FRANKLIN TEMPLETON ETF TR (IQM)

Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.

Reporting holders

$55.5M

Reported value

1.4%

Held as options

+11

Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

Filer	Value	Shares	Their book	Held	Change
Members Advisory Group LLC	$24.4M	196,751	6.82%	4q	+404.9%+$19.6M
Cetera Investment Advisers	$8.4M	67,586	0.01%	6q	-25.6%-$2.9M
ENVESTNET ASSET MANAGEMENT INC	$5.9M	47,729	0.00%	4q	+1048.7%+$5.4M
OSAIC HOLDINGS, INC.	$5.0M	40,120	0.01%	24q	+42.8%+$1.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.9M	15,611	0.00%	3q	-31.2%-$879.6K
Diversify Advisory Services, LLC	$1.0M	10,172	0.02%	new	NEW
DIVERSIFY WEALTH MANAGEMENT, LLC	$1.0M	10,172	0.02%	2q	-6.2%-$68.3K
TRUIST FINANCIAL CORP	$1.0M	8,324	0.00%	4q	+19.1%+$165.8K
COMMONWEALTH EQUITY SERVICES, LLC	$1.0M	8,112	0.00%	10q	+1.6%+$16.1K
CITADEL ADVISORS LLC	$720.3K	options only	0.00%	7q	OPTIONS
Sanctuary Advisors, LLC	$713.7K	5,747	0.00%	8q	-1.0%-$7.5K
Steward Partners Investment Advisory, LLC	$572.5K	4,610	0.00%	9q	+1.8%+$9.9K
HOWARD FINANCIAL SERVICES, LTD.	$532.0K	4,284	0.05%	new	NEW
HARBOUR INVESTMENTS, INC.	$458.5K	3,692	0.01%	13q	+8.5%+$35.8K
Envestnet Portfolio Solutions, Inc.	$444.8K	3,582	0.00%	new	NEW
Belvedere Trading LLC	$428.0K	2,846	0.00%	new	NEW
JANE STREET GROUP, LLC	$376.3K	3,030	0.00%	3q	-18.0%-$82.3K
Avior Wealth Management, LLC	$338.3K	2,724	0.01%	new	NEW
Financial Partners Group, Inc	$303.1K	2,440	0.03%	new	NEW
FRANKLIN RESOURCES INC	$275.7K	2,220	0.00%	3q	HELD
LPL Financial LLC	$243.2K	1,958	0.00%	new	NEW
INDEPENDENT FINANCIAL GROUP, LLC	$232.0K	1,868	0.00%	new	NEW
MERCER GLOBAL ADVISORS INC /ADV	$18.6K	150	0.00%	new	NEW
Allworth Financial LP	$13.7K	110	0.00%	3q	HELD
AE Wealth Management LLC	$9.9K	80	0.00%	new	NEW
Signature Equity Partners, LLC	$8.7K	70	0.00%	new	NEW
Silver Grove Financial Group, Inc.	$5.3K	43	0.00%	new	NEW
Farther Finance Advisors, LLC	$2.5K	20	0.00%	new	NEW
FLOW TRADERS U.S. LLC	$2.3K	18,408	0.09%	2q	-86.9%-$15.2K
CGC Financial Services, LLC	$2.2K	18	0.00%	12q	HELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$1.5K	13	0.00%	3q	HELD
MORGAN STANLEY	$183	1	0.00%	11q	HELD
HANTZ FINANCIAL SERVICES, INC.	$17	138	0.00%	2q	HELD

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.

Quarter	Holders	Value	Shares	New	Added	Trimmed	Options
Q2 2026	31	$55.5M	444,083	13	7	6	1.4%
Q1 2026	20	$21.9M	245,172	2	5	6	0.0%
Q4 2025	19	$26.7M	304,605	6	10	1	0.0%
Q3 2025	15	$10.0M	117,716	4	7	0	0.0%
Q2 2025	12	$4.7M	62,134	0	6	3	0.0%
Q1 2025	14	$3.5M	61,667	2	5	3	0.0%
Q4 2024	12	$3.6M	53,642	4	3	1	0.0%
Q3 2024	9	$3.8M	59,364	2	4	1	0.0%
Q2 2024	9	$5.4M	85,446	3	2	3	0.0%
Q1 2024	6	$3.7M	62,608	0	2	2	0.0%
Q4 2023	10	$9.2M	181,538	4	2	2	0.0%
Q3 2023	8	$16.7M	377,063	5	3	0	0.0%
Q2 2023	6	$1.6M	31,963	2	1	2	0.0%
Q1 2023	6	$3.9M	89,497	1	2	2	0.0%
Q4 2022	6	$2.5M	70,206	1	3	0	0.0%
Q3 2022	7	$2.3M	66,924	1	1	2	0.0%
Q2 2022	7	$2.1M	60,716	0	0	5	0.0%
Q1 2022	9	$4.8M	103,282	1	5	1	0.0%
Q4 2021	9	$4.3M	80,047	2	4	2	0.0%
Q3 2021	8	$3.1M	63,535	1	2	3	0.0%
Q2 2021	7	$2.7M	57,304	0	3	2	0.0%
Q1 2021	7	$2.8M	65,012	2	2	2	0.0%
Q4 2020	6	$2.5M	58,644	4	2	0	0.0%
Q3 2020	3	$1.8M	51,667	2	0	1	0.0%
Q2 2020	1	$2.6M	85,000	0	0	0	0.0%
Q1 2020	2	$1.8M	86,712	2	0	0	0.0%