Skip to content

FLMI FRANKLIN TEMPLETON ETF TR

Follow

FRANKLIN DYN MUN (fund)

206 managers (207 13F filers) reported a position in FLMI shares at 2026-03-31, 51,475,763 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
206
13F filers
207
New
33
Added
128
Reduced
27
Sold out
20
Shares held by filers
51,475,763

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC5,871,256$146M0.04%+1,064,62213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC5,231,166$130M1.9%+2,865,14113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,980,785$98.7M0.02%+1,512,26513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,703,252$67M<0.01%+1,345,21113F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,365,948$58.7M2.45%+473,02013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,159,371$53.5M0.01%+628,40313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,633,549$40.5M<0.01%+420,48913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,630,400$40.4M0.01%+269,25213F-HRTimelineGroup
Cetera Investment Advisers1,446,903$35.9M0.04%+275,86413F-HRTimeline
Axiom Financial Strategies, LLC1,336,255$33.1M11.66%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth28,066$31M0.03%-1,381,32413F-HRTimelineGroup
Composition Wealth, LLC1,032,109$25.6M0.35%new13F-HRTimeline
Sanctuary Advisors, LLC783,830$19.4M0.11%+113,49113F-HRTimeline
CENTRAL BANK & TRUST CO773,294$19.2M3.01%+67,86613F-HRTimeline
TruWealth Advisors, LLC746,251$18.5M0.89%+137,67413F-HRTimeline
New England Private Wealth Advisors LLC683,218$16.9M1.96%+157,34213F-HRTimeline
Legacy CG, LLC633,482$15.7M4.36%+129,05513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC577,729$14.3M<0.01%+225,45013F-HRTimelineGroup
RFG Advisory, LLC569,131$14.1M0.26%+24,37613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP562,144$13.9M0.01%+241,65213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP558,881$13.9M0.02%+41,89513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.542,993$13.5M0.02%-81,83213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC526,150$13M0.01%+162,35913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO506,203$12.5M<0.01%+312,51613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding486,661$12.1M+14,095Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp469,030$11.6M<0.01%+93,59513F-HRTimelineGroup
Midwest Financial Partners Investments,…468,525$11.6M6.16%+26,97013F-HRTimeline
Orion Porfolio Solutions, LLC466,151$11.6M0.1%+30,10213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP408,435$10.1M<0.01%+155,66813F-HRTimelineGroup
Private Advisor Group, LLC354,658$8.79M0.04%+75,02113F-HRTimeline
Ocean Park Asset Management, LLC351,200$8.71M0.5%+264,90013F-HR/ATimeline
Asio Capital, LLC347,320$8.61M1.21%+80,78013F-HRTimeline
CWM, LLCin group CWM, LLC334,014$8.28M0.02%+27,35213F-HRTimelineGroup
Independent Advisor Alliance328,521$8.14M0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC299,826$7.43M0.01%-19,35013F-HRTimeline
Penney Financial, LLC293,015$7.26M2.79%+32,57313F-HRTimeline
Prentice Wealth Management LLC289,218$7.17M1.62%+29,07013F-HRTimeline
NewEdge Advisors, LLC284,772$7.06M0.03%+58,39413F-HR/ATimeline
Cambridge Investment Research Advisors,…249,446$6.18M0.02%+36,14513F-HRTimeline
VestGen Advisors, LLC246,646$6.14M0.17%+17,91713F-HRTimeline
Mariner, LLCin group Mariner, LLC245,168$6.08M0.01%+35,09313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.237,797$5.91M0.04%+22,18013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC236,253$5.86M0.02%+178,19613F-HRTimeline
