INCM · Insider trading · 13F holders · Congress trades
Franklin Templeton ETF Tr (INCM)
Who is buying and selling INCM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 16
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
INCM at a glance
- No open-market insider purchases or sales of INCM were filed in the last 90 days.
- 16 13F filers hold INCM among their 50 largest positions, worth $124.6M combined. The biggest bets by portfolio weight are Summit Investment Advisory Services, LLC (8.0%), Base Wealth Management LLC (4.7%) and Next Level Private LLC (2.6%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in INCM.
INCM insider trading
No open-market insider purchases or sales of INCM were filed in the last 90 days.
Who owns INCM? Hedge funds and superinvestors
16 13F filers hold INCM among their 50 largest positions, worth $124.6M combined. The biggest bets by portfolio weight are Summit Investment Advisory Services, LLC (8.0%), Base Wealth Management LLC (4.7%) and Next Level Private LLC (2.6%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Summit Investment Advisory Services, LLCWealth manager | 8.0% | $31.9M | 1,105,667 | +10.3% shares | Q2 2026 |
| Larson Financial Group LLCWealth manager | 0.8% | $31.0M | 1,074,484 | +35.1% shares | Q2 2026 |
| Next Level Private LLCWealth manager | 2.6% | $13.4M | 470,403 | +7.1% shares | Q3 2026 |
| Sowell Financial Services LLCWealth manager | 0.4% | $12.4M | 435,583 | +2.3% shares | Q3 2026 |
| Base Wealth Management LLCWealth manager | 4.7% | $10.6M | 372,535 | +4.5% shares | Q3 2026 |
| Intrua Financial, LLCWealth manager | 0.4% | $4.4M | 155,921 | -2.8% shares | Q3 2026 |
| Richards, Merrill & Peterson, Inc.Wealth manager | 1.2% | $4.0M | 138,815 | +26.0% shares | Q3 2026 |
| Tulsa Wealth Advisors, INCWealth manager | 0.5% | $3.8M | 132,531 | -6.0% shares | Q2 2026 |
| Kennedy Investment Group, Inc.Wealth manager | 1.2% | $3.7M | 128,944 | +7.1% shares | Q3 2026 |
| LVZ, Inc.Wealth manager | 0.3% | $2.8M | 99,573 | +4.2% shares | Q3 2026 |
| Pinnacle Financial Group, LLC / ILWealth manager | 0.6% | $2.6M | 90,798 | +3.4% shares | Q3 2026 |
| Vienna Asset Management LLCWealth manager | 0.8% | $1.1M | 38,458 | — | Q2 2026 |
| Carlson Financial, Inc.Wealth manager | 0.5% | $1.1M | 36,705 | +9.8% shares | Q2 2026 |
| Innovative Wealth Building LLCWealth manager | 0.6% | $995K | 34,969 | +6.7% shares | Q3 2026 |
| Plus Group Wealth Advisors LLCWealth manager | 0.6% | $644K | 22,617 | +10.2% shares | Q3 2026 |
| Arrien Investments, Inc.Wealth manager | 0.1% | $225K | 7,791 | New | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 6). Screen INCM in the grand portfolio →
INCM stock trades by members of Congress
No member of Congress has disclosed a trade in INCM.
INCM questions and answers
Are insiders buying INCM stock?
No open-market insider purchases or sales of INCM were filed in the last 90 days.
Which hedge funds own INCM?
16 13F filers hold INCM among their 50 largest positions, worth $124.6M combined. The biggest bets by portfolio weight are Summit Investment Advisory Services, LLC (8.0%), Base Wealth Management LLC (4.7%) and Next Level Private LLC (2.6%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
Has Congress traded INCM?
No member of Congress has disclosed a trade in INCM.
Who is the largest holder of INCM?
Among 13F filers, Summit Investment Advisory Services, LLC reports the largest INCM position, $31.9M (1,105,667 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Summit Investment Advisory Services, LLC's: 8.0% of its portfolio.
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