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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions33$84.0M
Exits20$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
Private Trust Co. NA 0.10% Add +92.5% 43,490 $1.1M
Beto Financial Group, LLC 0.62% New 42,527 $1.1M
&partners 0.01% Add +4.6% 42,029 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Add +26.2% 41,573 $1.0M
Cedar Point Capital Partners, LLC 0.67% Add +14.1% 41,467 $1.0M
Wulff, Hansen & Co. 1.04% No change 41,187 $1.0M
Philip James Wealth Mangement, LLC 0.12% Add +2.2% 39,513 $980K
Collaborative Wealth Managment Inc. 0.44% Reduce -0.7% 38,877 $964K
Harbour Investments, Inc. 0.01% Add +268.0% 37,867 $939K
Diversify Wealth Management, LLC 0.02% New 37,184 $928K
Summit Financial Consulting LLC 0.66% Add +15.2% 37,403 $927K
Golden State Wealth Management, LLC 0.10% Add +0.9% 36,099 $895K
Advyzon Investment Management, LLC 0.08% New 35,309 $875K
Kennedy Investment Group, Inc. 0.34% Add +281.5% 35,196 $873K
Integrated Wealth Concepts LLC 0.01% Add +51.7% 34,655 $859K
Cresset Asset Management, LLC 0.00% New 34,481 $855K
Mma Asset Management LLC 0.30% Add +12.7% 34,306 $850K
Per Stirling Capital Management, LLC. 0.09% Add +0.7% 34,305 $850K
SHP Wealth Management 0.06% Reduce -0.8% 33,676 $835K
Essex Financial Services, Inc. 0.04% Add +9.8% 32,314 $801K
Peck Wealth Management, LLC 0.78% Add +57.9% 31,505 $781K
Spire Wealth Management 0.03% Add +5.7% 31,417 $779K
Smart Money Group LLC 0.22% Add +8.1% 31,084 $771K
Captrust Financial Advisors 0.00% Reduce -23.0% 30,756 $762K
Milestones Private Investment Advisors LLC 0.65% Add +0.5% 29,856 $740K
Gladstone Institutional Advisory LLC 0.03% Reduce -4.3% 29,824 $739K
Wealthcare Advisory Partners LLC 0.01% Add +162.5% 28,799 $714K
Prospera Financial Services Inc 0.01% Add +13.4% 28,443 $705K
Corient Private Wealth LP 0.00% Add +17.2% 27,300 $677K
D.A. Davidson & Co. 0.00% No change 27,229 $675K
Good Harbor Advisors, Inc. 0.72% Add +8.1% 26,650 $661K
Kintra Wealth, LLC 0.05% Add +10.2% 25,858 $641K
WCG Wealth Advisors LLC 0.02% Reduce -4.0% 24,385 $604K
Tulsa Wealth Advisors, INC 0.10% New 24,038 $596K
National Bank of Canada 0.00% No change 24,000 $594K
Principal Securities, Inc. 0.01% Add +3.3% 23,389 $580K
Great Valley Advisor Group, Inc. 0.01% Add +22.5% 23,342 $579K
Western Wealth Management, LLC 0.02% Reduce -0.4% 22,707 $563K
Tortoise Investment Management, LLC 0.05% New 22,400 $555K
IFP Advisors, Inc 0.01% Reduce -2.0% 21,993 $545K
Verus Wealth Management, LLC 0.50% Add +152.1% 21,903 $543K
Flagship Harbor Advisors, LLC 0.02% Add +95.5% 20,048 $497K
Evergreen Wealth Partners LLC 0.38% Add +35.7% 19,806 $491K
First Heartland Consultants, Inc. 0.04% Add +21.5% 19,728 $489K
CGN Advisors LLC 0.04% New 19,582 $485K
Members Advisory Group LLC 0.16% Add +22.6% 19,372 $480K
Hicks Capital Management LLC 0.48% New 19,291 $478K
Pinnacle Financial Partners, Inc. 0.00% Add +4.9% 18,974 $470K
Tenzing Financial LLC 0.34% Add +7.0% 18,270 $456K
Atria Investments, Inc 0.01% Add +16.4% 18,247 $452K
Sigma Planning Corp 0.01% Add +14.7% 18,155 $450K
