Franklin Intelligent MachineIQMETF
13F holders, Q1 2025 (March 31)15holders +1
2new positions
1sold out
1famous investor
$57.12avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($986K), Cetera Investment Advisers ($519K) and Osaic Holdings, Inc. ($458K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $530K |
| Exits | 1 | $376K |
All 13F filers, Q4 2024 → Q1 2025: 13,406 shares bought and 11,052 shares sold, net +2,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Citadel Advisors | 0.00% | Add +8.7% | 17,364 | $986K |
| Cetera Investment Advisers | 0.00% | New | 9,135 | $519K |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 8,069 | $458K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.6% | 5,516 | $313K |
| UBS Group AG | 0.00% | Add +31.2% | 5,302 | $301K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -46.3% | 4,924 | $299K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 3,882 | $221K |
| Jane Street Group, LLC | 0.00% | Reduce -7.3% | 3,868 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.7% | 3,756 | $213K |
| Harbour Investments, Inc. | 0.01% | Reduce -20.9% | 3,127 | $178K |
| Assetmark, Inc. | 0.00% | No change | 212 | $12K |
| National Bank of Canada | 0.00% | New | 200 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 125 | $8K |
| CGC Financial Services, LLC | 0.00% | No change | 68 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $82 |
"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.