Vault-13

FRANKLIN TEMPLETON ETF TR FLMI

FRANKLIN DYN MUN · ETP · CUSIP 35473P868

142 institutional holders +15 vs Q1 2025
20,970,88921.0m shares reported held*
$508.7mreported value*
28 new 68 added 34 reduced 13 sold out net bought ≈ $109.4m (+4.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($28.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.26.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 24Q4 22: 27Q1 23: 32Q2 23: 30Q3 23: 37Q4 23: 54Q1 24: 64Q2 24: 69Q3 24: 80Q4 24: 98Q1 25: 127Q2 25: 142142Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202224
Q4 202227
Q1 202332
Q2 202330
Q3 202337
Q4 202354
Q1 202464
Q2 202469
Q3 202480
Q4 202498
Q1 2025127
Q2 2025142

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 26 bought or addedQ3 23: 7 cut or sold outQ4 23: 28 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 14 cut or sold outQ2 24: 48 bought or addedQ2 24: 13 cut or sold outQ2 24Q3 24: 57 bought or addedQ3 24: 13 cut or sold outQ4 24: 67 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 90 bought or addedQ1 25: 27 cut or sold outQ2 25: 96 bought or addedQ2 25: 47 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023267
Q4 20232819
Q1 20244514
Q2 20244813
Q3 20245713
Q4 20246719
Q1 20259027
Q2 20259647

Biggest buyers

Meeder Advisory Services, Inc. New +1,593,429+1.6m
Cetera Investment Advisers Added +472,025+472.0k
WELLS FARGO & COMPANY/MN Added +382,143+382.1k
Orion Porfolio Solutions, LLC Added +377,170+377.2k
AMERIPRISE FINANCIAL INC Added +309,775+309.8k
OSAIC HOLDINGS, INC. Added +252,383+252.4k
Asio Capital, LLC New +243,270+243.3k
RAYMOND JAMES FINANCIAL INC Added +228,569+228.6k
Thrivent Financial for Lutherans New +156,551+156.6k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +106,403+106.4k

