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Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

Franklin Dynamic Municipal Bond ETF logo
$24.89 +0.01 (+0.04%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI)

Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$406.75M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$27.08M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp469,030$11.63M0.0%+24.9%0.599%
5/5/2026Good Harbor Advisors Inc.26,650$661K0.7%+8.1%0.034%
5/5/2026Geneos 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%
5/4/2026 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%
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%
3/9/2026Corient Private Wealth LLC23,300$579K0.0%N/A0.035%
3/4/2026SHP 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%
2/19/2026Corient Private Wealth LLC23,300$579K0.0%N/A0.035%
2/18/2026Coastal Bridge Advisors LLC39,354$979K0.1%+299.3%0.060%
2/18/2026NewEdge Advisors LLC226,378$5.63M0.0%+57.0%0.342%
2/18/2026VestGen Advisors LLC228,729$5.69M0.2%+16.8%0.346%
2/18/2026Quadrature 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%
2/17/2026Cetera 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%
2/17/2026Advisory 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%
2/17/2026 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%
2/16/2026Mariner LLC210,075$5.23M0.0%+1.9%0.318%
2/16/2026Focus 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%
2/13/2026Stifel Financial Corp320,492$7.97M0.0%+9.2%0.485%
2/13/2026Smartleaf Asset Management LLC130,042$3.23M0.1%+46.2%0.197%
2/13/2026Greenline Wealth Management LLC2,071$52K0.1%N/A0.003%
2/13/2026Integrated Wealth Concepts LLC22,851$568K0.0%+5.1%0.035%
2/13/2026New 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%
2/13/2026Summit 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%
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%
2/12/2026Principal Securities Inc.22,634$563K0.0%+52.0%0.034%
2/11/2026Meeder Advisory Services Inc.1,892,928$47.08M2.0%+9.0%2.864%
2/11/2026Cedar 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%
2/11/2026Capital Analysts LLC11,374$283K0.0%+319.9%0.017%
2/11/2026LPL Financial LLC4,806,634$119.54M0.0%+27.4%7.272%
2/11/2026Franklin Resources Inc.112,238$2.79M0.0%+52.1%0.170%
2/11/2026JPMorgan Chase & Co.193,687$4.82M0.0%+5.7%0.293%
2/11/2026SouthState 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%
2/10/2026ShoreHaven Wealth Partners LLC71,995$1.79M0.6%-5.1%0.109%
2/10/2026WCG Wealth Advisors LLC25,412$632K0.0%N/A0.038%
2/10/2026Goldman Sachs Group Inc.34,883$868K0.0%+22.1%0.053%
2/10/2026Natixis Advisors LLC30,152$750K0.0%N/A0.046%
2/10/2026 Essex Financial Services Inc.29,428$732K0.0%+66.2%0.045%
2/10/2026Northwestern Mutual Wealth Management Co.70,816$1.76M0.0%+2,742.9%0.107%
2/10/2026IFG Advisory LLC11,755$292K0.0%N/A0.018%
2/9/2026Harbour Investments Inc.10,289$256K0.0%+64.9%0.016%
2/9/2026 Robinson Smith Wealth Advisors LLC141,288$3.51M2.4%+12.4%0.214%
2/9/2026 Prospera Financial Services Inc25,075$624K0.0%+10.3%0.038%
2/9/2026New England Private Wealth Advisors LLC525,876$13.08M0.8%+454.6%0.796%
2/6/2026 Axxcess Wealth Management LLC34,220$851K0.0%+2.7%0.052%
2/6/2026 Midwest Financial Partners Investments Inc.441,555$10.98M6.1%N/A0.668%
2/6/2026 One Degree Advisors Inc120,667$3M0.8%+27.1%0.183%
2/6/2026Global Retirement Partners LLC55,692$1.39M0.0%+0.8%0.084%
2/6/2026BlueStem Wealth Partners LLC217,015$5.40M0.6%-11.1%0.328%
2/6/2026 Kennedy Investment Group9,225$229K0.1%N/A0.014%
2/6/2026 IFP Advisors Inc22,439$558K0.0%+83.2%0.034%
2/6/2026Cullen Frost Bankers Inc.32,947$819K0.0%+101.1%0.050%
2/6/2026PNC Financial Services Group Inc.79,103$1.97M0.0%+155.9%0.120%
2/6/2026HighTower Advisors LLC102,173$2.54M0.0%+201.2%0.155%


FLMI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLMI shares?

During the previous two years, 201 institutional investors and hedge funds held shares of Franklin Dynamic Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($119.54M), Cliftonlarsonallen Wealth Advisors LLC ($58.84M), Ameriprise Financial Inc. ($50.77M), Meeder Advisory Services Inc. ($47.08M), Wells Fargo & Company MN ($38.08M), Focus Partners Wealth ($34.92M), and Cetera Investment Advisers ($29.12M).Learn more on Franklin Dynamic Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Franklin Dynamic Municipal Bond ETF's stock?

Of the 194 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), Raymond James Financial Inc. ($1.11M), Wulff Hansen & CO. ($963.80K), and New England Private Wealth Advisors LLC ($956.93K).

How much institutional buying is happening at Franklin Dynamic Municipal Bond ETF?

Institutional investors have bought a total of 16,475,035 shares in the last 24 months. This purchase volume represents approximately $406.75M in transactions.

Which of Franklin Dynamic Municipal Bond ETF's major shareholders have been selling company stock?

Of the 43 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), ShoreHaven Wealth Partners LLC ($80.49K), Wayfinding Financial LLC ($70.65K), Financial Advocates Investment Management ($65.94K), Redhawk Wealth Advisors Inc. ($53.48K), and Envestnet Asset Management Inc. ($52.52K).

How much institutional selling is happening at Franklin Dynamic Municipal Bond ETF?

Institutional investors have sold a total of 1,100,839 shares in the last 24 months. This volume of shares sold represents approximately $27.08M in transactions.


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