Franklin Dynamic Municipal BFLMIETF

13F holders, Q2 2025 (June 30)
140holders +15
28new positions
13sold out
$24.26avg. 13F price*

At the end of Q2 2025, 140 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 15 from Q1 2025. 28 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($70.3M), Cliftonlarsonallen Wealth Advisors, LLC ($52.5M) and Meeder Advisory Services, Inc. ($38.7M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions28$62.9M
Exits13$6.8M

All 13F filers, Q1 2025 → Q2 2025: 5,655,405 shares bought and 1,155,133 shares sold, net +4,500,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

LPL Financial LLC 0.02% Reduce -6.1% 2,896,998 $70.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.88% Add +5.2% 2,166,091 $52.5M
Meeder Advisory Services, Inc. 2.00% New 1,593,429 $38.7M
Focus Partners Wealth 0.07% Add +1.7% 1,309,758 $31.8M
Ameriprise Financial Inc. 0.01% Add +41.3% 1,060,685 $25.7M
Raymond James Financial Inc. 0.01% Add +38.2% 826,544 $20.1M
Central Bank & Trust Co. 2.94% Add +0.3% 741,931 $18.0M
Cetera Investment Advisers 0.03% Add +227.7% 679,327 $16.5M
RFG Advisory, LLC 0.32% Reduce -0.8% 555,398 $13.5M
Legacy CG, LLC 3.41% Reduce -3.3% 471,991 $11.5M
Sanctuary Advisors, LLC 0.07% Add +11.7% 441,686 $10.7M
Wells Fargo & Company 0.00% Add +1012.1% 419,902 $10.2M
Orion Porfolio Solutions, LLC 0.09% Add +1039.6% 413,451 $10.0M
Osaic Holdings, Inc. 0.02% Add +192.0% 383,845 $9.3M
BlueStem Wealth Partners, LLC 0.95% Reduce -24.3% 317,478 $7.7M
Kestra Private Wealth Services, LLC 0.11% Add +5.8% 313,300 $7.6M
Bank of New York Mellon Corp 0.00% Add +5.6% 278,032 $6.7M
Ocean Park Asset Management, LLC 0.23% No change 264,300 $6.5M
Asio Capital, LLC 0.98% New 243,270 $5.9M
TruWealth Advisors, LLC 0.29% Add +2.4% 220,265 $5.3M
JPMorgan Chase & Co. 0.00% Reduce -5.3% 199,428 $4.8M
VestGen Advisors, LLC 0.19% Add +0.5% 195,667 $4.7M
Mariner, LLC 0.01% Add +0.7% 189,085 $4.6M
Prentice Wealth Management LLC 1.19% Add +45.0% 186,349 $4.5M
Wealth Alliance Advisory Group, LLC 0.80% Add +2.3% 172,559 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -0.2% 162,092 $3.9M
Thrivent Financial for Lutherans 0.01% New 156,551 $3.8M
Envestnet Asset Management Inc. 0.00% Reduce -25.2% 156,059 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.1% 150,844 $3.7M
American Financial & Tax Strategies Inc. 1.70% Add +0.9% 135,503 $3.3M
Private Advisor Group, LLC 0.02% Add +59.6% 132,258 $3.2M
Jones Financial Companies LLLP 0.00% Add +151.4% 119,629 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Add +26.4% 117,720 $2.9M
Cwm, LLC 0.01% Add +29.1% 116,827 $2.8M
Jane Street Group, LLC 0.00% Add +148.1% 112,339 $2.7M
Abound Financial, LLC 1.18% Reduce -2.0% 110,361 $2.7M
ShoreHaven Wealth Partners, LLC 1.04% Reduce -17.1% 105,094 $2.5M
NewEdge Advisors, LLC 0.01% Add +2289.7% 97,976 $2.4M
One Degree Advisors Inc 0.84% Add +26.3% 96,988 $2.4M
Hancock Whitney Corp. 0.04% New 93,847 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.24% Add +3.0% 84,392 $2.0M
Stratos Wealth Advisors, LLC 0.11% Add +4.8% 83,324 $2.0M
Diversify Advisory Services, LLC 0.08% New 81,990 $2.0M
New England Private Wealth Advisors LLC 0.29% New 82,230 $2.0M
Wayfinding Financial, LLC 0.87% Add +71.7% 80,348 $1.9M
