IQM Institutional Ownership & Shareholders
FRANKLIN INTELLIGENT MACHINE (IQM) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Members Advisory Group Llc is currently the largest disclosed institutional shareholder of IQM tracked by InsiderSet, reporting ownership valued at approximately $24.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.78M, representing an estimated loss of -27.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed IQM value among the investors covered in this analysis. Major shareholders include Members Advisory Group Llc, Cetera Investment Advisers, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FRANKLIN INTELLIGENT MACHINE (IQM).
This page ranks the largest institutional IQM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$55.41M
Largest Holder
Members Advisory Group Llc
Largest Position
$24.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Members Advisory Group Llc | 6.82% | 196,751 | $24,434,223 | $17,783,201 | -$6,651,022 | -27.22% | |
| Cetera Investment Advisers | 0.01% | 67,586 | $8,393,343 | $6,108,713 | -$2,284,630 | -27.22% | |
| Envestnet Asset Management Inc | 0.00% | 47,729 | $5,927,393 | $4,313,952 | -$1,613,441 | -27.22% | |
| Osaic Holdings, Inc. | 0.01% | 40,120 | $4,982,739 | $3,626,218 | -$1,356,521 | -27.22% | |
| Flow Traders U.S. Llc | 0.09% | 18,408 | $2,286,000 | $1,663,794 | -$622,206 | -27.22% | |
| Susquehanna International Group, Llp | 0.00% | 15,611 | $1,938,707 | $1,410,989 | -$527,718 | -27.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,918 | $987,510 | $806,047 | -$181,463 | -18.38% | |
| Truist Financial Corp | 0.00% | 8,833 | $978,078 | $798,365 | -$179,713 | -18.37% | |
| Diversify Advisory Services, Llc | 0.01% | 7,662 | $770,042 | $692,525 | -$77,517 | -10.07% | |
| Diversify Wealth Management, Llc | 0.01% | 7,662 | $770,042 | $692,525 | -$77,517 | -10.07% | |
| Sanctuary Advisors, Llc | 0.00% | 5,747 | $713,725 | $519,439 | -$194,286 | -27.22% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,610 | $572,509 | $416,672 | -$155,837 | -27.22% | |
| Howard Financial Services, Ltd. | 0.05% | 4,284 | $474,367 | $387,206 | -$87,161 | -18.37% | |
| Harbour Investments, Inc. | 0.01% | 3,692 | $458,504 | $333,699 | -$124,805 | -27.22% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 3,582 | $444,843 | $323,757 | -$121,086 | -27.22% | |
| Jane Street Group, Llc | 0.00% | 3,030 | $376,291 | $273,864 | -$102,427 | -27.22% | |
| Belvedere Trading Llc | 0.03% | 2,846 | $353,442 | $257,234 | -$96,208 | -27.22% | |
| Lpl Financial Llc | 0.00% | 1,958 | $243,161 | $176,972 | -$66,189 | -27.22% | |
| Independent Financial Group, Llc | 0.00% | 1,868 | $206,844 | $168,838 | -$38,006 | -18.37% | |
| Signature Equity Partners, Llc | 0.02% | 459 | $50,825 | $41,486 | -$9,339 | -18.37% | |
| Hantz Financial Services, Inc. | 0.00% | 138 | $17,000 | $12,473 | -$4,527 | -26.63% | |
| Allworth Financial Lp | 0.00% | 110 | $13,661 | $9,942 | -$3,719 | -27.22% | |
| Cwm, Llc | 0.00% | 113 | $10,000 | $10,213 | +$213 | +2.13% | |
| Silver Grove Financial Group, Inc. | 0.00% | 43 | $5,340 | $3,887 | -$1,453 | -27.22% | |
| Farther Finance Advisors, Llc | 0.00% | 20 | $2,215 | $1,808 | -$407 | -18.39% | |
| Cgc Financial Services, Llc | 0.00% | 18 | $1,993 | $1,627 | -$366 | -18.37% | |
| Morgan Stanley | 0.00% | 1 | $183 | $90 | -$93 | -50.61% |
Frequently asked questions about IQM
Who are the largest institutional holders of IQM?
The largest institutional holders of IQM reported in the latest SEC Form 13F filings include Members Advisory Group Llc, Cetera Investment Advisers, Envestnet Asset Management Inc, Osaic Holdings, Inc., and Flow Traders U.S. Llc. InsiderSet ranks institutional holders by their latest reported IQM position.
What is IQM institutional ownership?
This page tracks IQM positions reported by institutional investment managers through SEC Form 13F. FRANKLIN INTELLIGENT MACHINE (IQM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IQM?
InsiderSet currently tracks 27 institutional managers reporting IQM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IQM shareholders.
How much IQM stock do institutions own?
Institutional investment managers disclosed approximately $55.41M in IQM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IQM institutional ownership last updated?
The latest IQM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IQM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IQM position after the reporting date.
Are institutions buying or selling IQM?
Institutional buying and selling can be analyzed by comparing IQM positions across consecutive 13F reporting periods. InsiderSet's IQM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IQM ownership changes.
How has IQM institutional ownership changed over time?
InsiderSet tracks IQM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.