Public ownership evidence

Franklin Income Focus ETF (INCM) Ownership Disclosures

Read INCM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Franklin Income Focus ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Principia Wealth Advisory, LLC
Report period
2026-06-30
Available
2026-08-27
Reported shares
12,715
Value (USD)
$366,891
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002041436-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read INCM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read INCM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Principia Wealth Advisory, LLC2026-06-302026-08-2712,715$366,891None
Principia Wealth Advisory, LLC2026-03-312026-08-2712,818$368,431None
CARLSON FINANCIAL, INC.2026-06-302026-08-2536,705$1,059,087None
CARLSON FINANCIAL, INC.2026-03-312026-08-2533,428$961,053None
CARLSON FINANCIAL, INC.2025-12-312026-08-2531,319$878,190None
Kingsview Wealth Management, LLC2026-06-302026-08-2038,126$1,100,126None
Asset Allocation Strategies LLC2026-06-302026-08-1817,008$490,771None
Equitable Holdings, Inc.2026-06-302026-08-18322,675$9,310,785None
Vienna Asset Management LLC2026-06-302026-08-1538,458$1,109,703None
Ameritas Advisory Services, LLC2026-06-302026-08-1520,051$578,569None
Delos Wealth Advisors, LLC2026-06-302026-08-151,000$28,855None
WCG Wealth Advisors LLC2026-06-302026-08-1516,269$469,438None
Western Wealth Management, LLC2026-06-302026-08-157,198$207,698None
OSAIC HOLDINGS, INC.2026-06-302026-08-1591,392$2,637,106None
OSAIC HOLDINGS, INC.2026-06-302026-08-15550$15,936None
OSAIC HOLDINGS, INC.2026-06-302026-08-15547,106$15,790,263None
JANE STREET GROUP, LLC2026-06-302026-08-159,060$261,426None
OLD MISSION CAPITAL LLC2026-06-302026-08-1529,914$863,168None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15305,934$8,914,925None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,733,867$50,068,582None
ROYAL BANK OF CANADA2026-06-302026-08-1569,183$1,996,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,691,716$48,814,000None
ROYAL BANK OF CANADA2026-06-302026-08-15231$7,000None
CITADEL ADVISORS LLC2026-06-302026-08-1542,856$1,236,610None
Larson Financial Group LLC2026-06-302026-08-151,074,484$31,004,249None
World Investment Advisors2026-06-302026-08-1551,403$1,487,668None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1557,976$1,672,900None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,433,585$41,366,103None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,041,002$30,038,120None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,030,761$58,597,600None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15200$5,771None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15643,292$18,562,191None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15164,711$4,752,736None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,254$238,169None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,279,332$36,915,136None
Silver Grove Financial Group, Inc.2026-06-302026-08-14400$11,544None
Visionary Wealth Advisors2026-06-302026-08-1425,559$737,506None
Sanctuary Advisors, LLC2026-06-302026-08-1458,719$1,694,349None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14181,408$5,234,528None
UBS Group AG2026-06-302026-08-14283$8,166None
Arete Wealth Advisors, LLC2026-06-302026-08-1410,207$294,522None
Mariner, LLC2026-06-302026-08-1410,500$302,978None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-148,702$251,101None
MORGAN STANLEY2026-06-302026-08-1432$933None
MORGAN STANLEY2026-06-302026-08-141,573,596$45,406,134None
FRANKLIN RESOURCES INC2026-06-302026-08-14898$25,912None
FRANKLIN RESOURCES INC2026-06-302026-08-148,590$247,864None
Cetera Investment Advisers2026-06-302026-08-13723,833$20,886,214None
Advisory Services Network, LLC2026-06-302026-08-1369,498$2,005,360None
NewEdge Advisors, LLC2026-06-302026-08-13116,926$3,373,886None

90-day public filing window, up to 50 source positions.

Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Kingsview Wealth Management, LLC ↗Asset Allocation Strategies LLC ↗Equitable Holdings, Inc. ↗Vienna Asset Management LLC ↗Ameritas Advisory Services, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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