Who owns IQM?
Franklin Intelligent Machines ETF · Franklin
31 institutions reported holding IQM, worth $57.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IQM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Members Advisory Group LLC | Williamsville, NY | $24.4M | 196,751 | +157,782 shares |
| Cetera Investment Advisers | Schaumburg, IL | $8.4M | 67,586 | −23,253 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $5.9M | 47,729 | +43,574 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.0M | 40,120 | +12,020 shares |
| Flow Traders U.S. LLC | New York, NY | $2.3M | 18,408 | −122,345 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.9M | 15,611 | −7,083 shares |
| Diversify Wealth Management, LLC | Sandy, UT | $1.0M | 10,172 | −671 shares |
| Diversify Advisory Services, LLC | Sandy, UT | $1.0M | 10,172 | New position |
| Truist Financial Corp. | Charlotte, NC | $1.0M | 8,324 | +1,335 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.0M | 8,112 | +130 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IQM?
31 institutional managers reported holding IQM in Form 13F filings for June 30, 2026, worth $57.0M in total. The largest reported position was held by Members Advisory Group LLC, at $24.4M.
Did institutions buy or sell IQM last quarter?
Reported 13F value rose 66.1% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IQM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.