Vault-13

FRANKLIN TEMPLETON ETF TR INCM

INCOME FOCUS ETF · ETP · CUSIP 35473P439

96 institutional holders +12 vs Q3 2025
20,307,20220.3m shares reported held*
$569.6mreported value*
12 new 54 added 18 reduced 5 sold out net bought ≈ $121.5m (+4.3m 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 ≈ $28.05.

Trends to Q4 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: 84Q4 25: 9696Q2 23Q4 23Q2 24Q4 24Q2 25Q4 25
Numbers
QuarterHolders
Q2 20239
Q3 202315
Q4 202328
Q1 202431
Q2 202438
Q3 202448
Q4 202457
Q1 202572
Q2 202581
Q3 202584
Q4 202596

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 25 bought or addedQ1 24: 5 cut or sold outQ2 24: 27 bought or addedQ2 24: 11 cut or sold outQ2 24Q3 24: 38 bought or addedQ3 24: 10 cut or sold outQ4 24: 49 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 12 cut or sold outQ2 25: 62 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 70 bought or addedQ3 25: 10 cut or sold outQ4 25: 66 bought or addedQ4 25: 23 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024255
Q2 20242711
Q3 20243810
Q4 2024497
Q1 20255412
Q2 20256215
Q3 20257010
Q4 20256623

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,097,999+1.1m
LPL Financial LLC Added +1,096,264+1.1m
WELLS FARGO & COMPANY/MN Added +377,352+377.4k
MORGAN STANLEY Added +356,079+356.1k
ROYAL BANK OF CANADA Added +347,817+347.8k
RAYMOND JAMES FINANCIAL INC Added +218,738+218.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +177,205+177.2k
Larson Financial Group LLC Added +104,695+104.7k
CWM, LLC Added +74,291+74.3k
STIFEL FINANCIAL CORP Added +47,297+47.3k

