Vault-13

FRANKLIN TEMPLETON ETF TR FLMI

FRANKLIN DYN MUN · ETP · CUSIP 35473P868

207 institutional holders +10 vs Q4 2025
51,427,68151.4m shares reported held*
$1.3bnreported value*
33 new 127 added 28 reduced 20 sold out net bought ≈ $389.8m (+14.5m 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.38.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 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: 197Q1 26: 207207Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026207

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 145 bought or addedQ4 25: 36 cut or sold outQ1 26: 160 bought or addedQ1 26: 48 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244813
Q3 20245713
Q4 20246719
Q1 20259027
Q2 20259647
Q3 202511939
Q4 202514536
Q1 202616048

Biggest buyers

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +2,865,141+2.9m
AMERIPRISE FINANCIAL INC Added +1,512,265+1.5m
BANK OF AMERICA CORP /DE/ Added +1,345,211+1.3m
Axiom Financial Strategies, LLC New +1,336,255+1.3m
LPL Financial LLC Added +1,064,622+1.1m
Composition Wealth, LLC New +1,032,109+1.0m
WELLS FARGO & COMPANY/MN Added +628,403+628.4k
Meeder Advisory Services, Inc. Added +473,020+473.0k
MORGAN STANLEY Added +420,489+420.5k
Independent Advisor Alliance New +328,521+328.5k

