Franklin Dynamic Municipal BFLMIETF

13F holders, Q2 2026 (June 30)
228holders +21
37new positions
15sold out
1famous investor
$25.16avg. 13F price*

At the end of Q2 2026, 228 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 21 from Q1 2026. 37 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($172.0M), Cliftonlarsonallen Wealth Advisors, LLC ($131.4M) and Ameriprise Financial Inc. ($113.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Dynamic Municipal B
CUSIP
35473P868
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 63Q1 2024Q2 2024: 68Q2 2024Q3 2024: 79Q3 2024Q4 2024: 96Q4 2024Q1 2025: 125Q1 2025Q2 2025: 140Q2 2025Q3 2025: 162Q3 2025Q4 2025: 197Q4 2025Q1 2026: 207Q1 2026Q2 2026: 228Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions37$50.9M
Exits15$19.2M

All 13F filers, Q1 2026 → Q2 2026: 11,869,732 shares bought and 1,509,218 shares sold, net +10,360,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 228 holders

LPL Financial LLC 0.04% Add +16.4% 6,833,994 $172.0M
Cliftonlarsonallen Wealth Advisors, LLC 1.73% Reduce -0.2% 5,218,892 $131.4M
Ameriprise Financial Inc. 0.02% Add +13.3% 4,511,937 $113.5M
Bank of America Corp. 0.01% Add +22.0% 3,297,486 $83.0M
Meeder Advisory Services, Inc. 2.18% Add +0.0% 2,366,974 $59.6M
Wells Fargo & Company 0.01% Add +7.4% 2,318,768 $58.4M
Morgan Stanley 0.00% Add +32.6% 2,166,734 $54.5M
Raymond James Financial Inc. 0.01% Add +17.1% 1,909,455 $48.1M
Cetera Investment Advisers 0.04% Add +11.7% 1,615,619 $40.7M
Focus Partners Wealth 0.03% Add +4398.4% 1,262,532 $31.8M
Composition Wealth, LLC 0.36% Add +18.5% 1,223,504 $30.8M
Axiom Financial Strategies, LLC 9.34% Reduce -11.4% 1,183,760 $29.8M
Jane Street Group, LLC 0.02% Add +93.8% 1,019,918 $25.7M
Sanctuary Advisors, LLC 0.11% Add +23.5% 967,787 $24.4M
Osaic Holdings, Inc. 0.03% Add +72.7% 937,454 $23.6M
HighTower Advisors, LLC 0.02% Add +435.4% 844,950 $21.3M
Waverly Advisors, LLC 0.12% New 835,217 $21.0M
New England Private Wealth Advisors LLC 1.99% Add +22.4% 835,986 $20.6M
Central Bank & Trust Co. 2.83% Add +2.6% 793,147 $20.0M
Envestnet Asset Management Inc. 0.00% Add +15.9% 669,892 $16.9M
Legacy CG, LLC 4.16% Add +2.0% 646,293 $16.3M
Stifel Financial Corp. 0.01% Add +10.0% 618,326 $15.6M
RFG Advisory, LLC 0.24% Add +7.8% 613,288 $15.4M
Private Advisor Group, LLC 0.07% Add +64.9% 584,966 $14.7M
Jones Financial Companies LLLP 0.01% Add +33.0% 543,310 $13.7M
Truist Financial Corp. 0.02% Reduce -4.2% 535,337 $13.5M
Midwest Financial Partners Investments, Inc. 5.59% Add +14.2% 534,969 $13.5M
Bank of New York Mellon Corp 0.00% Add +7.3% 503,404 $12.7M
AE Wealth Management LLC 0.06% Add +201.2% 470,914 $11.9M
Orion Porfolio Solutions, LLC 0.09% Reduce -4.7% 444,075 $11.2M
Mfa Wealth Advisors, LLC 1.83% Add +201.3% 426,562 $10.7M
Kestra Private Wealth Services, LLC 0.11% Add +4.3% 402,254 $10.1M
NewEdge Advisors, LLC 0.03% Add +29.9% 369,979 $9.3M
Asio Capital, LLC 1.17% Add +4.8% 363,936 $9.2M
Ocean Park Asset Management, LLC 0.43% No change 351,200 $8.8M
Prentice Wealth Management LLC 1.72% Add +14.3% 330,459 $8.3M
JPMorgan Chase & Co. 0.00% Reduce -35.4% 326,915 $8.2M
Commonwealth Equity Services, LLC 0.01% Add +6.1% 318,150 $8.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +26.5% 315,631 $7.9M
Beacon Bridge Wealth Partners, LLC 2.26% Add +54.8% 314,712 $7.9M
MML Investors Services, LLC 0.02% Add +29.8% 306,697 $7.7M
Equitable Holdings, Inc. 0.04% Add +11.2% 264,522 $6.7M
