Franklin Dynamic Municipal BFLMIETF

13F holders, Q3 2025 (September 30)
162holders +22
34new positions
10sold out
$24.77avg. 13F price*

At the end of Q3 2025, 162 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 22 from Q2 2025. 34 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($93.4M), Cliftonlarsonallen Wealth Advisors, LLC ($56.3M) and Ameriprise Financial Inc. ($50.8M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions34$34.0M
Exits10$7.0M

All 13F filers, Q2 2025 → Q3 2025: 6,999,693 shares bought and 749,519 shares sold, net +6,250,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 162 holders

LPL Financial LLC 0.03% Add +30.2% 3,772,031 $93.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.89% Add +4.9% 2,272,212 $56.3M
Ameriprise Financial Inc. 0.01% Add +93.1% 2,048,279 $50.8M
Meeder Advisory Services, Inc. 2.00% Add +9.0% 1,737,026 $43.0M
Focus Partners Wealth 0.06% Add +8.9% 1,426,015 $35.3M
Raymond James Financial Inc. 0.01% Add +33.9% 1,107,080 $27.4M
Cetera Investment Advisers 0.03% Add +28.8% 875,179 $21.7M
Wells Fargo & Company 0.00% Add +107.3% 870,684 $21.6M
Central Bank & Trust Co. 2.75% Reduce -5.0% 705,199 $17.5M
Osaic Holdings, Inc. 0.02% Add +53.1% 587,684 $14.5M
Sanctuary Advisors, LLC 0.08% Add +24.8% 551,158 $13.7M
RFG Advisory, LLC 0.28% Reduce -1.4% 547,366 $13.6M
Legacy CG, LLC 3.22% Reduce -2.2% 461,689 $11.4M
Truist Financial Corp. 0.02% Add +639.0% 458,768 $11.4M
TruWealth Advisors, LLC 0.54% Add +97.3% 434,571 $10.8M
Orion Porfolio Solutions, LLC 0.08% Add +3.4% 427,599 $10.6M
Kestra Private Wealth Services, LLC 0.12% Add +15.7% 362,490 $9.0M
Bank of New York Mellon Corp 0.00% Add +22.6% 340,882 $8.4M
Stifel Financial Corp. 0.01% Add +353.1% 293,448 $7.3M
Cwm, LLC 0.02% Add +150.8% 293,046 $7.3M
Jane Street Group, LLC 0.01% Add +152.8% 284,016 $7.0M
Morgan Stanley 0.00% New 261,753 $6.5M
Asio Capital, LLC 0.95% Add +5.7% 257,005 $6.4M
BlueStem Wealth Partners, LLC 0.69% Reduce -23.1% 244,137 $6.0M
Envestnet Asset Management Inc. 0.00% Add +54.5% 241,081 $6.0M
Private Advisor Group, LLC 0.03% Add +69.0% 223,492 $5.5M
Prentice Wealth Management LLC 1.27% Add +11.7% 208,084 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +27.6% 206,884 $5.1M
Mariner, LLC 0.01% Add +9.0% 206,147 $5.1M
VestGen Advisors, LLC 0.16% Add +0.1% 195,913 $4.9M
JPMorgan Chase & Co. 0.00% Reduce -8.1% 183,322 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +19.8% 180,767 $4.5M
Wealth Alliance Advisory Group, LLC 0.75% Reduce -2.2% 168,779 $4.2M
Jones Financial Companies LLLP 0.00% Add +39.1% 166,372 $4.1M
Legacy Financial Advisors, Inc. 0.51% New 149,803 $3.7M
NewEdge Advisors, LLC 0.02% Add +47.2% 144,199 $3.6M
Steward Partners Investment Advisory, LLC 0.02% Add +21.1% 142,597 $3.5M
American Financial & Tax Strategies Inc. 1.56% Reduce -7.2% 125,788 $3.1M
Robinson Smith Wealth Advisors LLC 2.24% New 125,698 $3.1M
Hancock Whitney Corp. 0.06% Add +32.1% 123,969 $3.1M
Equitable Holdings, Inc. 0.02% Add +108.7% 122,668 $3.0M
Summit Financial, LLC 0.05% New 120,760 $3.0M
Retirement Planning Group, LLC 0.09% Add +30.2% 103,073 $2.6M
Abound Financial, LLC 1.01% Reduce -7.4% 102,222 $2.5M
One Degree Advisors Inc 0.72% Reduce -2.1% 94,926 $2.4M
