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IQM Institutional Ownership

Franklin Intelligent Machines ETF
1W: +3.2% 1M: +12.3% 3M: +0.2% YTD: +28.6% 1Y: +29.8% 3Y: +164.1% 5Y: +124.6%
$114.74
+2.26 (+2.01%)
 
Weekly Expected Move ±4.5%
$104 $110 $115 $120 $125
ETF CBOE · AUM $67.1M

Institutional Ownership — IQM

34
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
13
New Positions
7
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (36 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Members Advisory Group LLC 196,751 23M +157,782 +404.9% 4Q SEC ↗
2 Cetera Investment Advisers 67,586 8M -23,253 -25.6% 6Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 47,729 5M +43,574 +1048.7% 4Q SEC ↗
4 OSAIC HOLDINGS, INC. 40,120 5M +12,020 +42.8% 24Q SEC ↗
5 FLOW TRADERS U.S. LLC 18,408 2M -122,345 -86.9% 2Q SEC ↗
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,611 2M -7,083 -31.2% 3Q SEC ↗
7 DIVERSIFY WEALTH MANAGEMENT, LLC 10,172 1M -671 -6.2% 2Q SEC ↗
8 Diversify Advisory Services, LLC NEW 10,172 1M — +0.0% 1Q SEC ↗
9 TRUIST FINANCIAL CORP 8,324 955K +1,335 +19.1% 4Q SEC ↗
10 COMMONWEALTH EQUITY SERVICES, LLC 8,112 931K +130 +1.6% 10Q SEC ↗
11 Sanctuary Advisors, LLC 5,747 659K -60 -1.0% 8Q SEC ↗
12 Steward Partners Investment Advisory, 4,610 529K +80 +1.8% 9Q SEC ↗
13 HOWARD FINANCIAL SERVICES, LTD. NEW 4,284 492K — +0.0% 1Q SEC ↗
14 HARBOUR INVESTMENTS, INC. 3,692 424K +288 +8.5% 13Q SEC ↗
15 Envestnet Portfolio Solutions, Inc. NEW 3,582 411K — +0.0% 1Q SEC ↗
16 JANE STREET GROUP, LLC 3,030 348K -663 -18.0% 3Q SEC ↗
17 Belvedere Trading LLC NEW 2,846 327K — +0.0% 1Q SEC ↗
18 Avior Wealth Management, LLC NEW 2,724 313K — +0.0% 1Q SEC ↗
19 Financial Partners Group, Inc NEW 2,440 280K — +0.0% 1Q SEC ↗
20 FRANKLIN RESOURCES INC 2,220 255K — +0.0% 3Q SEC ↗
21 LPL Financial LLC NEW 1,958 225K — +0.0% 1Q SEC ↗
22 INDEPENDENT FINANCIAL GROUP, LLC NEW 1,868 214K — +0.0% 1Q SEC ↗
23 MERCER GLOBAL ADVISORS INC /ADV NEW 150 17K — +0.0% 1Q SEC ↗
24 HANTZ FINANCIAL SERVICES, INC. 138 16K — +0.0% 2Q SEC ↗
25 CWM, LLC 113 13K — +0.0% 4Q SEC ↗
26 Allworth Financial LP 110 13K — +0.0% 3Q SEC ↗
27 AE Wealth Management LLC NEW 80 9K — +0.0% 1Q SEC ↗
28 Signature Equity Partners, LLC NEW 70 8K — +0.0% 1Q SEC ↗
29 Silver Grove Financial Group, Inc. NEW 43 5K — +0.0% 1Q SEC ↗
30 Farther Finance Advisors, LLC NEW 20 2K — +0.0% 1Q SEC ↗
31 CGC Financial Services, LLC 18 2K — +0.0% 12Q SEC ↗
32 INTERNATIONAL ASSETS INVESTMENT MANAGE 13 1K — +0.0% 3Q SEC ↗
33 MORGAN STANLEY 1 0K — +0.0% 11Q SEC ↗
34 CITADEL ADVISORS LLC 0 0K -14,639 -100.0% 6Q SEC ↗
35 Integrity Financial Corp /WA 0 0K -53 -100.0% 1Q SEC ↗
36 Kestra Advisory Services, LLC 0 0K -250 -100.0% 1Q SEC ↗
Biggest Increases (7)
HolderAddedChange %Total Shares
Members Advisory Group LLC +157,782 +404.9% 196,751
ENVESTNET ASSET MANAGEMENT INC +43,574 +1048.7% 47,729
OSAIC HOLDINGS, INC. +12,020 +42.8% 40,120
TRUIST FINANCIAL CORP +1,335 +19.1% 8,324
HARBOUR INVESTMENTS, INC. +288 +8.5% 3,692
COMMONWEALTH EQUITY SERVICES, LLC +130 +1.6% 8,112
Steward Partners Investment Advisor +80 +1.8% 4,610
Biggest Decreases (6)
HolderReducedChange %Total Shares
FLOW TRADERS U.S. LLC -122,345 -86.9% 18,408
Cetera Investment Advisers -23,253 -25.6% 67,586
SUSQUEHANNA INTERNATIONAL GROUP, LL -7,083 -31.2% 15,611
DIVERSIFY WEALTH MANAGEMENT, LLC -671 -6.2% 10,172
JANE STREET GROUP, LLC -663 -18.0% 3,030
Sanctuary Advisors, LLC -60 -1.0% 5,747

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms