Skip to content
DaveManuel.com · Institutional Ownership · Who Owns It

FRANKLIN TEMPLETON ETF TR (IQM)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

32
Reporting holders
$58.3M
Reported value
1.4%
Calls
0.0%
Puts
+10
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Members Advisory Group LLC$24.4M196,7516.82%4q+404.9%+$19.6M
Cetera Investment Advisers$8.4M67,5860.01%6q-25.6%-$2.9M
ENVESTNET ASSET MANAGEMENT INC$5.9M47,7290.00%4q+1048.7%+$5.4M
OSAIC HOLDINGS, INC.$5.0M40,1200.01%24q+42.8%+$1.5M
FLOW TRADERS U.S. LLC$2.3M18,4080.09%2q-86.9%-$15.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M15,6110.00%3q-31.2%-$879.6K
HOWARD FINANCIAL SERVICES, LTD.$1.1M8,5680.06%newNEW
Diversify Advisory Services, LLC$1.0M10,1720.02%newNEW
DIVERSIFY WEALTH MANAGEMENT, LLC$1.0M10,1720.02%2q-6.2%-$68.3K
TRUIST FINANCIAL CORP$1.0M8,3240.00%4q+19.1%+$165.8K
COMMONWEALTH EQUITY SERVICES, LLC$1.0M8,1120.00%10q+1.6%+$16.1K
CITADEL ADVISORS LLC$720.3K CALLoptions only0.00%7qOPTIONS
Sanctuary Advisors, LLC$713.7K5,7470.00%8q-1.0%-$7.5K
Steward Partners Investment Advisory, LLC$572.5K4,6100.00%9q+1.8%+$9.9K
HARBOUR INVESTMENTS, INC.$458.5K3,6920.01%13q+8.5%+$35.8K
Envestnet Portfolio Solutions, Inc.$444.8K3,5820.00%newNEW
Belvedere Trading LLC$428.0K
incl. $74.5K options CALL
2,8460.00%newNEW
JANE STREET GROUP, LLC$376.3K3,0300.00%3q-18.0%-$82.3K
Avior Wealth Management, LLC$338.3K2,7240.01%newNEW
Financial Partners Group, Inc$303.1K2,4400.03%newNEW
FRANKLIN RESOURCES INC$275.7K2,2200.00%3qHELD
LPL Financial LLC$243.2K1,9580.00%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$232.0K1,8680.00%newNEW
HANTZ FINANCIAL SERVICES, INC.$17.0K1380.00%2qHELD
Allworth Financial LP$13.7K1100.00%3qHELD
AE Wealth Management LLC$9.9K800.00%newNEW
Signature Equity Partners, LLC$8.7K700.00%newNEW
Silver Grove Financial Group, Inc.$5.3K430.00%newNEW
Farther Finance Advisors, LLC$2.5K200.00%newNEW
CGC Financial Services, LLC$2.2K180.00%12qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.5K130.00%3qHELD
MORGAN STANLEY$18310.00%11qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20267$2.3M21,9730130.0%
Q2 202632$58.3M466,76312771.4%
Q1 202622$34.3M386,0634560.0%
Q4 202520$26.7M304,71861010.0%
Q3 202518$11.2M130,9665900.0%
Q2 202514$5.1M67,0471730.0%
Q1 202515$3.7M65,5492540.0%
Q4 202414$4.2M63,1954410.0%
Q3 202411$4.4M68,3963510.0%
Q2 202410$5.7M89,2913230.0%
Q1 20247$3.9M66,4531220.0%
Q4 202310$9.2M181,5384220.0%
Q3 20238$16.7M377,0635300.0%
Q2 20236$1.6M31,9632120.0%
Q1 20236$3.9M89,4971220.0%
Q4 20227$2.5M70,4381310.0%
Q3 20227$2.3M66,9241120.0%
Q2 20227$2.1M60,7160050.0%
Q1 20229$4.8M103,2821510.0%
Q4 20219$4.3M80,0472420.0%
Q3 20218$3.1M63,5351230.0%
Q2 20217$2.7M57,3040320.0%
Q1 20217$2.8M65,0122220.0%
Q4 20206$2.5M58,6444200.0%
Q3 20203$1.8M51,6672010.0%
Q2 20201$2.6M85,0000000.0%
Q1 20202$37.5M1,797,0002000.0%