Vault-13

FRANKLIN TEMPLETON ETF TR INCM

INCOME FOCUS ETF · ETP · CUSIP 35473P439

118 institutional holders +22 vs Q4 2025
25,431,57925.4m shares reported held*
$731.5mreported value*
26 new 67 added 14 reduced 3 sold out net bought ≈ $146.5m (+5.1m 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 ≈ $28.76.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 9Q3 23: 15Q4 23: 28Q1 24: 31Q2 24: 38Q3 24: 48Q4 24: 57Q1 25: 72Q2 25: 81Q3 25: 84Q4 25: 96Q1 26: 118118Q2 23Q1 24Q4 24Q3 25Q1 26
Numbers
QuarterHolders
Q2 20239
Q3 202315
Q4 202328
Q1 202431
Q2 202438
Q3 202448
Q4 202457
Q1 202572
Q2 202581
Q3 202584
Q4 202596
Q1 2026118

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 66 bought or addedQ4 25: 23 cut or sold outQ1 26: 93 bought or addedQ1 26: 17 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242711
Q3 20243810
Q4 2024497
Q1 20255412
Q2 20256215
Q3 20257010
Q4 20256623
Q1 20269317

Biggest buyers

LPL Financial LLC Added +1,057,203+1.1m
MORGAN STANLEY Added +767,454+767.5k
AMERIPRISE FINANCIAL INC Added +683,008+683.0k
Equitable Holdings, Inc. Added +314,221+314.2k
WELLS FARGO & COMPANY/MN Added +307,502+307.5k
ROYAL BANK OF CANADA Added +223,466+223.5k
RAYMOND JAMES FINANCIAL INC Added +178,596+178.6k
CWM, LLC Added +174,181+174.2k
Tulsa Wealth Advisors, INC New +141,044+141.0k
Larson Financial Group LLC Added +139,994+140.0k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -91,645-91.6k
STIFEL FINANCIAL CORP Reduced -47,131-47.1k
JANE STREET GROUP, LLC Reduced -42,888-42.9k
Sowell Financial Services LLC Reduced -39,091-39.1k
CITADEL ADVISORS LLC Reduced -23,334-23.3k
Base Wealth Management LLC Reduced -22,621-22.6k
OPPENHEIMER & CO INC Sold out -8,935-8.9k
CALTON & ASSOCIATES, INC. Reduced -4,430-4.4k
Lido Advisors, LLC Reduced -3,567-3.6k
Arkadios Wealth Advisors Reduced -1,074-1.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 4,878,3644.9m $140.3m $140.3m 0.04% Added +1.1m +1,057,203
2 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,349,3072.3m $67.5m $67.5m 0.02% Added +178.6k +178,596
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,274,3272.3m $65.4m $65.4m 0.01% Added +307.5k +307,502
4 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,630,1671.6m $46.9m $46.9m 0.01% Added +683.0k +683,008
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,558,2961.6m $44.8m $44.8m 0.01% Added +223.5k +223,466
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,341,7011.3m $38.6m $38.6m 0.00% Added +102.3k +102,252
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,232,4151.2m $35.4m $35.4m 0.00% Added +767.5k +767,454
8 Summit Investment Advisory Services, LLC 10.70% of their portfolio ROSEVILLE, MN 1,002,0911.0m $28.8m $28.8m 10.70% Added +1.3k +1,261
9 Larson Financial Group LLC 0.73% of their portfolio ST LOUIS, MO 795,484795.5k $22.9m $22.9m 0.73% Added +140.0k +139,994
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 626,845626.8k $18.0m $18.0m 0.04% Reduced -91.6k -91,645
11 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 621,105621.1k $17.9m $17.9m 0.02% Added +44.7k +44,721
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 580,223580.2k $16.7m $16.7m 0.02% Added +21.6k +21,579
13 Next Level Private LLC 2.57% of their portfolio HARRISON, NY 395,468395.5k $11.4m $11.4m 2.57% Added +84.9k +84,939
14 Sowell Financial Services LLC 0.42% of their portfolio NORTH LITTLE ROCK, AR 394,534394.5k $11.3m $11.3m 0.42% Reduced -39.1k -39,091
15 CWM, LLC 0.03% of their portfolio OMAHA, NE 381,500381.5k $11.0m $11.0m 0.03% Added +174.2k +174,181
16 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 327,590327.6k $9.3m $9.3m 0.06% Added +314.2k +314,221
17 Base Wealth Management LLC 5.14% of their portfolio LAKEWOOD RANCH, FL 319,318319.3k $9.2m $9.2m 5.14% Reduced -22.6k -22,621
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 286,714286.7k $8.2m $8.2m 0.00% Added +26.5k +26,516
19 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 260,915260.9k $7.5m $7.5m 0.01% Reduced -47.1k -47,131
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 246,884246.9k $7.1m $7.1m 0.01% Added +14.9k +14,912
21 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 170,637170.6k $4.9m $4.9m 0.03% Added +9.4k +9,440
22 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 153,075153.1k $4.4m $4.4m 0.03% Added +8.9k +8,890
