FRANKLIN TEMPLETON ETF TR (INCE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
42
Reporting holders
$73.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $31.2M | 468,424 | 0.01% | 29q | +14.5%+$3.9M |
| RAYMOND JAMES FINANCIAL INC | $13.2M | 198,868 | 0.00% | 7q | -13.1%-$2.0M |
| OSAIC HOLDINGS, INC. | $7.6M | 114,103 | 0.01% | 26q | +390.1%+$6.1M |
| UMB Bank, n.a. | $5.6M | 84,442 | 0.07% | 3q | -41.8%-$4.0M |
| D.A. DAVIDSON & CO. | $2.7M | 40,775 | 0.02% | 31q | +0.9%+$25.0K |
| Cetera Investment Advisers | $1.6M | 24,452 | 0.00% | 23q | -52.2%-$1.8M |
| Fortis Group Advisors, LLC | $959.5K | 14,402 | 0.15% | 10q | -2.2%-$21.2K |
| Wealthspire Retirement, LLC | $913.2K | 13,707 | 0.05% | 14q | +4.4%+$38.4K |
| Private Advisor Group, LLC | $901.0K | 13,523 | 0.00% | 14q | +17.0%+$130.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $793.7K | 11,913 | 0.00% | 27q | -1.1%-$9.2K |
| Sanctuary Advisors, LLC | $701.7K | 10,532 | 0.00% | 4q | +2.0%+$13.7K |
| OLD MISSION CAPITAL LLC | $684.2K | 10,270 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $637.0K | 9,561 | 0.00% | 30q | -23.7%-$198.2K |
| SEEDS INVESTOR LLC | $550.8K | 8,267 | 0.06% | 2q | HELD |
| Atlatl Advisers LLC | $550.8K | 8,267 | 0.13% | 7q | HELD |
| Cornerstone Wealth Management, LLC | $423.7K | 6,360 | 0.02% | 11q | HELD |
| AlphaStar Capital Management, LLC | $406.2K | 6,097 | 0.03% | 26q | HELD |
| Arkadios Wealth Advisors | $390.2K | 5,857 | 0.01% | new | NEW |
| CENTRAL TRUST Co | $374.6K | 5,623 | 0.01% | 21q | -4.2%-$16.6K |
| Kestra Advisory Services, LLC | $373.1K | 5,601 | 0.00% | 11q | +13.5%+$44.5K |
| MONEY CONCEPTS CAPITAL CORP | $347.4K | 5,215 | 0.02% | 21q | HELD |
| Mariner, LLC | $335.7K | 5,038 | 0.00% | 15q | -42.9%-$252.2K |
| TWO SIGMA INVESTMENTS, LP | $319.8K | 4,800 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $288.5K | 4,331 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $219.0K | 3,287 | 0.00% | 4q | HELD |
| Encompass More Asset Management | $208.9K | 3,135 | 0.03% | new | NEW |
| Arax Advisory Partners | $206.2K | 3,096 | 0.00% | 25q | +56.1%+$74.1K |
| Koshinski Asset Management, Inc. | $200.9K | 3,015 | 0.01% | new | NEW |
| Tidemark, LLC | $165.3K | 2,481 | 0.04% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $131.0K | 1,966 | 0.00% | 21q | -12.3%-$18.4K |
| PRIVATE TRUST CO NA | $112.9K | 1,695 | 0.01% | 13q | +55.6%+$40.4K |
| PNC Financial Services Group, Inc. | $94.1K | 1,412 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $90.7K | 1,362 | 0.00% | 9q | HELD |
| Allworth Financial LP | $56.8K | 853 | 0.00% | 10q | HELD |
