Vault-13

FRANKLIN TEMPLETON ETF TR FLMI

FRANKLIN DYN MUN · ETP · CUSIP 35473P868

197 institutional holders +35 vs Q3 2025
37,120,13837.1m shares reported held*
$923.0mreported value*
34 new 111 added 28 reduced 8 sold out net bought ≈ $216.2m (+8.7m 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 ≈ $24.87.

Trends to Q4 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: 162Q4 25: 197197Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025197

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 119 bought or addedQ3 25: 39 cut or sold outQ4 25: 145 bought or addedQ4 25: 36 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244514
Q2 20244813
Q3 20245713
Q4 20246719
Q1 20259027
Q2 20259647
Q3 202511939
Q4 202514536

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,350,401+1.4m
LPL Financial LLC Added +1,034,603+1.0m
MORGAN STANLEY Added +951,307+951.3k
WELLS FARGO & COMPANY/MN Added +660,284+660.3k
New England Private Wealth Advisors LLC Added +431,051+431.1k
AMERIPRISE FINANCIAL INC Added +420,241+420.2k
Cetera Investment Advisers Added +295,860+295.9k
RAYMOND JAMES FINANCIAL INC Added +254,068+254.1k
HighPoint Advisor Group LLC New +208,233+208.2k
Penney Financial, LLC Added +183,905+183.9k

