INCM Institutional Ownership & Shareholders
FRANKLIN INCOME FOCUS ETF (INCM) is currently held by 119 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $869.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $185.11M, representing an estimated gain of +1.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
119
Total Reported Value
$869.24M
Largest Holder
Lpl Financial Llc
Largest Position
$181.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $185,110,316 | +$3,554,995 | +1.96% | |
| Wells Fargo & Company/Mn | 0.01% | 2,674,253 | $77,165,562 | $78,676,523 | +$1,510,961 | +1.96% | |
| Raymond James Financial Inc | 0.02% | 2,532,563 | $73,077,123 | $74,508,003 | +$1,430,880 | +1.96% | |
| Royal Bank Of Canada | 0.01% | 1,761,130 | $50,817,000 | $51,812,445 | +$995,445 | +1.96% | |
| Ameriprise Financial Inc | 0.01% | 1,733,867 | $50,068,582 | $51,010,367 | +$941,785 | +1.88% | |
| Morgan Stanley | 0.00% | 1,573,628 | $45,407,067 | $46,296,136 | +$889,069 | +1.96% | |
| Bank Of America Corp | 0.00% | 1,452,297 | $41,906,041 | $42,726,578 | +$820,537 | +1.96% | |
| Larson Financial Group Llc | 0.83% | 1,188,298 | $33,818,969 | $34,959,727 | +$1,140,758 | +3.37% | |
| Summit Investment Advisory Services, Llc | 8.03% | 1,137,829 | $32,382,590 | $33,474,929 | +$1,092,339 | +3.37% | |
| Cetera Investment Advisers | 0.02% | 723,833 | $20,886,214 | $21,295,167 | +$408,953 | +1.96% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 693,314 | $19,891,190 | $20,397,298 | +$506,108 | +2.54% | |
| Osaic Holdings, Inc. | 0.02% | 639,048 | $18,443,305 | $18,800,792 | +$357,487 | +1.94% | |
| Next Level Private Llc | 2.58% | 470,403 | $13,387,661 | $13,839,256 | +$451,595 | +3.37% | |
| Sowell Financial Services Llc | 0.40% | 435,583 | $12,396,678 | $12,814,852 | +$418,174 | +3.37% | |
| Harbour Investments, Inc. | 0.15% | 392,293 | $11,319,618 | $11,541,260 | +$221,642 | +1.96% | |
| Cwm, Llc | 0.03% | 381,500 | $10,968,118 | $11,223,730 | +$255,612 | +2.33% | |
| Base Wealth Management Llc | 4.71% | 372,535 | $10,602,339 | $10,959,980 | +$357,641 | +3.37% | |
| Equitable Holdings, Inc. | 0.06% | 322,675 | $9,310,785 | $9,493,099 | +$182,314 | +1.96% | |
| Stifel Financial Corp | 0.01% | 319,480 | $9,218,592 | $9,399,102 | +$180,510 | +1.96% | |
| Commonwealth Equity Services, Llc | 0.01% | 315,152 | $8,969,225 | $9,271,772 | +$302,547 | +3.37% | |
| Jones Financial Companies Lllp | 0.00% | 305,934 | $8,914,925 | $9,000,578 | +$85,653 | +0.96% | |
| Bank Of New York Mellon Corp | 0.00% | 198,987 | $5,663,165 | $5,854,198 | +$191,033 | +3.37% | |
| Janney Montgomery Scott Llc | 0.01% | 187,796 | $5,419,000 | $5,524,958 | +$105,958 | +1.96% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 181,408 | $5,234,528 | $5,337,023 | +$102,495 | +1.96% | |
| Davenport & Co Llc | 0.03% | 174,719 | $4,972,502 | $5,140,233 | +$167,731 | +3.37% | |
| Kestra Advisory Services, Llc | 0.01% | 171,215 | $4,894,163 | $5,037,145 | +$142,982 | +2.92% | |
| D.A. Davidson & Co. | 0.03% | 171,533 | $4,881,852 | $5,046,501 | +$164,649 | +3.37% | |
| Intrua Financial, Llc | 0.43% | 155,921 | $4,437,517 | $4,587,196 | +$149,679 | +3.37% | |
| Smith, Moore & Co. | 0.26% | 139,230 | $4,017,484 | $4,096,147 | +$78,663 | +1.96% | |
| Richards, Merrill & Peterson, Inc. | 1.20% | 138,815 | $3,950,675 | $4,083,937 | +$133,262 | +3.37% | |
