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INCE

Franklin Income Equity Focus ETF

42 hedge funds and large institutions have $73.5M invested in Franklin Income Equity Focus ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4442 (-2)

6.82% less ownership

Funds ownership: 69.93%63.11% (-6.8%)

7% less capital invested

Capital invested by funds: $79.1M → $73.5M (-$5.6M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.5M +$3.1M +47,722 +13%
Raymond James Financial
2
Raymond James Financial
Florida
$14.8M -$1.27M -19,598 -8%
UB
3
UMB Bank
Missouri
$9.38M -$5.75M -88,699 -38%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.31M +$1.99M +30,713 +150%
DADC
5
D.A. Davidson & Co
Montana
$2.61M +$6.16K +95 +0.2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.98M +$606K +9,348 +44%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.51M -$247K -3,804 -14%
EFG
8
Ethos Financial Group
Pennsylvania
$1.06M +$1.06M +16,275 New
FGA
9
Fortis Group Advisors
New Jersey
$984K -$45K -694 -5%
NRI
10
NFP Retirement Inc
California
$849K +$33.7K +519 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$811K -$1M -15,473 -55%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$779K +$3.37K +52 +0.4%
PAG
13
Private Advisor Group
New Jersey
$747K -$22.9K -353 -3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$740K +$356K +5,496 +92%
Jane Street
15
Jane Street
New York
$733K -$21.8K -336 -3%
SA
16
Sanctuary Advisors
Indiana
$668K +$58.2K +897 +10%
OMC
17
Old Mission Capital
Illinois
$664K -$1.85M -28,572 -74%
Mariner
18
Mariner
Kansas
$570K -$15K -232 -3%
SI
19
Seeds Investor
New York
$545K +$536K +8,267 New
FA
20
Fedenia Advisers
Wisconsin
$534K -$324 -5 -0.1%
CWM
21
Cornerstone Wealth Management
Missouri
$410K +$713 +11 +0.2%
ACM
22
AlphaStar Capital Management
North Carolina
$394K
VHAM
23
Van Hulzen Asset Management
California
$387K -$28.3K -436 -7%
CTC
24
Central Trust Company
Missouri
$380K -$24.1K -372 -6%
MCC
25
Money Concepts Capital
Florida
$337K

INCE Hedge Fund Activity: Q1 2026 in Review

42 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2026, worth a combined $73.5M — down 7.1% from $79.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of INCE and 3 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, adding an estimated $3.1M. The largest seller was Franklin Resources, cutting an estimated $6.49M.

  • 42 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2026, down from 44 in Q4 2025.
  • Funds reported $73.5M of Franklin Income Equity Focus ETF stock for Q1 2026, down 7.1% quarter-over-quarter.
  • 3 funds opened new Franklin Income Equity Focus ETF positions in Q1 2026 and 4 closed out, a net change of -1 holder.
  • The largest Franklin Income Equity Focus ETF buyer in Q1 2026 was LPL Financial, an estimated $3.1M added.
  • The largest Franklin Income Equity Focus ETF seller in Q1 2026 was Franklin Resources, an estimated $6.49M sold.

Based on aggregated 13F filings for Q1 2026.