Biggest sellers

Sanctuary Advisors, LLC Reduced -276,179-276.2k
JPMORGAN CHASE & CO Reduced -172,957-173.0k
Wayfinding Financial, LLC Reduced -70,646-70.6k
von Borstel & Associates, Inc. Sold out -63,875-63.9k
Uniting Wealth Partners, LLC Sold out -42,337-42.3k
BlueStem Wealth Partners, LLC Reduced -27,122-27.1k
ABOUND FINANCIAL, LLC Reduced -20,342-20.3k
Focus Partners Wealth Reduced -16,625-16.6k
Diversify Advisory Services, LLC Reduced -15,377-15.4k
AIRE ADVISORS, LLC Sold out -10,250-10.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 4,806,6344.8m $119.5m $119.5m 0.03% Added +1.0m +1,034,603
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,468,5202.5m $61.4m $61.4m 0.01% Added +420.2k +420,241
3 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.89% of their portfolio MINNEAPOLIS, MN 2,366,0252.4m $58.8m $58.8m 0.89% Added +93.8k +93,813
4 Meeder Advisory Services, Inc. 2.02% of their portfolio DUBLIN, OH 1,892,9281.9m $47.1m $47.1m 2.02% Added +155.9k +155,902
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,530,9681.5m $38.1m $38.1m 0.01% Added +660.3k +660,284
6 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 1,409,3901.4m $34.9m $34.9m 0.04% Reduced -16.6k -16,625
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,361,1481.4m $33.9m $33.9m 0.01% Added +254.1k +254,068
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,358,0411.4m $33.8m $33.8m 0.00% Added +1.4m +1,350,401
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,213,0601.2m $30.2m $30.2m 0.00% Added +951.3k +951,307
10 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 1,171,0391.2m $29.1m $29.1m 0.03% Added +295.9k +295,860
11 CENTRAL BANK & TRUST CO 2.71% of their portfolio LEXINGTON, KY 705,428705.4k $17.5m $17.5m 2.71% Added +229 +229
12 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 670,339670.3k $16.7m $16.7m 0.09% Reduced -276.2k -276,179
13 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 624,825624.8k $15.5m $15.5m 0.02% Added +37.1k +37,141
14 TruWealth Advisors, LLC 0.74% of their portfolio Metairie, LA 608,577608.6k $15.1m $15.1m 0.74% Added +174.0k +174,006
15 RFG Advisory, LLC 0.26% of their portfolio BIRMINGHAM, AL 544,755544.8k $13.5m $13.5m 0.26% Reduced -2.6k -2,611
16 New England Private Wealth Advisors LLC 1.63% of their portfolio WELLESLEY, MA 525,876525.9k $13.1m $13.1m 1.63% Added +431.1k +431,051
17 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 516,986517.0k $12.9m $12.9m 0.02% Added +58.2k +58,218
18 Legacy CG, LLC 3.51% of their portfolio PLANO, TX 504,427504.4k $12.5m $12.5m 3.51% Added +42.7k +42,738
19 Midwest Financial Partners Investments, Inc. 6.10% of their portfolio ST. CLOUD, MN 441,555441.6k $11.0m $11.0m 6.10% First filing
20 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 436,049436.0k $10.8m $10.8m 0.08% Added +8.4k +8,450
21 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 377,979378.0k $9.4m $9.4m 0.12% Added +15.5k +15,489
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 375,435375.4k $9.3m $9.3m 0.00% Added +34.6k +34,553
23 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 363,791363.8k $9.0m $9.0m 0.01% Added +79.8k +79,775
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 352,279352.3k $8.8m $8.8m 0.00% Added +111.2k +111,198
25 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 320,492320.5k $8.0m $8.0m 0.01% Added +27.0k +27,044
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 319,176319.2k $7.9m $7.9m 0.01% Added +112.3k +112,292
27 CWM, LLC 0.02% of their portfolio OMAHA, NE 306,662306.7k $7.6m $7.6m 0.02% Added +13.6k +13,616
28 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 279,637279.6k $7.0m $7.0m 0.03% Added +56.1k +56,145
29 Asio Capital, LLC 0.94% of their portfolio LEXINGTON, KY 266,540266.5k $6.6m $6.6m 0.94% Added +9.5k +9,535
30 Penney Financial, LLC 2.50% of their portfolio HOUSTON, TX 260,442260.4k $6.5m $6.5m 2.50% Added +183.9k +183,905