Biggest sellers

Focus Partners Wealth Reduced -1,381,324-1.4m
Elequin Capital, LP Sold out -186,702-186.7k
Thrivent Financial for Lutherans Sold out -170,387-170.4k
OSAIC HOLDINGS, INC. Reduced -81,832-81.8k
Diversify Advisory Services, LLC Sold out -50,988-51.0k
GOLDMAN SACHS GROUP INC Sold out -34,883-34.9k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -34,220-34.2k
Quadrature Capital Ltd Sold out -33,712-33.7k
HRT FINANCIAL LP Sold out -29,326-29.3k
IHT Wealth Management, LLC Reduced -26,154-26.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 5,871,2565.9m $145.5m $145.5m 0.04% Added +1.1m +1,064,622
2 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.90% of their portfolio MINNEAPOLIS, MN 5,231,1665.2m $129.7m $129.7m 1.90% Added +2.9m +2,865,141
3 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 3,980,7854.0m $98.7m $98.7m 0.02% Added +1.5m +1,512,265
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,703,2522.7m $67.0m $67.0m 0.00% Added +1.3m +1,345,211
5 Meeder Advisory Services, Inc. 2.45% of their portfolio DUBLIN, OH 2,365,9482.4m $58.7m $58.7m 2.45% Added +473.0k +473,020
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,159,3712.2m $53.5m $53.5m 0.01% Added +628.4k +628,403
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,633,5491.6m $40.5m $40.5m 0.00% Added +420.5k +420,489
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,630,4001.6m $40.4m $40.4m 0.01% Added +269.3k +269,252
9 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 1,446,9031.4m $35.9m $35.9m 0.04% Added +275.9k +275,864
10 Axiom Financial Strategies, LLC 11.66% of their portfolio NEW ALBANY, IN 1,336,2551.3m $33.1m $33.1m 11.66% New
11 Composition Wealth, LLC 0.35% of their portfolio LOS ANGELES, CA 1,032,1091.0m $25.6m $25.6m 0.35% New
12 Sanctuary Advisors, LLC 0.11% of their portfolio INDIANAPOLIS, IN 783,830783.8k $19.4m $19.4m 0.11% Added +113.5k +113,491
13 CENTRAL BANK & TRUST CO 3.01% of their portfolio LEXINGTON, KY 773,294773.3k $19.2m $19.2m 3.01% Added +67.9k +67,866
14 TruWealth Advisors, LLC 0.89% of their portfolio Metairie, LA 746,251746.3k $18.5m $18.5m 0.89% Added +137.7k +137,674
15 New England Private Wealth Advisors LLC 1.96% of their portfolio WELLESLEY, MA 683,218683.2k $16.9m $16.9m 1.96% Added +157.3k +157,342
16 Legacy CG, LLC 4.36% of their portfolio PLANO, TX 633,482633.5k $15.7m $15.7m 4.36% Added +129.1k +129,055
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 577,729577.7k $14.3m $14.3m 0.00% Added +225.4k +225,450
18 RFG Advisory, LLC 0.26% of their portfolio BIRMINGHAM, AL 569,131569.1k $14.1m $14.1m 0.26% Added +24.4k +24,376
19 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 562,144562.1k $13.9m $13.9m 0.01% Added +241.7k +241,652
20 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 558,881558.9k $13.9m $13.9m 0.02% Added +41.9k +41,895
21 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 542,993543.0k $13.5m $13.5m 0.02% Reduced -81.8k -81,832
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 526,150526.1k $13.0m $13.0m 0.01% Added +162.4k +162,359
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 506,203506.2k $12.5m $12.5m 0.00% Added +312.5k +312,516
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 469,030469.0k $11.6m $11.6m 0.00% Added +93.6k +93,595
25 Midwest Financial Partners Investments, Inc. 6.16% of their portfolio ST. CLOUD, MN 468,525468.5k $11.6m $11.6m 6.16% Added +27.0k +26,970
26 Orion Porfolio Solutions, LLC 0.10% of their portfolio OMAHA, NE 466,151466.2k $11.6m $11.6m 0.10% Added +30.1k +30,102
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 408,435408.4k $10.1m $10.1m 0.00% Added +155.7k +155,668
28 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 385,554385.6k $9.6m $9.6m 0.12% Added +7.6k +7,575
29 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 354,658354.7k $8.8m $8.8m 0.04% Added +75.0k +75,021
30 Ocean Park Asset Management, LLC 0.50% of their portfolio SANTA MONICA, CA 351,200351.2k $8.7m $8.7m 0.50% Added +264.9k +264,900
