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Disclosery

FLMI FRANKLIN TEMPLETON ETF TR

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FRANKLIN DYN MUN (fund)

126 managers (127 13F filers) reported a position in FLMI shares at 2025-03-31, 16,479,780 shares in all. 30 filers opened a position and 4 filers sold out during the quarter.

Managers
126
13F filers
127
New
30
Added
58
Reduced
25
Sold out
4
Shares held by filers
16,479,780

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC3,084,460$75.4M0.03%+493,25713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,059,688$50.3M0.94%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,287,902$31.5M0.08%-18,11413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC750,910$18.4M<0.01%+172,12213F-HRTimelineGroup
CENTRAL BANK & TRUST CO739,782$18.1M3.02%-10,39113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC597,975$14.6M0.01%+117,81113F-HRTimelineGroup
RFG Advisory, LLC559,713$13.7M0.37%+549,58413F-HRTimeline
Legacy CG, LLC488,106$11.9M3.85%new13F-HRTimeline
BlueStem Wealth Partners, LLC419,617$10.3M1.4%new13F-HRTimeline
Sanctuary Advisors, LLC395,360$9.66M0.07%+15,76113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding352,860$8.62M+30,160Timeline
Ocean Park Asset Management, LLC264,300$6.46M0.23%+146,00013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp263,371$6.44M<0.01%+103,71813F-HRTimelineGroup
TruWealth Advisors, LLC215,115$5.26M0.32%new13F-HRTimeline
HighTower Advisors, LLC212,497$5.19M0.01%+34,36513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO210,524$5.15M<0.01%-24,97213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC208,580$5.1M<0.01%+181,22013F-HRTimelineGroup
Cetera Investment Advisers207,302$5.07M0.01%+57,80113F-HRTimeline
VestGen Advisors, LLC194,666$4.76M0.22%13F-HRTimeline
Mariner, LLCin group Mariner, LLC187,839$4.59M0.01%+3,92113F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC168,714$4.12M0.85%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC162,396$3.97M0.01%+34,14213F-HRTimeline
Cambridge Investment Research Advisors,…139,582$3.41M0.01%+27,03613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC134,343$3.28M1.77%-7,11713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,462$3.21M0.01%+57,90113F-HRTimelineGroup
Prentice Wealth Management LLC128,548$3.14M0.91%+58,28313F-HRTimeline
ShoreHaven Wealth Partners, LLC126,832$3.1M1.48%-25,65513F-HRTimeline
ABOUND FINANCIAL, LLC112,639$2.75M1.39%-4,92613F-HRTimeline
Glenview Trust Co106,938$2.61M0.05%013F-HR/ATimeline
Steward Partners Investment Advisory, L…93,149$2.28M0.02%+10,66413F-HRTimeline
CWM, LLCin group CWM, LLC90,505$2.21M0.01%+18,03513F-HRTimelineGroup
Private Advisor Group, LLC82,845$2.02M0.01%+4,69813F-HRTimeline
Patriot Financial Group Insurance Agenc…81,946$2M0.27%-49,50513F-HRTimeline
Financial Advocates Investment Manageme…81,078$1.98M0.14%+35,53413F-HRTimeline
Redhawk Wealth Advisors, Inc.80,724$1.97M0.27%+16,07813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.79,545$1.94M0.11%+11,13813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC77,822$1.9M0.01%new13F-HRTimeline
One Degree Advisors Inc76,769$1.88M0.77%+2,67013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS71,075$1.74M<0.01%+31513F-HRTimeline
CROBAN68,149$1.66M1.53%+7,07113F-HRTimeline
Leeward Financial Partners, LLC66,386$1.62M0.61%+1,73913F-HRTimeline
GAMMA Investing LLC58,696$1.43M0.11%-4,70513F-HR/ATimeline
Janney Montgomery Scott LLC54,579$1.33M<0.01%+35,39213F-HRTimeline
Bowman & Co S.C.53,375$1.3M0.64%+13,03113F-HRTimeline
SFG Wealth Management, LLC.48,435$1.18M0.58%+18,88613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,578$1.16M<0.01%+19,17613F-HR/ATimelineGroup
Wayfinding Financial, LLC46,785$1.14M0.5%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,280$1.11M<0.01%+12,28413F-HR/ATimelineGroup
Sabal Trust CO44,410$1.09M0.06%new13F-HRTimeline
Gladstone Institutional Advisory LLC43,024$1.05M0.05%+20,83313F-HRTimeline
WULFF, HANSEN & CO.41,187$1.01M0.92%013F-HRTimeline
Landmark Wealth Management, LLC40,198$982K0.43%-95313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,782$972K<0.01%+11,17913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB39,772$972K0.03%+1,21613F-HRTimeline
Cedar Point Capital Partners, LLC39,056$955K0.64%+69313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,759$923K<0.01%+37,75913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,300$912K<0.01%+12,04013F-HRTimelineGroup
