Franklin Intelligent MachineIQMETF
13F holders, Q4 2024 (December 31)14holders +3
4new positions
1sold out
1famous investor
$67.08avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($1.1M), Diversify Advisory Services, LLC ($619K) and Osaic Holdings, Inc. ($488K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 1 | $228K |
All 13F filers, Q3 2024 → Q4 2024: 25,406 shares bought and 30,607 shares sold, net −5,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Citadel Advisors | 0.00% | New | 15,972 | $1.1M |
| Diversify Advisory Services, LLC | 0.03% | Add +4.6% | 9,175 | $619K |
| Osaic Holdings, Inc. | 0.00% | Reduce -78.7% | 7,293 | $488K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.2% | 5,625 | $376K |
| Sanctuary Advisors, LLC | 0.00% | No change | 5,173 | $355K |
| Jane Street Group, LLC | 0.00% | New | 4,174 | $279K |
| UBS Group AG | 0.00% | New | 4,042 | $270K |
| Harbour Investments, Inc. | 0.01% | Add +0.9% | 3,951 | $264K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 3,928 | $263K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 3,456 | $231K |
| Assetmark, Inc. | 0.00% | No change | 212 | $14K |
| Principal Securities, Inc. | 0.00% | New | 125 | $8K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $5K |
| Morgan Stanley | 0.00% | No change | 1 | $96 |
"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.