FRANKLIN TEMPLETON ETF TR (INCM)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
116
Reporting holders
$835.6M
Reported value
0.0%
Held as options
+3
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 | $181.6M | 6,291,989 | 0.04% | 12q | +29.0%+$40.8M |
| WELLS FARGO & COMPANY/MN | $77.2M | 2,674,253 | 0.01% | 9q | -41.2%-$54.1M |
| RAYMOND JAMES FINANCIAL INC | $73.1M | 2,532,563 | 0.02% | 7q | +7.8%+$5.3M |
| ROYAL BANK OF CANADA | $50.8M | 1,761,130 | 0.01% | 11q | +13.0%+$5.9M |
| AMERIPRISE FINANCIAL INC | $50.1M | 1,733,867 | 0.01% | 9q | -46.8%-$44.1M |
| MORGAN STANLEY | $45.4M | 1,573,628 | 0.00% | 7q | +27.7%+$9.8M |
| BANK OF AMERICA CORP /DE/ | $41.9M | 1,452,297 | 0.00% | 5q | +8.2%+$3.2M |
| Summit Investment Advisory Services, LLC | $31.9M | 1,105,667 | 8.01% | 8q | +10.3%+$3.0M |
| Larson Financial Group LLC | $31.0M | 1,074,484 | 0.81% | 6q | +35.1%+$8.1M |
| Cetera Investment Advisers | $20.9M | 723,833 | 0.02% | 10q | +16.5%+$3.0M |
| OSAIC HOLDINGS, INC. | $18.4M | 639,048 | 0.02% | 13q | +10.1%+$1.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.2M | 625,441 | 0.03% | 11q | HELD |
| Next Level Private LLC | $12.7M | 439,360 | 2.48% | 11q | +11.1%+$1.3M |
| Sowell Financial Services LLC | $12.3M | 425,647 | 0.40% | 11q | +7.9%+$897.8K |
| HARBOUR INVESTMENTS, INC. | $11.3M | 392,293 | 0.15% | 11q | +225.9%+$7.8M |
| Base Wealth Management LLC | $10.3M | 356,455 | 4.78% | 5q | +11.6%+$1.1M |
| Equitable Holdings, Inc. | $9.3M | 322,675 | 0.06% | 5q | -1.5%-$141.8K |
| STIFEL FINANCIAL CORP | $9.2M | 319,480 | 0.01% | 12q | +22.4%+$1.7M |
| JONES FINANCIAL COMPANIES LLLP | $8.9M | 305,934 | 0.00% | 7q | +6.7%+$560.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 285,802 | 0.01% | 12q | +15.8%+$1.1M |
| Steward Partners Investment Advisory, LLC | $5.2M | 181,408 | 0.03% | 12q | +6.3%+$310.8K |
| Bank of New York Mellon Corp | $4.9M | 171,518 | 0.00% | 5q | +27.8%+$1.1M |
| D.A. DAVIDSON & CO. | $4.8M | 165,320 | 0.03% | 8q | +8.0%+$353.3K |
| Intrua Financial, LLC | $4.6M | 160,362 | 0.42% | 6q | +18.3%+$714.8K |
| DAVENPORT & Co LLC | $4.6M | 157,925 | 0.02% | 9q | +9.3%+$386.8K |
| SMITH, MOORE & CO. | $4.0M | 139,230 | 0.26% | 6q | -3.2%-$133.9K |
| Kestra Advisory Services, LLC | $4.0M | 138,194 | 0.01% | 11q | +24.8%+$794.4K |
| Lido Advisors, LLC | $3.9M | 133,379 | 0.01% | 11q | -1.7%-$68.4K |
| Tulsa Wealth Advisors, INC | $3.8M | 132,531 | 0.54% | 2q | -6.0%-$245.6K |
| KENNEDY INVESTMENT GROUP, INC. | $3.5M | 120,396 | 1.18% | 8q | +8.1%+$260.8K |
| NewEdge Advisors, LLC | $3.4M | 116,926 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $3.2M | 111,839 | 0.00% | 11q | +47.3%+$1.0M |
| RICHARDS, MERRILL & PETERSON, INC. | $3.2M | 110,145 | 1.01% | 5q | +51.4%+$1.1M |
| Private Advisor Group, LLC | $2.9M | 99,935 | 0.01% | 8q | +98.4%+$1.4M |
| LVZ, Inc. | $2.8M | 95,599 | 0.28% | 11q | +2.5%+$66.3K |
