Who Owns INCE?
Franklin Income Equity Focus ETF — Institutional Ownership & 13F Holdings
$66.39
-0.27 (-0.41%)
Market Cap
$117.1M
Shares Outstanding
1,706,175
Institutional Holders
42
Total Inst. Value
$29.0M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
5
Closed Positions
4
Increased
15
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $8.9M | 158,424 |
| 2 | GOLDMAN SACHS GROUP INC | $2.2M | 38,430 |
| 3 | D.A. DAVIDSON & CO. | $2.1M | 37,615 |
| 4 | ROYAL BANK OF CANADA | $2.0M | 35,805 |
| 5 | OSAIC HOLDINGS, INC. | $1.6M | 28,682 |
| 6 | Cetera Investment Advisers | $1.6M | 28,236 |
| 7 | JANE STREET GROUP, LLC | $1.4M | 24,494 |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.2M | 21,636 |
| 9 | Fortis Group Advisors, LLC | $961K | 17,105 |
| 10 | Private Advisor Group, LLC | $677K | 12,045 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +10K | $8.9M |
| GOLDMAN SACHS GROUP INC | +22K | $2.2M |
| D.A. DAVIDSON & CO. | +6K | $2.1M |
| ROYAL BANK OF CANADA | +2K | $2.0M |
| JANE STREET GROUP, LLC | +11K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -28K | $309K |
| OSAIC HOLDINGS, INC. | -22K | $1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -20K | $337K |
| Cornerstone Wealth Management, LLC | -7K | $321K |
| UBS Group AG | -6K | $159K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold INCE?
As of Q1 2025, 42 institutional investors report holding INCE (Franklin Income Equity Focus ETF) in their 13F filings.
Which hedge fund owns the most INCE?
The largest institutional holder of INCE is RAYMOND JAMES FINANCIAL INC with $8.9M in shares.
Are institutions buying or selling INCE?
This quarter, 5 institutions opened new positions in INCE and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.