Assetmark, Inc. 0.00% Add +65.7% 17,714 $439K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.7% 17,047 $423K
Gateway Wealth Partners, LLC 0.02% New 16,734 $415K
Wedmont Private Capital 0.01% New 16,354 $408K
Integrity Wealth Advisors, Inc. 0.24% Reduce -12.8% 16,346 $405K
Mallini Complete Financial Planning LLC 0.33% Add +0.6% 15,431 $383K
International Assets Investment Management, LLC 0.03% Add +6.2% 15,400 $381K
Ashton Thomas Private Wealth, LLC 0.01% No change 15,308 $379K
Bill Few Associates, Inc. 0.09% No change 15,302 $379K
True Blue Financial, LLC 0.30% No change 15,283 $379K
Aire Advisors, LLC 0.07% New 15,139 $375K
PW Nova Financial Services LLC 0.10% New 15,000 $372K
IHT Wealth Management, LLC 0.01% Reduce -64.2% 14,614 $362K
Oppenheimer & Co. Inc. 0.00% No change 14,335 $355K
Visionary Wealth Advisors 0.02% Reduce -7.4% 14,078 $349K
DAVENPORT & Co LLC 0.00% Reduce -7.5% 13,113 $325K
Hobart Private Capital, LLC 0.06% New 13,033 $323K
NewSquare Capital LLC 0.03% Add +4.1% 12,715 $315K
Noble Family Wealth, LLC 0.06% No change 12,450 $309K
Castle Wealth Management LLC 0.10% No change 12,398 $307K
Financial Partners Group, Inc 0.04% New 12,188 $302K
Susquehanna International Group, LLP 0.00% New 12,112 $300K
Winebrenner Capital Management LLC 0.19% No change 12,000 $297K
Phoenix Wealth Advisors 0.12% No change 12,000 $297K
Howard Wealth Management, LLC 0.13% Add +20.4% 11,983 $297K
Beverly Hills Private Wealth, LLC 0.05% No change 11,792 $292K
Capital Analysts, LLC 0.01% No change 11,374 $282K
Quantinno Capital Management LP 0.00% New 11,157 $277K
Baird Financial Group, Inc. 0.00% New 11,000 $273K
Latitude Advisors, LLC 0.12% Add +0.5% 10,601 $263K
Gerald Baker Financial Group LLC 0.08% — 10,473 $260K
Brookwood Investment Group LLC 0.03% No change 10,077 $250K
Cary Street Partners Financial LLC 0.01% New 10,040 $249K
Valued Retirements, Inc. 0.24% New 10,000 $248K
Continuum Advisory, LLC 0.02% No change 9,300 $231K
Fifth Third Bancorp 0.00% New 9,291 $230K
Cornerstone Wealth Management, LLC 0.01% Add +4.2% 9,013 $223K
PFG Advisors 0.01% Add +0.6% 8,883 $220K
Advisor Resource Council 0.08% Reduce -15.9% 8,552 $212K
Arkadios Wealth Advisors 0.00% New 8,518 $211K
MPWM Advisory Solutions, LLC 0.11% Add +39.3% 8,281 $205K
SouthState Bank Corp 0.01% No change 5,752 $143K
Ameritas Investment Partners, Inc. 0.00% Add +15.6% 4,666 $116K
Legacy Wealth Managment, LLC 0.04% Add +704.8% 2,849 $71K
GAMMA Investing LLC 0.00% Reduce -67.4% 2,365 $59K
Bokf, NA 0.00% No change 1,781 $44K
Rockefeller Capital Management L.P. 0.00% Reduce -7.3% 1,552 $38K
Allworth Financial LP 0.00% No change 1,000 $25K
Signature Equity Partners, LLC 0.01% Add +3.7% 946 $23K
MAI Capital Management 0.00% Add +20.1% 896 $22K
Cornerstone Planning Group LLC 0.00% Add +1.1% 747 $19K
TD Private Client Wealth LLC 0.00% New 739 $18K
Bartlett & Co. Wealth Management LLC 0.00% New 47 $1K
Trust Co 0.00% New 30 $746
BNP Paribas Financial Markets 0.00% New 25 $620
Basepoint Wealth LLC 0.00% New 8 $198

"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.