INCM
Franklin Income Focus ETF
1W: +0.1%
1M: -2.3%
3M: +2.1%
YTD: +3.0%
1Y: +12.3%
$28.79
+0.08 (+0.28%)
After Hours: $30.48 (+1.70, +5.89%)
Weekly Expected Move ±0.9%
$28
$28
$29
$29
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
Institutional Ownership — INCM
89
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
388M
Total Invested
12
New Positions
50
Increased
18
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (94 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,821,161 | $110M | +1,096,264 | +40.2% | 10Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 1,431,062 | $41M | +339,423 | +31.1% | 7Q | SEC ↗ |
| 3 | Summit Investment Advisory Services, L | 1,000,830 | $29M | +29,408 | +3.0% | 6Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 947,159 | $27M | +38,652 | +4.3% | 7Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 718,490 | $21M | +177,205 | +32.7% | 9Q | SEC ↗ |
| 6 | Larson Financial Group LLC | 655,490 | $19M | +104,695 | +19.0% | 4Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 576,384 | $17M | +44,061 | +8.3% | 8Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 500,597 | $14M | -57,112 | -10.2% | 11Q | SEC ↗ |
| 9 | Sowell Financial Services LLC | 433,625 | $12M | -2,571 | -0.6% | 9Q | SEC ↗ |
| 10 | Base Wealth Management LLC | 341,939 | $10M | +38,554 | +12.7% | 3Q | SEC ↗ |
| 11 | Next Level Private LLC | 310,529 | $9M | +30,423 | +10.9% | 9Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 260,198 | $7M | +44,581 | +20.7% | 5Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 231,972 | $7M | -3,945 | -1.7% | 10Q | SEC ↗ |
| 14 | CWM, LLC | 207,319 | $6M | +74,291 | +55.8% | 5Q | SEC ↗ |
| 15 | Steward Partners Investment Advisory, | 161,197 | $5M | +11,233 | +7.5% | 10Q | SEC ↗ |
| 16 | D.A. DAVIDSON & CO. | 144,185 | $4M | +6,679 | +4.9% | 6Q | SEC ↗ |
| 17 | SMITH, MOORE & CO. | 138,134 | $4M | -2,268 | -1.6% | 4Q | SEC ↗ |
| 18 | Lido Advisors, LLC | 136,866 | $4M | — | +0.0% | 9Q | SEC ↗ |
| 19 | Intrua Financial, LLC | 121,186 | $3M | +27,568 | +29.4% | 4Q | SEC ↗ |
| 20 | DAVENPORT & Co LLC | 116,376 | $3M | +4,377 | +3.9% | 7Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 104,250 | $3M | +4,318 | +4.3% | 6Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 101,695 | $3M | +24,053 | +31.0% | 8Q | SEC ↗ |
| 23 | LVZ, Inc. | 91,229 | $3M | — | +0.0% | 9Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 88,012 | $3M | +15,188 | +20.9% | 10Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 87,600 | $3M | +2,991 | +3.5% | 9Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 76,425 | $2M | -59,557 | -43.8% | 6Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE/ | 72,466 | $2M | +25,607 | +54.6% | 3Q | SEC ↗ |
| 28 | Pinnacle Financial Group, LLC / IL | 67,507 | $2M | -2,068 | -3.0% | 5Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 66,323 | $2M | -1,695 | -2.5% | 9Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 65,937 | $2M | +22,129 | +50.5% | 10Q | SEC ↗ |
| 31 | BENJAMIN EDWARDS INC | 65,109 | $2M | +10,095 | +18.3% | 5Q | SEC ↗ |
| 32 | Arkadios Wealth Advisors | 61,168 | $2M | -353 | -0.6% | 4Q | SEC ↗ |
| 33 | Brookstone Capital Management | 61,168 | $2M | -353 | -0.6% | 4Q | SEC ↗ |
| 34 | KENNEDY INVESTMENT GROUP | 57,390 | $2M | +44,792 | +355.5% | 6Q | SEC ↗ |
| 35 | RICHARDS, MERRILL & PETERSON, INC. | 52,510 | $2M | +20,735 | +65.3% | 3Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 46,419 | $1M | +4,110 | +9.7% | 6Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 44,258 | $1M | +12,523 | +39.5% | 5Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC | 43,924 | $1M | -20,638 | -32.0% | 5Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 43,633 | $1M | +11,768 | +36.9% | 9Q | SEC ↗ |
| 40 | Advisory Services Network, LLC | 39,648 | $1M | +8,484 | +27.2% | 5Q | SEC ↗ |