31 Prentice Wealth Management LLC 1.48% of their portfolio Rochester, NY 260,148260.1k $6.5m $6.5m 1.48% Added +52.1k +52,064
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 252,767252.8k $6.3m $6.3m 0.00% Added +86.4k +86,395
33 VestGen Advisors, LLC 0.24% of their portfolio CHICAGO, IL 228,729228.7k $5.7m $5.7m 0.24% Added +32.8k +32,816
34 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 226,378226.4k $5.6m $5.6m 0.02% Added +82.2k +82,179
35 BlueStem Wealth Partners, LLC 0.60% of their portfolio MINNETONKA, MN 217,015217.0k $5.4m $5.4m 0.60% Reduced -27.1k -27,122
36 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 215,617215.6k $5.4m $5.4m 0.04% Added +92.9k +92,949
37 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 213,301213.3k $5.3m $5.3m 0.01% Added +32.5k +32,534
38 Mariner, LLC 0.01% of their portfolio Overland Park, KS 210,075210.1k $5.2m $5.2m 0.01% Added +3.9k +3,928
39 HighPoint Advisor Group LLC 0.11% of their portfolio DOWNERS GROVE, IL 208,233208.2k $5.2m $5.2m 0.11% New
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 193,687193.7k $4.8m $4.8m 0.00% Reduced -173.0k -172,957
41 Elequin Capital, LP 0.61% of their portfolio NEW YORK, NY 186,702186.7k $4.6m $4.6m 0.61% Added +143.5k +143,459
42 HANCOCK WHITNEY CORP 0.08% of their portfolio GULFPORT, MS 182,273182.3k $4.5m $4.5m 0.08% Added +58.3k +58,304
43 Legacy Financial Advisors, Inc. 0.62% of their portfolio COVINGTON, KY 180,570180.6k $4.5m $4.5m 0.62% Added +30.8k +30,767
44 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 170,387170.4k $4.2m $4.2m 0.01% New
45 Wealth Alliance Advisory Group, LLC 0.70% of their portfolio Wichita, KS 164,769164.8k $4.1m $4.1m 0.70% Reduced -4.0k -4,010
46 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 161,620161.6k $4.0m $4.0m 0.02% Added +19.0k +19,023
47 Beacon Bridge Wealth Partners, LLC 1.27% of their portfolio LOWER GWYNEDD, PA 153,791153.8k $3.8m $3.8m 1.27% New
48 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 145,288145.3k $3.6m $3.6m 0.05% Added +24.5k +24,528
49 ROBINSON SMITH WEALTH ADVISORS LLC 2.40% of their portfolio South Portland, ME 141,288141.3k $3.5m $3.5m 2.40% Added +15.6k +15,590
50 Retirement Planning Group, LLC 0.11% of their portfolio LEAWOOD, KS 133,301133.3k $3.3m $3.3m 0.11% Added +30.2k +30,228
51 Smartleaf Asset Management LLC 0.12% of their portfolio BOSTON, MA 130,042130.0k $3.2m $3.2m 0.12% Added +41.1k +41,101
52 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.50% of their portfolio NEW YORK, NY 120,697120.7k $3.0m $3.0m 1.50% Reduced -5.1k -5,091
53 One Degree Advisors Inc 0.82% of their portfolio SAN DIEGO, CA 120,667120.7k $3.0m $3.0m 0.82% Added +25.7k +25,741
54 AssuredPartners Investment Advisors, LLC 0.43% of their portfolio Tampa, FL 116,185116.2k $2.9m $2.9m 0.43% Added +101.4k +101,376
55 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 112,238112.2k $2.8m $2.8m 0.00% Added +38.5k +38,468
56 Certified Advisory Corp 0.25% of their portfolio ALTAMONTE SPRINGS, FL 108,924108.9k $2.7m $2.7m 0.25% Added +93.4k +93,418
57 CROBAN 1.25% of their portfolio FREMONT, OH 104,117104.1k $2.6m $2.6m 1.25% Added +33.8k +33,784
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 102,173102.2k $2.5m $2.5m 0.00% Added +68.2k +68,249
59 Patriot Financial Group Insurance Agency, LLC 0.29% of their portfolio Westborough, MA 98,54198.5k $2.5m $2.5m 0.29% Added +12.5k +12,504
60 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 94,58794.6k $2.4m $2.4m 0.01% Added +17.2k +17,249
61 Madrid Wealth Management, LLC 1.86% of their portfolio ALBUQUERQUE, NM 92,15092.2k $2.3m $2.3m 1.86% First filing
62 Leeward Financial Partners, LLC 0.64% of their portfolio Bellevue, WA 91,83491.8k $2.3m $2.3m 0.64% Added +136 +136
63 Ocean Park Asset Management, LLC 0.10% of their portfolio SANTA MONICA, CA 86,30086.3k $2.1m $2.1m 0.10% Unchanged
64 Total Clarity Wealth Management, Inc. 0.50% of their portfolio ST. CHARLES, IL 83,40883.4k $2.1m $2.1m 0.50% New
