DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

INCM

FRANKLIN TEMPLETON ETF TR

123 institutions still hold FRANKLIN TEMPLETON ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 35473P439·123 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 0.5%

vs prior quarter

13F value held

$618M

49.0% inst. owned

of float

Holders

123

+80 QoQ

filers reporting

Activity

+52 / −61

+868 added · −819 reduced

this quarter

Concentration

22.69%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

123 institutions reported INCM in Q1 2026. LPL Financial LLC leads at 22.7% of the visible book. +80 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

$140M4.9M0.04%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

$68M2.3M0.02%Q1 2026 03

WELLS FARGO & COMPANY/MN

$65M2.3M0.01%Q1 2026 04

AMERIPRISE FINANCIAL INC

$47M1.6M0.01%Q1 2026 05

ROYAL BANK OF CANADA

$45M1.6M0.01%Q1 2026 06

BANK OF AMERICA CORP /DE/

$39M1.3M0.00%Q1 2026 07

$35M1.2M0.00%Q1 2026 08

Summit Investment Advisory Services, LLC

$29M1.0M10.70%Q1 2026 09

Larson Financial Group LLC

$23M795K0.73%Q1 2026 10

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$18M627K0.04%Q1 2026 11

Cetera Investment Advisers

$18M621K0.02%Q1 2026 12

OSAIC HOLDINGS, INC.

$17M580K0.02%Q1 2026 13

Next Level Private LLC

$11M395K2.57%Q1 2026 14

Sowell Financial Services LLC

$11M395K0.42%Q1 2026 15

$11M382K0.03%Q1 2026 16

Equitable Holdings, Inc.

$9M328K0.06%Q1 2026 17

Base Wealth Management LLC

$9M319K5.14%Q1 2026 18

JONES FINANCIAL COMPANIES LLLP

$8M287K0.00%Q1 2026 19

STIFEL FINANCIAL CORP

$8M261K0.01%Q1 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

$7M247K0.01%Q1 2026

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