Orion Porfolio Solutions, LLC36,281$887K0.01%-6,99713F-HRTimeline
Orion Portfolio Solutions, LLC36,281$887K0.01%-6,99713F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,437$842K0.01%+19,42713F-HRTimelineGroup
Golden State Wealth Management, LLC33,434$817K0.12%-21313F-HR/ATimeline
Integrated Wealth Concepts LLC33,290$814K0.01%+19,08913F-HRTimeline
Collaborative Wealth Managment Inc.31,068$759K0.36%+84313F-HRTimeline
Econ Financial Services Corp29,665$725K0.39%-2,00213F-HRTimeline
FLOW TRADERS U.S. LLC29,372$718K0.03%-9,09613F-HRTimeline
Embree Financial Group28,596$699K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.26,694$652K0.02%-12,56613F-HRTimeline
Summit Financial Consulting LLC23,933$585K0.54%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.23,646$578K0.04%-2,28213F-HRTimelineGroup
TrueWealth Advisors, LLC23,477$574K0.19%+3,34713F-HRTimeline
Visionary Wealth Advisors20,991$513K0.03%+18313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,044$490K0.04%+5,80013F-HRTimeline
&PARTNERS19,164$467K<0.01%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.19,026$465K0.34%+49613F-HRTimeline
Retirement Planning Group, LLC18,984$464K0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,621$455K<0.01%+4013F-HRTimelineGroup
PRIVATE TRUST CO NA18,302$447K0.05%+4,78013F-HRTimeline
Creative Planningin group Creative Planning18,118$443K<0.01%new13F-HRTimelineGroup
Secure Asset Management, LLC16,076$393K0.08%-16,51713F-HRTimeline
Bill Few Associates, Inc.15,302$374K0.13%013F-HRTimeline
Mallini Complete Financial Planning LLC14,832$362K0.35%+13013F-HRTimeline
D.A. DAVIDSON & CO.14,354$351K<0.01%+5,87513F-HRTimeline
CRUX WEALTH ADVISORS13,923$340K0.18%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,892$340K0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,236$323K<0.01%+11513F-HRTimelineGroup
Atria Investments, Inc12,772$312K<0.01%-3,62513F-HRTimeline
NewSquare Capital LLC12,521$306K0.02%new13F-HRTimeline
Prospera Financial Services Inc12,434$304K0.01%new13F-HRTimeline
KINTRA WEALTH, LLC12,150$297K0.2%new13F-HRTimeline
Atria Wealth Solutions, Inc.11,791$288K<0.01%+1,80113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,726$287K<0.01%-57013F-HR/ATimelineGroup
VestGen Investment Management11,170$273K0.21%new13F-HRTimeline
GWN SECURITIES INC.10,673$261K0.01%new13F-HRTimeline
Latitude Advisors, LLC10,673$261K0.15%+2,07613F-HRTimeline
Acorn Wealth Advisors, LLC10,563$258K0.11%+73013F-HRTimeline
Certified Advisory Corp10,000$244K0.03%013F-HRTimeline
Per Stirling Capital Management, LLC.9,945$243K0.03%013F-HRTimeline
Sigma Planning Corp9,511$232K0.01%-36213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,225$225K<0.01%+8,82313F-HRTimelineGroup
AE Wealth Management LLC8,860$217K<0.01%-6113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,851$216K0.03%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.8,823$216K<0.01%new13F-HRTimeline
Brookwood Investment Group LLC8,682$212K0.04%13F-HRTimeline
PFG Advisors8,566$209K0.01%-61113F-HRTimeline
Members Advisory Group LLC8,538$209K0.09%new13F-HRTimeline
Magnus Financial Group LLC8,409$206K0.02%-1,25613F-HRTimeline
IFP Advisors, Inc5,971$146K<0.01%+1,84113F-HRTimeline
ORG Partners LLC5,000$122K0.03%new13F-HRTimeline
NewEdge Advisors, LLC4,100$100K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,071$99.5K<0.01%-41213F-HRTimeline
Pineridge Advisors LLC3,954$96.6K0.04%+3413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,454$84.4K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,148$76.9K<0.01%+78313F-HRTimelineGroup
COMERICA BANK3,120$76.3K<0.01%013F-HRTimeline
Creekmur Asset Management LLC2,177$53.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,000$24.4K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC897$21.5K0.01%-33513F-HRTimeline
AdvisorNet Financial, Inc600$14.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\585$14.3K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC500$12K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC400$9.78K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC350$8.55K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC200$4.89K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC101$2.48K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$7<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.