| JPMORGAN CHASE & CO | $42.3K | 632 | 0.00% | 6q | -3.8%-$1.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $38.7K | 578 | 0.00% | 3q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $20.0K | 300 | 0.00% | new | NEW |
| Johnson Financial Group, Inc. | $19.7K | 294 | 0.00% | 5q | -57.0%-$26.1K |
| FRANKLIN RESOURCES INC | $15.1K | 227 | 0.00% | 29q | HELD |
| Triumph Capital Management | $12.7K | 190 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $3.7K | 55 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 23,428 | 0.00% | 29q | -23.3% |
| Janney Montgomery Scott LLC | $273 | 4,100 | 0.00% | 6q | HELD |
| Capital Analysts, LLC | $54 | 815 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $2 | 0 | 0.00% | 14q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | $73.6M | 1,105,006 | 6 | 9 | 11 | 0.0% |
| Q1 2026 | 41 | $71.2M | 1,101,091 | 4 | 7 | 17 | 0.0% |
| Q4 2025 | 41 | $77.1M | 1,261,637 | 5 | 10 | 11 | 0.0% |
| Q3 2025 | 37 | $49.6M | 836,920 | 4 | 11 | 7 | 0.0% |
| Q2 2025 | 37 | $47.3M | 822,517 | 2 | 15 | 10 | 0.0% |
| Q1 2025 | 38 | $45.1M | 802,293 | 3 | 14 | 9 | 0.0% |
| Q4 2024 | 39 | $60.9M | 1,100,056 | 2 | 12 | 10 | 0.0% |
| Q3 2024 | 36 | $65.0M | 1,117,138 | 3 | 7 | 13 | 0.0% |
| Q2 2024 | 39 | $69.2M | 1,284,456 | 6 | 7 | 16 | 0.0% |
| Q1 2024 | 36 | $74.1M | 1,355,324 | 3 | 15 | 12 | 0.0% |
| Q4 2023 | 38 | $72.5M | 1,404,007 | 6 | 15 | 9 | 0.0% |
| Q3 2023 | 28 | $95.9M | 2,021,765 | 1 | 12 | 8 | 0.0% |
| Q2 2023 | 29 | $110.0M | 2,247,847 | 3 | 11 | 7 | 0.0% |
| Q1 2023 | 26 | $89.5M | 1,889,648 | 3 | 12 | 5 | 0.0% |
| Q4 2022 | 23 | $78.3M | 1,694,726 | 0 | 10 | 2 | 0.0% |
| Q3 2022 | 34 | $88.3M | 2,126,817 | 3 | 12 | 9 | 0.0% |
| Q2 2022 | 33 | $93.1M | 2,114,446 | 0 | 13 | 14 | 0.0% |
| Q1 2022 | 33 | $104.5M | 2,127,007 | 6 | 10 | 10 | 0.0% |
| Q4 2021 | 29 | $114.7M | 2,231,997 | 2 | 7 | 12 | 0.0% |
| Q3 2021 | 26 | $94.0M | 2,011,292 | 1 | 15 | 5 | 0.0% |
| Q2 2021 | 26 | $99.5M | 2,124,983 | 3 | 8 | 7 | 0.0% |
| Q1 2021 | 27 | $94.1M | 2,148,989 | 2 | 9 | 9 | 0.0% |
| Q4 2020 | 25 | $95.6M | 2,259,357 | 5 | 12 | 4 | 0.0% |
| Q3 2020 | 22 | $86.2M | 2,215,361 | 1 | 12 | 7 | 0.0% |
| Q2 2020 | 22 | $75.8M | 2,034,922 | 5 | 9 | 4 | 0.0% |
| Q1 2020 | 20 | $54.5M | 1,760,212 | 8 | 7 | 1 | 0.0% |
| Q4 2019 | 14 | $49.0M | 1,281,550 | 5 | 5 | 1 | 0.0% |
| Q3 2019 | 9 | $41.2M | 1,125,516 | 1 | 5 | 1 | 0.0% |
| Q2 2019 | 9 | $3.8M | 105,525 | 5 | 1 | 2 | 0.0% |
| Q1 2019 | 4 | $2.0M | 58,895 | 2 | 2 | 0 | 0.0% |
| Q4 2018 | 4 | $2.0M | 68,960 | 0 | 0 | 1 | 0.0% |