FRANKLIN TEMPLETON ETF TR (INCE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
45
Reporting holders
$75.5M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 23,428 | 0.00% | 29q | -23.3%-$475.2K |
| 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 |
| Janney Montgomery Scott LLC | $273.0K | 4,100 | 0.00% | 6q | HELD |
| 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 |
| Capital Analysts, LLC | $54.0K | 815 | 0.00% | 4q | 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 |
| 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 | 45 | $75.5M | 1,133,349 | 6 | 9 | 12 | 0.0% |
| Q1 2026 | 44 | $73.5M | 1,136,566 | 4 | 8 | 17 | 0.0% |
| Q4 2025 | 45 | $79.1M | 1,293,709 | 5 | 12 | 11 | 0.0% |
| Q3 2025 | 42 | $52.1M | 880,096 | 5 | 13 | 9 | 0.0% |
| Q2 2025 | 41 | $49.6M | 863,500 | 2 | 17 | 11 | 0.0% |
| Q1 2025 | 42 | $47.2M | 840,273 | 4 | 14 | 11 | 0.0% |
| Q4 2024 | 42 | $62.9M | 1,135,192 | 3 | 13 | 11 | 0.0% |
| Q3 2024 | 39 | $66.9M | 1,149,277 | 4 | 7 | 15 | 0.0% |
| Q2 2024 | 42 | $74.1M | 1,376,437 | 7 | 7 | 18 | 0.0% |
| Q1 2024 | 39 | $79.0M | 1,444,689 | 4 | 15 | 14 | 0.0% |
| Q4 2023 | 40 | $78.6M | 1,521,010 | 6 | 16 | 10 | 0.0% |
| Q3 2023 | 32 | $103.7M | 2,185,946 | 1 | 12 | 11 | 0.0% |
| Q2 2023 | 33 | $126.1M | 2,575,357 | 3 | 13 | 9 | 0.0% |
| Q1 2023 | 31 | $106.7M | 2,254,508 | 3 | 15 | 7 | 0.0% |
| Q4 2022 | 31 | $106.8M | 2,311,808 | 1 | 15 | 3 | 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% |