Ticker: INCE CUSIP: 35473P504 Class: INCOME EQT FOCUS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UMB Bank, n.a. | 233,816 | $14,286 |
| OLD MISSION CAPITAL LLC | 38,842 | $2,373 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 578 | $35 |
| PNC Financial Services Group, Inc. | 1,412 | $86 |
| Triumph Capital Management | 197 | $12 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FRANKLIN RESOURCES INC | 227 | 100,227 | +100,000 (+44052.9%) |
| Van Hulzen Asset Management, LLC | 4,829 | 6,429 | +1,600 (+33.1%) |
| RAYMOND JAMES FINANCIAL INC | 224,815 | 248,408 | +23,593 (+10.5%) |
| LPL Financial LLC | 349,598 | 361,560 | +11,962 (+3.4%) |
| ROYAL BANK OF CANADA | 19,483 | 28,009 | +8,526 (+43.8%) |
| MORGAN STANLEY | 75 | 4,655 | +4,580 (+6106.7%) |
| Wealthspire Retirement, LLC | 12,180 | 12,611 | +431 (+3.5%) |
| GOLDMAN SACHS GROUP INC | 16,499 | 16,728 | +229 (+1.4%) |
| Mariner, LLC | 8,963 | 9,055 | +92 (+1.0%) |
| CWM, LLC | 5,110 | 5,945 | +835 (+16.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fortis Group Advisors, LLC | 16,100 | 15,414 | -686 (-4.3%) |
| SRS Capital Advisors, Inc. | 5,241 | 1,959 | -3,282 (-62.6%) |
| Cetera Investment Advisers | 23,348 | 20,417 | -2,931 (-12.6%) |
| JANE STREET GROUP, LLC | 13,593 | 11,679 | -1,914 (-14.1%) |
| Sanctuary Advisors, LLC | 10,119 | 9,429 | -690 (-6.8%) |
| OSAIC HOLDINGS, INC. | 27,608 | 27,086 | -522 (-1.9%) |
| CENTRAL TRUST Co | 6,413 | 6,244 | -169 (-2.6%) |
| Kestra Advisory Services, LLC | 5,228 | 5,027 | -201 (-3.8%) |
| Private Advisor Group, LLC | 12,110 | 11,915 | -195 (-1.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,136 | 11,999 | -137 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 1,641 | $97 |
| UBS Group AG | 94 | $6 |