Vault-13

FRANKLIN TEMPLETON ETF TR INCE

INCOME EQT FOCUS · ETP · CUSIP 35473P504

45 institutional holders +2 vs Q1 2026
1,133,3491.1m shares reported held*
$75.5mreported value*
6 new 10 added 13 reduced 4 sold out net bought ≈ $491.4k (+7.4k 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 ≈ $66.62. Options: 1 managers hold calls ($124.5k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 36Q4 22: 33Q1 23: 32Q2 23: 34Q3 23: 33Q4 23: 41Q1 24: 40Q2 24: 43Q3 24: 40Q4 24: 43Q1 25: 43Q2 25: 42Q3 25: 42Q4 25: 45Q1 26: 43Q2 26: 4545Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202236
Q4 202233
Q1 202332
Q2 202334
Q3 202333
Q4 202341
Q1 202440
Q2 202443
Q3 202440
Q4 202443
Q1 202543
Q2 202542
Q3 202542
Q4 202545
Q1 202643
Q2 202645

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 22 cut or sold outQ4 24: 17 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 13 cut or sold outQ2 25: 21 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 13 cut or sold outQ4 25: 17 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 22 cut or sold outQ2 26: 16 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241222
Q4 20241713
Q1 20251913
Q2 20252114
Q3 20251813
Q4 20251714
Q1 20261422
Q2 20261617

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ3 25 calls: $3.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $9.6kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $18.6kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $124.5kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$3.0k$00.00
Q4 2025$9.6k$00.00
Q1 2026$18.6k$00.00
Q2 2026$124.5k$00.00

Biggest buyers

OSAIC HOLDINGS, INC. Added +90,821+90.8k
LPL Financial LLC Added +59,142+59.1k
Arkadios Wealth Advisors New +5,857+5.9k
TWO SIGMA INVESTMENTS, LP New +4,800+4.8k
BANK OF AMERICA CORP /DE/ New +4,331+4.3k
Encompass More Asset Management New +3,135+3.1k
Koshinski Asset Management, Inc. New +3,015+3.0k
Private Advisor Group, LLC Added +1,961+2.0k
Arax Advisory Partners Added +1,113+1.1k
Kestra Advisory Services, LLC Added +668+668

Biggest sellers

UMB Bank, n.a. Reduced -60,675-60.7k
RAYMOND JAMES FINANCIAL INC Reduced -29,942-29.9k
Cetera Investment Advisers Reduced -26,678-26.7k
Ethos Financial Group, LLC Sold out -16,275-16.3k
JANE STREET GROUP, LLC Sold out -11,343-11.3k
Cambridge Investment Research Advisors, Inc. Reduced -7,132-7.1k
Van Hulzen Asset Management, LLC Sold out -5,993-6.0k
Mariner, LLC Reduced -3,785-3.8k
World Investment Advisors Sold out -3,338-3.3k
ROYAL BANK OF CANADA Reduced -2,975-3.0k

Biggest calls

SIMPLEX TRADING, LLC Added $124.5k2.3k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 468,424468.4k $31.2m $31.2m 0.01% Added +59.1k +59,142
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 198,868198.9k $13.2m $13.2m 0.00% Reduced -29.9k -29,942
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 114,103114.1k $7.6m $7.6m 0.01% Added +90.8k +90,821
4 UMB Bank, n.a. 0.07% of their portfolio Kansas City, MO 84,44284.4k $5.6m $5.6m 0.07% Reduced -60.7k -60,675
5 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 40,77540.8k $2.7m $2.7m 0.02% Added +375 +375
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 24,45224.5k $1.6m $1.6m 0.00% Reduced -26.7k -26,678
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,42823.4k $1.6m $1.6m 0.00% Reduced -7.1k -7,132
8 Fortis Group Advisors, LLC 0.15% of their portfolio WESTWOOD, NJ 14,40214.4k $959.5k $959.5k 0.15% Reduced -318 -318
9 Wealthspire Retirement, LLC 0.05% of their portfolio ALISO VIEJO, CA 13,70713.7k $913.2k $913.2k 0.05% Added +577 +577
10 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,52313.5k $901.0k $901.0k 0.00% Added +2.0k +1,961
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,91311.9k $793.7k $793.7k 0.00% Reduced -138 -138
12 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,53210.5k $701.7k $701.7k 0.00% Added +206 +206
13 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 10,27010.3k $684.2k $684.2k 0.02% Unchanged
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,5619.6k $637.0k $637.0k 0.00% Reduced -3.0k -2,975
15 SEEDS INVESTOR LLC 0.06% of their portfolio NEW YORK, NY 8,2678.3k $550.8k $550.8k 0.06% Unchanged
16 Atlatl Advisers LLC 0.13% of their portfolio MADISON, WI 8,2678.3k $550.8k $550.8k 0.13% Unchanged
17 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 6,3606.4k $423.7k $423.7k 0.02% Added +14 +14
18 AlphaStar Capital Management, LLC 0.03% of their portfolio CORNELIUS, NC 6,0976.1k $406.2k $406.2k 0.03% Unchanged
19 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 5,8575.9k $390.2k $390.2k 0.01% New
20 CENTRAL TRUST Co 0.01% of their portfolio JEFFERSON CITY, MO 5,6235.6k $374.6k $374.6k 0.01% Reduced -249 -249
21 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,6015.6k $373.1k $373.1k 0.00% Added +668 +668
22 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 5,2155.2k $347.4k $347.4k 0.02% Unchanged
23 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,0385.0k $335.7k $335.7k 0.00% Reduced -3.8k -3,785
24 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 4,8004.8k $319.8k $319.8k 0.00% New
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,3314.3k $288.5k $288.5k 0.00% New
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,1004.1k $273.0k $273.0k 0.00% Unchanged
27 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 3,2873.3k $219.0k $219.0k 0.00% Reduced -14 -14
28 Encompass More Asset Management 0.03% of their portfolio Danville, CA 3,1353.1k $208.9k $208.9k 0.03% New
29 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3,0963.1k $206.2k $206.2k 0.00% Added +1.1k +1,113
30 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 3,0153.0k $200.9k $200.9k 0.01% New
31 Tidemark, LLC 0.04% of their portfolio SAN DIEGO, CA 2,4812.5k $165.3k $165.3k 0.04% Unchanged
32 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,9662.0k $131.0k $131.0k 0.00% Reduced -276 -276
33 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6951.7k $112.9k $112.9k 0.01% Added +606 +606
34 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,4121.4k $94.1k $94.1k 0.00% Unchanged
35 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,3621.4k $90.7k $90.7k 0.00% First filing
36 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 853853 $56.8k $56.8k 0.00% Unchanged
37 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 815815 $54.0k $54.0k 0.00% Unchanged
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 632632 $42.3k $42.3k 0.00% Reduced -25 -25
39 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 578578 $38.7k $38.7k 0.00% Unchanged
40 SILVER OAK SECURITIES, INCORPORATED 0.00% of their portfolio JACKSON, TN 300300 $20.0k $20.0k 0.00% New
41 Johnson Financial Group, Inc. 0.00% of their portfolio RACINE, WI 294294 $19.7k $19.7k 0.00% Reduced -390 -390
42 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 227227 $15.1k $15.1k 0.00% Unchanged
43 Triumph Capital Management 0.00% of their portfolio DENVER, CO 190190 $12.7k $12.7k 0.00% Unchanged
44 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5555 $3.7k $3.7k 0.00% Unchanged
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $2 $2 0.00% Unchanged