Franklin Dynamic Municipal BFLMIETF
13F holders, Q1 2026 (March 31)207holders +10
33new positions
20sold out
$25.38avg. 13F price*
At the end of Q1 2026, 207 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 10 from Q4 2025. 33 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($145.5M), Cliftonlarsonallen Wealth Advisors, LLC ($129.7M) and Ameriprise Financial Inc. ($98.7M).
- Company
- Franklin Dynamic Municipal B
- CUSIP
- 35473P868
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $84.0M |
| Exits | 20 | $16.9M |
All 13F filers, Q4 2025 → Q1 2026: 16,794,856 shares bought and 2,275,433 shares sold, net +14,519,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 207 holders
| LPL Financial LLC | 0.04% | Add +22.1% | 5,871,256 | $145.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.90% | Add +121.1% | 5,231,166 | $129.7M |
| Ameriprise Financial Inc. | 0.02% | Add +61.3% | 3,980,785 | $98.7M |
| Bank of America Corp. | 0.00% | Add +99.1% | 2,703,252 | $67.0M |
| Meeder Advisory Services, Inc. | 2.45% | Add +25.0% | 2,365,948 | $58.7M |
| Wells Fargo & Company | 0.01% | Add +41.0% | 2,159,371 | $53.5M |
| Morgan Stanley | 0.00% | Add +34.7% | 1,633,549 | $40.5M |
| Raymond James Financial Inc. | 0.01% | Add +19.8% | 1,630,400 | $40.4M |
| Cetera Investment Advisers | 0.04% | Add +23.6% | 1,446,903 | $35.9M |
| Axiom Financial Strategies, LLC | 11.66% | New | 1,336,255 | $33.1M |
| Focus Partners Wealth | 0.03% | Reduce -98.0% | 28,066 | $31.0M |
| Composition Wealth, LLC | 0.35% | New | 1,032,109 | $25.6M |
| Sanctuary Advisors, LLC | 0.10% | Add +16.9% | 783,830 | $19.4M |
| Central Bank & Trust Co. | 3.01% | Add +9.6% | 773,294 | $19.2M |
| TruWealth Advisors, LLC | 0.89% | Add +22.6% | 746,251 | $18.5M |
| New England Private Wealth Advisors LLC | 1.96% | Add +29.9% | 683,218 | $16.9M |
| Legacy CG, LLC | 4.36% | Add +25.6% | 633,482 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +64.0% | 577,729 | $14.3M |
| RFG Advisory, LLC | 0.26% | Add +4.5% | 569,131 | $14.1M |
| Stifel Financial Corp. | 0.01% | Add +75.4% | 562,144 | $13.9M |
| Truist Financial Corp. | 0.02% | Add +8.1% | 558,881 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.1% | 542,993 | $13.5M |
| Jane Street Group, LLC | 0.01% | Add +44.6% | 526,150 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +161.3% | 506,203 | $12.5M |
| Bank of New York Mellon Corp | 0.00% | Add +24.9% | 469,030 | $11.6M |
| Midwest Financial Partners Investments, Inc. | 6.16% | Add +6.1% | 468,525 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +6.9% | 466,151 | $11.6M |
| Jones Financial Companies LLLP | 0.00% | Add +61.6% | 408,435 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.0% | 385,554 | $9.6M |
| Private Advisor Group, LLC | 0.04% | Add +26.8% | 354,658 | $8.8M |
| Ocean Park Asset Management, LLC | 0.50% | Add +306.9% | 351,200 | $8.7M |
| Asio Capital, LLC | 1.21% | Add +30.3% | 347,320 | $8.6M |
| Cwm, LLC | 0.02% | Add +8.9% | 334,014 | $8.3M |
| Independent Advisor Alliance | 0.09% | New | 328,521 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.1% | 299,826 | $7.4M |
| Penney Financial, LLC | 2.79% | Add +12.5% | 293,015 | $7.3M |
| Prentice Wealth Management LLC | 1.62% | Add +11.2% | 289,218 | $7.2M |
| NewEdge Advisors, LLC | 0.03% | Add +25.8% | 284,772 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +16.9% | 249,446 | $6.2M |
| VestGen Advisors, LLC | 0.17% | Add +7.8% | 246,646 | $6.1M |
| Mariner, LLC | 0.01% | Add +16.7% | 245,168 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +10.3% | 237,797 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +306.9% | 236,253 | $5.9M |
| HighPoint Advisor Group LLC | 0.23% | Add +7.8% | 224,474 | $5.6M |
| BlueStem Wealth Partners, LLC | 0.59% | Reduce -0.7% | 215,524 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Add +115.6% | 212,464 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +15.8% | 210,999 | $5.2M |