Biggest sellers

HighTower Advisors, LLC Reduced -203,340-203.3k
LPL Financial LLC Reduced -187,462-187.5k
Glenview Trust Co Sold out -106,938-106.9k
BlueStem Wealth Partners, LLC Reduced -102,139-102.1k
Redhawk Wealth Advisors, Inc. Reduced -53,479-53.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -52,521-52.5k
GAMMA Investing LLC Reduced -49,910-49.9k
SFG Wealth Management, LLC. Sold out -48,435-48.4k
MML INVESTORS SERVICES, LLC Reduced -47,197-47.2k
Financial Advocates Investment Management Reduced -33,335-33.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,896,9982.9m $70.3m $70.3m 0.02% Reduced -187.5k -187,462
2 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.88% of their portfolio MINNEAPOLIS, MN 2,166,0912.2m $52.5m $52.5m 0.88% Added +106.4k +106,403
3 Meeder Advisory Services, Inc. 2.00% of their portfolio DUBLIN, OH 1,593,4291.6m $38.7m $38.7m 2.00% New
4 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 1,309,7581.3m $31.8m $31.8m 0.07% Added +21.9k +21,856
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,060,6851.1m $25.7m $25.7m 0.01% Added +309.8k +309,775
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 826,544826.5k $20.1m $20.1m 0.01% Added +228.6k +228,569
7 CENTRAL BANK & TRUST CO 2.94% of their portfolio LEXINGTON, KY 741,931741.9k $18.0m $18.0m 2.94% Added +2.1k +2,149
8 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 679,327679.3k $16.5m $16.5m 0.03% Added +472.0k +472,025
9 RFG Advisory, LLC 0.32% of their portfolio BIRMINGHAM, AL 555,398555.4k $13.5m $13.5m 0.32% Reduced -4.3k -4,315
10 Legacy CG, LLC 3.41% of their portfolio PLANO, TX 471,991472.0k $11.5m $11.5m 3.41% Reduced -16.1k -16,115
11 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 441,686441.7k $10.7m $10.7m 0.07% Added +46.3k +46,326
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 419,902419.9k $10.2m $10.2m 0.00% Added +382.1k +382,143
13 Orion Porfolio Solutions, LLC 0.09% of their portfolio OMAHA, NE 413,451413.5k $10.0m $10.0m 0.09% Added +377.2k +377,170
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 383,845383.8k $9.3m $9.3m 0.02% Added +252.4k +252,383
15 BlueStem Wealth Partners, LLC 0.95% of their portfolio MINNETONKA, MN 317,478317.5k $7.7m $7.7m 0.95% Reduced -102.1k -102,139
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.11% of their portfolio AUSTIN, TX 313,300313.3k $7.6m $7.6m 0.11% Added +17.3k +17,266
17 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 278,032278.0k $6.7m $6.7m 0.00% Added +14.7k +14,661
18 Ocean Park Asset Management, LLC 0.23% of their portfolio SANTA MONICA, CA 264,300264.3k $6.5m $6.5m 0.23% Unchanged
19 Asio Capital, LLC 0.98% of their portfolio LEXINGTON, KY 243,270243.3k $5.9m $5.9m 0.98% New
20 TruWealth Advisors, LLC 0.29% of their portfolio Metairie, LA 220,265220.3k $5.3m $5.3m 0.29% Added +5.2k +5,150
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 199,428199.4k $4.8m $4.8m 0.00% Reduced -11.1k -11,096
22 VestGen Advisors, LLC 0.19% of their portfolio CHICAGO, IL 195,667195.7k $4.7m $4.7m 0.19% Added +1.0k +1,001
23 Mariner, LLC 0.01% of their portfolio Overland Park, KS 189,085189.1k $4.6m $4.6m 0.01% Added +1.2k +1,246
24 Prentice Wealth Management LLC 1.19% of their portfolio Rochester, NY 186,349186.3k $4.5m $4.5m 1.19% Added +57.8k +57,801
25 Wealth Alliance Advisory Group, LLC 0.80% of their portfolio Wichita, KS 172,559172.6k $4.2m $4.2m 0.80% Added +3.8k +3,845
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 162,092162.1k $3.9m $3.9m 0.01% Reduced -304 -304
27 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 156,551156.6k $3.8m $3.8m 0.01% New
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 156,059156.1k $3.8m $3.8m 0.00% Reduced -52.5k -52,521
29 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 150,844150.8k $3.7m $3.7m 0.01% Added +11.3k +11,262
30 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.70% of their portfolio NEW YORK, NY 135,503135.5k $3.3m $3.3m 1.70% Added +1.2k +1,160
