INCE Institutional Ownership
Franklin Income Equity Focus ETF
1W: -0.9%
1M: -3.9%
3M: -2.7%
YTD: +8.2%
1Y: +11.7%
3Y: +51.4%
5Y: +54.1%
$65.88
+0.20 (+0.30%)
Weekly Expected Move ±0.9%
$65
$65
$66
$66
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — INCE
50
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
75M
Total Invested
7
New Positions
10
Increased
18
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (55 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 468,424 | 31M | +59,142 | +14.5% | 29Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 198,868 | 13M | -29,942 | -13.1% | 7Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 114,103 | 8M | +90,821 | +390.1% | 26Q | SEC ↗ |
| 4 | UMB Bank, n.a. | 84,442 | 6M | -60,675 | -41.8% | 3Q | SEC ↗ |
| 5 | D.A. DAVIDSON & CO. | 40,775 | 3M | +375 | +0.9% | 31Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 24,452 | 2M | -26,678 | -52.2% | 23Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 23,428 | 2M | -7,132 | -23.3% | 29Q | SEC ↗ |
| 8 | Fortis Group Advisors, LLC | 14,402 | 949K | -318 | -2.2% | 10Q | SEC ↗ |
| 9 | Wealthspire Retirement, LLC | 13,707 | 903K | +577 | +4.4% | 14Q | SEC ↗ |
| 10 | Private Advisor Group, LLC | 13,523 | 891K | +1,961 | +17.0% | 14Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 11,913 | 785K | -138 | -1.1% | 27Q | SEC ↗ |
| 12 | CWM, LLC | 11,441 | 754K | +5,496 | +92.4% | 6Q | SEC ↗ |
| 13 | Sanctuary Advisors, LLC | 10,532 | 694K | +206 | +2.0% | 4Q | SEC ↗ |
| 14 | OLD MISSION CAPITAL LLC | 10,270 | 677K | — | +0.0% | 3Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 9,561 | 630K | -2,975 | -23.7% | 30Q | SEC ↗ |
| 16 | Atlatl Advisers LLC | 8,267 | 545K | — | +0.0% | 7Q | SEC ↗ |
| 17 | SEEDS INVESTOR LLC | 8,267 | 545K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Cornerstone Wealth Management, LLC | 6,360 | 419K | +14 | +0.2% | 11Q | SEC ↗ |
| 19 | AlphaStar Capital Management, LLC | 6,097 | 402K | — | +0.0% | 26Q | SEC ↗ |
| 20 | Arkadios Wealth Advisors NEW | 5,857 | 386K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CENTRAL TRUST Co | 5,623 | 370K | -249 | -4.2% | 21Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 5,601 | 369K | +668 | +13.5% | 11Q | SEC ↗ |
| 23 | MONEY CONCEPTS CAPITAL CORP | 5,215 | 344K | — | +0.0% | 19Q | SEC ↗ |
| 24 | Mariner, LLC | 5,038 | 332K | -3,785 | -42.9% | 15Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP NEW | 4,800 | 316K | — | +0.0% | 1Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE NEW | 4,331 | 285K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 4,100 | 270K | — | +0.0% | 6Q | SEC ↗ |
| 28 | INDEPENDENT FINANCIAL GROUP, LLC | 3,287 | 217K | -14 | -0.4% | 4Q | SEC ↗ |
| 29 | Encompass More Asset Management NEW | 3,135 | 207K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Arax Advisory Partners | 3,096 | 204K | +1,113 | +56.1% | 21Q | SEC ↗ |
| 31 | Koshinski Asset Management, Inc. NEW | 3,015 | 199K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Tidemark, LLC | 2,481 | 163K | — | +0.0% | 11Q | SEC ↗ |
| 33 | HARBOUR INVESTMENTS, INC. | 1,966 | 130K | -276 | -12.3% | 17Q | SEC ↗ |
| 34 | PRIVATE TRUST CO NA | 1,695 | 112K | +606 | +55.6% | 13Q | SEC ↗ |
