Franklin Dynamic Municipal BFLMIETF

13F holders, Q4 2025 (December 31)
197holders +35
34new positions
8sold out
$24.87avg. 13F price*

At the end of Q4 2025, 197 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 35 from Q3 2025. 34 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($119.5M), Ameriprise Financial Inc. ($61.4M) and Cliftonlarsonallen Wealth Advisors, LLC ($58.8M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions34$29.7M
Exits8$3.1M

All 13F filers, Q3 2025 → Q4 2025: 9,579,421 shares bought and 331,497 shares sold, net +9,247,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 197 holders

LPL Financial LLC 0.03% Add +27.4% 4,806,634 $119.5M
Ameriprise Financial Inc. 0.01% Add +20.5% 2,468,520 $61.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.89% Add +4.1% 2,366,025 $58.8M
Meeder Advisory Services, Inc. 2.02% Add +9.0% 1,892,928 $47.1M
Wells Fargo & Company 0.01% Add +75.8% 1,530,968 $38.1M
Focus Partners Wealth 0.04% Reduce -1.2% 1,409,390 $34.9M
Raymond James Financial Inc. 0.01% Add +22.9% 1,361,148 $33.9M
Bank of America Corp. 0.00% Add +17675.4% 1,358,041 $33.8M
Morgan Stanley 0.00% Add +363.4% 1,213,060 $30.2M
Cetera Investment Advisers 0.03% Add +33.8% 1,171,039 $29.1M
Central Bank & Trust Co. 2.71% Add +0.0% 705,428 $17.5M
Sanctuary Advisors, LLC 0.09% Add +21.6% 670,339 $16.7M
Osaic Holdings, Inc. 0.02% Add +6.3% 624,825 $15.5M
TruWealth Advisors, LLC 0.74% Add +40.0% 608,577 $15.1M
RFG Advisory, LLC 0.26% Reduce -0.5% 544,755 $13.5M
New England Private Wealth Advisors LLC 1.63% Add +454.6% 525,876 $13.1M
Truist Financial Corp. 0.02% Add +12.7% 516,986 $12.9M
Legacy CG, LLC 3.51% Add +9.3% 504,427 $12.5M
Midwest Financial Partners Investments, Inc. 6.10% — 441,555 $11.0M
Orion Porfolio Solutions, LLC 0.08% Add +2.0% 436,049 $10.8M
Kestra Private Wealth Services, LLC 0.12% Add +4.3% 377,979 $9.4M
Bank of New York Mellon Corp 0.00% Add +10.1% 375,435 $9.3M
Jane Street Group, LLC 0.01% Add +28.1% 363,791 $9.0M
Envestnet Asset Management Inc. 0.00% Add +46.1% 352,279 $8.8M
Stifel Financial Corp. 0.01% Add +9.2% 320,492 $8.0M
Commonwealth Equity Services, LLC 0.01% Add +54.3% 319,176 $7.9M
Cwm, LLC 0.02% Add +4.7% 306,662 $7.6M
Private Advisor Group, LLC 0.03% Add +25.1% 279,637 $7.0M
Asio Capital, LLC 0.94% Add +3.7% 266,540 $6.6M
Penney Financial, LLC 2.50% Add +240.3% 260,442 $6.5M
Prentice Wealth Management LLC 1.48% Add +25.0% 260,148 $6.5M
Jones Financial Companies LLLP 0.00% Add +51.9% 252,767 $6.3M
VestGen Advisors, LLC 0.24% Add +16.8% 228,729 $5.7M
NewEdge Advisors, LLC 0.02% Add +57.0% 226,378 $5.6M
BlueStem Wealth Partners, LLC 0.60% Reduce -11.1% 217,015 $5.4M
Equitable Holdings, Inc. 0.04% Add +75.8% 215,617 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +18.0% 213,301 $5.3M
Mariner, LLC 0.01% Add +1.9% 210,075 $5.2M
HighPoint Advisor Group LLC 0.11% New 208,233 $5.2M
JPMorgan Chase & Co. 0.00% Add +5.7% 193,687 $4.8M
Elequin Capital, LP 0.71% Add +331.8% 186,702 $4.6M
Hancock Whitney Corp. 0.08% Add +47.0% 182,273 $4.5M
Legacy Financial Advisors, Inc. 0.62% Add +20.5% 180,570 $4.5M
Thrivent Financial for Lutherans 0.01% New 170,387 $4.2M
Wealth Alliance Advisory Group, LLC 0.70% Reduce -2.4% 164,769 $4.1M
Steward Partners Investment Advisory, LLC 0.02% Add +13.3% 161,620 $4.0M