31 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 132,258132.3k $3.2m $3.2m 0.02% Added +49.4k +49,413
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 119,629119.6k $2.9m $2.9m 0.00% Added +72.1k +72,051
33 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 117,720117.7k $2.9m $2.9m 0.02% Added +24.6k +24,571
34 CWM, LLC 0.01% of their portfolio OMAHA, NE 116,827116.8k $2.8m $2.8m 0.01% Added +26.3k +26,322
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 112,339112.3k $2.7m $2.7m 0.00% Added +67.1k +67,059
36 ABOUND FINANCIAL, LLC 1.18% of their portfolio GRANITE BAY, CA 110,361110.4k $2.7m $2.7m 1.18% Reduced -2.3k -2,278
37 ShoreHaven Wealth Partners, LLC 1.04% of their portfolio Red Bank, NJ 105,094105.1k $2.5m $2.5m 1.04% Reduced -21.7k -21,738
38 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 97,97698.0k $2.4m $2.4m 0.01% Added +93.9k +93,876
39 One Degree Advisors Inc 0.84% of their portfolio SAN DIEGO, CA 96,98897.0k $2.4m $2.4m 0.84% Added +20.2k +20,219
40 HANCOCK WHITNEY CORP 0.04% of their portfolio GULFPORT, MS 93,84793.8k $2.3m $2.3m 0.04% New
41 Patriot Financial Group Insurance Agency, LLC 0.24% of their portfolio Westborough, MA 84,39284.4k $2.0m $2.0m 0.24% Added +2.4k +2,446
42 Stratos Wealth Advisors, LLC 0.11% of their portfolio BEACHWOOD, OH 83,32483.3k $2.0m $2.0m 0.11% Added +3.8k +3,779
43 New England Private Wealth Advisors LLC 0.29% of their portfolio WELLESLEY, MA 82,23082.2k $2.0m $2.0m 0.29% New
44 Diversify Advisory Services, LLC 0.08% of their portfolio SANDY, UT 81,99082.0k $2.0m $2.0m 0.08% New
45 Wayfinding Financial, LLC 0.87% of their portfolio LYNNWOOD, WA 80,34880.3k $1.9m $1.9m 0.87% Added +33.6k +33,563
46 Retirement Planning Group, LLC 0.08% of their portfolio LEAWOOD, KS 79,14479.1k $1.9m $1.9m 0.08% Added +60.2k +60,160
47 CROBAN 1.49% of their portfolio FREMONT, OH 72,10972.1k $1.7m $1.7m 1.49% Added +4.0k +3,960
48 Leeward Financial Partners, LLC 0.54% of their portfolio Bellevue, WA 69,88969.9k $1.7m $1.7m 0.54% Added +3.5k +3,503
49 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 68,99769.0k $1.7m $1.7m 0.01% Added +12.2k +12,171
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 65,65765.7k $1.6m $1.6m 0.00% Added +11.1k +11,078
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 64,77064.8k $1.6m $1.6m 0.00% Added +27.5k +27,470
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 62,08462.1k $1.5m $1.5m 0.00% Added +22.3k +22,302
53 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 58,79158.8k $1.4m $1.4m 0.01% Added +24.4k +24,354
54 Bowman & Co S.C. 0.60% of their portfolio Oshkosh, WI 55,54655.5k $1.3m $1.3m 0.60% Added +2.2k +2,171
55 BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio NEW YORK, NY 50,00050.0k $1.2m $1.2m 0.04% New
56 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 48,24048.2k $1.2m $1.2m 0.00% Reduced -22.8k -22,835
57 Financial Advocates Investment Management 0.09% of their portfolio OLYMPIA, WA 47,74347.7k $1.2m $1.2m 0.09% Reduced -33.3k -33,335
58 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 43,79543.8k $1.1m $1.1m 0.00% Added +25.2k +25,174
59 WULFF, HANSEN & CO. 0.86% of their portfolio SAN RAFAEL, CA 41,18741.2k $999.2k $999.2k 0.86% Unchanged
60 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 38,45138.5k $932.8k $932.8k 0.04% New
61 Cedar Point Capital Partners, LLC 0.65% of their portfolio Cedar Rapids, IA 37,76537.8k $916.2k $916.2k 0.65% Reduced -1.3k -1,291
62 Landmark Wealth Management, LLC 0.37% of their portfolio MELVILLE, NY 35,81835.8k $869.0k $869.0k 0.37% Reduced -4.4k -4,380
63 Golden State Wealth Management, LLC 0.10% of their portfolio SANTA ANA, CA 34,89234.9k $846.5k $846.5k 0.10% Added +1.5k +1,458
64 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 33,92833.9k $823.1k $823.1k 0.02% First filing
65 Collaborative Wealth Managment Inc. 0.36% of their portfolio LAKE MARY, FL 33,79633.8k $819.9k $819.9k 0.36% Added +2.7k +2,728
