Vault-13

FRANKLIN TEMPLETON ETF TR INCM

INCOME FOCUS ETF · ETP · CUSIP 35473P439

122 institutional holders +4 vs Q1 2026
29,487,74829.5m shares reported held*
$851.7mreported value*
19 new 74 added 16 reduced 15 sold out net bought ≈ $127.1m (+4.4m 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 ≈ $28.88.

Trends to Q2 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: 118Q2 26: 122122Q2 23Q1 24Q4 24Q3 25Q2 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
Q2 2026122

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 93 bought or addedQ1 26: 17 cut or sold outQ2 26: 93 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243810
Q4 2024497
Q1 20255412
Q2 20256215
Q3 20257010
Q4 20256623
Q1 20269317
Q2 20269331

Biggest buyers

LPL Financial LLC Added +1,413,625+1.4m
WELLS FARGO & COMPANY/MN Added +399,926+399.9k
MORGAN STANLEY Added +341,213+341.2k
Larson Financial Group LLC Added +279,000+279.0k
HARBOUR INVESTMENTS, INC. Added +271,912+271.9k
ROYAL BANK OF CANADA Added +202,834+202.8k
RAYMOND JAMES FINANCIAL INC Added +183,256+183.3k
Cambridge Investment Research Advisors, Inc. Added +148,195+148.2k
BANK OF AMERICA CORP /DE/ Added +110,596+110.6k
AMERIPRISE FINANCIAL INC Added +103,700+103.7k