Beacon Bridge Wealth Partners, LLC 1.27% New 153,791 $3.8M
Summit Financial, LLC 0.05% Add +20.3% 145,288 $3.6M
Robinson Smith Wealth Advisors LLC 2.40% Add +12.4% 141,288 $3.5M
Retirement Planning Group, LLC 0.11% Add +29.3% 133,301 $3.3M
Smartleaf Asset Management LLC 0.12% Add +46.2% 130,042 $3.2M
American Financial & Tax Strategies Inc. 1.50% Reduce -4.0% 120,697 $3.0M
One Degree Advisors Inc 0.82% Add +27.1% 120,667 $3.0M
AssuredPartners Investment Advisors, LLC 0.43% Add +684.6% 116,185 $2.9M
Franklin Resources Inc. 0.00% Add +52.1% 112,238 $2.8M
Certified Advisory Corp 0.25% Add +602.5% 108,924 $2.7M
Croban 1.25% Add +48.0% 104,117 $2.6M
HighTower Advisors, LLC 0.00% Add +201.2% 102,173 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +14.5% 98,541 $2.5M
Kestra Advisory Services, LLC 0.01% Add +22.3% 94,587 $2.4M
Madrid Wealth Management, LLC 1.86% — 92,150 $2.3M
Leeward Financial Partners, LLC 0.64% Add +0.1% 91,834 $2.3M
Ocean Park Asset Management, LLC 0.10% No change 86,300 $2.1M
Total Clarity Wealth Management, Inc. 0.50% New 83,408 $2.1M
Stratos Wealth Advisors, LLC 0.10% Add +4.3% 83,373 $2.1M
Abound Financial, LLC 0.79% Reduce -19.9% 81,880 $2.0M
Sequent Planning LLC 0.52% Add +53.6% 81,652 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +155.9% 79,103 $2.0M
AdvisorNet Financial, Inc 0.10% Add +102.8% 77,507 $1.9M
ShoreHaven Wealth Partners, LLC 0.64% Reduce -5.1% 71,995 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +2742.9% 70,816 $1.8M
Janney Montgomery Scott LLC 0.00% Add +5.4% 70,478 $1.8M
Redhawk Wealth Advisors, Inc. 0.19% Add +10.9% 68,513 $1.7M
Fire Capital Management LLC 0.73% New 59,073 $1.5M
SFG Wealth Management, LLC. 0.57% Add +18.0% 58,282 $1.4M
MML Investors Services, LLC 0.00% Add +39.7% 58,057 $1.4M
Bowman & Co S.C. 0.60% Add +1.3% 56,819 $1.4M
Global Retirement Partners, LLC 0.02% Add +0.8% 55,692 $1.4M
Adapt Wealth Advisors, LLC 0.46% New 53,996 $1.3M
Embree Financial Group 0.16% Add +53.8% 51,979 $1.3M
Diversify Advisory Services, LLC 0.04% Reduce -23.2% 50,988 $1.3M
Perigon Wealth Management, LLC 0.02% Add +264.0% 45,500 $1.1M
Advisory Services Network, LLC 0.02% Add +25.1% 45,484 $1.1M
Royal Bank of Canada 0.00% Add +150.2% 42,609 $1.1M
Meridian Wealth Management, LLC 0.04% Add +5.5% 42,304 $1.1M
Wulff, Hansen & Co. 0.86% No change 41,187 $1.0M
IHT Wealth Management, LLC 0.02% Add +5.2% 40,768 $1.0M
&partners 0.01% Add +33.5% 40,187 $999K
Captrust Financial Advisors 0.00% Reduce -12.5% 39,963 $994K
Coastal Bridge Advisors, LLC 0.07% Add +299.3% 39,354 $979K
Collaborative Wealth Managment Inc. 0.34% Add +1.0% 39,147 $974K
Philip James Wealth Mangement, LLC 0.11% Add +16.3% 38,646 $961K
Concurrent Investment Advisors, LLC 0.01% New 38,484 $957K
TrueWealth Advisors, LLC 0.24% Add +44.1% 37,687 $937K
Cedar Point Capital Partners, LLC 0.58% Reduce -8.1% 36,339 $904K
Golden State Wealth Management, LLC 0.09% Add +0.8% 35,765 $889K
Landmark Wealth Management, LLC 0.33% Reduce -0.7% 34,937 $869K
Goldman Sachs Group Inc. 0.00% Add +22.1% 34,883 $868K
Oak Barrel Wealth Advisory LLC 0.51% — 34,638 $861K
Axxcess Wealth Management, LLC 0.02% Add +2.7% 34,220 $851K

"% 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 197 holders