HighPoint Advisor Group LLC224,474$5.56M0.23%+16,24113F-HRTimeline
BlueStem Wealth Partners, LLC215,524$5.34M0.59%-1,49113F-HRTimeline
Patriot Financial Group Insurance Agenc…212,464$5.27M0.3%+113,92313F-HRTimeline
HANCOCK WHITNEY CORP210,999$5.24M0.09%+28,72613F-HRTimeline
Wealth Alliance Advisory Group, LLC208,676$5.17M0.82%+43,90713F-HRTimeline
Beacon Bridge Wealth Partners, LLC203,337$5.04M1.69%+49,54613F-HRTimeline
Legacy Financial Advisors, Inc.189,574$4.7M0.66%+9,00413F-HRTimeline
Retirement Planning Group, LLC176,217$4.37M0.14%+42,91613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…168,581$4.18M0.05%+130,09713F-HRTimelineGroup
Summit Financial, LLC162,375$4.03M0.05%+17,08713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources160,384$3.98M<0.01%+48,14613F-HRTimelineGroup
HighTower Advisors, LLC157,828$3.91M<0.01%+55,65513F-HRTimeline
AE Wealth Management LLC156,369$3.88M0.02%+140,85913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC155,847$3.86M2.61%+14,55913F-HRTimeline
Certified Advisory Corp152,645$3.78M0.34%+43,72113F-HRTimeline
Steward Partners Investment Advisory, L…150,145$3.72M0.02%-11,47513F-HRTimeline
MFA WEALTH ADVISORS, LLC141,553$3.51M0.69%new13F-HRTimeline
Smartleaf Asset Management LLC135,023$3.34M0.12%+4,98113F-HRTimeline
CROBAN124,263$3.08M1.45%+20,14613F-HRTimeline
AssuredPartners Investment Advisors, LLC123,329$3.06M0.33%+7,14413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC119,446$2.96M1.44%-1,25113F-HRTimeline
Sequent Planning LLC117,826$2.92M0.71%+36,17413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117,078$2.9M<0.01%+46,26213F-HRTimelineGroup
Madrid Wealth Management, LLC104,702$2.6M1.96%+12,55213F-HR/ATimeline
One Degree Advisors Inc103,186$2.56M0.67%-17,48113F-HRTimeline
Total Clarity Wealth Management, Inc.100,206$2.48M0.58%+16,79813F-HRTimeline
Leeward Financial Partners, LLC92,752$2.3M0.68%+91813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.91,988$2.28M0.14%+8,61513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,213$2.26M<0.01%+48,60413F-HRTimelineGroup
Embree Financial Group90,913$2.25M0.27%+38,93413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC89,838$2.23M0.02%+65,61513F-HRTimelineGroup
Janney Montgomery Scott LLC88,050$2.18M0.01%+17,57213F-HRTimeline
Fire Capital Management LLC87,665$2.17M1.02%+28,59213F-HRTimeline
Redhawk Wealth Advisors, Inc.86,682$2.15M0.24%+18,16913F-HRTimeline
AdvisorNet Financial, Inc85,555$2.12M0.11%+8,04813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers79,474$1.97M<0.01%+49,32213F-HRTimelineGroup
ABOUND FINANCIAL, LLC78,013$1.93M0.84%-3,86713F-HRTimeline
ARWA LLC77,098$1.92M0.95%+58,80613F-HRTimeline
Advisory Services Network, LLC75,037$1.86M0.02%+29,55313F-HRTimeline
Geneos Wealth Management Inc.73,100$1.81M0.04%+58,34013F-HRTimeline
ShoreHaven Wealth Partners, LLC71,050$1.76M0.63%-94513F-HRTimeline
FLOW TRADERS U.S. LLC65,852$1.63M0.05%+34,04213F-HRTimeline
Buck Wealth Strategies, LLC64,489$1.6M0.2%+30,77713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,198$1.47M<0.01%-19,90513F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC57,965$1.44M0.52%+3,96913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC56,244$1.39M0.01%+55,89413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,535$1.38M<0.01%+43,26213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC54,252$1.34M0.01%new13F-HRTimelineGroup
SFG Wealth Management, LLC.53,612$1.33M0.55%-4,67013F-HRTimeline
