Among active 13F managers last quarter, 5 opened and 2 added, while 1 reduced; the largest holder to move was Members Advisory Group LLC (+405%).
25 tracked 13F filers disclose a position in IQM as of the latest SEC 13F filings, a combined $44.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Members Advisory Group LLC | 197K | $24.4M | ▲+405% Added · +158K sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | 91K | $8.0M | ▲+116% Added · +49K sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 28K | $2.5M | ▲+22% Added · +5K sh | Q1 2026 | |
| 4 | Susquehanna International Group, LLP | 23K | $2.0M | ▼−12% Reduced · −3K sh | Q1 2026 | |
| 5 | Diversify Wealth Management, LLC | 10K | $1.0M | ▼−6.2% Reduced · −671 sh | Q2 2026 | |
| 6 | Diversify Advisory Services, LLC | 10K | $1.0M | ▲Added Added · +10K sh | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 8K | $706K | ▲+3.7% Added · +285 sh | Q1 2026 | |
| 8 | Truist Financial Corp | 7K | $618K | ▲+2.5% Added · +172 sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | 6K | $714K | ▼−1.0% Reduced · −60 sh | Q2 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | 5K | $573K | ▲+1.8% Added · +80 sh | Q2 2026 | |
| 11 | Howard Financial Services, LTD. | 4K | $532K | ▲New +4K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 4K | $368K | ▼−2.7% Reduced · −116 sh | Q1 2026 | |
| 13 | Jane Street Group, LLC | 4K | $327K | ▼−14% Reduced · −608 sh | Q1 2026 | |
| 14 | Envestnet Portfolio Solutions, Inc. | 4K | $445K | ▲New +4K sh | Q2 2026 | |
| 15 | Harbour Investments, Inc. | 3K | $301K | ▼−2.7% Reduced · −94 sh | Q1 2026 | |
| 16 | Financial Partners Group, Inc | 2K | $303K | ▲New +2K sh | Q2 2026 | |
| 17 | Franklin Templeton Inc | 2K | $196K | —Held | Q1 2026 | |
| 18 | Independent Financial Group, LLC | 2K | $232K | ▲New +2K sh | Q2 2026 | |
| 19 | CWM, LLC | 113 | $10K | —Held | Q1 2026 | |
| 20 | Allworth Financial LP | 110 | $10K | —Held | Q1 2026 | |
| 21 | Signature Equity Partners, LLC | 70 | $9K | ▲New +70 sh | Q2 2026 | |
| 22 | Silver Grove Financial Group, Inc. | 43 | $5K | ▲New +43 sh | Q2 2026 | |
| 23 | CGC Financial Services, LLC | 18 | $2K | —Held | Q2 2026 | |
| 24 | International Assets Investment Management, LLC | 13 | $2K | —Held | Q2 2026 | |
| 25 | Morgan Stanley | 1 | $131 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in IQM and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 11 funds | $12.9B |
| Amazon.com IncAMZN | 11 funds | $11.5B |
| Johnson & JohnsonJNJ | 11 funds | $2.6B |
| Applied Materials IncAMAT | 11 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 11 funds | $625.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 11 funds | $601.7M |
| Vanguard S&P 500 ETFVOO | 11 funds | $600.9M |
| SPDR Gold SharesGLD | 11 funds | $137.9M |
| Nvidia CorpNVDA | 10 funds | $17.6B |
| Microsoft CorpMSFT | 10 funds | $14.5B |
| Alphabet Inc-CL AGOOGL | 10 funds | $10.5B |
| Broadcom IncAVGO | 10 funds | $9.1B |
Ranked by how many of IQM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IQM.
| Class | 13F holders | Value held |
|---|---|---|
| FLMImc | 213 funds | $1.4B |
| FLJPmc | 185 funds | $1.8B |
| DIVImc | 176 funds | $1.4B |
| FLQMmc | 154 funds | $1.2B |
| FLINmc | 131 funds | $962.3M |
| INCMmc | 112 funds | $742.5M |
| FLBLmc | 110 funds | $508.8M |
| FLQLmc | 92 funds | $1.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for IQM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IQM/capital-change-brief"
Use Arkolith's capital_change_brief for IQM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IQM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.