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Disclosery

FLMI FRANKLIN TEMPLETON ETF TR

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FRANKLIN DYN MUN (fund)

140 managers (142 13F filers) reported a position in FLMI shares at 2025-06-30, 20,960,075 shares in all. 28 filers opened a position and 13 filers sold out during the quarter.

Managers
140
13F filers
142
New
28
Added
68
Reduced
34
Sold out
13
Shares held by filers
20,960,075

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,896,998$70.3M0.02%-187,46213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,166,091$52.5M0.88%+106,40313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,593,429$38.7M2%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,309,758$31.8M0.07%+21,85613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,060,685$25.7M0.01%+309,77513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC826,544$20.1M0.01%+228,56913F-HRTimelineGroup
CENTRAL BANK & TRUST CO741,931$18M2.94%+2,14913F-HRTimeline
Cetera Investment Advisers679,327$16.5M0.03%+472,02513F-HRTimeline
RFG Advisory, LLC555,398$13.5M0.32%-4,31513F-HRTimeline
Legacy CG, LLC471,991$11.5M3.41%-16,11513F-HRTimeline
Sanctuary Advisors, LLC441,686$10.7M0.07%+46,32613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN419,902$10.2M<0.01%+382,14313F-HRTimelineGroup
Orion Porfolio Solutions, LLC413,451$10M0.09%+377,17013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.383,845$9.31M0.02%+252,38313F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding382,297$9.27M+29,437Timeline
BlueStem Wealth Partners, LLC317,478$7.7M0.95%-102,13913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp278,032$6.75M<0.01%+14,66113F-HRTimelineGroup
Ocean Park Asset Management, LLC264,300$6.46M0.23%013F-HRTimeline
Asio Capital, LLC243,270$5.9M0.98%new13F-HRTimeline
TruWealth Advisors, LLC220,265$5.34M0.29%+5,15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO199,428$4.84M<0.01%-11,09613F-HRTimelineGroup
VestGen Advisors, LLC195,667$4.75M0.19%+1,00113F-HRTimeline
Mariner, LLCin group Mariner, LLC189,085$4.59M0.01%+1,24613F-HRTimelineGroup
Prentice Wealth Management LLC186,349$4.52M1.19%+57,80113F-HRTimeline
Wealth Alliance Advisory Group, LLC172,559$4.19M0.8%+3,84513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC162,092$3.93M0.01%-30413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…156,551$3.8M0.01%new13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC156,059$3.79M<0.01%-52,52113F-HRTimelineGroup
Cambridge Investment Research Advisors,…150,844$3.66M0.01%+11,26213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC135,503$3.29M1.7%+1,16013F-HRTimeline
Private Advisor Group, LLC132,258$3.21M0.02%+49,41313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP119,629$2.9M<0.01%+72,05113F-HRTimelineGroup
Steward Partners Investment Advisory, L…117,720$2.86M0.02%+24,57113F-HRTimeline
CWM, LLCin group CWM, LLC116,827$2.83M0.01%+26,32213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,339$2.73M<0.01%+67,05913F-HRTimelineGroup
ABOUND FINANCIAL, LLC110,361$2.68M1.18%-2,27813F-HRTimeline
ShoreHaven Wealth Partners, LLC105,094$2.55M1.04%-21,73813F-HRTimeline
NewEdge Advisors, LLC97,976$2.38M0.01%+93,87613F-HRTimeline
One Degree Advisors Inc96,988$2.35M0.84%+20,21913F-HRTimeline
HANCOCK WHITNEY CORP93,847$2.28M0.04%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…84,392$2.05M0.24%+2,44613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.83,324$2.02M0.11%+3,77913F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …81,990$1.98M0.08%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC82,230$1.97M0.29%new13F-HRTimeline
Wayfinding Financial, LLC80,348$1.94M0.87%+33,56313F-HRTimeline
Retirement Planning Group, LLC79,144$1.92M0.08%+60,16013F-HRTimeline
CROBAN72,109$1.75M1.49%+3,96013F-HRTimeline
Leeward Financial Partners, LLC69,889$1.7M0.54%+3,50313F-HRTimeline
Janney Montgomery Scott LLC65,657$1.59M<0.01%+11,07813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,770$1.57M<0.01%+27,47013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,084$1.51M<0.01%+22,30213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,791$1.43M0.01%+24,35413F-HRTimelineGroup
Bowman & Co S.C.55,546$1.35M0.6%+2,17113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC50,000$1.21M0.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,240$1.17M<0.01%-22,83513F-HRTimeline
Financial Advocates Investment Manageme…47,743$1.16M0.09%-33,33513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources43,795$1.06M<0.01%+25,17413F-HRTimelineGroup
WULFF, HANSEN & CO.41,187$999K0.86%013F-HRTimeline
Meridian Wealth Management, LLC38,451$933K0.04%new13F-HRTimeline
Cedar Point Capital Partners, LLC37,765$916K0.65%-1,29113F-HRTimeline
Landmark Wealth Management, LLC35,818$869K0.37%-4,38013F-HRTimeline
Golden State Wealth Management, LLC34,892$846K0.1%+1,45813F-HRTimeline
Global Retirement Partners, LLC33,928$823K0.02%13F-HRTimeline