Biggest sellers

Elequin Capital, LP Sold out -84,333-84.3k
Gateway Wealth Partners, LLC Reduced -53,930-53.9k
JANE STREET GROUP, LLC Reduced -24,477-24.5k
Independent Advisor Alliance Sold out -23,072-23.1k
CALTON & ASSOCIATES, INC. Sold out -21,554-21.6k
Mariner, LLC Reduced -21,006-21.0k
HUNTINGTON NATIONAL BANK Sold out -14,940-14.9k
Advance Capital Management, Inc. Sold out -14,192-14.2k
Orion Porfolio Solutions, LLC Sold out -12,213-12.2k
Wealthcare Advisory Partners LLC Sold out -11,244-11.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 6,291,9896.3m $181.6m $181.6m 0.04% Added +1.4m +1,413,625
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,674,2532.7m $77.2m $77.2m 0.01% Added +399.9k +399,926
3 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,532,5632.5m $73.1m $73.1m 0.02% Added +183.3k +183,256
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,761,1301.8m $50.8m $50.8m 0.01% Added +202.8k +202,834
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,733,8671.7m $50.1m $50.1m 0.01% Added +103.7k +103,700
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,573,6281.6m $45.4m $45.4m 0.00% Added +341.2k +341,213
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,452,2971.5m $41.9m $41.9m 0.00% Added +110.6k +110,596
8 Summit Investment Advisory Services, LLC 8.01% of their portfolio ROSEVILLE, MN 1,105,6671.1m $31.9m $31.9m 8.01% Added +103.6k +103,576
9 Larson Financial Group LLC 0.82% of their portfolio ST LOUIS, MO 1,074,4841.1m $31.0m $31.0m 0.82% Added +279.0k +279,000
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 723,833723.8k $20.9m $20.9m 0.02% Added +102.7k +102,728
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 639,048639.0k $18.4m $18.4m 0.02% Added +58.8k +58,825
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 625,441625.4k $18.2m $18.2m 0.03% Reduced -1.4k -1,404
13 Next Level Private LLC 2.48% of their portfolio HARRISON, NY 439,360439.4k $12.7m $12.7m 2.48% Added +43.9k +43,892
14 Sowell Financial Services LLC 0.40% of their portfolio NORTH LITTLE ROCK, AR 425,647425.6k $12.3m $12.3m 0.40% Added +31.1k +31,113
15 HARBOUR INVESTMENTS, INC. 0.15% of their portfolio MADISON, WI 392,293392.3k $11.3m $11.3m 0.15% Added +271.9k +271,912
16 Base Wealth Management LLC 4.78% of their portfolio LAKEWOOD RANCH, FL 356,455356.5k $10.3m $10.3m 4.78% Added +37.1k +37,137
17 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 322,675322.7k $9.3m $9.3m 0.06% Reduced -4.9k -4,915
18 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 319,480319.5k $9.2m $9.2m 0.01% Added +58.6k +58,565
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 305,934305.9k $8.9m $8.9m 0.00% Added +19.2k +19,220
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 285,802285.8k $8.2m $8.2m 0.01% Added +38.9k +38,918
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 264,776264.8k $7.6m $7.6m 0.01% Added +148.2k +148,195
22 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 187,796187.8k $5.4m $5.4m 0.01% Added +66.1k +66,066
23 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 181,408181.4k $5.2m $5.2m 0.03% Added +10.8k +10,771
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 171,518171.5k $4.9m $4.9m 0.00% Added +37.4k +37,351
25 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 165,320165.3k $4.8m $4.8m 0.03% Added +12.2k +12,245
26 Intrua Financial, LLC 0.44% of their portfolio Houston, TX 160,362160.4k $4.6m $4.6m 0.44% Added +24.8k +24,771
27 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 157,925157.9k $4.6m $4.6m 0.02% Added +13.4k +13,406
28 SMITH, MOORE & CO. 0.26% of their portfolio CLAYTON, MO 139,230139.2k $4.0m $4.0m 0.26% Reduced -4.6k -4,642
29 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 138,194138.2k $4.0m $4.0m 0.01% Added +27.4k +27,418
30 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 133,379133.4k $3.9m $3.9m 0.01% Reduced -2.4k -2,359
31 Tulsa Wealth Advisors, INC 0.54% of their portfolio TULSA, OK 132,531132.5k $3.8m $3.8m 0.54% Reduced -8.5k -8,513
32 KENNEDY INVESTMENT GROUP, INC. 1.18% of their portfolio WEST DEPTFORD, NJ 120,396120.4k $3.5m $3.5m 1.18% Added +9.0k +9,038
33 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 116,926116.9k $3.4m $3.4m 0.01% Reduced -117 -117
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,839111.8k $3.2m $3.2m 0.00% Added +35.9k +35,894
35 RICHARDS, MERRILL & PETERSON, INC. 1.01% of their portfolio SPOKANE, WA 110,145110.1k $3.2m $3.2m 1.01% Added +37.4k +37,400
36 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 99,93599.9k $2.9m $2.9m 0.01% Added +49.6k +49,554
37 LVZ, Inc. 0.28% of their portfolio Holland, MI 95,59995.6k $2.8m $2.8m 0.28% Added +2.3k +2,296
38 Pinnacle Financial Group, LLC / IL 0.62% of their portfolio WESTERN SPRINGS, IL 87,82887.8k $2.5m $2.5m 0.62% Added +20.0k +20,023
39 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 86,83786.8k $2.5m $2.5m 0.02% Added +12.7k +12,726
40 Spartan Wealth Advisory Services LLC 0.17% of their portfolio BINGHAM FARMS, MI 70,70070.7k $2.0m $2.0m 0.17% Added +8.2k +8,250
41 Gateway Wealth Partners, LLC 0.12% of their portfolio APPLETON, WI 69,69469.7k $2.0m $2.0m 0.12% Reduced -53.9k -53,930
42 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 69,49869.5k $2.0m $2.0m 0.02% Added +7.2k +7,172
43 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.09% of their portfolio CEDAR RAPIDS, IA 63,62363.6k $1.8m $1.8m 0.09% Added +3.0k +2,972
44 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 62,29362.3k $1.8m $1.8m 0.02% Added +2.1k +2,099
45 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 62,19262.2k $1.8m $1.8m 0.03% Added +2.1k +2,098
46 Capital Analysts, LLC 0.04% of their portfolio FORT WASHINGTON, PA 61,06461.1k $1.8m $1.8m 0.04% Added +4.3k +4,265
