Grundlæggende statistik
| Institutionelle ejere | 77 total, 77 long only, 0 short only, 0 long/short - change of 8,45% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0947 % - change of -61,30% MRQ |
| Institutionelle aktier (lange) | 12.018.186 (ex 13D/G) - change of 1,02MM shares 9,31% MRQ |
| Institutionel værdi (lang) | $ 313.465 USD ($1000) |
Institutionelt ejerskab og aktionærer
Franklin Templeton ETF Trust - Franklin Income Focus ETF (US:INCM) har 77 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 12,018,186 aktier. Største aktionærer omfatter LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, Ameriprise Financial Inc, Advisor Group Holdings, Inc., Wealth Enhancement Advisory Services, Llc, Cetera Investment Advisers, Sowell Financial Services LLC, and Larson Financial Group LLC .
Franklin Templeton ETF Trust - Franklin Income Focus ETF (ARCA:INCM) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 11, 2025 is 27,77 / share. Previously, on September 12, 2024, the share price was 26,90 / share. This represents an increase of 3,23% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Trust Co Na | 15.941 | 1,24 | 431 | 2,86 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 61.112 | 206,73 | 1.653 | 211,89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62.082 | 1,38 | 1.679 | 3,01 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 23.165 | 629 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 8.034 | 217 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.103.765 | 23,36 | 56.907 | 25,31 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24.068 | 651 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31.525 | 12,89 | 853 | 14,67 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.455 | -72,75 | 39 | -71,94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11.929 | 10,55 | 323 | 12,20 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2.430 | 66 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 22.200 | 601 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 169 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 911.490 | 14,19 | 24.656 | 16,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 135.489 | 18,71 | 3.665 | 20,57 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18.867 | 0,73 | 510 | 2,41 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 11.005 | 25,57 | 298 | 27,47 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 24.915 | 8,73 | 674 | 10,33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 45.872 | 10,82 | 1.241 | 12,52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 500.873 | -47,55 | 13.674 | -46,24 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 39.026 | 3.999,37 | 1.056 | 4.120,00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8.663 | 0,13 | 234 | 1,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 172.392 | 61,75 | 4.668 | 64,19 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10.137 | 274 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 242.357 | -0,87 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.271.696 | 22,04 | 34.399 | 23,96 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 82.385 | 0,24 | 2.229 | 1,83 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12.493 | 21,49 | 338 | 23,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9.511 | 257 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16.025 | 0,00 | 433 | 1,64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13.111 | 12,37 | 355 | 14,19 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 78 | 2 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 10.998 | -69,38 | 298 | -68,93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.374 | -5,41 | 91 | -3,19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 140.167 | 46,48 | 3.792 | 48,78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 231.932 | 54,28 | 6.274 | 56,71 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 35.793 | 54,31 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 62.340 | 367,42 | 2 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 24.410 | 14,89 | 660 | 16,81 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 10.201 | 8,45 | 276 | 10,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23.301 | 1,93 | 630 | 3,62 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14.205 | 53,39 | 384 | 56,10 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33.589 | 31,45 | 909 | 33,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 17.818 | 295,60 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 60.948 | -0,47 | 1.649 | 1,10 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.500 | 0,00 | 41 | 2,56 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28.744 | -4,27 | 780 | -2,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 428.152 | 34,56 | 11.582 | 36,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 520.504 | 108,17 | 14.081 | 111,44 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138.618 | 343,28 | 3.764 | 350,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64.002 | -2,62 | 1.731 | -1,09 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 26.609 | 45,91 | 720 | 48,25 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 102.041 | 9,71 | 2.760 | 11,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 52.241 | -1,41 | 1.413 | 0,14 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.019 | -72,13 | 109 | -71,28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 76.016 | 13,49 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 37.206 | -71,96 | 1.006 | -71,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.000 | 50,00 | 81 | 52,83 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.000 | 0,00 | 108 | 1,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70.581 | 138,85 | 1.909 | 142,88 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 412.043 | 2,78 | 11.146 | 4,40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 680 | 3,98 | 18 | 5,88 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10.000 | 270 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 23.728 | -80,10 | 642 | -79,80 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 35.494 | 99,09 | 960 | 102,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.693.284 | 14,92 | 45.803 | 16,73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 38.585 | 26,00 | 1.044 | 28,10 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 333.125 | 876,68 | 9.011 | 892,40 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18.012 | 12,12 | 487 | 14,05 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7.615 | 206 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 93.095 | 491,19 | 2.518 | 500,95 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 58.980 | 444,00 | 1.595 | 453,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 130.598 | 15,15 | 3.533 | 16,95 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10.747 | 41,39 | 291 | 43,56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 684.853 | 18,06 | 18.522 | 19,84 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 256.434 | -0,92 | 6.937 | 0,64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90.344 | 36,93 | 2.444 | 39,12 |
