Who Owns INCM?
Franklin Income Focus ETF — Institutional Ownership & 13F Holdings
$29.28
-0.03 (-0.10%)
Market Cap
$1.3B
Shares Outstanding
49,230,769
Institutional Holders
69
Total Inst. Value
$230.0M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
23
Closed Positions
3
Increased
30
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $39.2M | 1,473,503 |
| 2 | WELLS FARGO & COMPANY/MN | $27.7M | 1,042,025 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.4M | 955,017 |
| 4 | Summit Investment Advisory Services, LLCNew | $23.6M | 884,643 |
| 5 | ROYAL BANK OF CANADA | $21.3M | 798,194 |
| 6 | AMERIPRISE FINANCIAL INC | $15.5M | 580,096 |
| 7 | Sowell Financial Services LLC | $10.7M | 400,899 |
| 8 | Cetera Investment Advisers | $8.5M | 318,184 |
| 9 | Next Level Private LLCNew | $6.9M | 258,808 |
| 10 | OSAIC HOLDINGS, INC. | $6.7M | 250,043 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +360K | $39.2M |
| WELLS FARGO & COMPANY/MN | +573K | $27.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +173K | $25.4M |
| Summit Investment Advisory Services, LLCNew | +885K | $23.6M |
| ROYAL BANK OF CANADA | +81K | $21.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | -17K | $4.0M |
| JONES FINANCIAL COMPANIES LLLP | -15K | $350K |
| MORGAN STANLEY | -7K | $1.4M |
| CITADEL ADVISORS LLC | -5K | $787K |
| CALTON & ASSOCIATES, INC. | -4K | $497K |
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Frequently Asked Questions
How many institutional investors hold INCM?
As of Q1 2025, 69 institutional investors report holding INCM (Franklin Income Focus ETF) in their 13F filings.
Which hedge fund owns the most INCM?
The largest institutional holder of INCM is RAYMOND JAMES FINANCIAL INC with $39.2M in shares.
Are institutions buying or selling INCM?
This quarter, 23 institutions opened new positions in INCM and 3 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.