17 institutions reported holding $35.7M of FRANKLIN TEMPLETON ETF TR (IQM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Members Advisory Group LLC ($24.4M), ENVESTNET ASSET MANAGEMENT INC ($5.9M), DIVERSIFY WEALTH MANAGEMENT, LLC ($1.0M), TRUIST FINANCIAL CORP ($1.0M), COMMONWEALTH EQUITY SERVICES, LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Members Advisory Group LLC | $24.4M | 196,751 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 47,729 | Added |
| 3 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.0M | 10,172 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $1.0M | 8,324 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 8,112 | Added |
| 6 | HOWARD FINANCIAL SERVICES, LTD. | $532,024 | 4,284 | New |
| 7 | Envestnet Portfolio Solutions, Inc. | $444,843 | 3,582 | New |
| 8 | Belvedere Trading LLC | $427,955 | 3,446 | New |
| 9 | Avior Wealth Management, LLC | $338,289 | 2,724 | New |
| 10 | Financial Partners Group, Inc | $303,081 | 2,440 | New |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $231,984 | 1,868 | New |
| 12 | AE Wealth Management LLC | $9,935 | 80 | New |
| 13 | Signature Equity Partners, LLC | $8,693 | 70 | New |
| 14 | Farther Finance Advisors, LLC | $2,484 | 20 | New |
| 15 | CGC Financial Services, LLC | $2,235 | 18 | Hold |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1,536 | 13 | Hold |
| 17 | Integrity Financial Corp /WA | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30