FRANKLIN INCOME FOCUS ETF (INCM) Institutional Shareholders
FRANKLIN INCOME FOCUS ETF (INCM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $852.01M in INCM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of INCM tracked by InsiderSet, reporting ownership valued at approximately $181.56M in its June 30, 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 $182.85M, representing an estimated gain of +0.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed INCM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FRANKLIN INCOME FOCUS ETF (INCM).
This page ranks the largest institutional INCM 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
117
Total Reported Value
$852.01M
Largest Holder
Lpl Financial Llc
Largest Position
$181.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 6,291,989 | $181,555,321 | $182,845,200 | +$1,289,879 | +0.71% | |
| Wells Fargo & Company/Mn | 0.01% | 2,674,253 | $77,165,562 | $77,713,792 | +$548,230 | +0.71% | |
| Raymond James Financial Inc | 0.02% | 2,532,563 | $73,077,123 | $73,596,281 | +$519,158 | +0.71% | |
| Royal Bank Of Canada | 0.01% | 1,761,130 | $50,817,000 | $51,178,438 | +$361,438 | +0.71% | |
| Ameriprise Financial Inc | 0.01% | 1,733,867 | $50,068,582 | $50,386,175 | +$317,593 | +0.63% | |
| Morgan Stanley | 0.00% | 1,573,628 | $45,407,067 | $45,729,630 | +$322,563 | +0.71% | |
| Bank Of America Corp | 0.00% | 1,452,297 | $41,906,041 | $42,203,751 | +$297,710 | +0.71% | |
| Summit Investment Advisory Services, Llc | 8.01% | 1,105,667 | $31,903,966 | $32,130,683 | +$226,717 | +0.71% | |
| Larson Financial Group Llc | 0.82% | 1,074,484 | $31,004,249 | $31,224,505 | +$220,256 | +0.71% | |
| Cetera Investment Advisers | 0.02% | 723,833 | $20,886,214 | $21,034,587 | +$148,373 | +0.71% | |
| Osaic Holdings, Inc. | 0.02% | 639,048 | $18,443,305 | $18,570,735 | +$127,430 | +0.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 625,441 | $18,212,847 | $18,175,315 | -$37,532 | -0.21% | |
| Next Level Private Llc | 2.48% | 439,360 | $12,677,742 | $12,767,802 | +$90,060 | +0.71% | |
| Sowell Financial Services Llc | 0.40% | 425,647 | $12,282,047 | $12,369,302 | +$87,255 | +0.71% | |
| Harbour Investments, Inc. | 0.15% | 392,293 | $11,319,618 | $11,400,035 | +$80,417 | +0.71% | |
| Cwm, Llc | 0.03% | 381,500 | $10,968,118 | $11,086,390 | +$118,272 | +1.08% | |
| Base Wealth Management Llc | 4.78% | 356,455 | $10,285,505 | $10,358,582 | +$73,077 | +0.71% | |
| Equitable Holdings, Inc. | 0.06% | 322,675 | $9,310,785 | $9,376,936 | +$66,151 | +0.71% | |
| Stifel Financial Corp | 0.01% | 319,480 | $9,218,592 | $9,284,089 | +$65,497 | +0.71% | |
| Jones Financial Companies Lllp | 0.00% | 305,934 | $8,914,925 | $8,890,442 | -$24,483 | -0.27% | |
| Commonwealth Equity Services, Llc | 0.01% | 285,802 | $8,246,820 | $8,305,406 | +$58,586 | +0.71% | |
| Janney Montgomery Scott Llc | 0.01% | 187,796 | $5,419,000 | $5,457,352 | +$38,352 | +0.71% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 181,408 | $5,234,528 | $5,271,716 | +$37,188 | +0.71% | |