| 35 | PNC Financial Services Group, Inc. | 1,412 | 93K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Global Retirement Partners, LLC NEW | 1,362 | 90K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Allworth Financial LP | 853 | 56K | — | +0.0% | 10Q | SEC ↗ |
| 38 | Capital Analysts, LLC | 815 | 54K | — | +0.0% | 4Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 632 | 42K | -25 | -3.8% | 6Q | SEC ↗ |
| 40 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 578 | 38K | — | +0.0% | 3Q | SEC ↗ |
| 41 | SILVER OAK SECURITIES, INCORPORATED NEW | 300 | 20K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Johnson Financial Group, Inc. | 294 | 19K | -390 | -57.0% | 5Q | SEC ↗ |
| 43 | FRANKLIN RESOURCES INC | 227 | 15K | — | +0.0% | 22Q | SEC ↗ |
| 44 | Triumph Capital Management | 190 | 13K | — | +0.0% | 4Q | SEC ↗ |
| 45 | MORGAN STANLEY | 55 | 4K | — | +0.0% | 7Q | SEC ↗ |
| 46 | Ethos Financial Group, LLC | 0 | 0K | -16,275 | -100.0% | 1Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC | 0 | 0K | -11,343 | -100.0% | 8Q | SEC ↗ |
| 48 | Van Hulzen Asset Management, LLC | 0 | 0K | -5,993 | -100.0% | 6Q | SEC ↗ |
| 49 | World Investment Advisors | 0 | 0K | -3,338 | -100.0% | 2Q | SEC ↗ |
| 50 | ASSETMARK, INC | 0 | 0K | -435 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Arkadios Wealth Advisors | 5,857 | 386K |
| TWO SIGMA INVESTMENTS, LP | 4,800 | 316K |
| BANK OF AMERICA CORP /DE | 4,331 | 285K |
| Encompass More Asset Management | 3,135 | 207K |
| Koshinski Asset Management, Inc. | 3,015 | 199K |
| Global Retirement Partners, LLC | 1,362 | 90K |
| SILVER OAK SECURITIES, INCORPORATED | 300 | 20K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 16,728 | 1M |
| Ethos Financial Group, LLC | 16,275 | 1M |
| JANE STREET GROUP, LLC | 11,343 | 747K |
| Van Hulzen Asset Management, LLC | 5,993 | 395K |
| World Investment Advisors | 3,338 | 220K |
| Western Wealth Management, LLC | 513 | 34K |
| ASSETMARK, INC | 435 | 29K |
| FIRST COMMUNITY TRUST NA | 246 | 16K |
| Farther Finance Advisors, LLC | 57 | 4K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +90,821 | +390.1% | 114,103 |
| LPL Financial LLC | +59,142 | +14.5% | 468,424 |
| CWM, LLC | +5,496 | +92.4% | 11,441 |
| Private Advisor Group, LLC | +1,961 | +17.0% | 13,523 |
| Arax Advisory Partners | +1,113 | +56.1% | 3,096 |
| Kestra Advisory Services, LLC | +668 | +13.5% | 5,601 |
| PRIVATE TRUST CO NA | +606 | +55.6% | 1,695 |
| Wealthspire Retirement, LLC | +577 | +4.4% | 13,707 |
| D.A. DAVIDSON & CO. | +375 | +0.9% | 40,775 |
| Sanctuary Advisors, LLC | +206 | +2.0% | 10,532 |
| Cornerstone Wealth Management, LLC | +14 | +0.2% | 6,360 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UMB Bank, n.a. | -60,675 | -41.8% | 84,442 |
| RAYMOND JAMES FINANCIAL INC | -29,942 | -13.1% | 198,868 |
| Cetera Investment Advisers | -26,678 | -52.2% | 24,452 |
| Cambridge Investment Research Advis | -7,132 | -23.3% | 23,428 |
| Mariner, LLC | -3,785 | -42.9% | 5,038 |
| ROYAL BANK OF CANADA | -2,975 | -23.7% | 9,561 |
| Johnson Financial Group, Inc. | -390 | -57.0% | 294 |
| Fortis Group Advisors, LLC | -318 | -2.2% | 14,402 |
| HARBOUR INVESTMENTS, INC. | -276 | -12.3% | 1,966 |
| CENTRAL TRUST Co | -249 | -4.2% | 5,623 |
| COMMONWEALTH EQUITY SERVICES, LLC | -138 | -1.1% | 11,913 |
| JPMORGAN CHASE & CO | -25 | -3.8% | 632 |
| INDEPENDENT FINANCIAL GROUP, LLC | -14 | -0.4% | 3,287 |