Vault-13

FRANKLIN TEMPLETON ETF TR FLMI

FRANKLIN DYN MUN · ETP · CUSIP 35473P868

228 institutional holders +21 vs Q1 2026
60,693,02160.7m shares reported held*
$1.5bnreported value*
36 new 135 added 32 reduced 15 sold out net bought ≈ $230.1m (+10.4m 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 ($3.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.16.

Trends to Q2 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: 207Q2 26: 228228Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026228

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 160 bought or addedQ1 26: 48 cut or sold outQ2 26: 171 bought or addedQ2 26: 47 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245713
Q4 20246719
Q1 20259027
Q2 20259647
Q3 202511939
Q4 202514536
Q1 202616048
Q2 202617147

Biggest buyers

Focus Partners Wealth Added +1,234,466+1.2m
LPL Financial LLC Added +962,738+962.7k
Waverly Advisors, LLC New +835,217+835.2k
HighTower Advisors, LLC Added +687,122+687.1k
BANK OF AMERICA CORP /DE/ Added +594,234+594.2k
MORGAN STANLEY Added +533,185+533.2k
AMERIPRISE FINANCIAL INC Added +531,152+531.2k
JANE STREET GROUP, LLC Added +493,768+493.8k
OSAIC HOLDINGS, INC. Added +394,461+394.5k
AE Wealth Management LLC Added +314,545+314.5k

