Vault-13

FRANKLIN TEMPLETON ETF TR INCM

INCOME FOCUS ETF · ETP · CUSIP 35473P439

84 institutional holders +3 vs Q2 2025
15,914,27615.9m shares reported held*
$441.5mreported value*
8 new 62 added 8 reduced 2 sold out net bought ≈ $50.2m (+1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.74.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100Q2 23: 9Q3 23: 15Q4 23: 28Q1 24: 31Q2 24: 38Q3 24: 48Q4 24: 57Q1 25: 72Q2 25: 81Q3 25: 8484Q2 23Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q2 20239
Q3 202315
Q4 202328
Q1 202431
Q2 202438
Q3 202448
Q4 202457
Q1 202572
Q2 202581
Q3 202584

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 25 bought or addedQ4 23: 5 cut or sold outQ1 24: 25 bought or addedQ1 24: 5 cut or sold outQ1 24Q2 24: 27 bought or addedQ2 24: 11 cut or sold outQ3 24: 38 bought or addedQ3 24: 10 cut or sold outQ3 24Q4 24: 49 bought or addedQ4 24: 7 cut or sold outQ1 25: 54 bought or addedQ1 25: 12 cut or sold outQ1 25Q2 25: 62 bought or addedQ2 25: 15 cut or sold outQ3 25: 70 bought or addedQ3 25: 10 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023255
Q1 2024255
Q2 20242711
Q3 20243810
Q4 2024497
Q1 20255412
Q2 20256215
Q3 20257010

Biggest buyers

LPL Financial LLC Added +621,132+621.1k
WELLS FARGO & COMPANY/MN Added +317,777+317.8k
RAYMOND JAMES FINANCIAL INC Added +258,689+258.7k
AMERIPRISE FINANCIAL INC Added +223,654+223.7k
Larson Financial Group LLC Added +217,670+217.7k
BANK OF AMERICA CORP /DE/ Added +117,382+117.4k
Cetera Investment Advisers Added +104,171+104.2k
JANE STREET GROUP, LLC Added +98,776+98.8k
OSAIC HOLDINGS, INC. Added +85,955+86.0k
CWM, LLC Added +70,688+70.7k

Biggest sellers

ROYAL BANK OF CANADA Reduced -835,967-836.0k
Elequin Capital, LP Reduced -91,034-91.0k
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Reduced -33,147-33.1k
Financial Advocates Investment Management Sold out -24,410-24.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -6,440-6.4k
CITADEL ADVISORS LLC Reduced -6,019-6.0k
Brookstone Capital Management Reduced -561-561
PRINCIPAL SECURITIES, INC. Reduced -340-340
OLD MISSION CAPITAL LLC Reduced -231-231
EverSource Wealth Advisors, LLC Sold out -169-169

