INCM Institutional Ownership
Franklin Income Focus ETF
1W: -0.7%
1M: -3.2%
3M: -2.5%
YTD: +2.1%
1Y: +3.3%
3Y: +32.6%
$28.51
+0.01 (+0.04%)
Weekly Expected Move ±0.8%
$28
$28
$28
$29
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Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — INCM
138
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
843M
Total Invested
20
New Positions
76
Increased
31
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6,291,989 | 179M | +1,413,625 | +29.0% | 12Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 2,674,253 | 76M | +399,926 | +17.6% | 9Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 2,532,563 | 72M | +183,256 | +7.8% | 7Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 1,761,130 | 50M | +202,834 | +13.0% | 11Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 1,733,867 | 49M | +103,700 | +6.4% | 9Q | SEC ↗ |
| 6 | MORGAN STANLEY | 1,573,628 | 45M | +341,213 | +27.7% | 7Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 1,452,297 | 41M | +110,596 | +8.2% | 5Q | SEC ↗ |
| 8 | Summit Investment Advisory Services, L | 1,105,667 | 32M | +103,576 | +10.3% | 8Q | SEC ↗ |
| 9 | Larson Financial Group LLC | 1,074,484 | 31M | +279,000 | +35.1% | 6Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 723,833 | 21M | +102,728 | +16.5% | 10Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 639,048 | 18M | +58,825 | +10.1% | 13Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 625,441 | 18M | -1,404 | -0.2% | 11Q | SEC ↗ |
| 13 | Next Level Private LLC | 439,360 | 13M | +43,892 | +11.1% | 11Q | SEC ↗ |
| 14 | Sowell Financial Services LLC | 425,647 | 12M | +31,113 | +7.9% | 11Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 392,293 | 11M | +271,912 | +225.9% | 11Q | SEC ↗ |
| 16 | CWM, LLC | 381,500 | 11M | +174,181 | +84.0% | 6Q | SEC ↗ |
| 17 | Base Wealth Management LLC | 356,455 | 10M | +37,137 | +11.6% | 5Q | SEC ↗ |
| 18 | Equitable Holdings, Inc. | 322,675 | 9M | -4,915 | -1.5% | 5Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 319,480 | 9M | +58,565 | +22.4% | 12Q | SEC ↗ |
| 20 | JONES FINANCIAL COMPANIES LLLP | 305,934 | 9M | +19,220 | +6.7% | 7Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 285,802 | 8M | +38,918 | +15.8% | 12Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 187,796 | 5M | +66,066 | +54.3% | 12Q | SEC ↗ |
| 23 | Steward Partners Investment Advisory, | 181,408 | 5M | +10,771 | +6.3% | 12Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 171,518 | 5M | +37,351 | +27.8% | 5Q | SEC ↗ |
| 25 | D.A. DAVIDSON & CO. | 165,320 | 5M | +12,245 | +8.0% | 8Q | SEC ↗ |
| 26 | Intrua Financial, LLC | 160,362 | 5M | +24,771 | +18.3% | 6Q | SEC ↗ |
| 27 | DAVENPORT & Co LLC | 157,925 | 5M | +13,406 | +9.3% | 9Q | SEC ↗ |
| 28 | SMITH, MOORE & CO. | 139,230 | 4M | -4,642 | -3.2% | 6Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 138,194 | 4M | +27,418 | +24.8% | 11Q | SEC ↗ |
| 30 | Lido Advisors, LLC | 133,379 | 4M | -2,359 | -1.7% | 11Q | SEC ↗ |
| 31 | Tulsa Wealth Advisors, INC | 132,531 | 4M | -8,513 | -6.0% | 2Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 132,436 | 4M | +15,855 | +13.6% | 10Q | SEC ↗ |
| 33 | KENNEDY INVESTMENT GROUP, INC. | 120,396 | 3M | +9,038 | +8.1% | 8Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 116,926 | 3M | -117 | -0.1% | 8Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 111,839 | 3M | +35,894 | +47.3% | 11Q | SEC ↗ |
| 36 | RICHARDS, MERRILL & PETERSON, INC. | 110,145 | 3M | +37,400 | +51.4% | 5Q | SEC ↗ |
| 37 | Private Advisor Group, LLC | 99,935 | 3M | +49,554 | +98.4% | 8Q | SEC ↗ |
| 38 | LVZ, Inc. | 95,599 | 3M | +2,296 | +2.5% | 11Q | SEC ↗ |
| 39 | Pinnacle Financial Group, LLC / IL | 87,828 | 3M | +20,023 | +29.5% | 7Q | SEC ↗ |
| 40 | BENJAMIN EDWARDS INC | 86,837 | 2M | +12,726 | +17.2% | 7Q | SEC ↗ |
| 41 | Spartan Wealth Advisory Services LLC | 70,700 | 2M | +8,250 | +13.2% | 2Q | SEC ↗ |
| 42 | Gateway Wealth Partners, LLC | 69,694 | 2M | -53,930 | -43.6% | 3Q | SEC ↗ |
| 43 | Advisory Services Network, LLC | 69,498 | 2M | +7,172 | +11.5% | 7Q | SEC ↗ |
| 44 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 63,623 | 2M | +2,972 | +4.9% | 4Q | SEC ↗ |
| 45 | Brookstone Capital Management | 62,293 | 2M | +2,099 | +3.5% | 6Q | SEC ↗ |
