FRANKLIN INTELLIGENT MACHINE (IQM) Institutional Ownership Changes & 13F Activity
FRANKLIN INTELLIGENT MACHINE (IQM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Members Advisory Group Llc, Flow Traders U.S. Llc, Envestnet Asset Management Inc, Cetera Investment Advisers, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | Buy | +4,284 | — | 4,284 | $532.02K | Q2 2026 | Oct 14, 2026 |
| Envestnet Asset Management Inc | Buy | +43,574 | +1048.7% | 47,729 | $5.93M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +3,582 | — | 3,582 | $444.84K | Q2 2026 | Sep 23, 2026 |
| Flow Traders U.S. Llc | Sell | -122,345 | -86.9% | 18,408 | $2.29M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +12,020 | +42.8% | 40,120 | $4.98M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -7,083 | -31.2% | 15,611 | $1.94M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -663 | -18.0% | 3,030 | $376.29K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +80 | +1.8% | 4,610 | $572.51K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -60 | -1.0% | 5,747 | $713.73K | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +43 | — | 43 | $5.34K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -23,253 | -25.6% | 67,586 | $8.39M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +288 | +8.5% | 3,692 | $458.50K | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, Llc | Buy | +10,172 | — | 10,172 | $1.04M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +1,958 | — | 1,958 | $243.16K | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading Llc | Buy | +2,846 | — | 2,846 | $353.44K | Q2 2026 | Jul 31, 2026 |
| Diversify Wealth Management, Llc | Sell | -671 | -6.2% | 10,172 | $1.04M | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, Llc | Buy | +70 | — | 70 | $8.69K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +130 | +1.6% | 8,112 | $1.01M | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +1,335 | +19.1% | 8,324 | $1.03M | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, Llc | Buy | +20 | — | 20 | $2.48K | Q2 2026 | Jul 17, 2026 |
| Members Advisory Group Llc | Buy | +157,782 | +404.9% | 196,751 | $24.43M | Q2 2026 | Jul 15, 2026 |
| Independent Financial Group, Llc | Buy | +1,868 | — | 1,868 | $231.98K | Q2 2026 | Jul 15, 2026 |
| Avior Wealth Management, Llc | Buy | +2,724 | — | 2,724 | $338.29K | Q2 2026 | Jul 07, 2026 |
| Citadel Advisors Llc | Sell | -14,639 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -113 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Integrity Financial Corp | Sell | -53 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Franklin Resources Inc | Sell | -2,220 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
Frequently asked questions about IQM activity
Which institutional owners are buying IQM?
Institutional owners buying IQM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IQM activity?
"Buy" means an investor increased their reported position in IQM compared to the prior reporting period. This reflects growing exposure to FRANKLIN INTELLIGENT MACHINE (IQM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IQM increasing?
Institutional interest in IQM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.