| Bank Of New York Mellon Corp | 0.00% | 171,518 | $4,949,154 | $4,984,313 | +$35,159 | +0.71% | |
| D.A. Davidson & Co. | 0.03% | 165,320 | $4,770,318 | $4,804,199 | +$33,881 | +0.71% | |
| Intrua Financial, Llc | 0.44% | 160,362 | $4,627,248 | $4,660,120 | +$32,872 | +0.71% | |
| Davenport & Co Llc | 0.02% | 157,925 | $4,556,933 | $4,589,301 | +$32,368 | +0.71% | |
| Smith, Moore & Co. | 0.26% | 139,230 | $4,017,484 | $4,046,024 | +$28,540 | +0.71% | |
| Kestra Advisory Services, Llc | 0.01% | 138,194 | $4,004,167 | $4,015,918 | +$11,751 | +0.29% | |
| Lido Advisors, Llc | 0.01% | 133,379 | $3,864,657 | $3,875,994 | +$11,337 | +0.29% | |
| Tulsa Wealth Advisors, Inc | 0.54% | 132,531 | $3,824,179 | $3,851,351 | +$27,172 | +0.71% | |
| Kennedy Investment Group, Inc. | 1.18% | 120,396 | $3,474,018 | $3,498,708 | +$24,690 | +0.71% | |
| Newedge Advisors, Llc | 0.01% | 116,926 | $3,373,886 | $3,397,870 | +$23,984 | +0.71% | |
| Envestnet Asset Management Inc | 0.00% | 111,839 | $3,227,103 | $3,250,041 | +$22,938 | +0.71% | |
| Richards, Merrill & Peterson, Inc. | 1.01% | 110,145 | $3,178,234 | $3,200,814 | +$22,580 | +0.71% | |
| Private Advisor Group, Llc | 0.01% | 99,935 | $2,883,628 | $2,904,111 | +$20,483 | +0.71% | |
| Lvz, Inc. | 0.28% | 95,599 | $2,758,509 | $2,778,107 | +$19,598 | +0.71% | |
| Pinnacle Financial Group, Llc / Il | 0.62% | 87,828 | $2,534,263 | $2,552,282 | +$18,019 | +0.71% | |
| Benjamin Edwards Inc | 0.02% | 86,837 | $2,505,670 | $2,523,483 | +$17,813 | +0.71% | |
| Spartan Wealth Advisory Services Llc | 0.17% | 70,700 | $2,040,049 | $2,054,542 | +$14,493 | +0.71% | |
| Gateway Wealth Partners, Llc | 0.12% | 69,694 | $2,011,019 | $2,025,308 | +$14,289 | +0.71% | |
| Advisory Services Network, Llc | 0.02% | 69,498 | $2,005,360 | $2,019,612 | +$14,252 | +0.71% | |
| Nations Financial Group Inc | 0.09% | 63,623 | $1,835,851 | $1,848,884 | +$13,033 | +0.71% | |
| Brookstone Capital Management | 0.02% | 62,293 | $1,797,455 | $1,810,235 | +$12,780 | +0.71% | |
| Arkadios Wealth Advisors | 0.03% | 62,192 | $1,794,556 | $1,807,300 | +$12,744 | +0.71% | |
| Capital Analysts, Llc | 0.04% | 61,064 | $1,762,000 | $1,774,520 | +$12,520 | +0.71% | |
| Sanctuary Advisors, Llc | 0.01% | 58,719 | $1,694,349 | $1,706,374 | +$12,025 | +0.71% | |
| Hbw Advisory Services Llc | 0.13% | 51,684 | $1,491,342 | $1,501,937 | +$10,595 | +0.71% | |
| World Investment Advisors | 0.02% | 51,403 | $1,487,668 | $1,493,771 | +$6,103 | +0.41% | |
| Citadel Advisors Llc | 0.00% | 42,856 | $1,236,610 | $1,245,395 | +$8,785 | +0.71% |
Frequently asked questions about INCM
Who owns the most INCM stock?
The largest holders of INCM 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 FOCUS ETF (INCM).
Is INCM widely held by superinvestors?
Many widely followed stocks like INCM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly INCM 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.