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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $29.7M |
| Exits | 8 | $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 |
| Per Stirling Capital Management, LLC. | 0.10% | Add +33.5% | 34,055 | $847K |
| SHP Wealth Management | 0.07% | — | 33,929 | $844K |
| Quadrature Capital Ltd | 0.01% | New | 33,712 | $838K |
| Buck Wealth Strategies, LLC | 0.11% | New | 33,712 | $838K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +101.1% | 32,947 | $819K |
| Summit Financial Consulting LLC | 0.59% | Add +15.6% | 32,456 | $807K |
| Flow Traders U.S. LLC | 0.03% | Add +2.9% | 31,810 | $791K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +8.9% | 31,153 | $775K |
| Mma Asset Management LLC | 0.27% | New | 30,438 | $757K |
| Natixis Advisors, LLC | 0.00% | New | 30,152 | $750K |
| Spire Wealth Management | 0.02% | New | 29,723 | $739K |
| Milestones Private Investment Advisors LLC | 0.51% | Reduce -2.4% | 29,718 | $739K |
| Essex Financial Services, Inc. | 0.04% | Add +66.2% | 29,428 | $732K |
| HRT Financial LP | 0.00% | New | 29,326 | $729K |
| Smart Money Group LLC | 0.21% | Add +16.1% | 28,763 | $715K |
| D.A. Davidson & Co. | 0.00% | No change | 27,229 | $677K |
| WCG Wealth Advisors LLC | 0.02% | New | 25,412 | $632K |
| Prospera Financial Services Inc | 0.01% | Add +10.3% | 25,075 | $624K |
| Good Harbor Advisors, Inc. | 0.71% | — | 24,650 | $613K |
| Benjamin Edwards Inc. | 0.01% | Add +38.8% | 24,223 | $602K |
| National Bank of Canada | 0.00% | No change | 24,000 | $597K |
| Kintra Wealth, LLC | 0.08% | Reduce -15.8% | 23,465 | $584K |
| Corient Private Wealth LP | 0.00% | New | 23,300 | $579K |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.1% | 22,851 | $568K |
| Western Wealth Management, LLC | 0.03% | Add +0.4% | 22,800 | $567K |
| Principal Securities, Inc. | 0.01% | Add +52.0% | 22,634 | $563K |
| Private Trust Co. NA | 0.05% | Add +24.5% | 22,589 | $562K |
| IFP Advisors, Inc | 0.01% | Add +83.2% | 22,439 | $558K |
| Econ Financial Services Corp | 0.27% | Reduce -21.5% | 21,320 | $530K |
| Peck Wealth Management, LLC | 0.47% | New | 19,955 | $496K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -20.6% | 19,096 | $475K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 19,055 | $474K |
| Integrity Wealth Advisors, Inc. | 0.33% | Reduce -8.4% | 18,734 | $470K |
| Arwa LLC | 0.27% | — | 18,292 | $455K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 18,082 | $450K |
| Tenzing Financial LLC | 0.34% | — | 17,068 | $424K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.2% | 16,938 | $421K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.9% | 16,240 | $404K |
| Sigma Planning Corp | 0.01% | Add +12.1% | 15,827 | $394K |
| Members Advisory Group LLC | 0.15% | Add +3.1% | 15,808 | $393K |
| Atria Investments, Inc | 0.00% | Add +14.3% | 15,669 | $390K |
| AE Wealth Management LLC | 0.00% | Add +10.2% | 15,510 | $386K |
| Mallini Complete Financial Planning LLC | 0.34% | Add +1.3% | 15,339 | $381K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 15,308 | $381K |
| Bill Few Associates, Inc. | 0.09% | No change | 15,302 | $381K |
| True Blue Financial, LLC | 0.31% | — | 15,283 | $380K |
| TrueWealth Financial Partners | 0.31% | New | 15,283 | $380K |
| Visionary Wealth Advisors | 0.02% | New | 15,209 | $378K |
| Geneos Wealth Management Inc. | 0.01% | Add +380.6% | 14,760 | $367K |
| Evergreen Wealth Partners LLC | 0.31% | — | 14,591 | $363K |
| International Assets Investment Management, LLC | 0.02% | Reduce -24.7% | 14,500 | $361K |
| Crux Wealth Advisors | 0.13% | Add +1.3% | 14,400 | $358K |
| Oppenheimer & Co. Inc. | 0.01% | Add +16.2% | 14,335 | $357K |
| DAVENPORT & Co LLC | 0.00% | Add +2.9% | 14,175 | $353K |
| NorthRock Partners, LLC | 0.01% | New | 13,148 | $327K |
| Duncan Williams Asset Management, LLC | 0.08% | New | 12,590 | $316K |
| Noble Family Wealth, LLC | 0.07% | No change | 12,450 | $310K |
| Castle Wealth Management LLC | 0.10% | No change | 12,398 | $308K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,273 | $306K |
| NewSquare Capital LLC | 0.03% | Reduce -6.7% | 12,210 | $304K |
| Winebrenner Capital Management LLC | 0.20% | New | 12,000 | $298K |
| Phoenix Wealth Advisors | 0.11% | No change | 12,000 | $298K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -3.3% | 11,792 | $293K |
| IFG Advisory, LLC | 0.01% | New | 11,755 | $292K |
| Capital Analysts, LLC | 0.01% | Add +319.9% | 11,374 | $283K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 10,971 | $273K |
| Assetmark, Inc. | 0.00% | Add +120.1% | 10,692 | $266K |
| Latitude Advisors, LLC | 0.12% | Reduce -2.9% | 10,549 | $262K |
| Harbour Investments, Inc. | 0.01% | Add +64.9% | 10,289 | $256K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 10,257 | $255K |
| Advisor Resource Council | 0.09% | New | 10,173 | $255K |
| Wayfinding Financial, LLC | 0.11% | Reduce -87.3% | 10,252 | $254K |
| Brookwood Investment Group LLC | 0.03% | Reduce -0.8% | 10,077 | $251K |
| Creative Planning | 0.00% | Reduce -14.8% | 10,060 | $250K |
| Howard Wealth Management, LLC | 0.11% | Add +20.3% | 9,952 | $248K |
| Continuum Advisory, LLC | 0.02% | No change | 9,300 | $231K |
| Kennedy Investment Group, Inc. | 0.09% | New | 9,225 | $229K |
| PFG Advisors | 0.01% | Add +1.1% | 8,834 | $220K |
| Verus Wealth Management, LLC | 0.20% | New | 8,690 | $216K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +4.1% | 8,647 | $215K |
| GAMMA Investing LLC | 0.01% | Add +1.7% | 7,264 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7,163 | $178K |
| MPWM Advisory Solutions, LLC | 0.08% | Add +133.1% | 5,945 | $148K |
| SouthState Bank Corp | 0.01% | Add +38.8% | 5,752 | $143K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +6.4% | 4,036 | $100K |
| US Bancorp \de | 0.00% | New | 3,942 | $98K |
| Comerica Bank | 0.00% | Reduce -44.3% | 3,822 | $95K |
| Greenline Wealth Management LLC | 0.05% | — | 2,071 | $52K |
| Bokf, NA | 0.00% | No change | 1,781 | $44K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,675 | $42K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $25K |
| Signature Equity Partners, LLC | 0.01% | — | 912 | $23K |
| MAI Capital Management | 0.00% | No change | 746 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -19.3% | 739 | $19K |
| Legacy Wealth Managment, LLC | 0.00% | New | 354 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -83.0% | 350 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 150 | $4K |
"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.