47 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 58,71958.7k $1.7m $1.7m 0.01% Added +375 +375
48 HBW ADVISORY SERVICES LLC 0.13% of their portfolio SIMI VALLEY, CA 51,68451.7k $1.5m $1.5m 0.13% Added +5.8k +5,831
49 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 51,40351.4k $1.5m $1.5m 0.02% Added +27.3k +27,334
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,85642.9k $1.2m $1.2m 0.00% Added +22.3k +22,266
51 Secure Asset Management, LLC 0.17% of their portfolio Troy, MI 41,56341.6k $1.2m $1.2m 0.17% Added +7.6k +7,591
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,92040.9k $1.2m $1.2m 0.00% Added +3.4k +3,381
53 Vienna Asset Management LLC 0.79% of their portfolio SARATOGA, CA 38,45838.5k $1.1m $1.1m 0.79% New
54 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 38,15238.2k $1.1m $1.1m 0.01% New
55 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 38,12638.1k $1.1m $1.1m 0.01% New
56 Arrowroot Family Office, LLC 0.31% of their portfolio MARINA DEL REY, CA 37,54337.5k $1.1m $1.1m 0.31% Reduced -553 -553
57 FLAGSHIP HARBOR ADVISORS, LLC 0.04% of their portfolio BOSTON, MA 37,41837.4k $1.1m $1.1m 0.04% Added +24.1k +24,117
58 CARLSON FINANCIAL, INC. 0.54% of their portfolio CANBY, OR 36,70536.7k $1.1m $1.1m 0.54% Added +3.3k +3,277
59 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 36,44736.4k $1.1m $1.1m 0.02% Added +8.3k +8,337
60 Innovative Wealth Building LLC 0.55% of their portfolio California, MD 32,77332.8k $945.7k $945.7k 0.55% Added +2.7k +2,690
61 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 32,20032.2k $929.1k $929.1k 0.01% First filing
62 Jacobi Capital Management LLC 0.04% of their portfolio PITTSTON, PA 30,68130.7k $885.3k $885.3k 0.04% Added +8.9k +8,931
63 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 29,91429.9k $863.2k $863.2k 0.02% Unchanged
64 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 26,34326.3k $760.2k $760.2k 0.01% Added +3.7k +3,732
65 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 26,22226.2k $756.6k $756.6k 0.04% Reduced -2.2k -2,183
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 26,08426.1k $759.6k $759.6k 0.00% Added +558 +558
67 XML Financial, LLC 0.05% of their portfolio BETHESDA, MD 25,86525.9k $746.3k $746.3k 0.05% Reduced -8.0k -8,000
68 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 25,55925.6k $737.5k $737.5k 0.03% Added +706 +706
69 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 25,47525.5k $735.1k $735.1k 0.02% Added +4.4k +4,379
70 PFG Advisors 0.03% of their portfolio Phoenix, AZ 21,91321.9k $632.3k $632.3k 0.03% Added +1.4k +1,371
71 Plus Group Wealth Advisors LLC 0.56% of their portfolio BELGIUM, WI 20,51620.5k $592.0k $592.0k 0.56% Added +588 +588
72 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 20,05120.1k $578.6k $578.6k 0.01% New
73 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.21% of their portfolio INDIANAPOLIS, IN 19,66419.7k $567.4k $567.4k 0.21% Added +659 +659
74 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 19,38719.4k $559.4k $559.4k 0.01% New
75 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 18,72518.7k $540.3k $540.3k 0.01% Reduced -100 -100
76 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 18,33018.3k $528.9k $528.9k 0.04% Added +1.3k +1,290
77 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 18,28218.3k $527.5k $527.5k 0.00% New
78 Asset Allocation Strategies LLC 0.08% of their portfolio FARMINGTON, MI 17,00817.0k $490.8k $490.8k 0.08% Added +643 +643
79 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 16,26916.3k $469.4k $469.4k 0.01% Added +1.9k +1,936
80 X ADVISORS, LLC 1.25% of their portfolio SANTA MARIA, CA 16,00916.0k $467.8k $467.8k 1.25% First filing
81 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 15,64015.6k $451.3k $451.3k 0.00% New
82 C2C Wealth Management, LLC 0.35% of their portfolio SCOTTSDALE, AZ 15,50015.5k $447.3k $447.3k 0.35% Added +3.5k +3,500
83 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 15,18415.2k $438.1k $438.1k 0.00% Added +184 +184
84 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 14,86114.9k $428.8k $428.8k 0.00% Unchanged
85 Bill Few Associates, Inc. 0.09% of their portfolio SEWICKLEY, PA 14,27314.3k $411.8k $411.8k 0.09% Reduced -3.7k -3,697
86 Principia Wealth Advisory, LLC 0.18% of their portfolio DALLAS, TX 12,71512.7k $366.9k $366.9k 0.18% Reduced -103 -103
87 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,66612.7k $365.5k $365.5k 0.00% Added +194 +194
88 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 11,55511.6k $333.5k $333.5k 0.01% Added +1.4k +1,383
89 KWB Wealth 0.03% of their portfolio REDLANDS, CA 11,25311.3k $324.7k $324.7k 0.03% New
90 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 10,84110.8k $312.8k $312.8k 0.02% Reduced -157 -157
91 Demars Financial Group, LLC 0.08% of their portfolio SPOKANE VALLEY, WA 10,59610.6k $305.7k $305.7k 0.08% New
92 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,50010.5k $303.0k $303.0k 0.00% Reduced -21.0k -21,006
93 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 10,20710.2k $294.5k $294.5k 0.02% New
94 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 9,8659.9k $284.7k $284.7k 0.01% Unchanged
95 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 9,4889.5k $273.8k $273.8k 0.00% Added +8.6k +8,590
96 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,0609.1k $261.4k $261.4k 0.00% Reduced -24.5k -24,477
97 AVAII WEALTH MANAGEMENT, LLC 0.07% of their portfolio APPLETON, WI 8,7138.7k $251.4k $251.4k 0.07% Added +5 +5
98 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,7028.7k $251.1k $251.1k 0.00% New
99 Savvy Advisors, Inc. 0.00% of their portfolio NEW YORK, NY 7,9968.0k $230.7k $230.7k 0.00% Added +37 +37
100 Beckerman Institutional, LLC 0.11% of their portfolio OCEAN GROVE, NJ 7,8077.8k $225.3k $225.3k 0.11% New