
Franklin Income Focus is an exchange-traded fund on ARCA. As of Q3 2025, 82 institutional investors hold shares in this ETF, with total holdings valued at $438.1M. LPL Financial LLC is the largest holder with a position valued at $75.6M.
Overview of institutional ownership in INCM as of Q3 2025
Institutions with the largest positions in INCM as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $75.6M 0.02% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $54.1M 0.02% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $44.1M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $27.4M 0.01% of portfolio |
Summit Investment Advisory Services, LLC RIA/Wealth | $26.9M 10.73% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $25.2M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $16.8M 0.02% of portfolio |
Larson Financial Group LLC RIA/Wealth | $15.3M 0.54% of portfolio |
$15.1M 0.02% of portfolio | |
Cetera Investment Advisers RIA/Wealth | $14.8M 0.02% of portfolio |
Institutional buying and selling activity for INCM in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$17.2M +621.1K shares |
WELLS FARGO & COMPANY/MN Institution | +$8.8M +317.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$7.2M +258.7K shares |
AMERIPRISE FINANCIAL INC Institution | +$6.2M +223.7K shares |
Larson Financial Group LLC RIA/Wealth | +$6.0M +217.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$3.3M +117.4K shares |
Cetera Investment Advisers RIA/Wealth | +$2.9M +104.2K shares |
J JANE STREET GROUP, LLC Institution | +$2.7M +98.8K shares |
A Advisor Group Holdings, Inc. Institution | +$2.4M +86.0K shares |
R ROYAL BANK OF CANADA Institution | +$2.1M +75.5K shares |
| Institution | Net Sold |
|---|---|
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$919.5K −33.1K shares |
−$660.3K −24.4K shares | |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$178.6K −6.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$167.0K −6.0K shares |
Brookstone Capital Management RIA/Wealth | −$15.6K −561.0 shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | −$9.4K −340.0 shares |
O OLD MISSION CAPITAL LLC Institution | −$6.4K −231.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | −$4.6K −169.0 shares |
Institutions that initiated new positions or completely exited INCM in Q3 2025
| Institution | Position Value |
|---|---|
BB&T CORP Institution | $445.4K 16.1K shares |
Global Retirement Partners, LLC RIA/Wealth | $424.4K 15.3K shares |
OPPENHEIMER & CO INC RIA/Wealth | $241.8K 8.7K shares |
Sigma Planning Corp RIA/Wealth | $230.2K 8.3K shares |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $213.6K 7.7K shares |
Sontag Advisory, LLC RIA/Wealth | $8.2K 296.0 shares |
K Kozak & Associates, Inc. Institution | $1.2K 42.0 shares |
| Institution | Previous Position |
|---|---|
$660.3K 24.4K shares | |
E EverSource Wealth Advisors, LLC RIA/Wealth | $4.6K 169.0 shares |
Institutions with the largest Call and Put options positions in INCM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with INCM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Summit Investment Advisory Services, LLC RIA/Wealth | 10.73% $26.9M |
Base Wealth Management LLC RIA/Wealth | 4.80% $8.4M |
Next Level Private LLC RIA/Wealth | 2.27% $7.8M |
Innovative Wealth Building LLC RIA/Wealth | 0.65% $836.4K |
Pinnacle Financial Group, LLC / IL RIA/Wealth | 0.59% $1.9M |
Larson Financial Group LLC RIA/Wealth | 0.54% $15.3M |
Sowell Financial Services LLC RIA/Wealth | 0.47% $12.1M |
RICHARDS, MERRILL & PETERSON, INC. RIA/Wealth | 0.38% $881.4K |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | 0.33% $163.1K |
Intrua Financial, LLC RIA/Wealth | 0.30% $2.6M |
Discover hedge funds investing in INCM

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
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