23 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 144,519144.5k $4.2m $4.2m 0.02% Added +28.1k +28,143
24 SMITH, MOORE & CO. 0.30% of their portfolio CLAYTON, MO 143,872143.9k $4.1m $4.1m 0.30% Added +5.7k +5,738
25 Tulsa Wealth Advisors, INC 0.71% of their portfolio TULSA, OK 141,044141.0k $4.1m $4.1m 0.71% New
26 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 135,738135.7k $3.9m $3.9m 0.02% Reduced -3.6k -3,567
27 Intrua Financial, LLC 0.42% of their portfolio Houston, TX 135,591135.6k $3.9m $3.9m 0.42% Added +14.4k +14,405
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 134,167134.2k $3.9m $3.9m 0.00% Added +75.8k +75,772
29 Gateway Wealth Partners, LLC 0.14% of their portfolio APPLETON, WI 123,624123.6k $3.6m $3.6m 0.14% Added +89.1k +89,131
30 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 121,730121.7k $3.5m $3.5m 0.01% Added +55.8k +55,793
31 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 120,381120.4k $3.5m $3.5m 0.05% Added +100.8k +100,753
32 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 117,043117.0k $3.4m $3.4m 0.01% Added +12.8k +12,793
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 116,581116.6k $3.4m $3.4m 0.01% Added +14.9k +14,886
34 KENNEDY INVESTMENT GROUP, INC. 1.25% of their portfolio WEST DEPTFORD, NJ 111,358111.4k $3.2m $3.2m 1.25% Added +54.0k +53,968
35 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 110,776110.8k $3.2m $3.2m 0.01% Added +23.2k +23,176
36 LVZ, Inc. 0.31% of their portfolio Holland, MI 93,30393.3k $2.7m $2.7m 0.31% Added +2.1k +2,074
37 Elequin Capital, LP 0.22% of their portfolio NEW YORK, NY 84,33384.3k $2.4m $2.4m 0.22% Added +83.4k +83,435
38 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 75,94575.9k $2.2m $2.2m 0.00% Added +32.3k +32,312
39 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 74,11174.1k $2.1m $2.1m 0.02% Added +9.0k +9,002
40 RICHARDS, MERRILL & PETERSON, INC. 0.77% of their portfolio SPOKANE, WA 72,74572.7k $2.1m $2.1m 0.77% Added +20.2k +20,235
41 Pinnacle Financial Group, LLC / IL 0.53% of their portfolio WESTERN SPRINGS, IL 67,80567.8k $1.9m $1.9m 0.53% Added +298 +298
42 Spartan Wealth Advisory Services LLC 0.16% of their portfolio BINGHAM FARMS, MI 62,45062.5k $1.8m $1.8m 0.16% First filing
43 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 62,32662.3k $1.8m $1.8m 0.02% Added +22.7k +22,678
44 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.09% of their portfolio CEDAR RAPIDS, IA 60,65160.7k $1.7m $1.7m 0.09% Added +46.8k +46,794
45 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 60,19460.2k $1.7m $1.7m 0.02% Reduced -974 -974
46 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 60,09460.1k $1.7m $1.7m 0.03% Reduced -1.1k -1,074
47 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 58,34458.3k $1.7m $1.7m 0.01% Added +7.7k +7,705
48 Capital Analysts, LLC 0.04% of their portfolio FORT WASHINGTON, PA 56,79956.8k $1.6m $1.6m 0.04% Added +25.9k +25,866
49 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 50,38150.4k $1.4m $1.4m 0.01% Added +4.0k +3,962
50 HBW ADVISORY SERVICES LLC 0.14% of their portfolio SIMI VALLEY, CA 45,85345.9k $1.3m $1.3m 0.14% Added +34.5k +34,498
51 Arrowroot Family Office, LLC 0.36% of their portfolio MARINA DEL REY, CA 38,09638.1k $1.1m $1.1m 0.36% New
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 37,53937.5k $1.1m $1.1m 0.00% Added +10.6k +10,629
53 Secure Asset Management, LLC 0.15% of their portfolio Troy, MI 33,97234.0k $976.7k $976.7k 0.15% Added +14.1k +14,101
54 XML Financial, LLC 0.08% of their portfolio BETHESDA, MD 33,86533.9k $973.6k $973.6k 0.08% Added +4.0k +4,000
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,53733.5k $964.2k $964.2k 0.00% Reduced -42.9k -42,888
56 CARLSON FINANCIAL, INC. 0.57% of their portfolio CANBY, OR 33,42833.4k $961.1k $961.1k 0.57% Added +2.1k +2,109
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 31,50631.5k $905.8k $905.8k 0.00% Added +9.8k +9,834
58 Innovative Wealth Building LLC 0.61% of their portfolio California, MD 30,08330.1k $864.9k $864.9k 0.61% Added +762 +762
59 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 29,91429.9k $860.0k $860.0k 0.02% Unchanged
60 VERUS CAPITAL PARTNERS, LLC 0.06% of their portfolio SCOTTSDALE, AZ 28,40528.4k $816.6k $816.6k 0.06% Added +1.4k +1,374
