Franklin Intelligent MachineIQMETF
13F holders, Q3 2024 (September 30)11holders +1
3new positions
2sold out
$63.73avg. 13F price*
At the end of Q3 2024, 11 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were Osaic Holdings, Inc. ($2.2M), Diversify Advisory Services, LLC ($559K) and Sanctuary Advisors, LLC ($350K).
- Company
- Franklin Intelligent Machine
- CUSIP
- 35473P512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $687K |
| Exits | 2 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 14,510 shares bought and 35,405 shares sold, net −20,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Osaic Holdings, Inc. | 0.00% | Reduce -5.7% | 34,306 | $2.2M |
| Diversify Advisory Services, LLC | 0.03% | Add +9.3% | 8,775 | $559K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,173 | $350K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,104 | $323K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 3,928 | $249K |
| Harbour Investments, Inc. | 0.01% | Add +9.3% | 3,915 | $248K |
| Cetera Investment Advisers | 0.00% | Add +7.0% | 3,594 | $228K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +374.3% | 3,320 | $210K |
| Assetmark, Inc. | 0.00% | New | 212 | $13K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $91 |
"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.