66 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 32,70532.7k $793.4k $793.4k 0.02% New
67 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 31,26631.3k $758.5k $758.5k 0.03% Reduced -11.8k -11,758
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,62530.6k $743.0k $743.0k 0.00% Reduced -47.2k -47,197
69 KINTRA WEALTH, LLC 0.44% of their portfolio WILLIAMSPORT, PA 29,85029.9k $724.2k $724.2k 0.44% Added +17.7k +17,700
70 MassMutual Private Wealth & Trust, FSB 0.02% of their portfolio Windsor, CT 29,74729.7k $721.7k $721.7k 0.02% Reduced -10.0k -10,025
71 Redhawk Wealth Advisors, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 27,24527.2k $661.0k $661.0k 0.08% Reduced -53.5k -53,479
72 Embree Financial Group 0.10% of their portfolio Chicago, IL 27,15827.2k $658.8k $658.8k 0.10% Reduced -1.4k -1,438
73 Milestones Private Investment Advisors LLC 0.48% of their portfolio FAIRPORT, NY 26,78626.8k $649.8k $649.8k 0.48% First filing
74 Econ Financial Services Corp 0.33% of their portfolio HARRISBURG, PA 26,62226.6k $645.9k $645.9k 0.33% Reduced -3.0k -3,043
75 Summit Financial Consulting LLC 0.58% of their portfolio STERLING HEIGHTS, MI 26,48726.5k $642.6k $642.6k 0.58% Added +2.6k +2,554
76 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 26,06026.1k $632.2k $632.2k 0.01% New
77 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 25,39925.4k $616.2k $616.2k 0.00% Added +6.2k +6,235
78 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 24,88624.9k $603.1k $603.1k 0.01% Added +13.1k +13,095
79 AdvisorNet Financial, Inc 0.04% of their portfolio MINNETONKA, MN 24,88024.9k $603.6k $603.6k 0.04% Added +24.3k +24,280
80 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 24,00024.0k $582.2k $582.2k 0.00% Added +23.0k +23,000
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,97024.0k $582.0k $582.0k 0.00% Added +12.2k +12,244
82 Essex Financial Services, Inc. 0.04% of their portfolio ESSEX, CT 23,05523.1k $559.3k $559.3k 0.04% Reduced -591 -591
83 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 21,74821.7k $527.6k $527.6k 0.01% Reduced -11.5k -11,542
84 TrueWealth Advisors, LLC 0.16% of their portfolio BIRMINGHAM, AL 21,61821.6k $524.5k $524.5k 0.16% Reduced -1.9k -1,859
85 Per Stirling Capital Management, LLC. 0.07% of their portfolio AUSTIN, TX 21,59021.6k $523.8k $523.8k 0.07% Added +11.6k +11,645
86 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 19,24919.2k $467.0k $467.0k 0.04% Reduced -795 -795
87 Wilmington Savings Fund Society, FSB 0.01% of their portfolio WILMINGTON, DE 18,65718.7k $452.6k $452.6k 0.01% New
88 INTEGRITY WEALTH ADVISORS, INC. 0.31% of their portfolio Ventura, CA 18,55318.6k $450.1k $450.1k 0.31% Reduced -473 -473
89 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 18,54518.5k $449.9k $449.9k 0.01% Added +4.7k +4,653
90 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 18,35418.4k $445.3k $445.3k 0.00% Added +4.0k +4,000
91 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 18,14218.1k $440.1k $440.1k 0.04% Reduced -160 -160
92 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 17,88817.9k $434.0k $434.0k 0.01% Added +5.5k +5,454
93 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 16,61716.6k $403.1k $403.1k 0.01% Added +7.1k +7,106
94 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,59316.6k $402.6k $402.6k 0.00% Reduced -1.5k -1,525
95 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 15,90715.9k $385.9k $385.9k 0.01% New
96 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 15,40315.4k $373.7k $373.7k 0.00% Added +2.2k +2,167
97 AssuredPartners Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 15,34615.3k $372.3k $372.3k 0.09% New
98 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 15,30915.3k $371.4k $371.4k 0.03% New
99 Bill Few Associates, Inc. 0.11% of their portfolio SEWICKLEY, PA 15,30215.3k $371.2k $371.2k 0.11% Unchanged
100 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 15,05715.1k $365.3k $365.3k 0.00% New