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Franklin Intelligent Machines ETF (IQM) Institutional Ownership

$114.04 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Intelligent Machines ETF (BATS:IQM)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$22.99M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$7.52M
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IQM Institutional Buying and Selling by Quarter

Franklin Intelligent Machines ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers90,839$8.04M0.0%+116.3%20.186%
5/5/2026 Members Advisory Group LLC38,969$3.45M1.2%-68.6%8.660%
5/2/2026 Diversify Wealth Management LLC10,843$959K0.0%N/A2.410%
2/17/2026 Cetera Investment Advisers41,996$3.67M0.0%+66.2%9.332%
2/17/2026 Osaic Holdings Inc.23,048$2.02M0.0%+13.2%5.122%
2/12/2026 Jane Street Group LLC4,301$376K0.0%N/A0.956%
2/12/2026 Commonwealth Equity Services LLC7,697$673K0.0%+47.5%1.710%
2/11/2026 Franklin Resources Inc.2,220$194K0.0%N/A0.493%
2/9/2026 Harbour Investments Inc.3,498$306K0.0%+8.6%0.777%
2/2/2026 Truist Financial Corp6,817$596K0.0%+75.8%1.515%
1/27/2026 Members Advisory Group LLC123,989$10.84M4.1%+1,552.3%27.553%
1/23/2026 Diversify Advisory Services LLC11,802$1.14M0.0%+69.9%2.623%
11/17/2025 Flow Traders U.S. LLC7,917$691K0.0%N/A1.759%
11/17/2025 Citadel Advisors LLC24,609$2.15M0.0%+84.1%5.469%
11/13/2025 Diversify Advisory Services LLC6,946$664K0.0%+24.1%1.544%
11/5/2025 Envestnet Asset Management Inc.4,137$361K0.0%N/A0.919%
11/3/2025 Truist Financial Corp3,877$338K0.0%N/A0.862%
10/22/2025 Members Advisory Group LLC7,504$655K0.2%N/A1.668%
10/7/2025EWG Elevate Inc.5,698$497K0.2%N/A1.266%
9/4/2025 Osaic Holdings Inc.10,212$765K0.0%+26.6%2.269%
8/14/2025 Diversify Advisory Services LLC5,595$455K0.0%+13.6%1.243%
8/12/2025 Steward Partners Investment Advisory LLC4,256$319K0.0%+13.3%0.946%
8/8/2025 Cetera Investment Advisers15,239$1.14M0.0%+66.8%3.386%
5/19/2025Jane Street Group LLC3,868$220K0.0%-7.3%0.860%
5/8/2025Harbour Investments Inc.3,127$178K0.0%-20.9%0.695%
5/6/2025Cetera Investment Advisers9,135$519K0.0%N/A2.030%
5/5/2025Diversify Advisory Services LLC4,924$299K0.0%-46.3%1.094%
2/17/2025Citadel Advisors LLC15,972$1.07M0.0%N/A4.563%
2/14/2025Jane Street Group LLC4,174$279K0.0%N/A1.193%
1/16/2025Diversify Advisory Services LLC9,175$619K0.0%+4.6%2.621%
11/25/2024Sanctuary Advisors LLC5,173$350K0.0%N/A1.478%
11/5/2024Harbour Investments Inc.3,915$248K0.0%+9.3%1.119%
10/25/2024Diversify Advisory Services LLC8,775$559K0.0%+9.3%2.507%
7/26/2024Harbour Investments Inc.3,583$227K0.0%+5.6%1.024%
7/12/2024Diversify Advisory Services LLC8,025$529K0.0%+15.9%2.293%
5/1/2024Diversify Advisory Services LLC6,925$405K0.0%N/A1.979%
1/10/2024Dfpg Investments LLC4,825$234K0.0%N/A1.608%
11/16/2023Harbour Investments Inc.4,680$207K0.0%+17.3%1.560%


IQM Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of Franklin Intelligent Machines ETF. The most heavily invested institutionals were Cetera Investment Advisers ($8.04M), Members Advisory Group LLC ($3.45M), Citadel Advisors LLC ($2.15M), Osaic Holdings Inc. ($2.02M), Diversify Advisory Services LLC ($1.14M), Diversify Wealth Management LLC ($959K), and Flow Traders U.S. LLC ($691K).Learn more on Franklin Intelligent Machines ETF's institutional investors.

Of the 16 institutional investors that purchased Franklin Intelligent Machines ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Members Advisory Group LLC ($123.99K), Cetera Investment Advisers ($80.81K), Citadel Advisors LLC ($27.21K), Diversify Wealth Management LLC ($10.84K), Diversify Advisory Services LLC ($9.13K), Jane Street Group LLC ($8.48K), and Flow Traders U.S. LLC ($7.92K).

Institutional investors have bought a total of 263,797 shares in the last 24 months. This purchase volume represents approximately $22.99M in transactions.

The following institutional investors have sold Franklin Intelligent Machines ETF stock in the last 24 months: Members Advisory Group LLC ($85.02K).

Institutional investors have sold a total of 85,020 shares in the last 24 months. This volume of shares sold represents approximately $7.52M in transactions.


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This page (BATS:IQM) was last updated on 5/26/2026 by MarketBeat.com Staff.
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