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,724,8972.7m $75.6m $75.6m 0.02% Added +621.1k +621,132
2 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,951,9732.0m $54.1m $54.1m 0.02% Added +258.7k +258,689
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,589,4731.6m $44.1m $44.1m 0.01% Added +317.8k +317,777
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 987,013987.0k $27.4m $27.4m 0.00% Reduced -836.0k -835,967
5 Summit Investment Advisory Services, LLC 10.73% of their portfolio ROSEVILLE, MN 971,422971.4k $26.9m $26.9m 10.73% Added +59.2k +59,238
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 908,507908.5k $25.2m $25.2m 0.01% Added +223.7k +223,654
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 606,459606.5k $16.8m $16.8m 0.02% Added +86.0k +85,955
8 Larson Financial Group LLC 0.54% of their portfolio ST LOUIS, MO 550,795550.8k $15.3m $15.3m 0.54% Added +217.7k +217,670
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 541,285541.3k $15.1m $15.1m 0.02% Added +40.4k +40,412
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 532,323532.3k $14.8m $14.8m 0.02% Added +104.2k +104,171
11 Sowell Financial Services LLC 0.46% of their portfolio NORTH LITTLE ROCK, AR 436,196436.2k $12.1m $12.1m 0.46% Added +24.2k +24,153
12 Base Wealth Management LLC 4.80% of their portfolio LAKEWOOD RANCH, FL 303,385303.4k $8.4m $8.4m 4.80% Added +31.8k +31,809
13 Next Level Private LLC 2.26% of their portfolio HARRISON, NY 280,106280.1k $7.8m $7.8m 2.26% Added +23.7k +23,672
14 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 260,749260.7k $7.2m $7.2m 0.01% Added +28.8k +28,817
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 235,917235.9k $6.5m $6.5m 0.01% Reduced -6.4k -6,440
16 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 215,617215.6k $6.0m $6.0m 0.00% Added +43.2k +43,225
17 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 149,964150.0k $4.2m $4.2m 0.02% Added +19.4k +19,366
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 141,450141.4k $3.9m $3.9m 0.00% Added +117.4k +117,382
19 SMITH, MOORE & CO. 0.30% of their portfolio CLAYTON, MO 140,402140.4k $3.9m $3.9m 0.30% Added +235 +235
20 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 139,305139.3k $3.9m $3.9m 0.02% Added +687 +687
21 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 137,506137.5k $3.8m $3.8m 0.02% Added +2.0k +2,017
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 135,982136.0k $3.8m $3.8m 0.00% Added +98.8k +98,776
23 CWM, LLC 0.01% of their portfolio OMAHA, NE 133,028133.0k $3.7m $3.7m 0.01% Added +70.7k +70,688
24 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 111,999112.0k $3.1m $3.1m 0.02% Added +10.0k +9,958
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 108,882108.9k $3.0m $3.0m 0.00% Added +56.6k +56,641
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 99,93299.9k $2.8m $2.8m 0.01% Added +9.6k +9,588
27 Intrua Financial, LLC 0.30% of their portfolio Houston, TX 93,61893.6k $2.6m $2.6m 0.30% Added +34.6k +34,638
28 LVZ, Inc. 0.29% of their portfolio Holland, MI 91,22991.2k $2.5m $2.5m 0.29% Added +8.8k +8,844
29 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 89,77289.8k $2.4m $2.4m 0.01% Added +45.0k +45,029
30 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 84,60984.6k $2.3m $2.3m 0.01% Added +20.6k +20,607
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 77,64277.6k $2.2m $2.2m 0.01% Added +1.6k +1,626
32 Pinnacle Financial Group, LLC / IL 0.58% of their portfolio WESTERN SPRINGS, IL 69,57569.6k $1.9m $1.9m 0.58% Added +8.5k +8,463
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 64,56264.6k $1.8m $1.8m 0.00% Reduced -6.0k -6,019
34 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 61,52161.5k $1.7m $1.7m 0.02% Reduced -561 -561
35 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 61,52161.5k $1.7m $1.7m 0.04% Added +573 +573
36 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 55,01455.0k $1.5m $1.5m 0.02% Added +9.1k +9,142
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 55,00655.0k $1.5m $1.5m 0.00% Added +31.7k +31,705
38 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 43,80843.8k $1.2m $1.2m 0.00% Added +8.0k +8,015
39 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 42,45342.5k $1.2m $1.2m 0.02% Added +3.9k +3,868
40 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 42,30942.3k $1.2m $1.2m 0.01% Added +8.7k +8,720
41 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 35,26335.3k $978.2k $978.2k 0.03% Reduced -231 -231