Collaborative Wealth Managment Inc.33,796$820K0.36%+2,72813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC32,705$793K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC31,266$759K0.03%-11,75813F-HRTimeline
MML INVESTORS SERVICES, LLC30,625$743K<0.01%-47,19713F-HRTimeline
KINTRA WEALTH, LLC29,850$724K0.44%+17,70013F-HRTimeline
MassMutual Private Wealth & Trust, FSB29,747$722K0.02%-10,02513F-HRTimeline
Redhawk Wealth Advisors, Inc.27,245$661K0.08%-53,47913F-HRTimeline
Embree Financial Group27,158$659K0.1%-1,43813F-HRTimeline
Milestones Private Investment Advisors …26,786$650K0.48%13F-HRTimeline
Econ Financial Services Corp26,622$646K0.33%-3,04313F-HRTimeline
Summit Financial Consulting LLC26,487$643K0.58%+2,55413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,060$632K0.01%new13F-HRTimelineGroup
&PARTNERS25,399$616K<0.01%+6,23513F-HRTimeline
AdvisorNet Financial, Inc24,880$604K0.04%+24,28013F-HRTimeline
Atria Wealth Solutions, Inc.24,886$603K0.01%+13,09513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,000$582K<0.01%+23,00013F-HR/ATimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.23,055$559K0.04%-59113F-HRTimelineGroup
Integrated Wealth Concepts LLC21,748$528K0.01%-11,54213F-HRTimeline
TrueWealth Advisors, LLC21,618$524K0.16%-1,85913F-HRTimeline
Per Stirling Capital Management, LLC.21,590$524K0.07%+11,64513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,249$467K0.04%-79513F-HRTimeline
Wilmington Savings Fund Society, FSB18,657$453K0.01%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.18,553$450K0.31%-47313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,545$450K0.01%+4,65313F-HRTimelineGroup
D.A. DAVIDSON & CO.18,354$445K<0.01%+4,00013F-HRTimeline
PRIVATE TRUST CO NA18,142$440K0.04%-16013F-HRTimeline
Prospera Financial Services Inc17,888$434K0.01%+5,45413F-HRTimeline
Sigma Planning Corp16,617$403K0.01%+7,10613F-HRTimeline
Creative Planningin group Creative Planning16,593$403K<0.01%-1,52513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.15,907$386K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,403$374K<0.01%+2,16713F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC15,346$372K0.09%new13F-HRTimeline
First Heartland Consultants, Inc.15,309$371K0.03%new13F-HRTimeline
Bill Few Associates, Inc.15,302$371K0.11%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,057$365K<0.01%new13F-HRTimelineGroup
Mallini Complete Financial Planning LLC14,994$364K0.46%+16213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,917$362K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,894$361K0.01%+14,54413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,637$355K<0.01%+5,41213F-HRTimelineGroup
CRUX WEALTH ADVISORS14,076$341K0.15%+15313F-HRTimeline
CW Advisors, LLC13,943$338K<0.01%new13F-HRTimeline
AE Wealth Management LLC13,032$316K<0.01%+4,17213F-HRTimeline
NewSquare Capital LLC12,870$312K0.02%+34913F-HRTimeline
Atria Investments, Inc12,582$305K<0.01%-19013F-HRTimeline
Perigon Wealth Management, LLC12,500$303K0.01%new13F-HRTimeline
IFP Advisors, Inc12,201$296K0.01%+6,23013F-HRTimeline
Phoenix Wealth Advisors12,000$291K0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,985$291K<0.01%+25913F-HR/ATimelineGroup
Advisory Services Network, LLC11,996$288K<0.01%new13F-HRTimeline
Members Advisory Group LLC11,352$275K0.1%+2,81413F-HRTimeline
Latitude Advisors, LLC10,768$261K0.13%+9513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,571$256K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,075$244K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC9,300$226K0.03%new13F-HRTimeline
HighTower Advisors, LLC9,157$222K<0.01%-203,34013F-HRTimeline
Acorn Wealth Advisors, LLC9,129$221K0.08%-1,43413F-HRTimeline
Narus Financial Partners, LLC9,034$219K0.07%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,851$215K0.02%013F-HRTimelineGroup
GAMMA Investing LLC8,786$213K0.01%-49,91013F-HRTimeline
Crossmark Global Holdings, Inc.8,766$213K<0.01%-5713F-HRTimeline
PFG Advisors8,652$210K0.01%+8613F-HRTimeline
HARBOUR INVESTMENTS, INC.8,289$201K0.01%-18,40513F-HRTimeline
DAVENPORT & Co LLC8,253$200K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,672$113K+1,524Timeline
SouthState Bank Corpin group SouthState Bank Corp4,532$110K<0.01%+1,07813F-HRTimelineGroup
Pineridge Advisors LLC3,582$86.9K0.03%-37213F-HRTimeline
COMERICA BANK3,120$75.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,071$74.5K<0.01%-1,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,464$59.8K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC2,177$52.8K0.01%013F-HRTimeline
Cornerstone Planning Group LLC907$21.9K<0.01%+1013F-HRTimeline
MAI Capital Management746$18.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC500$12K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC200$4.85K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC102$2.48K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$7<0.01%013F-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.