Vault-13

FRANKLIN TEMPLETON ETF TR FLMI

FRANKLIN DYN MUN · ETP · CUSIP 35473P868

162 institutional holders +20 vs Q2 2025
27,735,18527.7m shares reported held*
$686.8mreported value*
34 new 85 added 29 reduced 10 sold out net bought ≈ $168.9m (+6.8m 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. Holder counts are more reliable. Implied quarter-end price ≈ $24.76.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 24Q4 22: 27Q1 23: 32Q2 23: 30Q3 23: 37Q4 23: 54Q1 24: 64Q2 24: 69Q3 24: 80Q4 24: 98Q1 25: 127Q2 25: 142Q3 25: 162162Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025162

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 28 bought or addedQ4 23: 19 cut or sold outQ1 24: 45 bought or addedQ1 24: 14 cut or sold outQ1 24Q2 24: 48 bought or addedQ2 24: 13 cut or sold outQ3 24: 57 bought or addedQ3 24: 13 cut or sold outQ3 24Q4 24: 67 bought or addedQ4 24: 19 cut or sold outQ1 25: 90 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 96 bought or addedQ2 25: 47 cut or sold outQ3 25: 119 bought or addedQ3 25: 39 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232819
Q1 20244514
Q2 20244813
Q3 20245713
Q4 20246719
Q1 20259027
Q2 20259647
Q3 202511939

Biggest buyers

AMERIPRISE FINANCIAL INC Added +987,594+987.6k
LPL Financial LLC Added +875,033+875.0k
Sanctuary Advisors, LLC Added +504,832+504.8k
WELLS FARGO & COMPANY/MN Added +450,782+450.8k
TRUIST FINANCIAL CORP Added +396,684+396.7k
RAYMOND JAMES FINANCIAL INC Added +280,536+280.5k
MORGAN STANLEY New +261,753+261.8k
STIFEL FINANCIAL CORP Added +228,678+228.7k
TruWealth Advisors, LLC Added +214,306+214.3k
OSAIC HOLDINGS, INC. Added +203,839+203.8k

