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Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

Franklin Dynamic Municipal Bond ETF logo
$24.76 -0.03 (-0.12%)
As of 10:03 AM Eastern

Institutional Ownership Changes (13F Filings) for Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI)

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$391.29M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$19.25M
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FLMI Institutional Buying and Selling by Quarter

Franklin Dynamic Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Redhawk Wealth Advisors Inc.96,209$2.42M0.2%+11.0%0.106%
7/10/2026 Wealthcare Advisory Partners LLC9,073$228K0.0%-68.5%0.010%
7/9/2026 Tenzing Financial LLC23,290$585K0.4%+27.5%0.026%
7/9/2026 Sax Wealth Advisors LLC30,691$761K0.0%N/A0.034%
7/8/2026 First Heartland Consultants Inc.22,899$576K0.0%+16.1%0.025%
7/8/2026 TrueWealth Advisors LLC46,319$1.17M0.3%+5.6%0.051%
7/7/2026 Dynamic Advisor Solutions LLC14,032$353K0.0%N/A0.015%
7/7/2026 CGN Advisors LLC67,166$1.69M0.1%+243.0%0.073%
7/6/2026 Hobart Private Capital LLC92,311$2.32M0.4%+608.3%0.101%
6/3/2026 NewEdge Advisors LLC284,772$7.06M0.0%+25.8%0.364%
5/19/2026Bank of America Corp DE2,703,252$67.01M0.0%+99.1%3.452%
5/19/2026 Arkadios Wealth Advisors8,518$211K0.0%N/A0.011%
5/18/2026Royal Bank of Canada91,213$2.26M0.0%+114.1%0.116%
5/16/2026Quantinno Capital Management LP11,157$277K0.0%N/A0.014%
5/15/2026 Gateway Wealth Partners LLC16,734$415K0.0%N/A0.021%
5/14/2026 Lido Advisors LLC54,252$1.35M0.0%N/A0.069%
5/13/2026 Cetera Investment Advisers1,446,903$35.87M0.0%+23.6%1.848%
5/8/2026 PNC Financial Services Group Inc.59,198$1.47M0.0%-25.2%0.076%
5/7/2026Legacy Wealth Managment LLC ID2,849$71K0.0%+704.8%0.004%
5/7/2026 Meeder Advisory Services Inc.2,365,948$58.65M2.5%+25.0%3.022%
5/6/2026Aire Advisors LLC15,139$375K0.1%N/A0.019%
5/6/2026 Assetmark Inc.17,714$439K0.0%+65.7%0.023%
5/6/2026 Gerald Baker Financial Group LLC9,978$244K0.1%N/A0.013%
5/6/2026 Smart Money Group LLC31,084$771K0.2%+8.1%0.040%
5/5/2026 Members Advisory Group LLC19,372$480K0.2%+22.5%0.025%
5/5/2026 Bank of New York Mellon Corp469,030$11.63M0.0%+24.9%0.599%
5/5/2026 Good Harbor Advisors Inc.26,650$661K0.7%+8.1%0.034%
5/5/2026 Geneos Wealth Management Inc.73,100$1.81M0.0%+395.3%0.093%
5/5/2026Sanctuary Advisors LLC783,830$19.43M0.1%+16.9%1.001%
5/5/2026 Sigma Planning Corp18,155$450K0.0%+14.7%0.023%
5/4/2026 Retirement Planning Group LLC176,217$4.37M0.1%+32.2%0.225%
5/4/2026Abound Financial LLC78,013$1.93M0.8%-4.7%0.100%
5/2/2026 International Assets Investment Management LLC15,400$381K0.0%+6.2%0.020%
5/2/2026 Diversify Wealth Management LLC37,184$928K0.0%N/A0.047%
5/1/2026 Fifth Third Bancorp9,291$230K0.0%N/A0.012%
4/30/2026 Robinson Smith Wealth Advisors LLC155,847$3.86M2.6%+10.3%0.201%
4/30/2026 Kestra Advisory Services LLC101,107$2.51M0.0%+6.9%0.130%
4/27/2026 Private Advisor Group LLC354,658$8.79M0.0%+26.8%0.450%
4/24/2026 Essex Financial Services Inc.32,314$801K0.0%+9.8%0.041%
4/24/2026 Verus Wealth Management LLC21,903$543K0.5%+152.0%0.028%
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4/23/2026 Midwest Financial Partners Investments Inc.468,525$11.62M6.2%+6.1%0.598%
4/23/2026 Penney Financial LLC293,015$7.26M2.8%+12.5%0.374%
4/22/2026 Patriot Financial Group Insurance Agency LLC212,464$5.27M0.3%+115.6%0.271%
4/22/2026 Janney Montgomery Scott LLC88,050$2.18M0.0%+24.9%0.112%
4/21/2026 Madrid Wealth Management LLC104,702$2.60M1.9%+13.6%0.135%
