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Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

Franklin Dynamic Municipal Bond ETF logo
$24.80 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$433.13M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$25.32M
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Skip Chart & View Institutional Buying and Selling Data

FLMI Institutional Buying and Selling by Quarter

Franklin Dynamic Municipal Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada91,213$2.26M0.0%+114.1%0.116%
5/16/2026 Quantinno 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%
5/7/2026 Legacy 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%
5/6/2026 Aire 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%
5/5/2026 Sanctuary 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%
5/4/2026 Abound 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%
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%
4/21/2026 Sequent 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%
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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%
3/17/2026 Rockefeller 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%
2/18/2026 Coastal 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%
2/18/2026 IHT Wealth Management LLC40,768$1.01M0.0%+5.2%0.062%
2/18/2026 Integrity 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%
2/17/2026 Equitable Holdings Inc.215,617$5.36M0.0%+75.8%0.326%
2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors39,963$994K0.0%-12.5%0.060%
2/17/2026 &PARTNERS40,187$999K0.0%+33.6%0.061%
2/17/2026 Royal Bank of Canada42,609$1.06M0.0%+150.2%0.064%
2/17/2026 Abound 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%
2/16/2026 Mariner 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%
2/13/2026 Visionary 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%
2/13/2026 Wells 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%
2/12/2026 Jane Street Group LLC363,791$9.05M0.0%+28.1%0.550%
2/12/2026 HRT Financial LP29,326$729K0.0%N/A0.044%
2/12/2026 Orion 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%
2/12/2026 Wayfinding Financial LLC10,252$254K0.1%-87.3%0.016%
2/12/2026 Steward 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%
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2/11/2026 Franklin Resources Inc.112,238$2.79M0.0%+52.1%0.170%
2/11/2026 JPMorgan Chase & Co.193,687$4.82M0.0%+5.7%0.293%
2/11/2026 SouthState Bank Corp5,752$143K0.0%+38.8%0.009%
2/11/2026 J.W. Cole Advisors Inc.16,938$421K0.0%+5.1%0.026%
2/10/2026 ShoreHaven Wealth Partners LLC71,995$1.79M0.6%-5.1%0.109%
2/10/2026 WCG Wealth Advisors LLC25,412$632K0.0%N/A0.038%
2/10/2026 Goldman Sachs Group Inc.34,883$868K0.0%+22.1%0.053%
2/10/2026 Natixis Advisors LLC30,152$750K0.0%N/A0.046%
2/10/2026 Essex Financial Services Inc.29,428$732K0.0%+66.2%0.045%
2/10/2026 Northwestern Mutual Wealth Management Co.70,816$1.76M0.0%+2,742.9%0.107%


FLMI Institutional Ownership - Frequently Asked Questions

During the previous two years, 205 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 198 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 ($1.43M), 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 17,521,915 shares in the last 24 months. This purchase volume represents approximately $433.13M in transactions.

Of the 40 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), Financial Advocates Investment Management ($65.94K), ShoreHaven Wealth Partners LLC ($54.84K), Redhawk Wealth Advisors Inc. ($53.48K), and Envestnet Asset Management Inc. ($52.52K).

Institutional investors have sold a total of 1,028,281 shares in the last 24 months. This volume of shares sold represents approximately $25.32M in transactions.


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This page (NYSEARCA:FLMI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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