| 46 | Arkadios Wealth Advisors | 62,192 | 2M | +2,098 | +3.5% | 6Q | SEC ↗ |
| 47 | Capital Analysts, LLC | 61,064 | 2M | +4,265 | +7.5% | 6Q | SEC ↗ |
| 48 | Sanctuary Advisors, LLC | 58,719 | 2M | +375 | +0.6% | 7Q | SEC ↗ |
| 49 | HBW ADVISORY SERVICES LLC | 51,684 | 1M | +5,831 | +12.7% | 9Q | SEC ↗ |
| 50 | World Investment Advisors | 51,403 | 1M | +27,334 | +113.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vienna Asset Management LLC | 38,458 | 1M |
| Envestnet Portfolio Solutions, Inc. | 38,152 | 1M |
| Kingsview Wealth Management, LLC | 38,126 | 1M |
| Global Retirement Partners, LLC | 32,200 | 918K |
| Ameritas Advisory Services, LLC | 20,051 | 572K |
| J.W. COLE ADVISORS, INC. | 19,387 | 553K |
| CITIGROUP INC | 18,282 | 521K |
| Jaffetilchin Investment Partners, L | 15,759 | 449K |
| OPPENHEIMER & CO INC | 15,640 | 446K |
| KWB Wealth | 11,253 | 321K |
| Demars Financial Group, LLC | 10,596 | 302K |
| Arete Wealth Advisors, LLC | 10,207 | 291K |
| CAPTRUST FINANCIAL ADVISORS | 8,702 | 248K |
| Beckerman Institutional, LLC | 7,807 | 223K |
| ARRIEN INVESTMENTS, INC. | 7,791 | 222K |
| WEDBUSH SECURITIES INC | 7,609 | 217K |
| B. Riley Wealth Advisors, Inc. | 7,475 | 213K |
| Delos Wealth Advisors, LLC | 1,000 | 29K |
| Tower Research Capital LLC (TRC) | 100 | 3K |
| IFP Advisors, Inc | 70 | 2K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elequin Capital, LP | 84,333 | 2M |
| Independent Advisor Alliance | 23,072 | 658K |
| CALTON & ASSOCIATES, INC. | 21,554 | 615K |
| Advance Capital Management, Inc. | 14,192 | 405K |
| Orion Porfolio Solutions, LLC | 12,213 | 348K |
| Wealthcare Advisory Partners LLC | 11,244 | 321K |
| Retireful, LLC | 11,165 | 318K |
| Tortuga Wealth Management, Inc | 7,600 | 217K |
| Advisor OS, LLC | 7,532 | 215K |
| Greenline Wealth Management LLC | 858 | 24K |
| POM Investment Strategies, LLC | 515 | 15K |
| Lloyd Advisory Services, LLC. | 382 | 11K |
| Kingdom Financial Group LLC. | 382 | 11K |
| AlphaCore Capital LLC | 150 | 4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 110 | 3K |
| MAI Capital Management | 35 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,413,625 | +29.0% | 6,291,989 |
| WELLS FARGO & COMPANY/MN | +399,926 | +17.6% | 2,674,253 |
| MORGAN STANLEY | +341,213 | +27.7% | 1,573,628 |
| Larson Financial Group LLC | +279,000 | +35.1% | 1,074,484 |
| HARBOUR INVESTMENTS, INC. | +271,912 | +225.9% | 392,293 |
| ROYAL BANK OF CANADA | +202,834 | +13.0% | 1,761,130 |
| RAYMOND JAMES FINANCIAL INC | +183,256 | +7.8% | 2,532,563 |
| CWM, LLC | +174,181 | +84.0% | 381,500 |
| BANK OF AMERICA CORP /DE | +110,596 | +8.2% | 1,452,297 |
| AMERIPRISE FINANCIAL INC | +103,700 | +6.4% | 1,733,867 |
| Summit Investment Advisory Services | +103,576 | +10.3% | 1,105,667 |
| Cetera Investment Advisers | +102,728 | +16.5% | 723,833 |
| Janney Montgomery Scott LLC | +66,066 | +54.3% | 187,796 |
| OSAIC HOLDINGS, INC. | +58,825 | +10.1% | 639,048 |
| STIFEL FINANCIAL CORP | +58,565 | +22.4% | 319,480 |
| Private Advisor Group, LLC | +49,554 | +98.4% | 99,935 |
| Next Level Private LLC | +43,892 | +11.1% | 439,360 |
| COMMONWEALTH EQUITY SERVICES, LLC | +38,918 | +15.8% | 285,802 |
| RICHARDS, MERRILL & PETERSON, INC. | +37,400 | +51.4% | 110,145 |
| Bank of New York Mellon Corp | +37,351 | +27.8% | 171,518 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gateway Wealth Partners, LLC | -53,930 | -43.6% | 69,694 |
| JANE STREET GROUP, LLC | -24,477 | -73.0% | 9,060 |
| Mariner, LLC | -21,006 | -66.7% | 10,500 |
| Tulsa Wealth Advisors, INC | -8,513 | -6.0% | 132,531 |
| XML Financial, LLC | -8,000 | -23.6% | 25,865 |
| Equitable Holdings, Inc. | -4,915 | -1.5% | 322,675 |
| SMITH, MOORE & CO. | -4,642 | -3.2% | 139,230 |
| Bill Few Associates, Inc. | -3,697 | -20.6% | 14,273 |
| Lido Advisors, LLC | -2,359 | -1.7% | 133,379 |
| VERUS CAPITAL PARTNERS, LLC | -2,183 | -7.7% | 26,222 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,404 | -0.2% | 625,441 |
| Arrowroot Family Office, LLC | -553 | -1.5% | 37,543 |
| Koshinski Asset Management, Inc. | -157 | -1.4% | 10,841 |
| NewEdge Advisors, LLC | -117 | -0.1% | 116,926 |
| Principia Wealth Advisory, LLC | -103 | -0.8% | 12,715 |
| Perigon Wealth Management, LLC | -100 | -0.5% | 18,725 |