Franklin Intelligent MachineIQMETF

13F holders, Q3 2025 (September 30)
18holders +4
5new positions
1sold out
1famous investor
$86.55avg. 13F price*

At the end of Q3 2025, 18 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, up 4 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were Cetera Investment Advisers ($2.2M), Citadel Advisors ($2.1M) and Osaic Holdings, Inc. ($1.6M). 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

010203040 Q1 2024: 7Q1 2024Q2 2024: 10Q2 2024Q3 2024: 11Q3 2024Q4 2024: 14Q4 2024Q1 2025: 15Q1 2025Q2 2025: 14Q2 2025Q3 2025: 18Q3 2025Q4 2025: 20Q4 2025Q1 2026: 22Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$2.5M
Exits1$321K

All 13F filers, Q2 2025 → Q3 2025: 62,707 shares bought and 4,304 shares sold, net +58,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Cetera Investment Advisers 0.00% Add +65.8% 25,267 $2.2M
Citadel Advisors 0.00% Add +84.1% 24,609 $2.1M
Osaic Holdings, Inc. 0.00% Add +99.4% 20,363 $1.6M
Flow Traders U.S. LLC 0.03% New 7,917 $691K
Diversify Advisory Services, LLC 0.02% Add +24.1% 6,946 $664K
Members Advisory Group LLC 0.23% New 7,504 $655K
Sanctuary Advisors, LLC 0.00% Add +5.3% 5,807 $507K
EWG Elevate Inc. 0.16% New 5,698 $497K
Commonwealth Equity Services, LLC 0.00% Add +7.0% 5,220 $456K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.4% 4,238 $370K
Envestnet Asset Management Inc. 0.00% New 4,137 $361K
Truist Financial Corp. 0.00% New 3,877 $338K
Harbour Investments, Inc. 0.01% Add +2.5% 3,221 $278K
Principal Securities, Inc. 0.00% Add +6.0% 302 $26K
Assetmark, Inc. 0.00% No change 212 $19K
Cwm, LLC 0.00% Add +222.9% 113 $10K
CGC Financial Services, LLC 0.00% No change 18 $2K
Morgan Stanley 0.00% No change 1 $129

"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.