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INCE

Franklin Income Equity Focus ETF

44 hedge funds and large institutions have $79.1M invested in Franklin Income Equity Focus ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

52% more capital invested

Capital invested by funds: $52.1M → $79.1M (+$27M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

16.64% more ownership

Funds ownership: 53.29%69.93% (+17%)

7% more funds holding

Funds holding: 4144 (+3)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.1M +$717K +11,962 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$15.2M +$1.41M +23,593 +10%
UB
3
UMB Bank
Missouri
$14.3M +$14M +233,816 New
Franklin Resources
4
Franklin Resources
California
$6.12M +$5.99M +100,000 +44,053%
DADC
5
D.A. Davidson & Co
Montana
$2.46M
OMC
6
Old Mission Capital
Illinois
$2.37M +$2.33M +38,842 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.71M +$511K +8,526 +44%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.66M -$31.3K -522 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.3M +$11.8K +197 +0.9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.25M -$176K -2,931 -13%
Goldman Sachs
11
Goldman Sachs
New York
$1.02M +$13.7K +229 +1%
FGA
12
Fortis Group Advisors
New Jersey
$995K -$41.1K -686 -4%
NRI
13
NFP Retirement Inc
California
$770K +$25.8K +431 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$733K -$8.21K -137 -1%
PAG
15
Private Advisor Group
New Jersey
$728K -$11.7K -195 -2%
Jane Street
16
Jane Street
New York
$714K -$115K -1,914 -14%
SA
17
Sanctuary Advisors
Indiana
$576K -$41.3K -690 -7%
Mariner
18
Mariner
Kansas
$553K +$5.51K +92 +1%
FA
19
Fedenia Advisers
Wisconsin
$505K
VHAM
20
Van Hulzen Asset Management
California
$393K +$95.9K +1,600 +33%
CWM
21
Cornerstone Wealth Management
Missouri
$387K +$659 +11 +0.2%
CTC
22
Central Trust Company
Missouri
$381K -$10.1K -169 -3%
ACM
23
AlphaStar Capital Management
North Carolina
$373K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$363K +$50K +835 +16%
MCC
25
Money Concepts Capital
Florida
$319K -$1.44K -24 -0.5%

INCE Hedge Fund Activity: Q4 2025 in Review

44 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2025, worth a combined $79.1M — up 52% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INCE positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $14M. The largest seller was Arax Advisory Partners, cutting an estimated $197K.

  • 44 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $79.1M of Franklin Income Equity Focus ETF stock for Q4 2025, up 52% quarter-over-quarter.
  • 5 funds opened new Franklin Income Equity Focus ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q4 2025 was UMB Bank, an estimated $14M added.
  • The largest Franklin Income Equity Focus ETF seller in Q4 2025 was Arax Advisory Partners, an estimated $197K sold.

Based on aggregated 13F filings for Q4 2025.