Biggest sellers

JANE STREET GROUP, LLC Reduced -59,557-59.6k
OSAIC HOLDINGS, INC. Reduced -47,815-47.8k
Sanctuary Advisors, LLC Reduced -39,133-39.1k
JPMORGAN CHASE & CO Reduced -31,523-31.5k
CITADEL ADVISORS LLC Reduced -20,638-20.6k
Prospera Financial Services Inc Reduced -19,643-19.6k
Ameritas Advisory Services, LLC Sold out -15,782-15.8k
OLD MISSION CAPITAL LLC Reduced -5,349-5.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -3,945-3.9k
GPS Wealth Strategies Group, LLC Sold out -3,374-3.4k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,821,1613.8m $107.1m $107.1m 0.03% Added +1.1m +1,096,264
2 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,170,7112.2m $60.9m $60.9m 0.02% Added +218.7k +218,738
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,966,8252.0m $55.1m $55.1m 0.01% Added +377.4k +377,352
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,334,8301.3m $37.4m $37.4m 0.01% Added +347.8k +347,817
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,239,4491.2m $34.8m $34.8m 0.00% Added +1.1m +1,097,999
6 Summit Investment Advisory Services, LLC 10.59% of their portfolio ROSEVILLE, MN 1,000,8301.0m $28.1m $28.1m 10.59% Added +29.4k +29,408
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 947,159947.2k $26.6m $26.6m 0.01% Added +38.7k +38,652
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 718,490718.5k $20.4m $20.4m 0.03% Added +177.2k +177,205
9 Larson Financial Group LLC 0.61% of their portfolio ST LOUIS, MO 655,490655.5k $18.4m $18.4m 0.61% Added +104.7k +104,695
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 576,384576.4k $16.2m $16.2m 0.02% Added +44.1k +44,061
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 558,644558.6k $15.7m $15.7m 0.02% Reduced -47.8k -47,815
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 464,961465.0k $13.0m $13.0m 0.00% Added +356.1k +356,079
13 Sowell Financial Services LLC 0.45% of their portfolio NORTH LITTLE ROCK, AR 433,625433.6k $12.2m $12.2m 0.45% Reduced -2.6k -2,571
14 Base Wealth Management LLC 5.16% of their portfolio LAKEWOOD RANCH, FL 341,939341.9k $9.6m $9.6m 5.16% Added +38.6k +38,554
15 Next Level Private LLC 2.28% of their portfolio HARRISON, NY 310,529310.5k $8.7m $8.7m 2.28% Added +30.4k +30,423
16 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 308,046308.0k $8.6m $8.6m 0.01% Added +47.3k +47,297
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 260,198260.2k $7.3m $7.3m 0.00% Added +44.6k +44,581
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 231,972232.0k $6.5m $6.5m 0.01% Reduced -3.9k -3,945
19 CWM, LLC 0.02% of their portfolio OMAHA, NE 207,319207.3k $5.8m $5.8m 0.02% Added +74.3k +74,291
20 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 161,197161.2k $4.5m $4.5m 0.02% Added +11.2k +11,233
21 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 144,185144.2k $4.0m $4.0m 0.02% Added +6.7k +6,679
22 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 139,305139.3k $3.9m $3.9m 0.02% Unchanged
23 SMITH, MOORE & CO. 0.29% of their portfolio CLAYTON, MO 138,134138.1k $3.9m $3.9m 0.29% Reduced -2.3k -2,268
24 Intrua Financial, LLC 0.37% of their portfolio Houston, TX 121,186121.2k $3.4m $3.4m 0.37% Added +27.6k +27,568
25 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 116,376116.4k $3.3m $3.3m 0.02% Added +4.4k +4,377
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 104,250104.2k $2.9m $2.9m 0.01% Added +4.3k +4,318
27 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 101,695101.7k $2.9m $2.9m 0.01% Added +24.1k +24,053
28 LVZ, Inc. 0.29% of their portfolio Holland, MI 91,22991.2k $2.6m $2.6m 0.29% Unchanged
29 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 87,60087.6k $2.5m $2.5m 0.01% Added +3.0k +2,991
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 76,42576.4k $2.1m $2.1m 0.00% Reduced -59.6k -59,557
31 Pinnacle Financial Group, LLC / IL 0.55% of their portfolio WESTERN SPRINGS, IL 67,50767.5k $1.9m $1.9m 0.55% Reduced -2.1k -2,068
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 65,93765.9k $1.8m $1.8m 0.00% Added +22.1k +22,129
33 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 65,10965.1k $1.8m $1.8m 0.02% Added +10.1k +10,095
34 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 61,16861.2k $1.7m $1.7m 0.02% Reduced -353 -353
35 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 61,16861.2k $1.7m $1.7m 0.03% Reduced -353 -353
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 58,39558.4k $1.6m $1.6m 0.00% Added +47.1k +47,126
37 KENNEDY INVESTMENT GROUP, INC. 0.61% of their portfolio WEST DEPTFORD, NJ 57,39057.4k $1.6m $1.6m 0.61% Added +44.8k +44,792
38 RICHARDS, MERRILL & PETERSON, INC. 0.56% of their portfolio SPOKANE, WA 52,51052.5k $1.5m $1.5m 0.56% Added +20.7k +20,735
39 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 50,63950.6k $1.4m $1.4m 0.01% Reduced -39.1k -39,133
40 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 46,41946.4k $1.3m $1.3m 0.01% Added +4.1k +4,110
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,92443.9k $1.2m $1.2m 0.00% Reduced -20.6k -20,638
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,63343.6k $1.2m $1.2m 0.00% Added +11.8k +11,768
43 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 39,64839.6k $1.1m $1.1m 0.02% Added +8.5k +8,484
44 Gateway Wealth Partners, LLC 0.11% of their portfolio APPLETON, WI 34,49334.5k $967.2k $967.2k 0.11% New
45 CARLSON FINANCIAL, INC. 0.51% of their portfolio CANBY, OR 31,31931.3k $878.2k $878.2k 0.51% First filing
