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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $34.0M |
| Exits | 10 | $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 |
| Integrity Wealth Advisors, Inc. | 0.18% | Add +10.2% | 20,446 | $506K |
| International Assets Investment Management, LLC | 0.04% | No change | 19,249 | $466K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.2% | 18,760 | $465K |
| Private Trust Co. NA | 0.04% | No change | 18,142 | $449K |
| Essex Financial Services, Inc. | 0.03% | Reduce -23.2% | 17,706 | $439K |
| Benjamin Edwards Inc. | 0.00% | Add +15.9% | 17,457 | $432K |
| Royal Bank of Canada | 0.00% | Add +42.1% | 17,032 | $422K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +6.4% | 16,387 | $406K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.3% | 16,109 | $399K |
| First Heartland Consultants, Inc. | 0.03% | Add +4.1% | 15,935 | $395K |
| Certified Advisory Corp | 0.04% | New | 15,506 | $384K |
| Members Advisory Group LLC | 0.13% | Add +35.1% | 15,335 | $380K |
| Bill Few Associates, Inc. | 0.10% | No change | 15,302 | $379K |
| Mallini Complete Financial Planning LLC | 0.33% | Add +1.0% | 15,149 | $375K |
| Financial Advocates Investment Management | 0.21% | Reduce -68.3% | 15,143 | $375K |
| Principal Securities, Inc. | 0.01% | No change | 14,894 | $369K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -3.5% | 14,809 | $367K |
| Crux Wealth Advisors | 0.14% | Add +1.0% | 14,221 | $352K |
| Sigma Planning Corp | 0.01% | Reduce -15.0% | 14,119 | $350K |
| AE Wealth Management LLC | 0.00% | Add +8.0% | 14,071 | $349K |
| DAVENPORT & Co LLC | 0.00% | Add +67.0% | 13,782 | $341K |
| Atria Investments, Inc | 0.00% | Add +8.9% | 13,708 | $340K |
| NewSquare Capital LLC | 0.02% | Add +1.7% | 13,083 | $324K |
| Perigon Wealth Management, LLC | 0.01% | No change | 12,500 | $310K |
| Noble Family Wealth, LLC | 0.07% | New | 12,450 | $308K |
| Castle Wealth Management LLC | 0.10% | New | 12,398 | $307K |
| Oppenheimer & Co. Inc. | 0.00% | Add +22.4% | 12,335 | $306K |
| IFP Advisors, Inc | 0.01% | Add +0.4% | 12,247 | $303K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 12,195 | $302K |
| Phoenix Wealth Advisors | 0.11% | No change | 12,000 | $297K |
| Creative Planning | 0.00% | Reduce -28.9% | 11,802 | $292K |
| Latitude Advisors, LLC | 0.12% | Add +0.8% | 10,858 | $269K |
| Aire Advisors, LLC | 0.05% | New | 10,250 | $254K |
| Brookwood Investment Group LLC | 0.03% | New | 10,161 | $252K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 9,855 | $244K |
| Continuum Advisory, LLC | 0.02% | No change | 9,300 | $230K |
| PFG Advisors | 0.01% | Add +0.9% | 8,734 | $216K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 8,310 | $206K |
| Howard Wealth Management, LLC | 0.09% | New | 8,272 | $205K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -11.1% | 8,117 | $201K |
| Bank of America Corp. | 0.00% | New | 7,640 | $189K |
| GAMMA Investing LLC | 0.01% | Reduce -18.7% | 7,140 | $177K |
| Comerica Bank | 0.00% | Add +119.8% | 6,857 | $170K |
| Harbour Investments, Inc. | 0.00% | Reduce -24.7% | 6,239 | $155K |
| Assetmark, Inc. | 0.00% | Add +97.1% | 4,857 | $120K |
| SouthState Bank Corp | 0.00% | Reduce -8.6% | 4,144 | $103K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +11.0% | 3,794 | $94K |
| Pineridge Advisors LLC | 0.02% | Reduce -2.6% | 3,490 | $86K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,071 | $76K |
| Capital Analysts, LLC | 0.00% | Add +441.8% | 2,709 | $67K |
| MPWM Advisory Solutions, LLC | 0.04% | New | 2,550 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,491 | $62K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,177 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,055 | $51K |
| Bokf, NA | 0.00% | New | 1,781 | $44K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 1,253 | $31K |
| Allworth Financial LP | 0.00% | New | 1,000 | $25K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.0% | 916 | $23K |
| MAI Capital Management | 0.00% | No change | 746 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.0% | 103 | $3K |
| UBS Group AG | 0.00% | New | 47 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 40 | $991 |
"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.