Biggest sellers

Ocean Park Asset Management, LLC Reduced -178,000-178.0k
Thrivent Financial for Lutherans Sold out -156,551-156.6k
BlueStem Wealth Partners, LLC Reduced -73,341-73.3k
BOOTHBAY FUND MANAGEMENT, LLC Sold out -50,000-50.0k
CENTRAL BANK & TRUST CO Reduced -36,732-36.7k
Financial Advocates Investment Management Reduced -32,600-32.6k
ShoreHaven Wealth Partners, LLC Reduced -29,254-29.3k
Wealthcare Advisory Partners LLC Sold out -26,060-26.1k
Wilmington Savings Fund Society, FSB Sold out -18,657-18.7k
Diversify Advisory Services, LLC Reduced -15,625-15.6k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,772,0313.8m $93.4m $93.4m 0.03% Added +875.0k +875,033
2 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.89% of their portfolio MINNEAPOLIS, MN 2,272,2122.3m $56.3m $56.3m 0.89% Added +106.1k +106,121
3 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,048,2792.0m $50.8m $50.8m 0.01% Added +987.6k +987,594
4 Meeder Advisory Services, Inc. 2.00% of their portfolio DUBLIN, OH 1,737,0261.7m $43.0m $43.0m 2.00% Added +143.6k +143,597
5 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 1,426,0151.4m $35.3m $35.3m 0.06% Added +116.3k +116,257
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,107,0801.1m $27.4m $27.4m 0.01% Added +280.5k +280,536
7 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 946,518946.5k $23.3m $23.3m 0.07% Added +504.8k +504,832
8 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 875,179875.2k $21.7m $21.7m 0.03% Added +195.9k +195,852
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 870,684870.7k $21.6m $21.6m 0.00% Added +450.8k +450,782
10 CENTRAL BANK & TRUST CO 2.75% of their portfolio LEXINGTON, KY 705,199705.2k $17.5m $17.5m 2.75% Reduced -36.7k -36,732
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 587,684587.7k $14.5m $14.5m 0.02% Added +203.8k +203,839
12 RFG Advisory, LLC 0.28% of their portfolio BIRMINGHAM, AL 547,366547.4k $13.6m $13.6m 0.28% Reduced -8.0k -8,032
13 Legacy CG, LLC 3.22% of their portfolio PLANO, TX 461,689461.7k $11.4m $11.4m 3.22% Reduced -10.3k -10,302
14 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 458,768458.8k $11.4m $11.4m 0.02% Added +396.7k +396,684
15 TruWealth Advisors, LLC 0.54% of their portfolio Metairie, LA 434,571434.6k $10.8m $10.8m 0.54% Added +214.3k +214,306
16 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 427,599427.6k $10.6m $10.6m 0.08% Added +14.1k +14,148
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 366,644366.6k $9.1m $9.1m 0.00% Added +167.2k +167,216
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 362,490362.5k $9.0m $9.0m 0.12% Added +49.2k +49,190
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 340,882340.9k $8.4m $8.4m 0.00% Added +62.9k +62,850
20 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 293,448293.4k $7.3m $7.3m 0.01% Added +228.7k +228,678
21 CWM, LLC 0.02% of their portfolio OMAHA, NE 293,046293.0k $7.3m $7.3m 0.02% Added +176.2k +176,219
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 284,016284.0k $7.0m $7.0m 0.01% Added +171.7k +171,677
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 261,753261.8k $6.5m $6.5m 0.00% New
24 Asio Capital, LLC 0.95% of their portfolio LEXINGTON, KY 257,005257.0k $6.4m $6.4m 0.95% Added +13.7k +13,735
25 BlueStem Wealth Partners, LLC 0.69% of their portfolio MINNETONKA, MN 244,137244.1k $6.0m $6.0m 0.69% Reduced -73.3k -73,341
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 241,081241.1k $6.0m $6.0m 0.00% Added +85.0k +85,022
27 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 223,492223.5k $5.5m $5.5m 0.03% Added +91.2k +91,234
28 Prentice Wealth Management LLC 1.27% of their portfolio Rochester, NY 208,084208.1k $5.2m $5.2m 1.27% Added +21.7k +21,735
29 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 206,884206.9k $5.1m $5.1m 0.01% Added +44.8k +44,792
30 Mariner, LLC 0.01% of their portfolio Overland Park, KS 206,147206.1k $5.1m $5.1m 0.01% Added +17.1k +17,062