46 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 30,93330.9k $867.0k $867.0k 0.02% Added +4.9k +4,895
47 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 29,91429.9k $838.8k $838.8k 0.03% Reduced -5.3k -5,349
48 XML Financial, LLC 0.07% of their portfolio BETHESDA, MD 29,86529.9k $837.4k $837.4k 0.07% Added +1.4k +1,450
49 Innovative Wealth Building LLC 0.60% of their portfolio California, MD 29,32129.3k $822.2k $822.2k 0.60% Reduced -832 -832
50 VERUS CAPITAL PARTNERS, LLC 0.05% of their portfolio SCOTTSDALE, AZ 27,03127.0k $757.9k $757.9k 0.05% Added +6.4k +6,406
51 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,91026.9k $754.6k $754.6k 0.00% Added +10.9k +10,853
52 CALTON & ASSOCIATES, INC. 0.11% of their portfolio Tampa, FL 25,98426.0k $728.6k $728.6k 0.11% Added +5.8k +5,772
53 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 23,80023.8k $667.4k $667.4k 0.03% Added +4.1k +4,108
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,48323.5k $658.5k $658.5k 0.00% Reduced -31.5k -31,523
55 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 22,81022.8k $639.6k $639.6k 0.01% Reduced -19.6k -19,643
56 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,67221.7k $607.7k $607.7k 0.00% Added +4.6k +4,554
57 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 20,90620.9k $586.2k $586.2k 0.01% Added +1.1k +1,103
58 Secure Asset Management, LLC 0.09% of their portfolio Troy, MI 19,87119.9k $557.2k $557.2k 0.09% New
59 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 19,62819.6k $550.4k $550.4k 0.01% Added +4.3k +4,341
60 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 19,16519.2k $537.4k $537.4k 0.01% Added +1.7k +1,705
61 Jacobi Capital Management LLC 0.03% of their portfolio PITTSTON, PA 18,70018.7k $524.3k $524.3k 0.03% Added +6.1k +6,094
62 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 18,42318.4k $516.6k $516.6k 0.01% New
63 Plus Group Wealth Advisors LLC 0.56% of their portfolio BELGIUM, WI 17,89517.9k $501.8k $501.8k 0.56% First filing
64 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 17,04017.0k $477.8k $477.8k 0.04% Unchanged
65 Asset Allocation Strategies LLC 0.09% of their portfolio FARMINGTON, MI 16,59916.6k $465.4k $465.4k 0.09% Added +5.6k +5,589
66 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.15% of their portfolio INDIANAPOLIS, IN 15,43515.4k $432.8k $432.8k 0.15% Added +9.6k +9,556
67 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 15,30015.3k $429.0k $429.0k 0.01% Unchanged
68 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 14,86114.9k $416.7k $416.7k 0.00% New
69 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 14,30014.3k $401.0k $401.0k 0.01% Added +2.5k +2,500
70 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 13,85713.9k $388.6k $388.6k 0.02% Added +6.2k +6,158
71 PFG Advisors 0.02% of their portfolio Phoenix, AZ 13,71913.7k $384.7k $384.7k 0.02% Added +3.9k +3,941
72 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 13,36913.4k $374.9k $374.9k 0.00% Reduced -878 -878
73 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 12,78112.8k $358.4k $358.4k 0.02% New
74 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,64212.6k $354.5k $354.5k 0.00% Added +70 +70
75 Principia Wealth Advisory, LLC 0.20% of their portfolio DALLAS, TX 11,60311.6k $325.3k $325.3k 0.20% Added +4.1k +4,084
76 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 11,35511.4k $318.4k $318.4k 0.03% Reduced -101 -101
77 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 9,8659.9k $276.6k $276.6k 0.01% Added +2.2k +2,250
78 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,5349.5k $267.3k $267.3k 0.01% New
79 C2C Wealth Management, LLC 0.21% of their portfolio SCOTTSDALE, AZ 9,0009.0k $252.4k $252.4k 0.21% New
80 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 8,9358.9k $250.5k $250.5k 0.00% Added +220 +220
81 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 8,3128.3k $233.1k $233.1k 0.01% Added +13 +13
82 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 7,8037.8k $218.8k $218.8k 0.01% Reduced -919 -919
83 Tortuga Wealth Management, Inc 0.22% of their portfolio TORRANCE, CA 7,6007.6k $213.1k $213.1k 0.22% First filing
84 TITLEIST ASSET MANAGEMENT, LLC 0.02% of their portfolio SAN ANTONIO, TX 7,1757.2k $201.2k $201.2k 0.02% New
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,0005.0k $140.2k $140.2k 0.00% Added +2.0k +2,000
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $112.2k $112.2k 0.00% Unchanged
87 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 3,2043.2k $89.8k $89.8k 0.01% New
88 Wealth Enhancement Trust Services, Inc. 0.01% of their portfolio SIOUX FALLS, SD 2,0012.0k $56.1k $56.1k 0.01% First filing
89 BARRETT & COMPANY, INC. 0.01% of their portfolio PROVIDENCE, RI 1,5001.5k $42.1k $42.1k 0.01% Unchanged
90 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,2571.3k $35.2k $35.2k 0.00% New
91 Elequin Capital, LP 0.00% of their portfolio NEW YORK, NY 898898 $25.2k $25.2k 0.00% Reduced -1.2k -1,163
92 Greenline Wealth Management LLC 0.02% of their portfolio BOCA RATON, FL 858858 $24.1k $24.1k 0.02% First filing
93 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 680680 $19.1k $19.1k 0.00% Unchanged
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 500500 $14.0k $14.0k 0.00% Added +331 +331
95 Vermillion Wealth Management, Inc. 0.00% of their portfolio ROSEMOUNT, MN 355355 $10.0k $10.0k 0.00% New
96 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 150150 $4.2k $4.2k 0.00% New