| Lido Advisors, Llc | 0.01% | 135,021 | $3,842,718 | $3,972,318 | +$129,600 | +3.37% | |
| Tulsa Wealth Advisors, Inc | 0.54% | 132,531 | $3,824,179 | $3,899,062 | +$74,883 | +1.96% | |
| Kennedy Investment Group, Inc. | 1.18% | 128,944 | $3,669,757 | $3,793,532 | +$123,775 | +3.37% | |
| Newedge Advisors, Llc | 0.01% | 116,926 | $3,373,886 | $3,439,963 | +$66,077 | +1.96% | |
| Envestnet Asset Management Inc | 0.00% | 111,839 | $3,227,103 | $3,290,303 | +$63,200 | +1.96% | |
| Wealthcare Advisory Partners Llc | 0.05% | 108,492 | $3,087,694 | $3,191,835 | +$104,141 | +3.37% | |
| Prospera Financial Services Inc | 0.04% | 102,258 | $2,985,930 | $3,008,430 | +$22,500 | +0.75% | |
| Private Advisor Group, Llc | 0.01% | 99,935 | $2,883,628 | $2,940,088 | +$56,460 | +1.96% | |
| Lvz, Inc. | 0.29% | 99,573 | $2,833,848 | $2,929,438 | +$95,590 | +3.37% | |
| Pinnacle Financial Group, Llc / Il | 0.62% | 90,798 | $2,584,100 | $2,671,277 | +$87,177 | +3.37% | |
| Benjamin Edwards Inc | 0.02% | 86,837 | $2,505,670 | $2,554,745 | +$49,075 | +1.96% | |
| Truist Financial Corp | 0.00% | 85,100 | $2,421,937 | $2,503,642 | +$81,705 | +3.37% | |
| Spartan Wealth Advisory Services Llc | 0.17% | 70,700 | $2,040,049 | $2,079,994 | +$39,945 | +1.96% | |
| Gateway Wealth Partners, Llc | 0.12% | 69,694 | $2,011,019 | $2,050,397 | +$39,378 | +1.96% | |
| Nations Financial Group Inc | 0.10% | 70,556 | $2,008,044 | $2,075,758 | +$67,714 | +3.37% | |
| Advisory Services Network, Llc | 0.02% | 69,498 | $2,005,360 | $2,044,631 | +$39,271 | +1.96% | |
| Brookstone Capital Management | 0.02% | 65,825 | $1,873,381 | $1,936,572 | +$63,191 | +3.37% | |
| Arkadios Wealth Advisors | 0.03% | 62,192 | $1,794,556 | $1,829,689 | +$35,133 | +1.96% | |
| Capital Analysts, Llc | 0.04% | 61,064 | $1,762,000 | $1,796,503 | +$34,503 | +1.96% | |
| Sanctuary Advisors, Llc | 0.01% | 58,719 | $1,694,349 | $1,727,513 | +$33,164 | +1.96% |
Frequently asked questions about INCM
Who are the largest institutional holders of INCM?
The largest institutional holders of INCM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, Royal Bank Of Canada, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported INCM position.
What is INCM institutional ownership?
This page tracks INCM positions reported by institutional investment managers through SEC Form 13F. FRANKLIN INCOME FOCUS ETF (INCM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own INCM?
InsiderSet currently tracks 119 institutional managers reporting INCM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of INCM shareholders.
How much INCM stock do institutions own?
Institutional investment managers disclosed approximately $869.24M in INCM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was INCM institutional ownership last updated?
The latest INCM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional INCM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its INCM position after the reporting date.
Are institutions buying or selling INCM?
Institutional buying and selling can be analyzed by comparing INCM positions across consecutive 13F reporting periods. InsiderSet's INCM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View INCM ownership changes.
How has INCM institutional ownership changed over time?
InsiderSet tracks INCM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.