65 Stratos Wealth Advisors, LLC 0.10% of their portfolio BEACHWOOD, OH 83,37383.4k $2.1m $2.1m 0.10% Added +3.5k +3,462
66 ABOUND FINANCIAL, LLC 0.79% of their portfolio GRANITE BAY, CA 81,88081.9k $2.0m $2.0m 0.79% Reduced -20.3k -20,342
67 Sequent Planning LLC 0.52% of their portfolio OMAHA, NE 81,65281.7k $2.0m $2.0m 0.52% Added +28.5k +28,497
68 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 79,10379.1k $2.0m $2.0m 0.00% Added +48.2k +48,197
69 AdvisorNet Financial, Inc 0.10% of their portfolio MINNETONKA, MN 77,50777.5k $1.9m $1.9m 0.10% Added +39.3k +39,288
70 ShoreHaven Wealth Partners, LLC 0.64% of their portfolio Red Bank, NJ 71,99572.0k $1.8m $1.8m 0.64% Reduced -3.8k -3,845
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 70,81670.8k $1.8m $1.8m 0.00% Added +68.3k +68,325
72 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 70,47870.5k $1.8m $1.8m 0.00% Added +3.6k +3,594
73 Redhawk Wealth Advisors, Inc. 0.19% of their portfolio MINNEAPOLIS, MN 68,51368.5k $1.7m $1.7m 0.19% Added +6.7k +6,741
74 Fire Capital Management LLC 0.73% of their portfolio San Francisco, CA 59,07359.1k $1.5m $1.5m 0.73% New
75 SFG Wealth Management, LLC. 0.57% of their portfolio TOWSON, MD 58,28258.3k $1.4m $1.4m 0.57% Added +8.9k +8,878
76 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 58,05758.1k $1.4m $1.4m 0.00% Added +16.5k +16,497
77 Bowman & Co S.C. 0.60% of their portfolio Oshkosh, WI 56,81956.8k $1.4m $1.4m 0.60% Added +704 +704
78 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 55,69255.7k $1.4m $1.4m 0.02% Added +427 +427
79 ADAPT WEALTH ADVISORS, LLC 0.46% of their portfolio ATLANTA, GA 53,99654.0k $1.3m $1.3m 0.46% New
80 Embree Financial Group 0.16% of their portfolio Chicago, IL 51,97952.0k $1.3m $1.3m 0.16% Added +18.2k +18,192
81 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 50,98851.0k $1.3m $1.3m 0.04% Reduced -15.4k -15,377
82 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 46,60046.6k $1.2m $1.2m 0.00% New
83 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 45,50045.5k $1.1m $1.1m 0.02% Added +33.0k +33,000
84 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 45,48445.5k $1.1m $1.1m 0.02% Added +9.1k +9,111
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,60942.6k $1.1m $1.1m 0.00% Added +25.6k +25,577
86 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 42,30442.3k $1.1m $1.1m 0.04% Added +2.2k +2,213
87 WULFF, HANSEN & CO. 0.86% of their portfolio SAN RAFAEL, CA 41,18741.2k $1.0m $1.0m 0.86% Unchanged
88 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 40,76840.8k $1.0m $1.0m 0.02% Added +2.0k +2,010
89 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 40,18740.2k $999.4k $999.4k 0.01% Added +10.1k +10,096
90 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 39,96340.0k $993.9k $993.9k 0.00% Reduced -5.7k -5,696
91 Coastal Bridge Advisors, LLC 0.07% of their portfolio WESTPORT, CT 39,35439.4k $978.7k $978.7k 0.07% Added +29.5k +29,499
92 Collaborative Wealth Managment Inc. 0.34% of their portfolio LAKE MARY, FL 39,14739.1k $973.6k $973.6k 0.34% Added +392 +392
93 Philip James Wealth Mangement, LLC 0.11% of their portfolio MILTON, GA 38,64638.6k $961.1k $961.1k 0.11% Added +5.4k +5,416
94 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 38,48438.5k $957.1k $957.1k 0.01% New
95 TrueWealth Advisors, LLC 0.24% of their portfolio BIRMINGHAM, AL 37,68737.7k $937.3k $937.3k 0.24% Added +11.5k +11,528
96 Cedar Point Capital Partners, LLC 0.58% of their portfolio Cedar Rapids, IA 36,33936.3k $903.8k $903.8k 0.58% Reduced -3.2k -3,190
97 Golden State Wealth Management, LLC 0.09% of their portfolio SANTA ANA, CA 35,76535.8k $889.5k $889.5k 0.09% Added +298 +298
98 Landmark Wealth Management, LLC 0.33% of their portfolio MELVILLE, NY 34,93734.9k $868.9k $868.9k 0.33% Reduced -235 -235
99 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 34,88334.9k $867.5k $867.5k 0.00% Added +6.3k +6,325
100 Oak Barrel Wealth Advisory LLC 0.51% of their portfolio RESTON, VA 34,63834.6k $861.5k $861.5k 0.51% First filing