Franklin Intelligent Machine (IQM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

INCREASED

Shares8,918 from 8,112

Change+806 (+10%)

Value$987.5K (-$19.9K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares8,833 from 8,324

Change+509 (+6%)

Value$978.1K (-$55.7K)

Filed 2026-10-30

Diversify Wealth Management, LLC

DECREASED

Shares7,662 from 10,172

Change-2,510 (-25%)

Value$770.0K (-$266.0K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares7,662 from 10,172

Change-2,510 (-25%)

Value$770.0K (-$266.0K)

Filed 2026-10-20

Howard Financial Services, Ltd.

UNCHANGED

Shares4,284 from 4,284

Change0 (0%)

Value$474.4K (-$57.7K)

Filed 2026-10-15

Independent Financial Group, LLC

UNCHANGED

Shares1,868 from 1,868

Change0 (0%)

Value$206.8K (-$25.1K)

Filed 2026-10-13

Signature Equity Partners, LLC

INCREASED

Shares459 from 70

Change+389 (+556%)

Value$50.8K (+$42.1K)

Filed 2026-10-29

Silver Grove Financial Group, Inc.

INCREASED

Shares95 from 43

Change+52 (+121%)

Value$10.5K (+$5.2K)

Filed 2026-11-05

Farther Finance Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$2.2K (-$269)

Filed 2026-10-08

CGC Financial Services, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$2.0K (-$242)

Filed 2026-10-13

Belvedere Trading LLC

CLOSED

Shares0 from 2,846

Change-2,846 (-100%)

Value$0 (-$353.4K)

Filed 2026-11-05

Avior Wealth Management, LLC

CLOSED

Shares0 from 2,724

Change-2,724 (-100%)

Value$0 (-$338.3K)

Filed 2026-10-13

Financial Partners Group, Inc

CLOSED

Shares0 from 2,440

Change-2,440 (-100%)

Value$0 (-$303.1K)

Filed 2026-10-19

International Assets Investment Management, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$1.5K)

Filed 2026-11-02

Members Advisory Group LLC

N/A

Shares— from 196,751

Change-196,751 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 67,586

Change-67,586 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 47,729

Change-47,729 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 40,120

Change-40,120 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 18,408

Change-18,408 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,611

Change-15,611 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 5,747

Change-5,747 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,610

Change-4,610 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,692

Change-3,692 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,582

Change-3,582 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,030

Change-3,030 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 2,220

Change-2,220 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 1,958

Change-1,958 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 138

Change-138 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 110

Change-110 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	8,918	8,112	+806	+10%	$1.0M	$987.5K	-$19.9K	2026-11-02
Truist Financial Corp	INCREASED	8,833	8,324	+509	+6%	$1.0M	$978.1K	-$55.7K	2026-10-30
Diversify Wealth Management, LLC	DECREASED	7,662	10,172	-2,510	-25%	$1.0M	$770.0K	-$266.0K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	7,662	10,172	-2,510	-25%	$1.0M	$770.0K	-$266.0K	2026-10-20
Howard Financial Services, Ltd.	UNCHANGED	4,284	4,284	0	0%	$532.0K	$474.4K	-$57.7K	2026-10-15
Independent Financial Group, LLC	UNCHANGED	1,868	1,868	0	0%	$232.0K	$206.8K	-$25.1K	2026-10-13
Signature Equity Partners, LLC	INCREASED	459	70	+389	+556%	$8.7K	$50.8K	+$42.1K	2026-10-29
Silver Grove Financial Group, Inc.	INCREASED	95	43	+52	+121%	$5.3K	$10.5K	+$5.2K	2026-11-05
Farther Finance Advisors, LLC	UNCHANGED	20	20	0	0%	$2.5K	$2.2K	-$269	2026-10-08
CGC Financial Services, LLC	UNCHANGED	18	18	0	0%	$2.2K	$2.0K	-$242	2026-10-13
Belvedere Trading LLC	CLOSED	0	2,846	-2,846	-100%	$353.4K	$0	-$353.4K	2026-11-05
Avior Wealth Management, LLC	CLOSED	0	2,724	-2,724	-100%	$338.3K	$0	-$338.3K	2026-10-13
Financial Partners Group, Inc	CLOSED	0	2,440	-2,440	-100%	$303.1K	$0	-$303.1K	2026-10-19
International Assets Investment Management, LLC	CLOSED	0	13	-13	-100%	$1.5K	$0	-$1.5K	2026-11-02
Members Advisory Group LLC	N/A	—	196,751	-196,751	-100%	$24.4M	—	—	—
Cetera Investment Advisers	N/A	—	67,586	-67,586	-100%	$8.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	47,729	-47,729	-100%	$5.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	40,120	-40,120	-100%	$5.0M	—	—	—
Flow Traders U.S. LLC	N/A	—	18,408	-18,408	-100%	$2.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	15,611	-15,611	-100%	$1.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	5,747	-5,747	-100%	$713.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,610	-4,610	-100%	$572.5K	—	—	—
Harbour Investments, Inc.	N/A	—	3,692	-3,692	-100%	$458.5K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,582	-3,582	-100%	$444.8K	—	—	—
Jane Street Group, LLC	N/A	—	3,030	-3,030	-100%	$376.3K	—	—	—
Franklin Resources Inc	N/A	—	2,220	-2,220	-100%	$275.7K	—	—	—
LPL Financial LLC	N/A	—	1,958	-1,958	-100%	$243.2K	—	—	—
Hantz Financial Services, Inc.	N/A	—	138	-138	-100%	$17.0K	—	—	—
Allworth Financial LP	N/A	—	110	-110	-100%	$13.7K	—	—	—
AE Wealth Management LLC	N/A	—	80	-80	-100%	$9.9K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$183	—	—	—

Showing 31 of 31 institutions