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Funds Holding INCM

On this page, we present all of the funds holding INCM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding INCM, with a link to that fund's top holdings. The next columns indicate the amount of INCM stock held by each of the funds holding INCM, followed by the INCM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 28 funds holding INCM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding INCM), click the fund name in the "Holder" column of the funds-holding-INCM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC797,625$20,802 03/31/2024
     INCM797,625$20,802 03/31/2024
Raymond James Financial Services Advisors Inc.507,263$13,229 03/31/2024
     INCM507,263$13,229 03/31/2024
LPL Financial LLC409,941$10,535 12/31/2023
     INCM409,941$10,535 12/31/2023
Royal Bank of Canada394,628$10,142 12/31/2023
     INCM394,628$10,142 12/31/2023
Sowell Financial Services LLC219,450$5,640 12/31/2023
     INCM219,450$5,640 12/31/2023
Next Level Private LLC183,826$4,794 03/31/2024
     INCM183,826$4,794 03/31/2024
Raymond James & Associates180,354$4,704 03/31/2024
     INCM180,354$4,704 03/31/2024
Advisor Group Holdings Inc.162,994$4,189 12/31/2023
     INCM162,994$4,189 12/31/2023
Envestnet Asset Management Inc.121,865$3,132 12/31/2023
     INCM121,865$3,132 12/31/2023
Commonwealth Equity Services LLC119,845$3,126 03/31/2024
     INCM119,845$3,126 03/31/2024
Atria Investments LLC87,710$2,254 12/31/2023
     INCM87,710$2,254 12/31/2023
LVZ Advisors Inc.71,635$1,868 03/31/2024
     INCM71,635$1,868 03/31/2024
Stifel Financial Corp66,337$1,705 12/31/2023
     INCM66,337$1,705 12/31/2023
Summit Investment Advisory Services LLC60,829$1,586 03/31/2024
     INCM60,829$1,586 03/31/2024
Steward Partners Investment Advisory LLC50,650$1,302 12/31/2023
     INCM50,650$1,302 12/31/2023
Avantax Advisory Services Inc.49,125$1,263 12/31/2023
     INCM49,125$1,263 12/31/2023
Lido Advisors LLC38,816$998 12/31/2023
     INCM38,816$998 12/31/2023
SFG Wealth Management LLC.23,658$617 03/31/2024
     INCM23,658$617 03/31/2024
Janney Montgomery Scott LLC20,223$520 12/31/2023
     INCM20,223$520 12/31/2023
Cambridge Investment Research Advisors Inc.17,000$443 03/31/2024
     INCM17,000$443 03/31/2024
Kestra Advisory Services LLC16,954$436 12/31/2023
     INCM16,954$436 12/31/2023
Private Trust Co. NA16,336$426 03/31/2024
     INCM16,336$426 03/31/2024
Prospera Financial Services Inc11,733$302 12/31/2023
     INCM11,733$302 12/31/2023
Perigon Wealth Management LLC10,765$281 03/31/2024
     INCM10,765$281 03/31/2024
UBS Group AG1,869$48 12/31/2023
     INCM1,869$48 12/31/2023
Barrett & Company Inc.1,500$39 03/31/2024
     INCM1,500$39 03/31/2024
Harbour Investments Inc.1,005$26 12/31/2023
     INCM1,005$26 12/31/2023
JPMorgan Chase & Co.224$6 12/31/2023
     INCM224$6 12/31/2023
Proequities Inc.0$0 12/31/2023
     INCM0$0 12/31/2023

See Summary: Institutional Holders of INCM
See Details: Top 10 Hedge Funds Holding INCM
Also See: INCM Holdings Changes

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