Biggest sellers

Independent Advisor Alliance Sold out -328,521-328.5k
Mariner, LLC Sold out -245,168-245.2k
JPMORGAN CHASE & CO Reduced -179,288-179.3k
Penney Financial, LLC Reduced -168,418-168.4k
Axiom Financial Strategies, LLC Reduced -152,495-152.5k
Patriot Financial Group Insurance Agency, LLC Reduced -96,050-96.0k
FLOW TRADERS U.S. LLC Sold out -65,852-65.9k
Lido Advisors, LLC Sold out -54,252-54.3k
Corient Private Wealth LP Sold out -27,300-27.3k
TRUIST FINANCIAL CORP Reduced -23,544-23.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 6,833,9946.8m $172.0m $172.0m 0.04% Added +962.7k +962,738
2 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.73% of their portfolio MINNEAPOLIS, MN 5,218,8925.2m $131.4m $131.4m 1.73% Reduced -12.3k -12,274
3 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 4,511,9374.5m $113.5m $113.5m 0.02% Added +531.2k +531,152
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,297,4863.3m $83.0m $83.0m 0.01% Added +594.2k +594,234
5 Meeder Advisory Services, Inc. 2.18% of their portfolio DUBLIN, OH 2,366,9742.4m $59.6m $59.6m 2.18% Added +1.0k +1,026
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,318,7682.3m $58.4m $58.4m 0.01% Added +159.4k +159,397
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,166,7342.2m $54.5m $54.5m 0.00% Added +533.2k +533,185
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,909,4551.9m $48.1m $48.1m 0.01% Added +279.1k +279,055
9 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 1,615,6191.6m $40.7m $40.7m 0.04% Added +168.7k +168,716
10 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 1,262,5321.3m $31.8m $31.8m 0.03% Added +1.2m +1,234,466
11 Composition Wealth, LLC 0.36% of their portfolio LOS ANGELES, CA 1,223,5041.2m $30.8m $30.8m 0.36% Added +191.4k +191,395
12 Axiom Financial Strategies, LLC 9.34% of their portfolio NEW ALBANY, IN 1,183,7601.2m $29.8m $29.8m 9.34% Reduced -152.5k -152,495
13 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 1,019,9181.0m $25.7m $25.7m 0.02% Added +493.8k +493,768
14 Sanctuary Advisors, LLC 0.11% of their portfolio INDIANAPOLIS, IN 967,787967.8k $24.4m $24.4m 0.11% Added +184.0k +183,957
15 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 937,454937.5k $23.6m $23.6m 0.03% Added +394.5k +394,461
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 844,950845.0k $21.3m $21.3m 0.02% Added +687.1k +687,122
17 New England Private Wealth Advisors LLC 1.99% of their portfolio WELLESLEY, MA 835,986836.0k $20.6m $20.6m 1.99% Added +152.8k +152,768
18 Waverly Advisors, LLC 0.12% of their portfolio BIRMINGHAM, AL 835,217835.2k $21.0m $21.0m 0.12% New
19 CENTRAL BANK & TRUST CO 2.83% of their portfolio LEXINGTON, KY 793,147793.1k $20.0m $20.0m 2.83% Added +19.9k +19,853
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 669,892669.9k $16.9m $16.9m 0.00% Added +92.2k +92,163
21 Legacy CG, LLC 4.16% of their portfolio PLANO, TX 646,293646.3k $16.3m $16.3m 4.16% Added +12.8k +12,811
22 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 618,326618.3k $15.6m $15.6m 0.01% Added +56.2k +56,182
23 RFG Advisory, LLC 0.24% of their portfolio BIRMINGHAM, AL 613,288613.3k $15.4m $15.4m 0.24% Added +44.2k +44,157
24 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 584,966585.0k $14.7m $14.7m 0.07% Added +230.3k +230,308
25 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 543,310543.3k $13.7m $13.7m 0.01% Added +134.9k +134,875
26 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 535,337535.3k $13.5m $13.5m 0.02% Reduced -23.5k -23,544
27 Midwest Financial Partners Investments, Inc. 5.59% of their portfolio ST. CLOUD, MN 534,969535.0k $13.5m $13.5m 5.59% Added +66.4k +66,444
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 503,404503.4k $12.7m $12.7m 0.00% Added +34.4k +34,374
29 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 470,914470.9k $11.9m $11.9m 0.06% Added +314.5k +314,545
30 Orion Porfolio Solutions, LLC 0.09% of their portfolio OMAHA, NE 444,075444.1k $11.2m $11.2m 0.09% Reduced -22.1k -22,076
31 MFA WEALTH ADVISORS, LLC 1.83% of their portfolio PITTSBURGH, PA 426,562426.6k $10.7m $10.7m 1.83% Added +285.0k +285,009
32 KESTRA PRIVATE WEALTH SERVICES, LLC 0.11% of their portfolio AUSTIN, TX 402,254402.3k $10.1m $10.1m 0.11% Added +16.7k +16,700
33 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 369,979370.0k $9.3m $9.3m 0.03% Added +85.2k +85,207
34 Asio Capital, LLC 1.17% of their portfolio LEXINGTON, KY 363,936363.9k $9.2m $9.2m 1.17% Added +16.6k +16,616
35 Ocean Park Asset Management, LLC 0.43% of their portfolio SANTA MONICA, CA 351,200351.2k $8.8m $8.8m 0.43% Unchanged
