Franklin Intelligent MachineIQMETF
13F holders, Q2 2024 (June 30)10holders +3
3new positions
0sold out
1famous investor
$63.51avg. 13F price*
At the end of Q2 2024, 10 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Osaic Holdings, Inc. ($2.3M), Citadel Advisors ($1.8M) and Diversify Advisory Services, LLC ($529K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Intelligent Machine
- CUSIP
- 35473P512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 33,613 shares bought and 10,773 shares sold, net +22,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -22.8% | 36,376 | $2.3M |
| Citadel Advisors | 0.00% | New | 28,265 | $1.8M |
| Diversify Advisory Services, LLC | 0.03% | Add +15.9% | 8,025 | $529K |
| Jane Street Group, LLC | 0.00% | Reduce -1.1% | 5,070 | $321K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 3,845 | $243K |
| Harbour Investments, Inc. | 0.01% | Add +5.6% | 3,583 | $227K |
| Cetera Investment Advisers | 0.00% | New | 3,358 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 700 | $44K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $90 |
"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.