| 41 | Gateway Wealth Partners, LLC NEW | 34,493 | $993K | — | +0.0% | 1Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC | 29,914 | $861K | -5,349 | -15.2% | 4Q | SEC ↗ |
| 43 | XML Financial, LLC | 29,865 | $860K | +1,450 | +5.1% | 5Q | SEC ↗ |
| 44 | Innovative Wealth Building LLC | 29,321 | $844K | -832 | -2.8% | 5Q | SEC ↗ |
| 45 | VERUS CAPITAL PARTNERS, LLC | 27,031 | $778K | +6,406 | +31.1% | 5Q | SEC ↗ |
| 46 | TRUIST FINANCIAL CORP | 26,910 | $775K | +10,853 | +67.6% | 2Q | SEC ↗ |
| 47 | CALTON & ASSOCIATES, INC. | 25,984 | $748K | +5,772 | +28.6% | 5Q | SEC ↗ |
| 48 | Visionary Wealth Advisors | 23,800 | $685K | +4,108 | +20.9% | 7Q | SEC ↗ |
| 49 | Capital Analysts, LLC | 23,448 | $675K | +16,019 | +215.6% | 4Q | SEC ↗ |
| 50 | Prospera Financial Services Inc | 22,810 | $657K | -19,643 | -46.3% | 9Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Gateway Wealth Partners, LLC | 34,493 | $993K |
| Secure Asset Management, LLC | 19,871 | $572K |
| World Investment Advisors | 18,423 | $530K |
| Allworth Financial LP | 14,861 | $428K |
| FLAGSHIP HARBOR ADVISORS, LLC | 12,781 | $368K |
| Wealthcare Advisory Partners LLC | 9,534 | $274K |
| C2C Wealth Management, LLC | 9,000 | $259K |
| TITLEIST ASSET MANAGEMENT, LLC | 7,175 | $207K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 3,204 | $92K |
| ASSETMARK, INC | 1,257 | $36K |
| Vermillion Wealth Management, Inc. | 355 | $10K |
| AlphaCore Capital LLC | 150 | $4K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 15,782 | $454K |
| GPS Wealth Strategies Group, LLC | 3,374 | $97K |
| PRINCIPAL SECURITIES, INC. | 1,115 | $32K |
| Wealthspire Advisors, LLC | 296 | $9K |
| Kozak & Associates, Inc. | 42 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,096,264 | +40.2% | 3,821,161 |
| WELLS FARGO & COMPANY/MN | +339,423 | +31.1% | 1,431,062 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +177,205 | +32.7% | 718,490 |
| Larson Financial Group LLC | +104,695 | +19.0% | 655,490 |
| CWM, LLC | +74,291 | +55.8% | 207,319 |
| KENNEDY INVESTMENT GROUP | +44,792 | +355.5% | 57,390 |
| JONES FINANCIAL COMPANIES LLLP | +44,581 | +20.7% | 260,198 |
| Cetera Investment Advisers | +44,061 | +8.3% | 576,384 |
| AMERIPRISE FINANCIAL INC | +38,652 | +4.3% | 947,159 |
| Base Wealth Management LLC | +38,554 | +12.7% | 341,939 |
| Next Level Private LLC | +30,423 | +10.9% | 310,529 |
| Summit Investment Advisory Services | +29,408 | +3.0% | 1,000,830 |
| Intrua Financial, LLC | +27,568 | +29.4% | 121,186 |
| BANK OF AMERICA CORP /DE/ | +25,607 | +54.6% | 72,466 |
| Cambridge Investment Research Advis | +24,053 | +31.0% | 101,695 |
| Janney Montgomery Scott LLC | +22,129 | +50.5% | 65,937 |
| RICHARDS, MERRILL & PETERSON, INC. | +20,735 | +65.3% | 52,510 |
| Capital Analysts, LLC | +16,019 | +215.6% | 23,448 |
| STIFEL FINANCIAL CORP | +15,188 | +20.9% | 88,012 |
| RAYMOND JAMES FINANCIAL INC | +12,523 | +39.5% | 44,258 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -59,557 | -43.8% | 76,425 |
| OSAIC HOLDINGS, INC. | -57,112 | -10.2% | 500,597 |
| CITADEL ADVISORS LLC | -20,638 | -32.0% | 43,924 |
| Prospera Financial Services Inc | -19,643 | -46.3% | 22,810 |
| OLD MISSION CAPITAL LLC | -5,349 | -15.2% | 29,914 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,945 | -1.7% | 231,972 |
| Sowell Financial Services LLC | -2,571 | -0.6% | 433,625 |
| SMITH, MOORE & CO. | -2,268 | -1.6% | 138,134 |
| Pinnacle Financial Group, LLC / IL | -2,068 | -3.0% | 67,507 |
| ROYAL BANK OF CANADA | -1,695 | -2.5% | 66,323 |
| Elequin Capital, LP | -1,163 | -56.4% | 898 |
| THURSTON, SPRINGER, MILLER, HERD & | -1,071 | -65.8% | 556 |
| Savvy Advisors, Inc. | -919 | -10.5% | 7,803 |
| Equitable Holdings, Inc. | -878 | -6.2% | 13,369 |
| Innovative Wealth Building LLC | -832 | -2.8% | 29,321 |
| Brookstone Capital Management | -353 | -0.6% | 61,168 |
| Arkadios Wealth Advisors | -353 | -0.6% | 61,168 |
| HBW ADVISORY SERVICES LLC | -101 | -0.9% | 11,355 |