Landmark Wealth Management, LLC53,598$1.33M0.36%+18,66113F-HRTimeline
Uniting Wealth Partners, LLC52,643$1.31M0.28%new13F-HRTimeline
Coastal Bridge Advisors, LLC49,587$1.23M0.09%+10,23313F-HRTimeline
Meridian Wealth Management, LLC47,447$1.18M0.04%+5,14313F-HRTimeline
Clarity Retirement & Wealth, LLC45,327$1.12M0.91%new13F-HRTimeline
Perigon Wealth Management, LLC45,000$1.12M0.02%-50013F-HRTimeline
TrueWealth Advisors, LLC43,872$1.09M0.27%+6,18513F-HRTimeline
PRIVATE TRUST CO NA43,490$1.08M0.1%+20,90113F-HRTimeline
BETO FINANCIAL GROUP, LLC42,527$1.06M0.62%new13F-HRTimeline
&PARTNERS42,029$1.04M0.01%+1,84213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.41,573$1.03M0.01%+8,62613F-HRTimelineGroup
Cedar Point Capital Partners, LLC41,467$1.03M0.67%+5,12813F-HRTimeline
WULFF, HANSEN & CO.41,187$1.02M1.04%013F-HRTimeline
Philip James Wealth Mangement, LLC39,513$980K0.11%+86713F-HRTimeline
Collaborative Wealth Managment Inc.38,877$964K0.44%-27013F-HRTimeline
HARBOUR INVESTMENTS, INC.37,867$939K0.01%+27,57813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,184$928K-13,804Timeline
Summit Financial Consulting LLC37,403$927K0.66%+4,94713F-HRTimeline
Golden State Wealth Management, LLC36,099$895K0.1%+33413F-HRTimeline
Advyzon Investment Management, LLC35,309$875K0.08%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.35,196$873K0.34%+25,97113F-HRTimeline
Integrated Wealth Concepts LLC34,655$859K0.01%+11,80413F-HRTimeline
Cresset Asset Management, LLC34,481$855K<0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC34,306$850K0.3%+3,86813F-HRTimeline
Per Stirling Capital Management, LLC.34,305$850K0.09%+25013F-HRTimeline
SHP Wealth Management33,676$835K0.06%-25313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.32,314$801K0.04%+2,88613F-HRTimelineGroup
Peck Wealth Management, LLC31,505$781K0.78%+11,55013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,417$779K0.03%+1,69413F-HRTimelineGroup
Smart Money Group LLC31,084$771K0.22%+2,32113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,756$762K<0.01%-9,20713F-HRTimeline
Milestones Private Investment Advisors …29,856$740K0.65%+13813F-HRTimeline
Gladstone Institutional Advisory LLC29,824$739K0.03%-1,32913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,799$714K0.01%+17,82813F-HRTimelineGroup
Prospera Financial Services Inc28,443$705K0.01%+3,36813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,300$677K<0.01%+4,00013F-HRTimelineGroup
D.A. DAVIDSON & CO.27,229$675K<0.01%013F-HRTimeline
Good Harbor Advisors, Inc.26,650$661K0.72%+2,00013F-HRTimeline
KINTRA WEALTH, LLC25,858$641K0.05%+2,39313F-HRTimeline
WCG Wealth Advisors LLC24,385$604K0.02%-1,02713F-HRTimeline
Tulsa Wealth Advisors, INC24,038$596K0.1%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,000$594K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,389$580K0.01%+75513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,342$579K0.01%+4,28713F-HRTimelineGroup
Western Wealth Management, LLC22,707$563K0.02%-9313F-HR/ATimeline
Tortoise Investment Management, LLC22,400$555K0.05%new13F-HRTimeline
IFP Advisors, Inc21,993$545K0.01%-44613F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC21,903$543K0.5%+13,21313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,048$497K0.02%+9,79113F-HRTimeline
Evergreen Wealth Partners LLC19,806$491K0.37%+5,21513F-HRTimeline
First Heartland Consultants, Inc.19,728$489K0.04%+3,48813F-HRTimeline
CGN Advisors LLC19,582$485K0.04%new13F-HRTimeline