31 Asio Capital, LLC 1.21% of their portfolio LEXINGTON, KY 347,320347.3k $8.6m $8.6m 1.21% Added +80.8k +80,780
32 CWM, LLC 0.02% of their portfolio OMAHA, NE 334,014334.0k $8.3m $8.3m 0.02% Added +27.4k +27,352
33 Independent Advisor Alliance 0.09% of their portfolio CHARLOTTE, NC 328,521328.5k $8.1m $8.1m 0.09% New
34 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 299,826299.8k $7.4m $7.4m 0.01% Reduced -19.4k -19,350
35 Penney Financial, LLC 2.79% of their portfolio HOUSTON, TX 293,015293.0k $7.3m $7.3m 2.79% Added +32.6k +32,573
36 Prentice Wealth Management LLC 1.62% of their portfolio Rochester, NY 289,218289.2k $7.2m $7.2m 1.62% Added +29.1k +29,070
37 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 284,772284.8k $7.1m $7.1m 0.03% Added +58.4k +58,394
38 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 249,446249.4k $6.2m $6.2m 0.02% Added +36.1k +36,145
39 VestGen Advisors, LLC 0.17% of their portfolio CHICAGO, IL 246,646246.6k $6.1m $6.1m 0.17% Added +17.9k +17,917
40 Mariner, LLC 0.01% of their portfolio Overland Park, KS 245,168245.2k $6.1m $6.1m 0.01% Added +35.1k +35,093
41 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 237,797237.8k $5.9m $5.9m 0.04% Added +22.2k +22,180
42 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 236,253236.3k $5.9m $5.9m 0.02% Added +178.2k +178,196
43 HighPoint Advisor Group LLC 0.23% of their portfolio DOWNERS GROVE, IL 224,474224.5k $5.6m $5.6m 0.23% Added +16.2k +16,241
44 BlueStem Wealth Partners, LLC 0.59% of their portfolio MINNETONKA, MN 215,524215.5k $5.3m $5.3m 0.59% Reduced -1.5k -1,491
45 Patriot Financial Group Insurance Agency, LLC 0.30% of their portfolio Westborough, MA 212,464212.5k $5.3m $5.3m 0.30% Added +113.9k +113,923
46 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 210,999211.0k $5.2m $5.2m 0.09% Added +28.7k +28,726
47 Wealth Alliance Advisory Group, LLC 0.82% of their portfolio Wichita, KS 208,676208.7k $5.2m $5.2m 0.82% Added +43.9k +43,907
48 Beacon Bridge Wealth Partners, LLC 1.69% of their portfolio LOWER GWYNEDD, PA 203,337203.3k $5.0m $5.0m 1.69% Added +49.5k +49,546
49 Legacy Financial Advisors, Inc. 0.66% of their portfolio COVINGTON, KY 189,574189.6k $4.7m $4.7m 0.66% Added +9.0k +9,004
50 Retirement Planning Group, LLC 0.14% of their portfolio LEAWOOD, KS 176,217176.2k $4.4m $4.4m 0.14% Added +42.9k +42,916
51 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 168,581168.6k $4.2m $4.2m 0.05% Added +130.1k +130,097
52 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 162,375162.4k $4.0m $4.0m 0.05% Added +17.1k +17,087
53 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 160,384160.4k $4.0m $4.0m 0.00% Added +48.1k +48,146
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 157,828157.8k $3.9m $3.9m 0.00% Added +55.7k +55,655
55 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 156,369156.4k $3.9m $3.9m 0.02% Added +140.9k +140,859
56 ROBINSON SMITH WEALTH ADVISORS LLC 2.61% of their portfolio South Portland, ME 155,847155.8k $3.9m $3.9m 2.61% Added +14.6k +14,559
57 Certified Advisory Corp 0.34% of their portfolio ALTAMONTE SPRINGS, FL 152,645152.6k $3.8m $3.8m 0.34% Added +43.7k +43,721
58 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 150,145150.1k $3.7m $3.7m 0.02% Reduced -11.5k -11,475
59 MFA WEALTH ADVISORS, LLC 0.69% of their portfolio PITTSBURGH, PA 141,553141.6k $3.5m $3.5m 0.69% New
60 Smartleaf Asset Management LLC 0.12% of their portfolio BOSTON, MA 135,023135.0k $3.3m $3.3m 0.12% Added +5.0k +4,981
61 CROBAN 1.45% of their portfolio FREMONT, OH 124,263124.3k $3.1m $3.1m 1.45% Added +20.1k +20,146
62 AssuredPartners Investment Advisors, LLC 0.33% of their portfolio Tampa, FL 123,329123.3k $3.1m $3.1m 0.33% Added +7.1k +7,144
63 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.44% of their portfolio NEW YORK, NY 119,446119.4k $3.0m $3.0m 1.44% Reduced -1.3k -1,251
64 Sequent Planning LLC 0.71% of their portfolio OMAHA, NE 117,826117.8k $2.9m $2.9m 0.71% Added +36.2k +36,174
