Franklin Templeton ETF Trust - INCM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,821,161 | 107,145 | 0.03% | 0.02% | 1 | +1,096,264 | 40.23% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,170,711 | 60,866 | 0.02% | 0.02% | 2 | +218,738 | 11.21% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,966,825 | 55,149 | 0.01% | 0.01% | 3 | +377,352 | 23.74% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,334,830 | 37,428 | 0.01% | — | 4 | +1,334,830 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,239,449 | 34,754 | 0.0% | 0.0% | 5 | +1,097,999 | 776.25% | Q4 2025 | Feb 17, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 1,000,830 | 28,063 | 10.59% | 10.73% | 6 | +29,408 | 3.03% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 947,159 | 26,551 | 0.01% | 0.01% | 7 | +38,652 | 4.25% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 718,490 | 20,369 | 0.03% | 0.02% | 8 | +177,205 | 32.74% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 655,490 | 18,379 | 0.61% | 0.53% | 9 | +104,695 | 19.01% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 576,384 | 16,161 | 0.02% | 0.02% | 10 | +44,061 | 8.28% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 558,644 | 15,664 | 0.02% | 0.02% | 11 | -47,815 | -7.88% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 464,961 | 13,037 | 0.0% | 0.0% | 12 | +356,079 | 327.03% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 433,625 | 12,158 | 0.45% | 0.46% | 13 | -2,571 | -0.59% | Q4 2025 | Jan 21, 2026 |
| Base Wealth Management LLC | History | Added to | 341,939 | 9,587 | 5.16% | 4.8% | 14 | +38,554 | 12.71% | Q4 2025 | Jan 21, 2026 |
| Next Level Private LLC | History | Added to | 310,529 | 8,707 | 2.28% | 2.26% | 15 | +30,423 | 10.86% | Q4 2025 | Jan 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 308,046 | 8,637 | 0.01% | 0.01% | 16 | +47,297 | 18.14% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 260,198 | 7,295 | 0.0% | 0.0% | 17 | +44,581 | 20.68% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 231,972 | 6,504 | 0.01% | 0.01% | 18 | -3,945 | -1.67% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 207,319 | 5,813 | 0.02% | 0.01% | 19 | +74,291 | 55.85% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 161,197 | 4,519 | 0.02% | 0.02% | 20 | +11,233 | 7.49% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 144,185 | 4,042 | 0.02% | 0.02% | 21 | +6,679 | 4.86% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | No change | 139,305 | 3,881 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 138,134 | 3,873 | 0.29% | 0.3% | 23 | -2,268 | -1.62% | Q4 2025 | Jan 23, 2026 |
| Intrua Financial, LLC | History | Added to | 121,186 | 3,398 | 0.36% | 0.28% | 24 | +27,568 | 29.45% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 116,376 | 3,263 | 0.02% | 0.02% | 25 | +4,377 | 3.91% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 104,250 | 2,923 | 0.01% | 0.01% | 26 | +4,318 | 4.32% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 101,695 | 2,852 | 0.01% | 0.01% | 27 | +24,053 | 30.98% | Q4 2025 | Feb 05, 2026 |
| LVZ, Inc. | History | No change | 91,229 | 2,558 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,600 | 2,456 | 0.01% | 0.01% | 29 | +2,991 | 3.54% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 76,425 | 2,142 | 0.0% | 0.0% | 30 | -59,557 | -43.8% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 67,507 | 1,892 | 0.55% | 0.58% | 31 | -2,068 | -2.97% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 65,937 | 1,849 | 0.0% | 0.0% | 32 | +22,129 | 50.51% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 65,109 | 1,825 | 0.02% | 0.02% | 33 | +10,095 | 18.35% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Reduced | 61,168 | 1,715 | 0.02% | 0.02% | 34 | -353 | -0.57% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 61,168 | 1,715 | 0.03% | 0.04% | 35 | -353 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 58,395 | 1,637 | 0.0% | 0.0% | 36 | +47,126 | 418.19% | Q4 2025 | Feb 10, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 57,390 | 1,609 | 0.61% | 0.14% | 37 | +44,792 | 355.55% | Q4 2025 | Feb 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 52,510 | 1,472 | 0.56% | 0.38% | 38 | +20,735 | 65.26% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 50,639 | 1,419 | 0.01% | 0.01% | 39 | +11,034 | 27.86% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,419 | 1,301 | 0.01% | 0.01% | 40 | +4,110 | 9.71% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 43,924 | 1,231 | 0.0% | 0.0% | 41 | -20,638 | -31.97% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,633 | 1,223 | 0.0% | 0.0% | 42 | +11,768 | 36.93% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,648 | 1,111 | 0.02% | 0.01% | 43 | +8,484 | 27.22% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 34,493 | 967 | 0.11% | — | 44 | +34,493 | New | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 30,933 | 867 | 0.03% | 0.02% | 45 | +4,895 | 18.8% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 29,914 | 838 | 0.02% | 0.02% | 46 | -5,349 | -15.17% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Added to | 29,865 | 837 | 0.07% | 0.06% | 47 | +1,450 | 5.1% | Q4 2025 | Feb 11, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 29,321 | 822 | 0.6% | 0.65% | 48 | -832 | -2.76% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 27,031 | 757 | 0.05% | 0.04% | 49 | +6,406 | 31.06% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 26,910 | 754 | 0.0% | 0.0% | 50 | +10,853 | 67.59% | Q4 2025 | Feb 02, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 25,984 | 728 | 0.11% | 0.08% | 51 | +5,772 | 28.56% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 23,800 | 667 | 0.03% | 0.03% | 52 | +4,108 | 20.86% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,483 | 658 | 0.0% | 0.0% | 53 | -4,020 | -14.62% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 22,810 | 639 | 0.01% | 0.02% | 54 | -19,643 | -46.27% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 21,672 | 607 | 0.0% | 0.0% | 55 | +4,554 | 26.6% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 20,906 | 586 | 0.01% | 0.01% | 56 | +1,103 | 5.57% | Q4 2025 | Jan 20, 2026 |
| Secure Asset Management, LLC | History | New | 19,871 | 557 | 0.09% | — | 57 | +19,871 | New | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,628 | 550 | 0.01% | 0.01% | 58 | +4,341 | 28.4% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,165 | 537 | 0.01% | 0.01% | 59 | +1,705 | 9.77% | Q4 2025 | Jan 16, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,700 | 524 | 0.03% | 0.02% | 60 | +6,094 | 48.34% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 18,423 | 516 | 0.01% | — | 61 | +18,423 | New | Q4 2025 | Mar 12, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 17,895 | 501 | 0.56% | — | 62 | +17,895 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 17,040 | 477 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 16,599 | 465 | 0.09% | 0.06% | 64 | +5,589 | 50.76% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 15,435 | 432 | 0.15% | 0.32% | 65 | +9,556 | 162.54% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,300 | 429 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 14,861 | 416 | 0.0% | — | 67 | +14,861 | New | Q4 2025 | Feb 05, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,300 | 400 | 0.01% | 0.02% | 68 | +2,500 | 21.19% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,857 | 388 | 0.02% | 0.01% | 69 | +6,158 | 79.98% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Added to | 13,719 | 384 | 0.02% | 0.01% | 70 | +3,941 | 40.3% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,369 | 374 | 0.0% | 0.0% | 71 | -878 | -6.16% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 12,781 | 358 | 0.02% | — | 72 | +12,781 | New | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 12,642 | 354 | 0.0% | 0.0% | 73 | +70 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 11,603 | 325 | 0.2% | 0.14% | 74 | +4,084 | 54.32% | Q4 2025 | Feb 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 11,355 | 318 | 0.03% | 0.04% | 75 | -101 | -0.88% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,865 | 276 | 0.01% | 0.01% | 76 | +2,250 | 29.55% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 9,534 | 267 | 0.01% | — | 77 | +9,534 | New | Q4 2025 | Jan 14, 2026 |
| C2C Wealth Management, LLC | History | New | 9,000 | 252 | 0.21% | — | 78 | +9,000 | New | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,935 | 250 | 0.0% | 0.0% | 79 | +220 | 2.52% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Added to | 8,312 | 233 | 0.01% | 0.01% | 80 | +13 | 0.16% | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,803 | 218 | 0.01% | 0.01% | 81 | -919 | -10.54% | Q4 2025 | Jan 20, 2026 |
| Tortuga Wealth Management, Inc | History | New | 7,600 | 213 | 0.22% | — | 82 | +7,600 | New | Q4 2025 | Apr 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 7,175 | 201 | 0.02% | — | 83 | +7,175 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 5,000 | 140 | 0.0% | 0.0% | 84 | +2,000 | 66.67% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 112 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,204 | 89 | 0.01% | — | 86 | +3,204 | New | Q4 2025 | Feb 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,001 | 56 | 0.01% | — | 87 | +2,001 | New | Q4 2025 | Jan 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,500 | 42 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | New | 1,257 | 35 | 0.0% | — | 89 | +1,257 | New | Q4 2025 | Jan 23, 2026 |
| Elequin Capital, LP | History | Reduced | 898 | 25 | 0.0% | 0.0% | 90 | -1,163 | -56.43% | Q4 2025 | Feb 17, 2026 |
| Greenline Wealth Management LLC | History | New | 858 | 24 | 0.02% | — | 91 | +858 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 680 | 19 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 500 | 14 | 0.0% | 0.0% | 93 | +331 | 195.86% | Q4 2025 | Feb 10, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 355 | 9 | 0.0% | — | 94 | +355 | New | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | New | 150 | 4 | 0.0% | — | 95 | +150 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,782 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,374 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,115 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 18, 2025 |