FRANKLIN INCOME EQUITY FOCUS (INCE) Top Institutional Shareholders
FRANKLIN INCOME EQUITY FOCUS (INCE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $70.98M in INCE holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of INCE tracked by InsiderSet, reporting ownership valued at approximately $26.46M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.53M, representing an estimated gain of +4.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed INCE value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Umb Bank, N.A., and several other long-term asset managers with concentrated positions in FRANKLIN INCOME EQUITY FOCUS (INCE).
This page ranks the largest institutional INCE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$70.98M
Largest Holder
Lpl Financial Llc
Largest Position
$26.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 409,282 | $26,460,711 | $27,534,487 | +$1,073,776 | +4.06% | |
| Raymond James Financial Inc | 0.00% | 228,810 | $14,792,958 | $15,393,216 | +$600,258 | +4.06% | |
| Umb Bank, N.A. | 0.13% | 145,117 | $9,382,046 | $9,762,761 | +$380,715 | +4.06% | |
| Cetera Investment Advisers | 0.00% | 51,130 | $3,305,624 | $3,439,776 | +$134,152 | +4.06% | |
| D.A. Davidson & Co. | 0.02% | 40,400 | $2,611,925 | $2,717,914 | +$105,989 | +4.06% | |
| Osaic Holdings, Inc. | 0.00% | 23,282 | $1,505,383 | $1,566,299 | +$60,916 | +4.05% | |
| Ethos Financial Group, Llc | 0.08% | 16,275 | $1,057,901 | $1,094,902 | +$37,001 | +3.50% | |
| Fortis Group Advisors, Llc | 0.16% | 14,720 | $983,779 | $990,289 | +$6,510 | +0.66% | |
| Wealthspire Retirement, Llc | 0.05% | 13,130 | $848,885 | $883,322 | +$34,437 | +4.06% | |
| Royal Bank Of Canada | 0.00% | 12,536 | $811,000 | $843,361 | +$32,361 | +3.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,051 | $779,120 | $810,732 | +$31,612 | +4.06% | |
| Private Advisor Group, Llc | 0.00% | 11,562 | $747,484 | $777,835 | +$30,351 | +4.06% | |
| Cwm, Llc | 0.00% | 11,441 | $739,679 | $769,694 | +$30,015 | +4.06% | |
| Jane Street Group, Llc | 0.00% | 11,343 | $733,343 | $763,101 | +$29,758 | +4.06% | |
| Sanctuary Advisors, Llc | 0.00% | 10,326 | $667,592 | $694,683 | +$27,091 | +4.06% | |
| Old Mission Capital Llc | 0.02% | 10,270 | $663,971 | $690,915 | +$26,944 | +4.06% | |
| Mariner, Llc | 0.00% | 8,823 | $570,421 | $593,568 | +$23,147 | +4.06% | |
| Seeds Investor Llc | 0.07% | 8,267 | $544,953 | $556,163 | +$11,210 | +2.06% | |
| Atlatl Advisers Llc | 0.40% | 8,267 | $534,475 | $556,163 | +$21,688 | +4.06% | |
| Cornerstone Wealth Management, Llc | 0.02% | 6,346 | $410,311 | $426,928 | +$16,617 | +4.05% | |
| Alphastar Capital Management, Llc | 0.03% | 6,097 | $394,181 | $410,176 | +$15,995 | +4.06% | |
| Van Hulzen Asset Management, Llc | 0.03% | 5,993 | $387,480 | $403,180 | +$15,700 | +4.05% | |
| Central Trust Co | 0.01% | 5,872 | $379,635 | $395,039 | +$15,404 | +4.06% | |
| Money Concepts Capital Corp | 0.02% | 5,215 | $337,158 | $350,840 | +$13,682 | +4.06% | |
| Kestra Advisory Services, Llc | 0.00% | 4,933 | $318,912 | $331,868 | +$12,956 | +4.06% | |
| World Investment Advisors | 0.00% | 3,338 | $215,806 | $224,564 | +$8,758 | +4.06% | |
| Tidemark, Llc | 0.04% | 2,481 | $160,401 | $166,910 | +$6,509 | +4.06% | |
| Harbour Investments, Inc. | 0.00% | 2,242 | $144,954 | $150,831 | +$5,877 | +4.05% | |
| Arax Advisory Partners | 0.00% | 1,983 | $128,231 | $133,407 | +$5,176 | +4.04% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,412 | $91,289 | $94,992 | +$3,703 | +4.06% | |
| Private Trust Co Na | 0.01% | 1,089 | $70,406 | $73,263 | +$2,857 | +4.06% | |
| Allworth Financial Lp | 0.00% | 853 | $55,148 | $57,386 | +$2,238 | +4.06% | |
| Johnson Financial Group, Inc. | 0.00% | 684 | $44,462 | $46,016 | +$1,554 | +3.50% | |
| International Assets Investment Management, Llc | 0.00% | 578 | $37,339 | $38,885 | +$1,546 | +4.14% | |
| Western Wealth Management, Llc | 0.00% | 513 | $33,167 | $34,512 | +$1,345 | +4.06% | |
| Franklin Resources Inc | 0.00% | 227 | $14,676 | $15,271 | +$595 | +4.06% | |
| Triumph Capital Management | 0.00% | 190 | $12,350 | $12,782 | +$432 | +3.50% | |
| Morgan Stanley | 0.00% | 55 | $3,556 | $3,700 | +$144 | +4.05% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 30,560 | $1,976 | $2,055,927 | +$2,053,951 | +103944.89% | |
| Janney Montgomery Scott Llc | 0.00% | 4,100 | $265 | $275,828 | +$275,563 | +103986.00% | |
| Capital Analysts, Llc | 0.00% | 815 | $53 | $54,829 | +$54,776 | +103351.33% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $4 | — | — | — |
Frequently asked questions about INCE
Who owns the most INCE stock?
The largest holders of INCE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FRANKLIN INCOME EQUITY FOCUS (INCE).
Is INCE widely held by superinvestors?
Many widely followed stocks like INCE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly INCE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.