| Pinnacle Financial Group, LLC / IL | $2.5M | 87,828 | 0.62% | 7q | +29.5%+$577.8K |
| BENJAMIN EDWARDS INC | $2.5M | 86,837 | 0.02% | 7q | +17.2%+$367.2K |
| Spartan Wealth Advisory Services LLC | $2.0M | 70,700 | 0.17% | 2q | +13.2%+$238.1K |
| Gateway Wealth Partners, LLC | $2.0M | 69,694 | 0.12% | 3q | -43.6%-$1.6M |
| Advisory Services Network, LLC | $2.0M | 69,498 | 0.02% | 7q | +11.5%+$206.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 63,623 | 0.09% | 4q | +4.9%+$85.8K |
| Brookstone Capital Management | $1.8M | 62,293 | 0.02% | 6q | +3.5%+$60.6K |
| Arkadios Wealth Advisors | $1.8M | 62,192 | 0.03% | 6q | +3.5%+$60.5K |
| Sanctuary Advisors, LLC | $1.7M | 58,719 | 0.01% | 7q | +0.6%+$10.8K |
| HBW ADVISORY SERVICES LLC | $1.5M | 51,684 | 0.13% | 9q | +12.7%+$168.3K |
| World Investment Advisors | $1.5M | 51,403 | 0.02% | 3q | +113.6%+$791.1K |
| CITADEL ADVISORS LLC | $1.2M | 42,856 | 0.00% | 7q | +108.1%+$642.5K |
| Secure Asset Management, LLC | $1.2M | 41,563 | 0.17% | 3q | +22.3%+$219.0K |
| TRUIST FINANCIAL CORP | $1.2M | 40,920 | 0.00% | 4q | +9.0%+$97.6K |
| Vienna Asset Management LLC | $1.1M | 38,458 | 0.78% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $1.1M | 38,152 | 0.01% | new | NEW |
| Kingsview Wealth Management, LLC | $1.1M | 38,126 | 0.01% | new | NEW |
| Arrowroot Family Office, LLC | $1.1M | 37,543 | 0.31% | 2q | -1.5%-$16.0K |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.1M | 37,418 | 0.04% | 3q | +181.3%+$695.9K |
| Prospera Financial Services Inc | $1.1M | 36,447 | 0.02% | 11q | +29.7%+$240.6K |
| Innovative Wealth Building LLC | $945.7K | 32,773 | 0.55% | 7q | +8.9%+$77.6K |
| Global Retirement Partners, LLC | $929.1K | 32,200 | 0.01% | 3q | +110.5%+$487.6K |
| Jacobi Capital Management LLC | $885.3K | 30,681 | 0.04% | 6q | +41.1%+$257.7K |
| OLD MISSION CAPITAL LLC | $863.2K | 29,914 | 0.01% | 6q | HELD |
| Stratos Wealth Partners, LTD. | $760.2K | 26,343 | 0.01% | 8q | +16.5%+$107.7K |
| JPMORGAN CHASE & CO | $759.6K | 26,084 | 0.00% | 13q | +2.2%+$16.2K |
| VERUS CAPITAL PARTNERS, LLC | $756.6K | 26,222 | 0.04% | 7q | -7.7%-$63.0K |
| XML Financial, LLC | $746.3K | 25,865 | 0.05% | 7q | -23.6%-$230.8K |
| Visionary Wealth Advisors | $737.5K | 25,559 | 0.03% | 9q | +2.8%+$20.4K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $735.1K | 25,475 | 0.02% | 2q | +20.8%+$126.4K |
| Arete Wealth Advisors, LLC | $638.5K | 22,128 | 0.01% | new | NEW |
| PFG Advisors | $632.3K | 21,913 | 0.03% | 5q | +6.7%+$39.6K |
| Plus Group Wealth Advisors LLC | $592.0K | 20,516 | 0.56% | 3q | +3.0%+$17.0K |
| Ameritas Advisory Services, LLC | $578.6K | 20,051 | 0.01% | new | NEW |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $567.4K | 19,664 | 0.21% | 7q | +3.5%+$19.0K |
| J.W. COLE ADVISORS, INC. | $559.4K | 19,387 | 0.01% | new | NEW |
| Perigon Wealth Management, LLC | $540.3K | 18,725 | 0.01% | 11q | -0.5%-$2.9K |