31 VestGen Advisors, LLC 0.16% of their portfolio CHICAGO, IL 195,913195.9k $4.9m $4.9m 0.16% Added +246 +246
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 180,767180.8k $4.5m $4.5m 0.01% Added +29.9k +29,923
33 Wealth Alliance Advisory Group, LLC 0.75% of their portfolio Wichita, KS 168,779168.8k $4.2m $4.2m 0.75% Reduced -3.8k -3,780
34 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 166,372166.4k $4.1m $4.1m 0.00% Added +46.7k +46,743
35 Legacy Financial Advisors, Inc. 0.51% of their portfolio COVINGTON, KY 149,803149.8k $3.7m $3.7m 0.51% New
36 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 144,199144.2k $3.6m $3.6m 0.02% Added +46.2k +46,223
37 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 142,597142.6k $3.5m $3.5m 0.02% Added +24.9k +24,877
38 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.56% of their portfolio NEW YORK, NY 125,788125.8k $3.1m $3.1m 1.56% Reduced -9.7k -9,715
39 ROBINSON SMITH WEALTH ADVISORS LLC 2.24% of their portfolio South Portland, ME 125,698125.7k $3.1m $3.1m 2.24% New
40 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 123,969124.0k $3.1m $3.1m 0.06% Added +30.1k +30,122
41 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 122,668122.7k $3.0m $3.0m 0.02% Added +63.9k +63,877
42 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 120,760120.8k $3.0m $3.0m 0.05% New
43 Retirement Planning Group, LLC 0.09% of their portfolio LEAWOOD, KS 103,073103.1k $2.6m $2.6m 0.09% Added +23.9k +23,929
44 ABOUND FINANCIAL, LLC 1.01% of their portfolio GRANITE BAY, CA 102,222102.2k $2.5m $2.5m 1.01% Reduced -8.1k -8,139
45 One Degree Advisors Inc 0.72% of their portfolio SAN DIEGO, CA 94,92694.9k $2.4m $2.4m 0.72% Reduced -2.1k -2,062
46 New England Private Wealth Advisors LLC 0.31% of their portfolio WELLESLEY, MA 94,82594.8k $2.3m $2.3m 0.31% Added +12.6k +12,595
47 Leeward Financial Partners, LLC 0.65% of their portfolio Bellevue, WA 91,69891.7k $2.3m $2.3m 0.65% Added +21.8k +21,809
48 Smartleaf Asset Management LLC 0.14% of their portfolio BOSTON, MA 88,94188.9k $2.2m $2.2m 0.14% New
49 Ocean Park Asset Management, LLC 0.09% of their portfolio SANTA MONICA, CA 86,30086.3k $2.1m $2.1m 0.09% Reduced -178.0k -178,000
50 Patriot Financial Group Insurance Agency, LLC 0.27% of their portfolio Westborough, MA 86,03786.0k $2.1m $2.1m 0.27% Added +1.6k +1,645
51 Wayfinding Financial, LLC 0.86% of their portfolio LYNNWOOD, WA 80,89880.9k $2.0m $2.0m 0.86% Added +550 +550
52 Stratos Wealth Advisors, LLC 0.10% of their portfolio BEACHWOOD, OH 79,91179.9k $2.0m $2.0m 0.10% Reduced -3.4k -3,413
53 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 77,33877.3k $1.9m $1.9m 0.01% Added +8.3k +8,341
54 Penney Financial, LLC 0.85% of their portfolio HOUSTON, TX 76,53776.5k $1.9m $1.9m 0.85% New
55 ShoreHaven Wealth Partners, LLC 0.70% of their portfolio Red Bank, NJ 75,84075.8k $1.9m $1.9m 0.70% Reduced -29.3k -29,254
56 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 73,77073.8k $1.8m $1.8m 0.00% Added +30.0k +29,975
57 CROBAN 1.16% of their portfolio FREMONT, OH 70,33370.3k $1.7m $1.7m 1.16% Reduced -1.8k -1,776
58 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 66,88466.9k $1.7m $1.7m 0.00% Added +1.2k +1,227
59 Diversify Advisory Services, LLC 0.06% of their portfolio SANDY, UT 66,36566.4k $1.6m $1.6m 0.06% Reduced -15.6k -15,625
60 von Borstel & Associates, Inc. 0.24% of their portfolio THE DALLES, OR 63,87563.9k $1.6m $1.6m 0.24% New
61 Redhawk Wealth Advisors, Inc. 0.18% of their portfolio MINNEAPOLIS, MN 61,77261.8k $1.5m $1.5m 0.18% Added +34.5k +34,527
62 Bowman & Co S.C. 0.59% of their portfolio Oshkosh, WI 56,11556.1k $1.4m $1.4m 0.59% Added +569 +569
63 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 55,26555.3k $1.4m $1.4m 0.03% Added +21.3k +21,337
64 Sequent Planning LLC 0.37% of their portfolio OMAHA, NE 53,15553.2k $1.3m $1.3m 0.37% New
65 SFG Wealth Management, LLC. 0.53% of their portfolio TOWSON, MD 49,40449.4k $1.2m $1.2m 0.53% New