4/21/2026Sequent Planning LLC117,826$2.92M0.7%+44.3%0.152%
4/20/2026 Kestra Private Wealth Services LLC385,554$9.56M0.1%+2.0%0.497%
4/20/2026 Leeward Financial Partners LLC92,752$2.30M0.7%+1.0%0.120%
4/20/2026 RFG Advisory LLC569,131$14.11M0.3%+4.5%0.733%
4/17/2026 Certified Advisory Corp152,645$3.78M0.3%+40.1%0.197%
4/17/2026 Prentice Wealth Management LLC289,218$7.17M1.6%+11.2%0.373%
4/17/2026 Total Clarity Wealth Management Inc.100,206$2.48M0.6%+20.1%0.129%
4/17/2026 AdvisorNet Financial Inc85,555$2.12M0.1%+10.4%0.110%
4/17/2026 Ocean Park Asset Management LLC351,200$8.71M0.4%+307.0%0.453%
3/17/2026Rockefeller Capital Management L.P.1,675$42K0.0%N/A0.003%
3/9/2026 Corient Private Wealth LLC23,300$579K0.0%N/A0.035%
3/4/2026 SHP Wealth Management33,929$844K0.1%N/A0.051%
2/27/2026 Arwa LLC18,292$455K0.3%N/A0.028%
2/19/2026 Axxcess Wealth Management LLC34,220$851K0.0%+2.7%0.052%
2/19/2026 Corient Private Wealth LLC23,300$579K0.0%N/A0.035%
2/18/2026Coastal Bridge Advisors LLC39,354$979K0.1%+299.3%0.060%
2/18/2026 NewEdge Advisors LLC226,378$5.63M0.0%+57.0%0.342%
2/18/2026 VestGen Advisors LLC228,729$5.69M0.2%+16.8%0.346%
2/18/2026 Quadrature Capital Ltd33,712$838K0.0%N/A0.051%
2/18/2026IHT Wealth Management LLC40,768$1.01M0.0%+5.2%0.062%
2/18/2026Integrity Wealth Advisors Inc.18,734$470K0.3%-8.4%0.028%
2/17/2026 Cetera Investment Advisers1,171,039$29.12M0.0%+33.8%1.772%
2/17/2026Equitable Holdings Inc.215,617$5.36M0.0%+75.8%0.326%
2/17/2026Osaic Holdings Inc.624,825$15.54M0.0%+6.3%0.945%
2/17/2026 Advisory Services Network LLC45,484$1.13M0.0%+25.0%0.069%
2/17/2026 Private Advisor Group LLC279,637$6.96M0.0%+25.1%0.423%
2/17/2026Captrust Financial Advisors39,963$994K0.0%-12.5%0.060%
2/17/2026&PARTNERS40,187$999K0.0%+33.6%0.061%
2/17/2026Royal Bank of Canada42,609$1.06M0.0%+150.2%0.064%
2/17/2026Abound Financial LLC81,880$2.04M0.5%-19.9%0.124%
2/16/2026 Tenzing Financial LLC17,068$424K0.3%N/A0.026%
2/16/2026 MML Investors Services LLC58,057$1.44M0.0%+39.7%0.088%
2/16/2026Mariner LLC210,075$5.23M0.0%+1.9%0.318%
2/16/2026 Focus Partners Wealth1,409,390$34.92M0.0%-1.2%2.132%
2/13/2026 Kestra Advisory Services LLC94,587$2.35M0.0%+22.3%0.143%
2/13/2026Visionary Wealth Advisors15,209$378K0.0%N/A0.023%
2/13/2026 Stifel Financial Corp320,492$7.97M0.0%+9.2%0.485%
2/13/2026 Smartleaf Asset Management LLC130,042$3.23M0.1%+46.2%0.197%
2/13/2026 Greenline Wealth Management LLC2,071$52K0.1%N/A0.003%
2/13/2026 Integrated Wealth Concepts LLC22,851$568K0.0%+5.1%0.035%
2/13/2026 New England Private Wealth Advisors LLC525,876$13.08M1.6%+454.6%0.796%
2/13/2026Wells Fargo & Company MN1,530,968$38.08M0.0%+75.8%2.316%
2/13/2026 Summit Financial LLC145,288$3.61M0.1%+20.3%0.220%
2/12/2026Jane Street Group LLC363,791$9.05M0.0%+28.1%0.550%
2/12/2026HRT Financial LP29,326$729K0.0%N/A0.044%
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2/12/2026Orion Porfolio Solutions LLC436,049$10.85M0.1%+2.0%0.660%
2/12/2026 Commonwealth Equity Services LLC319,176$7.94M0.0%+54.3%0.483%
2/12/2026Wayfinding Financial LLC10,252$254K0.1%-87.3%0.016%
2/12/2026Steward Partners Investment Advisory LLC161,620$4.02M0.0%+13.3%0.245%
2/12/2026 Principal Securities Inc.22,634$563K0.0%+52.0%0.034%
2/11/2026 Meeder Advisory Services Inc.1,892,928$47.08M2.0%+9.0%2.864%
2/11/2026 Cedar Point Capital Partners LLC36,339$904K0.6%-8.1%0.055%
2/11/2026 Janney Montgomery Scott LLC70,478$1.75M0.0%+5.4%0.107%
2/11/2026 Capital Analysts LLC11,374$283K0.0%+319.9%0.017%
2/11/2026 LPL Financial LLC4,806,634$119.54M0.0%+27.4%7.272%


