IQM · Franklin Intelligent Machines ETF ETF
$106.38
+2.86 (+2.77%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $720,296
Total Shares: 5,800
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+36.2 pts
Top 5
100.0%
+0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+5,283
Quarterly Activity
vs Mar 31, 2023
New
0
Increased
0
Decreased
1
Sold Out
6
Unchanged
0
Holder count:
-6
Institutional value:
-81.7%
Shares held:
-93.5%
Top Buyers
vs Mar 31, 2023No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2023| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −5,018 | 5,800 |
Top New Positions
vs Mar 31, 2023No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 57,089 | $2,516,483 | |
| Mega FRANKLIN RESOURCES INC | 20,000 | $881,600 | |
| Large OSAIC HOLDINGS, INC. | 1,495 | $65,898 | |
| Mid Spire Wealth Management | 85 | $3,746 | |
| Mega UBS Group AG | 10 | $440 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IQM | $720,296 | 100.00% | 5,800 | Call | 2026-09-02 |