| PRIVATE TRUST CO NA | $528.9K | 18,330 | 0.04% | 11q | +7.6%+$37.2K |
| CITIGROUP INC | $527.5K | 18,282 | 0.00% | new | NEW |
| Asset Allocation Strategies LLC | $490.8K | 17,008 | 0.08% | 6q | +3.9%+$18.6K |
| WCG Wealth Advisors LLC | $469.4K | 16,269 | 0.01% | 5q | +13.5%+$55.9K |
| X ADVISORS, LLC | $467.8K | 16,009 | 1.25% | new | FIRST |
| OPPENHEIMER & CO INC | $451.3K | 15,640 | 0.00% | new | NEW |
| C2C Wealth Management, LLC | $447.3K | 15,500 | 0.35% | 3q | +29.2%+$101.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $438.1K | 15,184 | 0.00% | 2q | +1.2%+$5.3K |
| Allworth Financial LP | $428.8K | 14,861 | 0.00% | 3q | HELD |
| Bill Few Associates, Inc. | $411.8K | 14,273 | 0.09% | 2q | -20.6%-$106.7K |
| Atria Investments, Inc | $365.5K | 12,666 | 0.00% | 6q | +1.6%+$5.6K |
| Sigma Planning Corp | $333.5K | 11,555 | 0.01% | 4q | +13.6%+$39.9K |
| KWB Wealth | $324.7K | 11,253 | 0.03% | new | NEW |
| Koshinski Asset Management, Inc. | $312.8K | 10,841 | 0.02% | 2q | -1.4%-$4.5K |
| Demars Financial Group, LLC | $305.7K | 10,596 | 0.08% | new | NEW |
| Mariner, LLC | $303.0K | 10,500 | 0.00% | 4q | -66.7%-$606.1K |
| Cornerstone Wealth Management, LLC | $284.7K | 9,865 | 0.01% | 5q | HELD |
| FRANKLIN RESOURCES INC | $273.8K | 9,488 | 0.00% | 7q | +956.6%+$247.9K |
| JANE STREET GROUP, LLC | $261.4K | 9,060 | 0.00% | 8q | -73.0%-$706.3K |
| AVAII WEALTH MANAGEMENT, LLC | $251.4K | 8,713 | 0.07% | 2q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $251.1K | 8,702 | 0.00% | new | NEW |
| Savvy Advisors, Inc. | $230.7K | 7,996 | 0.00% | 8q | HELD |
| Beckerman Institutional, LLC | $225.3K | 7,807 | 0.11% | new | NEW |
| ARRIEN INVESTMENTS, INC. | $224.8K | 7,791 | 0.11% | new | NEW |
| Prosperity Financial Group, Inc. | $221.2K | 7,665 | 0.07% | 2q | +2.8%+$6.0K |
| B. Riley Wealth Advisors, Inc. | $217.7K | 7,475 | 0.01% | new | NEW |
| Western Wealth Management, LLC | $207.7K | 7,198 | 0.01% | 2q | +73.2%+$87.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $207.0K | 7,175 | 0.01% | 3q | HELD |
Showing the largest 100 of 120 reported holders.
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 | 116 | $835.6M | 28,947,014 | 18 | 68 | 15 | 0.0% |
| Q1 2026 | 113 | $830.8M | 28,896,771 | 27 | 57 | 15 | 0.0% |
| Q4 2025 | 91 | $558.1M | 19,897,030 | 12 | 49 | 18 | 0.0% |
| Q3 2025 | 79 | $427.7M | 15,418,468 | 8 | 55 | 7 | 0.0% |
| Q2 2025 | 75 | $371.8M | 13,738,060 | 11 | 46 | 11 | 0.0% |
| Q1 2025 | 66 | $284.3M | 10,674,528 | 15 | 35 | 9 | 0.0% |
| Q4 2024 | 52 | $198.2M | 7,594,852 | 13 | 30 | 3 | 0.0% |
| Q3 2024 | 44 | $154.3M | 5,676,619 | 13 | 23 | 5 | 0.0% |
| Q2 2024 | 34 | $114.9M | 4,440,567 | 12 | 14 | 4 | 0.0% |
| Q1 2024 | 27 | $106.9M | 4,100,025 | 4 | 18 | 3 | 0.0% |
| Q4 2023 | 25 | $82.0M | 3,191,263 | 17 | 6 | 1 | 0.0% |
| Q3 2023 | 12 | $76.4M | 3,144,457 | 6 | 2 | 2 | 0.0% |
| Q2 2023 | 8 | $99.1M | 3,928,020 | 8 | 0 | 0 | 0.0% |