Franklin Resources Inc. 0.00% Add +62.6% 260,803 $6.6M
HighPoint Advisor Group LLC 0.22% Add +10.3% 247,527 $6.2M
VestGen Advisors, LLC 0.18% Reduce -3.6% 237,746 $6.0M
BlueStem Wealth Partners, LLC 0.57% Add +5.9% 228,168 $5.7M
Hancock Whitney Corp. 0.10% Add +7.9% 227,632 $5.7M
Retirement Planning Group, LLC 0.14% Add +28.0% 225,521 $5.7M
Legacy Financial Advisors, Inc. 0.68% Add +17.1% 222,089 $5.6M
Certified Advisory Corp 0.44% Add +41.8% 216,406 $5.4M
Wealth Alliance Advisory Group, LLC 0.78% Add +3.1% 215,204 $5.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +78.8% 209,380 $5.3M
Stratos Investment Management, LLC 0.17% New 185,052 $4.7M
Steward Partners Investment Advisory, LLC 0.02% Add +20.5% 180,942 $4.6M
Royal Bank of Canada 0.00% Add +91.0% 174,220 $4.4M
Stratos Wealth Advisors, LLC 0.23% Add +81.7% 167,167 $4.2M
Concurrent Investment Advisors, LLC 0.04% Reduce -3.0% 163,497 $4.1M
Summit Financial, LLC 0.04% Reduce -0.3% 161,880 $4.1M
Elequin Capital, LP 0.65% New 149,287 $3.8M
Kestra Advisory Services, LLC 0.01% Add +46.5% 148,097 $3.7M
Robinson Smith Wealth Advisors LLC 2.13% Reduce -9.5% 140,980 $3.5M
Fig Financial Advisory Services Inc. 2.07% New 140,149 $3.5M
Smartleaf Asset Management LLC 0.11% No change 135,023 $3.4M
AssuredPartners Investment Advisors, LLC 0.31% Add +3.2% 127,313 $3.2M
Sequent Planning LLC 0.68% Add +7.2% 126,316 $3.2M
Croban 1.38% Add +0.5% 124,855 $3.1M
Penney Financial, LLC 1.10% Reduce -57.5% 124,597 $3.1M
Madrid Wealth Management, LLC 2.04% Add +18.1% 123,702 $3.1M
Total Clarity Wealth Management, Inc. 0.58% Add +17.7% 117,916 $3.0M
Buck Wealth Strategies, LLC 0.31% Add +81.6% 117,130 $2.9M
American Financial & Tax Strategies Inc. 1.33% Reduce -2.0% 117,046 $2.9M
O'shaughnessy Asset Management, LLC 0.01% Add +107.1% 116,476 $2.9M
Patriot Financial Group Insurance Agency, LLC 0.30% Reduce -45.2% 116,414 $2.9M
Natixis Advisors, LLC 0.00% Add +37.9% 109,590 $2.8M
AdvisorNet Financial, Inc 0.12% Add +23.1% 105,308 $2.7M
Janney Montgomery Scott LLC 0.01% Add +18.8% 104,630 $2.6M
One Degree Advisors Inc 0.58% Reduce -0.1% 103,078 $2.6M
ShoreHaven Wealth Partners, LLC 0.81% Add +43.2% 101,728 $2.6M
Embree Financial Group 0.24% Add +6.2% 96,512 $2.4M
Redhawk Wealth Advisors, Inc. 0.24% Add +11.0% 96,209 $2.4M
Arwa LLC 1.00% Add +25.1% 96,455 $2.4M
Fire Capital Management LLC 0.98% Add +8.8% 95,360 $2.4M
Hobart Private Capital, LLC 0.40% Add +608.3% 92,311 $2.3M
Leeward Financial Partners, LLC 0.61% Reduce -0.5% 92,304 $2.3M
Benjamin Edwards Inc. 0.02% Reduce -3.4% 86,762 $2.2M
Advisory Services Network, LLC 0.02% Add +10.6% 83,020 $2.1M
IHT Wealth Management, LLC 0.04% Add +441.3% 79,108 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +31.5% 77,825 $2.0M
Abound Financial, LLC 0.77% Reduce -2.1% 76,377 $1.9M
Geneos Wealth Management Inc. 0.04% Add +1.2% 73,957 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +29.2% 71,759 $1.8M
Adapt Wealth Advisors, LLC 0.57% Add +19.5% 69,290 $1.7M
Tower Research Capital LLC (TRC) 0.04% New 68,930 $1.7M
CGN Advisors LLC 0.12% Add +243.0% 67,166 $1.7M
Global Retirement Partners, LLC 0.03% — 65,582 $1.7M
Old Mission Capital LLC 0.04% New 65,289 $1.6M
Harbour Investments, Inc. 0.02% Add +65.2% 62,570 $1.6M
Coastal Bridge Advisors, LLC 0.10% Add +24.9% 61,915 $1.6M
Evergreen Wealth Partners LLC 0.91% Add +204.9% 60,396 $1.5M
Landmark Wealth Management, LLC 0.36% Add +12.6% 60,340 $1.5M

"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.

Show all 228 holders