Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton ETF Tr (INCM)

113 + Investors. Track Smart Money conviction in INCM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
8Q ▲
Buyers last Q
82%

Smart Money Signals — INCM

Based on 114 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added INCM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
114 hedge funds hold INCM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +65% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+65% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 82% buying

91 buying20 selling
Last quarter: 91 funds were net buyers (28 opened a brand new position + 63 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new INCM position: 10 → 8 → 17 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 39% entered in last year

■ 18% conviction (2yr+) ■ 42% medium ■ 39% new
Only 21 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

16 → 10 → 8 → 17 → 28 new funds/Q
New funds entering each quarter: 10 → 8 → 17 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 21% veterans, 54% new entrants

■ 21% veterans ■ 25% 1-2yr ■ 54% new
Of 114 current holders: 24 (21%) held 2+ years, 28 held 1–2 years, 62 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
14 of 114 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in INCM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — INCM

In 2026 Q1, 91 hedge funds were net buyers of INCM (28 opened a new position, 63 added to an existing one), while 20 reduced or exited (14 trimmed, 6 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in INCM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 114.

Hedge Fund Ownership: INCM

How many hedge funds hold INCM — quarterly history vs. share price
Quarterly hedge fund ownership of INCM vs. share price

Market Analysis: INCM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INCM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Franklin Templeton ETF Tr (INCM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INCM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
INCM
+2.2%
SPY
+15.9%

INCM outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
INCM
+1.6%
SPY
+2.0%

Since the filing became public, INCM outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: INCM
113 + Investors

Track Smart Money conviction in INCM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 92 22.83%
13F Shares 25M 20M 24.35%
Total Value $716M $568M 26.0%
New Positions 28 17 +11
Increased Positions 62 52 +10
Closed Positions 7 5 +2
Reduced Positions 14 17 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INCM

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Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INCM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 INCM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Investment Advisory Services, LLC 10.70% 1,002,091 $28.8M
2 Base Wealth Management LLC 5.14% 319,318 $9.2M
3 Next Level Private LLC 2.57% 395,468 $11.4M
4 Kennedy Investment Group, INC. 1.25% 111,358 $3.2M
5 Richards, Merrill & Peterson, INC. 0.77% 72,745 $2.1M
6 Larson Financial Group LLC 0.73% 795,484 $22.9M
7 Tulsa Wealth Advisors, INC 0.71% 141,044 $4.1M
8 Plus Group Wealth Advisors LLC 0.63% 19,928 $573K
9 Innovative Wealth Building LLC 0.61% 30,083 $865K
10 Pinnacle Financial Group, LLC / IL 0.53% 67,805 $1.9M
11 Retireful, LLC 0.45% 11,165 $321K
12 Sowell Financial Services LLC 0.42% 394,534 $11.3M
13 Intrua Financial, LLC 0.40% 135,591 $3.9M
14 LVZ, Inc. 0.31% 93,303 $2.7M
15 Smith, Moore & CO. 0.30% 143,872 $4.1M
16 C2C Wealth Management, LLC 0.29% 12,000 $345K
17 Thurston, Springer, Miller, Herd & Titak, INC. 0.23% 19,005 $546K
18 Tortuga Wealth Management, Inc 0.22% 7,600 $213K
19 Elequin Capital, LP 0.20% 84,333 $2.4M
20 Spartan Wealth Advisory Services LLC 0.16% 62,450 $1.8M
21 Secure Asset Management, LLC 0.15% 33,972 $977K
22 Hbw Advisory Services LLC 0.14% 45,853 $1.3M
23 Gateway Wealth Partners, LLC 0.14% 123,624 $3.6M
24 Bill Few Associates, Inc. 0.12% 17,970 $517K
25 Nations Financial Group Inc, /Ia/ /Adv 0.09% 60,651 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Templeton ETF Tr (INCM)

What does the Smart Money Trend signal show for INCM?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added INCM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for INCM?

More buyers than sellers — 82% buying: Last quarter: 91 funds were net buyers (28 opened a brand new position + 63 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INCM holders?

Elite ownership — 54% AUM from top-100 funds: 14 of 114 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in INCM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held INCM?

Mostly new holders — 39% entered in last year: Only 21 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Franklin Templeton ETF Tr (INCM) following the 2026 Q1 hedge fund 13F filings?

As of today, INCM has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), INCM has gained +2.2% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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