Who Owns Franklin Income Equity Focus ETF (INCE)?Hedge Fund & Institutional Holders

$65.15+0.44 (+0.67%)Financial ServicesNYSE_ARCA

Institutional Holders

49

as of Q4 2025

Total Institutional Value

$1.5000000140000006e+178T

% of Float Held

QoQ Change in Holders

+10 / -2

Price History

$50.00$54.27$58.53$62.80$67.06Sep 24Jun 25Mar 26

INCE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UMB Bank, n.a.New Position+234K+$14.0B
FRANKLIN RESOURCES INCIncreased+100K+$6.0B
D.A. DAVIDSON & CO.New Position+40K+$2.5B
OLD MISSION CAPITAL LLCNew Position+39K+$2.4B
RAYMOND JAMES FINANCIAL INCIncreased+24K+$1.7B
Atlatl Advisers LLCNew Position+8K+$505.0M
Cornerstone Wealth Management, LLCNew Position+6K+$387.0M
CENTRAL TRUST CoNew Position+6K+$381.0M
MONEY CONCEPTS CAPITAL CORPNew Position+5K+$318.0M
Tidemark, LLCNew Position+2K+$151.0M
Van Hulzen Asset Management, LLCIncreased+2K+$105.7M
Wealthspire Retirement, LLCIncreased+723+$86.8M
PRIVATE TRUST CO NANew Position+1K+$66.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+578+$35.0M
GOLDMAN SACHS GROUP INCIncreased+229+$22.0M

INCE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-3K-$1.4B
JANE STREET GROUP, LLCDecreased-2K-$805.7M
Private Advisor Group, LLCDecreased-195-$717.8M
OSAIC HOLDINGS, INC.Decreased-522-$641.3M
Arax Advisory PartnersDecreased-3K-$258.4M
UBS Group AGClosed Position-94-$5.6M
Kestra Advisory Services, LLCDecreased-201-$309K
Triumph Capital ManagementDecreased-10-$270K
PRINCIPAL SECURITIES, INC.Closed Position-2K-$97K
Fortis Group Advisors, LLCDecreased-686-$-41.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC246,127$15.0B4.67%Share
2UMB Bank, n.a.233,816$14.0B186.19%Share
3FRANKLIN RESOURCES INC100,000$6.0B1.47%Share
4D.A. DAVIDSON & CO.40,305$2.5B15.08%Share
5OLD MISSION CAPITAL LLC38,842$2.4B0.05%Share
6ROYAL BANK OF CANADA27,209$1.0B0.16%Share
7GOLDMAN SACHS GROUP INC16,728$1.0B0.12%Share
8OSAIC HOLDINGS, INC.26,986$1.0B1.46%Share
9Fortis Group Advisors, LLC15,414$994.0M0.17%Share
10Wealthspire Retirement, LLC12,611$770.0M0.05%Share
11Atlatl Advisers LLC8,272$505.0M0.19%Share
12Van Hulzen Asset Management, LLC6,429$392.0M0.03%Share
13Cornerstone Wealth Management, LLC6,335$387.0M0.02%Share
14CENTRAL TRUST Co6,244$381.0M7.46%Share
15AlphaStar Capital Management, LLC6,097$372.0M0.03%Share
16MONEY CONCEPTS CAPITAL CORP5,215$318.0M0.02%Share
17Tidemark, LLC2,481$151.0M0.04%Share
18PRIVATE TRUST CO NA1,089$66.0M0.01%Share
19Johnson Financial Group, Inc.684$41.0M0.00%Share
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC578$35.0M0.00%Share
21ASSETMARK, INC435$26.0M0.05%Share
22LPL Financial LLC361,560$22.0M0.01%Share
23FIRST COMMUNITY TRUST NA246$15.0M0.01%Share
24Triumph Capital Management197$12.0M0.00%Share
25Farther Finance Advisors, LLC57$3.0M0.03%Share
26Cetera Investment Advisers20,417$1.0M0.00%Share
27Cambridge Investment Research Advisors, Inc.21,212$1.0M0.00%Share
28CWM, LLC5,945$363K0.00%Share
29World Investment Advisors3,338$203K0.00%Share
30Allworth Financial LP853$52K0.00%Share
31Capital Analysts, LLC815$50K0.00%Share
32HARBOUR INVESTMENTS, INC.168$10K0.00%Share
33COMMONWEALTH EQUITY SERVICES, LLC11,999$00.00%Share
34FRANKLIN RESOURCES INC227$00.00%Share
35Janney Montgomery Scott LLC4,100$00.00%Share
36Kestra Advisory Services, LLC5,027$00.00%Share
37ROYAL BANK OF CANADA800$00.00%Share
38Arax Advisory Partners1,959$00.00%Share
39MORGAN STANLEY4,655$00.00%Share
40Private Advisor Group, LLC11,915$00.00%Share
41WELLS FARGO & COMPANY/MN0$00.00%Share
42RAYMOND JAMES FINANCIAL INC2,281$00.00%Share
43Mariner, LLC3,627$00.00%Share
44Mariner, LLC5,428$00.00%Share
45JPMORGAN CHASE & CO867$00.00%Share
46JANE STREET GROUP, LLC11,679$00.00%Share
47Global Retirement Partners, LLC1,361$00.00%Share
48OSAIC HOLDINGS, INC.100$00.00%Share
49PNC FINANCIAL SERVICES GROUP, INC.1,412$00.00%Share

INCE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$47.3B+14
Q3 202530$44.0B-7
Q2 202537$42.9B-5
Q1 202542$45.3B+1
Q4 202441$367.3B+8
Q3 202433$22.3T-1
Q2 202434$7.3T+5
Q1 202429$6.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 49 institutional investors hold INCE (Franklin Income Equity Focus ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $15.0B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own INCE?

As of Q4 2025, 49 institutional investors report holding INCE (Franklin Income Equity Focus ETF) in their 13F filings.

Who is the largest institutional holder of INCE?

The largest institutional holder of INCE is RAYMOND JAMES FINANCIAL INC with $15.0B in shares.

Is institutional ownership of INCE increasing or decreasing?

This quarter, 10 institutions opened new positions in INCE and 2 closed their positions.