Members Advisory Group LLC19,372$480K0.16%+3,56413F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC19,291$478K0.48%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …18,974$470K<0.01%+89213F-HRTimelineGroup
Tenzing Financial LLC18,270$456K0.34%+1,20213F-HRTimeline
Atria Investments, Inc18,247$452K0.01%+2,57813F-HRTimeline
Sigma Planning Corp18,155$450K0.01%+2,32813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,714$439K<0.01%+7,02213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB17,047$423K0.01%-2,04913F-HRTimeline
Gateway Wealth Partners, LLC16,734$415K0.02%new13F-HRTimeline
Wedmont Private Capital16,354$408K0.01%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.16,346$405K0.24%-2,38813F-HRTimeline
Mallini Complete Financial Planning LLC15,431$383K0.3%+9213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,400$381K0.03%+90013F-HRTimeline
Ashton Thomas Private Wealth, LLC15,308$379K0.01%013F-HRTimeline
Bill Few Associates, Inc.15,302$379K0.09%013F-HRTimeline
True Blue Financial, LLC15,283$379K0.3%013F-HRTimeline
AIRE ADVISORS, LLC15,139$375K0.07%new13F-HRTimeline
PW Nova Financial Services LLC15,000$372K0.09%new13F-HRTimeline
IHT Wealth Management, LLC14,614$362K0.01%-26,15413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,335$355K<0.01%013F-HRTimelineGroup
Visionary Wealth Advisors14,078$349K0.02%-1,13113F-HRTimeline
DAVENPORT & Co LLC13,113$325K<0.01%-1,06213F-HRTimeline
Hobart Private Capital, LLC13,033$323K0.06%new13F-HRTimeline
NewSquare Capital LLC12,715$315K0.03%+50513F-HRTimeline
Noble Family Wealth, LLC12,450$309K0.06%013F-HR/ATimeline
CASTLE WEALTH MANAGEMENT LLC12,398$307K0.1%013F-HRTimeline
Financial Partners Group, Inc12,188$302K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,112$300K<0.01%new13F-HRTimelineGroup
Phoenix Wealth Advisors12,000$297K0.12%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC12,000$297K0.19%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC11,983$297K0.13%+2,03113F-HRTimeline
Beverly Hills Private Wealth, LLC11,792$292K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,374$282K0.01%013F-HRTimelineGroup
Quantinno Capital Management LP11,157$277K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,000$273K<0.01%new13F-HRTimelineGroup
Latitude Advisors, LLC10,601$263K0.12%+5213F-HRTimeline
Gerald Baker Financial Group LLC10,473$260K0.08%13F-HR/ATimeline
Brookwood Investment Group LLC10,077$250K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,040$249K0.01%new13F-HRTimelineGroup
Valued Retirements, Inc.10,000$248K0.24%new13F-HRTimeline
Continuum Advisory, LLC9,300$231K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,291$230K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC9,013$223K0.01%+36613F-HRTimeline
PFG Advisors8,883$220K0.01%+4913F-HRTimeline
Advisor Resource Council8,552$212K0.08%-1,62113F-HRTimeline
Arkadios Wealth Advisors8,518$211K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8,281$205K0.11%+2,33613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,752$143K0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,666$116K<0.01%+63013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,849$70.6K0.04%+2,49513F-HRTimelineGroup
GAMMA Investing LLC2,365$58.6K<0.01%-4,89913F-HRTimeline
BOKF, NAin group BOKF, NA1,781$44.2K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,552$38.5K<0.01%-12313F-HRTimelineGroup
Allworth Financial LP1,000$24.8K<0.01%013F-HRTimeline
Signature Equity Partners, LLC946$23.5K0.01%+3413F-HRTimeline
MAI Capital Management896$22.2K<0.01%+15013F-HRTimeline