Franklin Intelligent MachineIQMETF

13F holders, Q2 2026 (June 30)

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

31holders +9

12new positions

2sold out

$123.21avg. 13F price*

At the end of Q2 2026, 31 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, up 9 from Q1 2026. 12 opened new positions and 2 sold out. The largest holders were Members Advisory Group LLC ($24.4M), Cetera Investment Advisers ($8.4M) and Envestnet Asset Management Inc. ($5.9M).

Company: Franklin Intelligent Machine
CUSIP: 35473P512
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

	Institutions	Total Value
New Positions	12	$3.5M
Exits	2	$1.3M

All 13F filers, Q1 2026 → Q2 2026: 245,296 shares bought and 168,767 shares sold, net +76,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders


Members Advisory Group LLC	6.82%	Add +404.9%	196,751	$24.4M
Cetera Investment Advisers	0.01%	Reduce -25.6%	67,586	$8.4M
Envestnet Asset Management Inc.	0.00%	Add +1048.7%	47,729	$5.9M
Osaic Holdings, Inc.	0.01%	Add +42.8%	40,120	$5.0M
Flow Traders U.S. LLC	0.09%	Reduce -86.9%	18,408	$2.3M
Susquehanna International Group, LLP	0.00%	Reduce -31.2%	15,611	$1.9M
Diversify Advisory Services, LLC	0.02%	New	10,172	$1.0M
Diversify Wealth Management, LLC	0.02%	Reduce -6.2%	10,172	$1.0M
Truist Financial Corp.	0.00%	Add +19.1%	8,324	$1.0M
Commonwealth Equity Services, LLC	0.00%	Add +1.6%	8,112	$1.0M
Sanctuary Advisors, LLC	0.00%	Reduce -1.0%	5,747	$714K
Steward Partners Investment Advisory, LLC	0.00%	Add +1.8%	4,610	$573K
Howard Financial Services, LTD.	0.05%	New	4,284	$532K
Harbour Investments, Inc.	0.01%	Add +8.5%	3,692	$459K
Envestnet Portfolio Solutions, Inc.	0.00%	New	3,582	$445K
Jane Street Group, LLC	0.00%	Reduce -17.9%	3,030	$376K
Belvedere Trading LLC	0.03%	New	2,846	$353K
Avior Wealth Management, LLC	0.01%	New	2,724	$338K
Financial Partners Group, Inc	0.03%	New	2,440	$303K
Franklin Resources Inc.	0.00%	No change	2,220	$276K
LPL Financial LLC	0.00%	New	1,958	$243K
Independent Financial Group, LLC	0.00%	New	1,868	$232K
Hantz Financial Services, Inc.	0.00%	No change	138	$17K
Allworth Financial LP	0.00%	No change	110	$14K
AE Wealth Management LLC	0.00%	New	80	$10K
Signature Equity Partners, LLC	0.00%	New	70	$9K
Silver Grove Financial Group, Inc.	0.00%	New	43	$5K
Farther Finance Advisors, LLC	0.00%	New	20	$2K
CGC Financial Services, LLC	0.00%	No change	18	$2K
International Assets Investment Management, LLC	0.00%	No change	13	$2K
Morgan Stanley	0.00%	No change	1	$183

"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.