Franklin Intelligent MachineIQMETF
13F holders, Q2 2025 (June 30)14holders −1
1new positions
2sold out
1famous investor
$75.45avg. 13F price*
At the end of Q2 2025, 14 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Cetera Investment Advisers ($1.1M), Citadel Advisors ($1.0M) and Osaic Holdings, Inc. ($765K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 2 | $231K |
All 13F filers, Q1 2025 → Q2 2025: 10,626 shares bought and 9,128 shares sold, net +1,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Cetera Investment Advisers | 0.00% | Add +66.8% | 15,239 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -23.0% | 13,370 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +26.6% | 10,212 | $765K |
| Diversify Advisory Services, LLC | 0.02% | Add +13.6% | 5,595 | $455K |
| Sanctuary Advisors, LLC | 0.00% | No change | 5,516 | $413K |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.7% | 4,878 | $365K |
| UBS Group AG | 0.00% | Reduce -19.2% | 4,286 | $321K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.3% | 4,256 | $319K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 3,144 | $236K |
| Principal Securities, Inc. | 0.00% | Add +128.0% | 285 | $21K |
| Assetmark, Inc. | 0.00% | No change | 212 | $16K |
| Cwm, LLC | 0.00% | New | 35 | $3K |
| CGC Financial Services, LLC | 0.00% | Reduce -73.5% | 18 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $111 |
"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.