Retirement Planning Group, LLC 0.08% Add +316.9% 79,144 $1.9M
Croban 1.49% Add +5.8% 72,109 $1.7M
Leeward Financial Partners, LLC 0.54% Add +5.3% 69,889 $1.7M
Kestra Advisory Services, LLC 0.01% Add +21.4% 68,997 $1.7M
Janney Montgomery Scott LLC 0.00% Add +20.3% 65,657 $1.6M
Stifel Financial Corp. 0.00% Add +73.7% 64,770 $1.6M
Truist Financial Corp. 0.00% Add +56.1% 62,084 $1.5M
Equitable Holdings, Inc. 0.01% Add +70.7% 58,791 $1.4M
Bowman & Co S.C. 0.60% Add +4.1% 55,546 $1.3M
Boothbay Fund Management, LLC 0.04% New 50,000 $1.2M
Captrust Financial Advisors 0.00% Reduce -32.1% 48,240 $1.2M
Financial Advocates Investment Management 0.09% Reduce -41.1% 47,743 $1.2M
Franklin Resources Inc. 0.00% Add +135.2% 43,795 $1.1M
Wulff, Hansen & Co. 0.86% No change 41,187 $999K
Meridian Wealth Management, LLC 0.04% New 38,451 $933K
Cedar Point Capital Partners, LLC 0.65% Reduce -3.3% 37,765 $916K
Landmark Wealth Management, LLC 0.37% Reduce -10.9% 35,818 $869K
Golden State Wealth Management, LLC 0.10% Add +4.4% 34,892 $847K
Global Retirement Partners, LLC 0.02% — 33,928 $823K
Collaborative Wealth Managment Inc. 0.36% Add +8.8% 33,796 $820K
Axxcess Wealth Management, LLC 0.02% New 32,705 $793K
Gladstone Institutional Advisory LLC 0.03% Reduce -27.3% 31,266 $759K
MML Investors Services, LLC 0.00% Reduce -60.6% 30,625 $743K
Kintra Wealth, LLC 0.44% Add +145.7% 29,850 $724K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -25.2% 29,747 $722K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -66.3% 27,245 $661K
Embree Financial Group 0.10% Reduce -5.0% 27,158 $659K
Milestones Private Investment Advisors LLC 0.48% — 26,786 $650K
Econ Financial Services Corp 0.33% Reduce -10.3% 26,622 $646K
Summit Financial Consulting LLC 0.58% Add +10.7% 26,487 $643K
Wealthcare Advisory Partners LLC 0.01% New 26,060 $632K
&partners 0.00% Add +32.5% 25,399 $616K
AdvisorNet Financial, Inc 0.04% Add +4046.7% 24,880 $604K
Atria Wealth Solutions, Inc. 0.01% Add +111.1% 24,886 $603K
National Bank of Canada 0.00% Add +2300.0% 24,000 $582K
Essex Financial Services, Inc. 0.04% Reduce -2.5% 23,055 $559K
Integrated Wealth Concepts LLC 0.01% Reduce -34.7% 21,748 $528K
TrueWealth Advisors, LLC 0.16% Reduce -7.9% 21,618 $524K
Per Stirling Capital Management, LLC. 0.07% Add +117.1% 21,590 $524K
International Assets Investment Management, LLC 0.04% Reduce -4.0% 19,249 $467K
Wilmington Savings Fund Society, FSB 0.01% New 18,657 $453K
Integrity Wealth Advisors, Inc. 0.31% Reduce -2.5% 18,553 $450K
Great Valley Advisor Group, Inc. 0.01% Add +33.5% 18,545 $450K
D.A. Davidson & Co. 0.00% Add +27.9% 18,354 $445K
Private Trust Co. NA 0.04% Reduce -0.9% 18,142 $440K
Prospera Financial Services Inc 0.01% Add +43.9% 17,888 $434K
Sigma Planning Corp 0.01% Add +74.7% 16,617 $403K
Creative Planning 0.00% Reduce -8.4% 16,593 $403K
J.W. Cole Advisors, Inc. 0.01% New 15,907 $386K
Cullen/Frost Bankers, Inc. 0.00% Add +16.4% 15,403 $374K
AssuredPartners Investment Advisors, LLC 0.09% New 15,346 $372K
First Heartland Consultants, Inc. 0.03% New 15,309 $371K
Bill Few Associates, Inc. 0.11% No change 15,302 $371K
Benjamin Edwards Inc. 0.00% New 15,057 $365K
Mallini Complete Financial Planning LLC 0.53% Add +1.1% 14,994 $364K

"% 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 140 holders