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,86531.9k $883.9k $883.9k 0.00% Added +8.1k +8,137
43 RICHARDS, MERRILL & PETERSON, INC. 0.38% of their portfolio SPOKANE, WA 31,77531.8k $881.4k $881.4k 0.38% Added +9.6k +9,575
44 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 31,16431.2k $864.5k $864.5k 0.01% Added +2.4k +2,420
45 Innovative Wealth Building LLC 0.65% of their portfolio California, MD 30,15330.2k $836.4k $836.4k 0.65% Added +3.5k +3,544
46 XML Financial, LLC 0.06% of their portfolio BETHESDA, MD 28,41528.4k $788.2k $788.2k 0.06% Added +3.5k +3,500
47 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 26,03826.0k $722.0k $722.0k 0.02% Added +8.2k +8,220
48 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 20,62520.6k $572.1k $572.1k 0.04% Added +6.4k +6,420
49 CALTON & ASSOCIATES, INC. 0.08% of their portfolio Tampa, FL 20,21220.2k $560.7k $560.7k 0.08% Added +2.2k +2,200
50 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 19,80319.8k $549.4k $549.4k 0.01% Added +6.7k +6,692
51 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 19,69219.7k $546.3k $546.3k 0.03% Added +825 +825
52 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 17,46017.5k $484.3k $484.3k 0.01% Added +1.4k +1,435
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,11817.1k $474.9k $474.9k 0.00% New
54 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 17,04017.0k $472.7k $472.7k 0.04% Added +1.1k +1,099
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,05716.1k $445.4k $445.4k 0.00% New
56 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 15,78215.8k $437.8k $437.8k 0.03% Added +11.8k +11,763
57 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 15,30015.3k $424.4k $424.4k 0.01% New
58 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 15,28715.3k $424.0k $424.0k 0.01% Added +3.4k +3,358
59 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 14,24714.2k $395.2k $395.2k 0.00% Added +4.7k +4,736
60 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 12,60612.6k $349.7k $349.7k 0.02% Added +1.9k +1,859
61 KENNEDY INVESTMENT GROUP, INC. 0.14% of their portfolio WEST DEPTFORD, NJ 12,59812.6k $349.5k $349.5k 0.14% Added +2.4k +2,397
62 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,57212.6k $348.7k $348.7k 0.00% Added +79 +79
63 WCG Wealth Advisors LLC 0.02% of their portfolio LAS VEGAS, NV 11,80011.8k $327.3k $327.3k 0.02% Added +1.8k +1,800
64 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 11,45611.5k $317.8k $317.8k 0.04% Added +451 +451
65 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 11,26911.3k $312.6k $312.6k 0.00% Added +1.1k +1,132
66 Asset Allocation Strategies LLC 0.06% of their portfolio FARMINGTON, MI 11,01011.0k $305.4k $305.4k 0.06% Added +12 +12
67 PFG Advisors 0.01% of their portfolio Phoenix, AZ 9,7789.8k $271.2k $271.2k 0.01% Added +1.7k +1,744
68 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 8,7228.7k $241.9k $241.9k 0.01% Added +59 +59
69 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 8,7158.7k $241.8k $241.8k 0.00% New
70 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 8,2998.3k $230.2k $230.2k 0.01% New
71 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 7,6997.7k $213.6k $213.6k 0.01% New
72 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 7,6157.6k $211.2k $211.2k 0.01% Unchanged
73 Principia Wealth Advisory, LLC 0.15% of their portfolio DALLAS, TX 7,5197.5k $208.6k $208.6k 0.15% Added +5.1k +5,089
74 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.32% of their portfolio INDIANAPOLIS, IN 5,8795.9k $163.1k $163.1k 0.32% Reduced -33.1k -33,147
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $111.0k $111.0k 0.00% Unchanged
76 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 3,3743.4k $93.6k $93.6k 0.01% Unchanged
77 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,0003.0k $83.2k $83.2k 0.00% Unchanged
78 Elequin Capital, LP 0.00% of their portfolio NEW YORK, NY 2,0612.1k $57.2k $57.2k 0.00% Reduced -91.0k -91,034
79 BARRETT & COMPANY, INC. 0.01% of their portfolio PROVIDENCE, RI 1,5001.5k $41.6k $41.6k 0.01% Unchanged
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1151.1k $30.9k $30.9k 0.00% Reduced -340 -340
81 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 680680 $18.9k $18.9k 0.00% Unchanged
82 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 296296 $8.2k $8.2k 0.00% New
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 169169 $4.7k $4.7k 0.00% Added +91 +91
84 Kozak & Associates, Inc. 0.00% of their portfolio HIGHLANDS RANCH, CO 4242 $1.2k $1.2k 0.00% New