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INCE

INCE — 13F Filings Explorer

Franklin Income Equity Focus

-$5.6M

Net Activity

Institutions Holding

43

Popularity Rank

#6368

Avg Weight

0.03%

Total Value

$73.5M

Ownership Trend

43 institutions currently hold INCE, with 15 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$26.5M
RJ
Raymond James Financial INC
$14.8M
UB
UMB Bank, n.a.
$9.4M
CI
Cetera Investment Advisers
$3.3M
DD
D.a. Davidson & Co.
$2.6M

Top 5 by Conviction

AA
Atlatl Advisers LLC
0.40%
FG
Fortis Group Advisors, LLC
0.16%
UB
UMB Bank, n.a.
0.13%
EF
Ethos Financial Group, LLC
0.08%
SI
Seeds Investor LLC
0.07%
View all 43 holding institutions

Across its top 20 institutional holders, INCE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 29/100).

Quarterly Activity

Recent Activity

+$39.9M

Total Buy Value

$47.5M

Total Sell Value

New buy4
Trim18
Add11
Sold out4

15

Net Buyers

22

Net Sellers

Smart Money Convergence

INCE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

35473P504

FAQ

Who are the top institutional investors holding FRANKLIN INCOME EQUITY FOCUS (INCE)?
Major stakeholders currently include LPL Financial LLC ($26.5M), Raymond James Financial INC ($14.8M), UMB Bank, n.a. ($9.4M). Based on the latest 13F filings, there are a total of 43 tracked investment funds and institutions maintaining positions in INCE.
What is the overall institutional sentiment toward INCE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $5.6M, driven by 15 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their INCE positions?
In the latest period, 18 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $47.5M.
Are there any notable investors adding INCE to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $39.9M.

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