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 45,65945.7k $1.1m $1.1m 0.00% Reduced -2.6k -2,581
67 Elequin Capital, LP 0.09% of their portfolio NEW YORK, NY 43,24343.2k $1.1m $1.1m 0.09% New
68 Uniting Wealth Partners, LLC 0.25% of their portfolio DENVER, CO 42,33742.3k $1.0m $1.0m 0.25% New
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 41,56041.6k $1.0m $1.0m 0.00% Added +10.9k +10,935
70 WULFF, HANSEN & CO. 0.88% of their portfolio SAN RAFAEL, CA 41,18741.2k $1.0m $1.0m 0.88% Unchanged
71 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 40,09140.1k $993.0k $993.0k 0.04% Added +1.6k +1,640
72 Cedar Point Capital Partners, LLC 0.64% of their portfolio Cedar Rapids, IA 39,52939.5k $979.1k $979.1k 0.64% Added +1.8k +1,764
73 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 38,75838.8k $960.0k $960.0k 0.02% New
74 Collaborative Wealth Managment Inc. 0.39% of their portfolio LAKE MARY, FL 38,75538.8k $960.0k $960.0k 0.39% Added +5.0k +4,959
75 AdvisorNet Financial, Inc 0.05% of their portfolio MINNETONKA, MN 38,21938.2k $946.7k $946.7k 0.05% Added +13.3k +13,339
76 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 36,37336.4k $901.0k $901.0k 0.01% Added +24.4k +24,377
77 Golden State Wealth Management, LLC 0.10% of their portfolio SANTA ANA, CA 35,46735.5k $878.5k $878.5k 0.10% Added +575 +575
78 Landmark Wealth Management, LLC 0.35% of their portfolio MELVILLE, NY 35,17235.2k $871.2k $871.2k 0.35% Reduced -646 -646
79 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,92433.9k $840.3k $840.3k 0.00% Added +24.8k +24,767
80 Embree Financial Group 0.11% of their portfolio Chicago, IL 33,78733.8k $836.9k $836.9k 0.11% Added +6.6k +6,629
81 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 33,32933.3k $825.6k $825.6k 0.02% Added +624 +624
82 Philip James Wealth Mangement, LLC 0.10% of their portfolio MILTON, GA 33,23033.2k $823.1k $823.1k 0.10% New
83 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 30,92830.9k $766.0k $766.0k 0.03% New
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 30,90630.9k $765.5k $765.5k 0.00% Added +16.3k +16,269
85 Milestones Private Investment Advisors LLC 0.52% of their portfolio FAIRPORT, NY 30,45630.5k $754.4k $754.4k 0.52% Added +3.7k +3,670
86 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 30,09130.1k $745.4k $745.4k 0.00% Added +4.7k +4,692
87 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 28,61628.6k $708.8k $708.8k 0.03% Reduced -2.6k -2,650
88 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,55828.6k $707.4k $707.4k 0.00% New
89 Summit Financial Consulting LLC 0.56% of their portfolio STERLING HEIGHTS, MI 28,08128.1k $695.6k $695.6k 0.56% Added +1.6k +1,594
90 KINTRA WEALTH, LLC 0.39% of their portfolio WILLIAMSPORT, PA 27,85027.9k $689.8k $689.8k 0.39% Reduced -2.0k -2,000
91 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 27,22927.2k $674.5k $674.5k 0.00% Added +8.9k +8,875
92 Econ Financial Services Corp 0.34% of their portfolio HARRISBURG, PA 27,15427.2k $672.6k $672.6k 0.34% Added +532 +532
93 TrueWealth Advisors, LLC 0.18% of their portfolio BIRMINGHAM, AL 26,15926.2k $648.0k $648.0k 0.18% Added +4.5k +4,541
94 Per Stirling Capital Management, LLC. 0.08% of their portfolio AUSTIN, TX 25,51025.5k $631.9k $631.9k 0.08% Added +3.9k +3,920
95 Smart Money Group LLC 0.18% of their portfolio EASTLAND, TX 24,77024.8k $613.6k $613.6k 0.18% New
96 MassMutual Private Wealth & Trust, FSB 0.02% of their portfolio Windsor, CT 24,03524.0k $595.3k $595.3k 0.02% Reduced -5.7k -5,712
97 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 24,00024.0k $593.5k $593.5k 0.00% Unchanged
98 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 22,73622.7k $563.2k $563.2k 0.01% Added +4.8k +4,848
99 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 22,70322.7k $562.4k $562.4k 0.03% New
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 21,74821.7k $538.7k $538.7k 0.00% Unchanged