FLMI Institutional Ownership - Frequently Asked Questions

During the previous two years, 207 institutional investors and hedge funds held shares of Franklin Dynamic Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($119.54M), Bank of America Corp DE ($67.01M), Cliftonlarsonallen Wealth Advisors LLC ($58.84M), Meeder Advisory Services Inc. ($58.65M), Ameriprise Financial Inc. ($50.77M), Wells Fargo & Company MN ($38.08M), and Cetera Investment Advisers ($35.87M).Learn more on Franklin Dynamic Municipal Bond ETF's institutional investors.

Of the 200 institutional investors that purchased Franklin Dynamic Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.06M), Cliftonlarsonallen Wealth Advisors LLC ($2.37M), Ameriprise Financial Inc. ($1.48M), GAMMA Investing LLC ($1.41M), Bank of America Corp DE ($1.35M), Cetera Investment Advisers ($1.14M), and Raymond James Financial Inc. ($1.11M).

Institutional investors have bought a total of 15,788,652 shares in the last 24 months. This purchase volume represents approximately $391.29M in transactions.

Of the 36 institutional investors that sold Franklin Dynamic Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ocean Park Asset Management LLC ($178K), BlueStem Wealth Partners LLC ($100.46K), Wayfinding Financial LLC ($70.65K), MML Investors Services LLC ($47.20K), Central Bank & Trust Co. ($36.73K), ShoreHaven Wealth Partners LLC ($33.10K), and Financial Advocates Investment Management ($32.60K).

Institutional investors have sold a total of 777,418 shares in the last 24 months. This volume of shares sold represents approximately $19.25M in transactions.



Institutional ownership data for NYSEARCA:FLMI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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