| Wealth Alliance Advisory Group, LLC | 0.82% | Add +26.6% | 208,676 | $5.2M |
| Beacon Bridge Wealth Partners, LLC | 1.69% | Add +32.2% | 203,337 | $5.0M |
| Legacy Financial Advisors, Inc. | 0.66% | Add +5.0% | 189,574 | $4.7M |
| Retirement Planning Group, LLC | 0.14% | Add +32.2% | 176,217 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +338.1% | 168,581 | $4.2M |
| Summit Financial, LLC | 0.05% | Add +11.8% | 162,375 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +42.9% | 160,384 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +54.5% | 157,828 | $3.9M |
| AE Wealth Management LLC | 0.02% | Add +908.2% | 156,369 | $3.9M |
| Robinson Smith Wealth Advisors LLC | 2.61% | Add +10.3% | 155,847 | $3.9M |
| Certified Advisory Corp | 0.34% | Add +40.1% | 152,645 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -7.1% | 150,145 | $3.7M |
| Mfa Wealth Advisors, LLC | 0.69% | New | 141,553 | $3.5M |
| Smartleaf Asset Management LLC | 0.12% | Add +3.8% | 135,023 | $3.3M |
| Croban | 1.45% | Add +19.4% | 124,263 | $3.1M |
| AssuredPartners Investment Advisors, LLC | 0.33% | Add +6.2% | 123,329 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.44% | Reduce -1.0% | 119,446 | $3.0M |
| Sequent Planning LLC | 0.71% | Add +44.3% | 117,826 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +65.3% | 117,078 | $2.9M |
| Madrid Wealth Management, LLC | 1.96% | Add +13.6% | 104,702 | $2.6M |
| One Degree Advisors Inc | 0.67% | Reduce -14.5% | 103,186 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.9% | 101,107 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.58% | Add +20.1% | 100,206 | $2.5M |
| Leeward Financial Partners, LLC | 0.68% | Add +1.0% | 92,752 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +10.3% | 91,988 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +114.1% | 91,213 | $2.3M |
| Embree Financial Group | 0.27% | Add +74.9% | 90,913 | $2.3M |
| Benjamin Edwards Inc. | 0.02% | Add +270.9% | 89,838 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +24.9% | 88,050 | $2.2M |
| Fire Capital Management LLC | 1.02% | Add +48.4% | 87,665 | $2.2M |
| Redhawk Wealth Advisors, Inc. | 0.24% | Add +26.5% | 86,682 | $2.1M |
| AdvisorNet Financial, Inc | 0.11% | Add +10.4% | 85,555 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +163.6% | 79,474 | $2.0M |
| Abound Financial, LLC | 0.84% | Reduce -4.7% | 78,013 | $1.9M |
| Arwa LLC | 0.95% | Add +321.5% | 77,098 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +65.0% | 75,037 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Add +395.3% | 73,100 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.63% | Reduce -1.3% | 71,050 | $1.8M |
| Flow Traders U.S. LLC | 0.05% | Add +107.0% | 65,852 | $1.6M |
| Buck Wealth Strategies, LLC | 0.20% | Add +91.3% | 64,489 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.2% | 59,198 | $1.5M |
| Adapt Wealth Advisors, LLC | 0.52% | Add +7.3% | 57,965 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15969.7% | 56,244 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +352.5% | 55,535 | $1.4M |
| Lido Advisors, LLC | 0.01% | New | 54,252 | $1.3M |
| SFG Wealth Management, LLC. | 0.55% | Reduce -8.0% | 53,612 | $1.3M |
| Landmark Wealth Management, LLC | 0.36% | Add +53.4% | 53,598 | $1.3M |
| Uniting Wealth Partners, LLC | 0.28% | New | 52,643 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.09% | Add +26.0% | 49,587 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +12.2% | 47,447 | $1.2M |
| Clarity Retirement & Wealth, LLC | 0.91% | New | 45,327 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.1% | 45,000 | $1.1M |
| TrueWealth Advisors, LLC | 0.27% | Add +16.4% | 43,872 | $1.1M |
"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.