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 117,078117.1k $2.9m $2.9m 0.00% Added +46.3k +46,262
66 Madrid Wealth Management, LLC 1.96% of their portfolio ALBUQUERQUE, NM 104,702104.7k $2.6m $2.6m 1.96% Added +12.6k +12,552
67 One Degree Advisors Inc 0.67% of their portfolio SAN DIEGO, CA 103,186103.2k $2.6m $2.6m 0.67% Reduced -17.5k -17,481
68 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 101,107101.1k $2.5m $2.5m 0.01% Added +6.5k +6,520
69 Total Clarity Wealth Management, Inc. 0.58% of their portfolio ST. CHARLES, IL 100,206100.2k $2.5m $2.5m 0.58% Added +16.8k +16,798
70 Leeward Financial Partners, LLC 0.68% of their portfolio Bellevue, WA 92,75292.8k $2.3m $2.3m 0.68% Added +918 +918
71 Stratos Wealth Advisors, LLC 0.14% of their portfolio BEACHWOOD, OH 91,98892.0k $2.3m $2.3m 0.14% Added +8.6k +8,615
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 91,21391.2k $2.3m $2.3m 0.00% Added +48.6k +48,604
73 Embree Financial Group 0.27% of their portfolio Chicago, IL 90,91390.9k $2.3m $2.3m 0.27% Added +38.9k +38,934
74 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 89,83889.8k $2.2m $2.2m 0.02% Added +65.6k +65,615
75 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 88,05088.0k $2.2m $2.2m 0.01% Added +17.6k +17,572
76 Fire Capital Management LLC 1.02% of their portfolio San Francisco, CA 87,66587.7k $2.2m $2.2m 1.02% Added +28.6k +28,592
77 Redhawk Wealth Advisors, Inc. 0.24% of their portfolio MINNEAPOLIS, MN 86,68286.7k $2.1m $2.1m 0.24% Added +18.2k +18,169
78 AdvisorNet Financial, Inc 0.11% of their portfolio MINNETONKA, MN 85,55585.6k $2.1m $2.1m 0.11% Added +8.0k +8,048
79 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 79,47479.5k $2.0m $2.0m 0.00% Added +49.3k +49,322
80 ABOUND FINANCIAL, LLC 0.84% of their portfolio GRANITE BAY, CA 78,01378.0k $1.9m $1.9m 0.84% Reduced -3.9k -3,867
81 ARWA LLC 0.95% of their portfolio FORT WORTH, TX 77,09877.1k $1.9m $1.9m 0.95% Added +58.8k +58,806
82 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 75,03775.0k $1.9m $1.9m 0.02% Added +29.6k +29,553
83 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 73,10073.1k $1.8m $1.8m 0.04% Added +58.3k +58,340
84 ShoreHaven Wealth Partners, LLC 0.63% of their portfolio Red Bank, NJ 71,05071.0k $1.8m $1.8m 0.63% Reduced -945 -945
85 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 65,85265.9k $1.6m $1.6m 0.05% Added +34.0k +34,042
86 Buck Wealth Strategies, LLC 0.20% of their portfolio DENVER, CO 64,48964.5k $1.6m $1.6m 0.20% Added +30.8k +30,777
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 59,19859.2k $1.5m $1.5m 0.00% Reduced -19.9k -19,905
88 ADAPT WEALTH ADVISORS, LLC 0.52% of their portfolio ATLANTA, GA 57,96558.0k $1.4m $1.4m 0.52% Added +4.0k +3,969
89 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 56,24456.2k $1.4m $1.4m 0.01% Added +55.9k +55,894
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 55,53555.5k $1.4m $1.4m 0.00% Added +43.3k +43,262
91 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 54,25254.3k $1.3m $1.3m 0.01% New
92 SFG Wealth Management, LLC. 0.55% of their portfolio TOWSON, MD 53,61253.6k $1.3m $1.3m 0.55% Reduced -4.7k -4,670
93 Landmark Wealth Management, LLC 0.36% of their portfolio MELVILLE, NY 53,59853.6k $1.3m $1.3m 0.36% Added +18.7k +18,661
94 Uniting Wealth Partners, LLC 0.28% of their portfolio DENVER, CO 52,64352.6k $1.3m $1.3m 0.28% New
95 Coastal Bridge Advisors, LLC 0.09% of their portfolio WESTPORT, CT 49,58749.6k $1.2m $1.2m 0.09% Added +10.2k +10,233
96 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 47,44747.4k $1.2m $1.2m 0.04% Added +5.1k +5,143
97 Clarity Retirement & Wealth, LLC 0.91% of their portfolio NEW BEDFORD, MA 45,32745.3k $1.1m $1.1m 0.91% New
98 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 45,00045.0k $1.1m $1.1m 0.02% Reduced -500 -500
99 TrueWealth Advisors, LLC 0.27% of their portfolio BIRMINGHAM, AL 43,87243.9k $1.1m $1.1m 0.27% Added +6.2k +6,185
100 PRIVATE TRUST CO NA 0.10% of their portfolio CLEVELAND, OH 43,49043.5k $1.1m $1.1m 0.10% Added +20.9k +20,901