investments, Inc.
N/A—1,966-1,966-100%$131.0K———
Global Retirement Partners, LLC
N/A—1,362-1,362-100%$90.7K———
Capital Analysts, LLC
N/A—815-815-100%$54.0K———
JPMorgan Chase & Co
N/A—632-632-100%$42.3K———
Silver OAK Securities, Incorporated
N/A—300-300-100%$20.0K———
Johnson Financial Group, Inc.
N/A—294-294-100%$19.7K———
Franklin Resources Inc
N/A—227-227-100%$15.1K———
Morgan Stanley
N/A—55-55-100%$3.7K———
Wells Fargo & Company
N/A—00—$2———
Showing 47 of 47 institutions