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Disclosery

FLMI FRANKLIN TEMPLETON ETF TR

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FRANKLIN DYN MUN (fund)

97 managers (98 13F filers) reported a position in FLMI shares at 2024-12-31, 10,614,789 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
97
13F filers
98
New
20
Added
48
Reduced
15
Sold out
3
Shares held by filers
10,614,789

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,591,203$63.3M0.03%+1,528,43013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,306,016$31.9M0.08%+26,29313F-HR/ATimelineGroup
CENTRAL BANK & TRUST CO750,173$18.3M2.77%-117,71713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC578,788$14.1M<0.01%+179,46813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC480,164$11.7M<0.01%13F-HR/ATimelineGroup
Sanctuary Advisors, LLC379,599$9.32M0.06%+23,76213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding322,700$7.89M+35,193Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO235,496$5.75M<0.01%+6,86213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC183,918$4.49M0.01%+12,10713F-HRTimelineGroup
HighTower Advisors, LLC178,132$4.35M0.01%+56,07013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…165,330$4.04M0.01%+12,61113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp159,653$3.9M<0.01%+32,11413F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC152,487$3.73M1.76%+4,47313F-HRTimeline
Cetera Investment Advisers149,501$3.65M0.01%+39,00713F-HRTimeline
Independent Advisor Alliance148,314$3.62M0.05%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC141,460$3.46M1.79%+24313F-HRTimeline
Patriot Financial Group Insurance Agenc…131,451$3.21M0.43%-31,65213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC128,254$3.13M<0.01%+47,04613F-HRTimeline
Ocean Park Asset Management, LLC118,300$2.89M0.1%new13F-HRTimeline
ABOUND FINANCIAL, LLC117,565$2.87M1.46%13F-HRTimeline
Cambridge Investment Research Advisors,…112,546$2.75M0.01%+3,74213F-HRTimeline
Glenview Trust Co106,938$2.61M0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…82,485$2.02M0.02%+16,37213F-HRTimeline
Private Advisor Group, LLC78,147$1.91M0.01%+5,78813F-HRTimeline
One Degree Advisors Inc74,099$1.82M0.74%+26,67913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,561$1.8M<0.01%-165,86813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC72,470$1.77M0.01%+62,46313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS70,760$1.73M<0.01%-3,02813F-HRTimeline
Prentice Wealth Management LLC70,265$1.72M0.5%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.68,407$1.67M0.08%-3,14113F-HRTimelineGroup
Leeward Financial Partners, LLC64,647$1.58M0.56%+3,71113F-HRTimeline
Redhawk Wealth Advisors, Inc.64,646$1.58M0.21%+4,44013F-HRTimeline
GAMMA Investing LLC63,401$1.55M0.13%+23,17413F-HRTimeline
CROBAN61,078$1.49M1.46%13F-HRTimeline
Financial Advocates Investment Manageme…45,544$1.11M0.06%-46013F-HRTimeline
Orion Porfolio Solutions, LLC43,278$1.06M0.01%-4,01313F-HRTimeline
Orion Portfolio Solutions, LLC43,278$1.06M0.01%-4,01313F-HRTimeline
WULFF, HANSEN & CO.41,187$1.01M0.95%013F-HRTimeline
Landmark Wealth Management, LLC41,151$1.01M0.45%-1,23113F-HRTimeline
Bowman & Co S.C.40,344$986K0.51%013F-HRTimeline
HARBOUR INVESTMENTS, INC.39,260$959K0.03%+6,00513F-HRTimeline
MassMutual Private Wealth & Trust, FSB38,556$942K0.03%+7,20913F-HRTimeline
FLOW TRADERS U.S. LLC38,468$940K0.04%new13F-HRTimeline
Cedar Point Capital Partners, LLC38,363$937K0.63%+1,93613F-HRTimeline
Golden State Wealth Management, LLC33,647$822K0.12%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,996$806K<0.01%-122,45513F-HRTimelineGroup
Secure Asset Management, LLC32,593$796K0.12%+3,22713F-HRTimeline
Econ Financial Services Corp31,667$774K0.44%new13F-HRTimeline
Collaborative Wealth Managment Inc.30,225$739K0.34%+2,82913F-HRTimeline
SFG Wealth Management, LLC.29,549$722K0.38%+6613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,603$699K<0.01%+4,80313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,402$694K<0.01%+17,26613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,360$669K<0.01%-3,98213F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.25,928$634K0.04%+46613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,260$617K<0.01%+82613F-HRTimelineGroup
Gladstone Institutional Advisory LLC22,191$542K0.03%+5,12913F-HRTimeline
Visionary Wealth Advisors20,808$508K0.03%+22013F-HRTimeline
TrueWealth Advisors, LLC20,130$492K0.16%+4,23913F-HRTimeline
Janney Montgomery Scott LLC19,187$469K<0.01%+5,99713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,581$454K<0.01%-400,05613F-HRTimelineGroup
INTEGRITY WEALTH ADVISORS, INC.18,530$453K0.33%13F-HRTimeline
Atria Investments, Inc16,397$401K<0.01%-51413F-HRTimeline
Bill Few Associates, Inc.15,302$374K0.13%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,010$367K<0.01%013F-HRTimelineGroup
Mallini Complete Financial Planning LLC14,702$359K0.34%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,244$349K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC14,201$347K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA13,522$330K0.03%+7,04313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,121$321K<0.01%+13813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,709$311K<0.01%+7513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,296$300K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC10,129$247K0.01%+513F-HRTimeline
Atria Wealth Solutions, Inc.9,990$244K<0.01%new13F-HRTimeline
Certified Advisory Corp10,000$244K0.03%013F-HRTimeline
Per Stirling Capital Management, LLC.9,945$243K0.03%new13F-HRTimeline
Sigma Planning Corp9,873$241K0.01%+37113F-HRTimeline
Acorn Wealth Advisors, LLC9,833$240K0.1%new13F-HRTimeline
Magnus Financial Group LLC9,665$236K0.02%+33213F-HRTimeline
PFG Advisors9,177$224K0.01%+8213F-HRTimeline
AE Wealth Management LLC8,921$218K<0.01%-1413F-HRTimeline
Latitude Advisors, LLC8,597$210K0.12%new13F-HRTimeline
D.A. DAVIDSON & CO.8,479$207K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,857$192K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.4,483$110K<0.01%013F-HRTimeline
IFP Advisors, Inc4,130$101K<0.01%+3613F-HRTimeline
Pineridge Advisors LLC3,920$95.8K0.04%-11413F-HRTimeline
COMERICA BANK3,120$76.2K<0.01%new13F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,365$57.8K<0.01%+27513F-HRTimelineGroup
Creekmur Asset Management LLC2,177$53.2K0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,232$30.3K0.01%+1313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,000$24.4K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC500$12K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…402$9.82K<0.01%+8013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC350$8.55K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC100$2.45K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$4<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.