New England Private Wealth Advisors LLC 0.31% Add +15.3% 94,825 $2.3M
Leeward Financial Partners, LLC 0.65% Add +31.2% 91,698 $2.3M
Smartleaf Asset Management LLC 0.14% New 88,941 $2.2M
Ocean Park Asset Management, LLC 0.09% Reduce -67.3% 86,300 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.27% Add +1.9% 86,037 $2.1M
Wayfinding Financial, LLC 0.86% Add +0.7% 80,898 $2.0M
Stratos Wealth Advisors, LLC 0.10% Reduce -4.1% 79,911 $2.0M
Kestra Advisory Services, LLC 0.01% Add +12.1% 77,338 $1.9M
Penney Financial, LLC 0.85% New 76,537 $1.9M
ShoreHaven Wealth Partners, LLC 0.70% Reduce -27.8% 75,840 $1.9M
Franklin Resources Inc. 0.00% Add +68.4% 73,770 $1.8M
Croban 1.16% Reduce -2.5% 70,333 $1.7M
Janney Montgomery Scott LLC 0.00% Add +1.9% 66,884 $1.7M
Diversify Advisory Services, LLC 0.06% Reduce -19.1% 66,365 $1.6M
von Borstel & Associates, Inc. 0.24% New 63,875 $1.6M
Redhawk Wealth Advisors, Inc. 0.18% Add +126.7% 61,772 $1.5M
Bowman & Co S.C. 0.59% Add +1.0% 56,115 $1.4M
Global Retirement Partners, LLC 0.03% Add +62.9% 55,265 $1.4M
Sequent Planning LLC 0.37% New 53,155 $1.3M
SFG Wealth Management, LLC. 0.53% New 49,404 $1.2M
Captrust Financial Advisors 0.00% Reduce -5.3% 45,659 $1.1M
Elequin Capital, LP 0.09% New 43,243 $1.1M
Uniting Wealth Partners, LLC 0.25% New 42,337 $1.0M
MML Investors Services, LLC 0.00% Add +35.7% 41,560 $1.0M
Wulff, Hansen & Co. 0.88% No change 41,187 $1.0M
Meridian Wealth Management, LLC 0.04% Add +4.3% 40,091 $993K
Cedar Point Capital Partners, LLC 0.64% Add +4.7% 39,529 $979K
IHT Wealth Management, LLC 0.02% New 38,758 $960K
Collaborative Wealth Managment Inc. 0.39% Add +14.7% 38,755 $960K
AdvisorNet Financial, Inc 0.05% Add +53.6% 38,219 $947K
Advisory Services Network, LLC 0.01% Add +203.2% 36,373 $901K
Golden State Wealth Management, LLC 0.10% Add +1.6% 35,467 $879K
Landmark Wealth Management, LLC 0.35% Reduce -1.8% 35,172 $871K
HighTower Advisors, LLC 0.00% Add +270.5% 33,924 $840K
Embree Financial Group 0.11% Add +24.4% 33,787 $837K
Axxcess Wealth Management, LLC 0.02% Add +1.9% 33,329 $826K
Philip James Wealth Mangement, LLC 0.10% New 33,230 $823K
Flow Traders U.S. LLC 0.03% New 30,928 $766K
PNC Financial Services Group, Inc. 0.00% Add +111.2% 30,906 $766K
Milestones Private Investment Advisors LLC 0.52% Add +13.7% 30,456 $754K
&partners 0.00% Add +18.5% 30,091 $745K
Gladstone Institutional Advisory LLC 0.03% Reduce -8.5% 28,616 $709K
Goldman Sachs Group Inc. 0.00% New 28,558 $707K
Summit Financial Consulting LLC 0.56% Add +6.0% 28,081 $696K
Kintra Wealth, LLC 0.39% Reduce -6.7% 27,850 $690K
D.A. Davidson & Co. 0.00% Add +48.4% 27,229 $674K
Econ Financial Services Corp 0.34% Add +2.0% 27,154 $673K
TrueWealth Advisors, LLC 0.18% Add +21.0% 26,159 $648K
Per Stirling Capital Management, LLC. 0.08% Add +18.2% 25,510 $632K
Smart Money Group LLC 0.18% New 24,770 $614K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -19.2% 24,035 $595K
National Bank of Canada 0.00% No change 24,000 $594K
Prospera Financial Services Inc 0.01% Add +27.1% 22,736 $563K
Western Wealth Management, LLC 0.03% New 22,703 $562K
Integrated Wealth Concepts LLC 0.00% No change 21,748 $539K

"% 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 162 holders