61 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 28,11028.1k $808.2k $808.2k 0.01% Added +5.3k +5,300
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,52625.5k $732.3k $732.3k 0.00% Added +2.0k +2,043
63 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 24,85324.9k $714.5k $714.5k 0.03% Added +1.1k +1,053
64 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 24,06924.1k $692.0k $692.0k 0.01% Added +5.6k +5,646
65 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 23,07223.1k $663.3k $663.3k 0.01% New
66 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 22,61122.6k $650.1k $650.1k 0.01% Added +1.7k +1,705
67 Jacobi Capital Management LLC 0.03% of their portfolio PITTSTON, PA 21,75021.8k $625.3k $625.3k 0.03% Added +3.0k +3,050
68 CALTON & ASSOCIATES, INC. 0.09% of their portfolio Tampa, FL 21,55421.6k $619.7k $619.7k 0.09% Reduced -4.4k -4,430
69 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 21,09621.1k $606.5k $606.5k 0.02% New
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,59020.6k $592.0k $592.0k 0.00% Reduced -23.3k -23,334
71 PFG Advisors 0.03% of their portfolio Phoenix, AZ 20,54220.5k $590.6k $590.6k 0.03% Added +6.8k +6,823
72 Plus Group Wealth Advisors LLC 0.63% of their portfolio BELGIUM, WI 19,92819.9k $572.9k $572.9k 0.63% Added +2.0k +2,033
73 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.23% of their portfolio INDIANAPOLIS, IN 19,00519.0k $546.4k $546.4k 0.23% Added +3.6k +3,570
74 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 18,82518.8k $541.2k $541.2k 0.01% Reduced -340 -340
75 Bill Few Associates, Inc. 0.12% of their portfolio SEWICKLEY, PA 17,97018.0k $516.6k $516.6k 0.12% New
76 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 17,04017.0k $489.9k $489.9k 0.04% Unchanged
77 Asset Allocation Strategies LLC 0.08% of their portfolio FARMINGTON, MI 16,36516.4k $470.5k $470.5k 0.08% Reduced -234 -234
78 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 15,75915.8k $453.1k $453.1k 0.03% New
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,00015.0k $431.2k $431.2k 0.01% New
80 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 14,94014.9k $429.5k $429.5k 0.00% New
81 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 14,86114.9k $427.3k $427.3k 0.00% Unchanged
82 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 14,33314.3k $412.1k $412.1k 0.01% Added +33 +33
83 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 14,19214.2k $408.0k $408.0k 0.02% New
84 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 13,30113.3k $382.4k $382.4k 0.02% Added +520 +520
85 Principia Wealth Advisory, LLC 0.21% of their portfolio DALLAS, TX 12,81812.8k $368.4k $368.4k 0.21% Added +1.2k +1,215
86 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,47212.5k $358.6k $358.6k 0.00% Reduced -170 -170
87 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 12,21312.2k $351.1k $351.1k 0.00% New
88 C2C Wealth Management, LLC 0.29% of their portfolio SCOTTSDALE, AZ 12,00012.0k $345.0k $345.0k 0.29% Added +3.0k +3,000
89 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 11,24411.2k $323.3k $323.3k 0.01% Added +1.7k +1,710
90 Retireful, LLC 0.45% of their portfolio HASLETT, MI 11,16511.2k $321.0k $321.0k 0.45% New
91 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 10,99811.0k $316.2k $316.2k 0.02% New
92 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,17210.2k $292.5k $292.5k 0.01% Added +1.9k +1,860
93 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 9,8659.9k $283.6k $283.6k 0.01% Unchanged
94 AVAII WEALTH MANAGEMENT, LLC 0.09% of their portfolio APPLETON, WI 8,7088.7k $250.3k $250.3k 0.09% New
95 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 7,9598.0k $228.8k $228.8k 0.01% Added +156 +156
96 Tortuga Wealth Management, Inc 0.20% of their portfolio TORRANCE, CA 7,6007.6k $218.5k $218.5k 0.20% Unchanged
97 Advisor OS, LLC 0.02% of their portfolio CHICAGO, IL 7,5327.5k $216.5k $216.5k 0.02% New
98 Prosperity Financial Group, Inc. 0.08% of their portfolio San Ramon, CA 7,4577.5k $214.4k $214.4k 0.08% New
99 TITLEIST ASSET MANAGEMENT, LLC 0.02% of their portfolio SAN ANTONIO, TX 7,1757.2k $206.3k $206.3k 0.02% Unchanged
100 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,0005.0k $143.8k $143.8k 0.00% New