36 Prentice Wealth Management LLC 1.72% of their portfolio Rochester, NY 330,459330.5k $8.3m $8.3m 1.72% Added +41.2k +41,241
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 326,915326.9k $8.2m $8.2m 0.00% Reduced -179.3k -179,288
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 318,150318.1k $8.0m $8.0m 0.01% Added +18.3k +18,324
39 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 315,631315.6k $7.9m $7.9m 0.01% Added +66.2k +66,185
40 Beacon Bridge Wealth Partners, LLC 2.26% of their portfolio LOWER GWYNEDD, PA 314,712314.7k $7.9m $7.9m 2.26% Added +111.4k +111,375
41 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 306,697306.7k $7.7m $7.7m 0.02% Added +70.4k +70,444
42 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 264,522264.5k $6.7m $6.7m 0.04% Added +26.7k +26,725
43 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 260,803260.8k $6.6m $6.6m 0.00% Added +100.4k +100,419
44 HighPoint Advisor Group LLC 0.22% of their portfolio DOWNERS GROVE, IL 247,527247.5k $6.2m $6.2m 0.22% Added +23.1k +23,053
45 VestGen Advisors, LLC 0.18% of their portfolio CHICAGO, IL 237,746237.7k $6.0m $6.0m 0.18% Reduced -8.9k -8,900
46 BlueStem Wealth Partners, LLC 0.57% of their portfolio MINNETONKA, MN 228,168228.2k $5.7m $5.7m 0.57% Added +12.6k +12,644
47 HANCOCK WHITNEY CORP 0.10% of their portfolio GULFPORT, MS 227,632227.6k $5.7m $5.7m 0.10% Added +16.6k +16,633
48 Retirement Planning Group, LLC 0.14% of their portfolio LEAWOOD, KS 225,521225.5k $5.7m $5.7m 0.14% Added +49.3k +49,304
49 Legacy Financial Advisors, Inc. 0.68% of their portfolio COVINGTON, KY 222,089222.1k $5.6m $5.6m 0.68% Added +32.5k +32,515
50 Certified Advisory Corp 0.44% of their portfolio ALTAMONTE SPRINGS, FL 216,406216.4k $5.4m $5.4m 0.44% Added +63.8k +63,761
51 Wealth Alliance Advisory Group, LLC 0.78% of their portfolio Wichita, KS 215,204215.2k $5.4m $5.4m 0.78% Added +6.5k +6,528
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 209,380209.4k $5.3m $5.3m 0.00% Added +92.3k +92,302
53 Stratos Investment Management, LLC 0.17% of their portfolio BEACHWOOD, OH 185,052185.1k $4.7m $4.7m 0.17% New
54 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 180,942180.9k $4.6m $4.6m 0.02% Added +30.8k +30,797
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 174,220174.2k $4.4m $4.4m 0.00% Added +83.0k +83,007
56 Stratos Wealth Advisors, LLC 0.23% of their portfolio BEACHWOOD, OH 167,167167.2k $4.2m $4.2m 0.23% Added +75.2k +75,179
57 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 163,497163.5k $4.1m $4.1m 0.04% Reduced -5.1k -5,084
58 Summit Financial, LLC 0.04% of their portfolio PARSIPPANY, NJ 161,880161.9k $4.1m $4.1m 0.04% Reduced -495 -495
59 Elequin Capital, LP 0.13% of their portfolio NEW YORK, NY 149,287149.3k $3.8m $3.8m 0.13% New
60 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 148,097148.1k $3.7m $3.7m 0.01% Added +47.0k +46,990
61 ROBINSON SMITH WEALTH ADVISORS LLC 2.13% of their portfolio South Portland, ME 140,980141.0k $3.5m $3.5m 2.13% Reduced -14.9k -14,867
62 FIG FINANCIAL ADVISORY SERVICES INC /ADV 2.07% of their portfolio OKLAHOMA CITY, OK 140,149140.1k $3.5m $3.5m 2.07% New
63 Smartleaf Asset Management LLC 0.11% of their portfolio BOSTON, MA 135,023135.0k $3.4m $3.4m 0.11% Unchanged
64 AssuredPartners Investment Advisors, LLC 0.31% of their portfolio Tampa, FL 127,313127.3k $3.2m $3.2m 0.31% Added +4.0k +3,984
65 Sequent Planning LLC 0.68% of their portfolio OMAHA, NE 126,316126.3k $3.2m $3.2m 0.68% Added +8.5k +8,490
66 CROBAN 1.38% of their portfolio FREMONT, OH 124,855124.9k $3.1m $3.1m 1.38% Added +592 +592
67 Penney Financial, LLC 1.10% of their portfolio HOUSTON, TX 124,597124.6k $3.1m $3.1m 1.10% Reduced -168.4k -168,418
68 Madrid Wealth Management, LLC 2.04% of their portfolio ALBUQUERQUE, NM 123,702123.7k $3.1m $3.1m 2.04% Added +19.0k +19,000
69 Total Clarity Wealth Management, Inc. 0.58% of their portfolio ST. CHARLES, IL 117,916117.9k $3.0m $3.0m 0.58% Added +17.7k +17,710
70 Buck Wealth Strategies, LLC 0.31% of their portfolio DENVER, CO 117,130117.1k $2.9m $2.9m 0.31% Added +52.6k +52,641
71 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.33% of their portfolio NEW YORK, NY 117,046117.0k $2.9m $2.9m 1.33% Reduced -2.4k -2,400
72 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 116,476116.5k $2.9m $2.9m 0.01% Added +60.2k +60,232
73 Patriot Financial Group Insurance Agency, LLC 0.30% of their portfolio Westborough, MA 116,414116.4k $2.9m $2.9m 0.30% Reduced -96.0k -96,050
74 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 109,590109.6k $2.8m $2.8m 0.00% Added +30.1k +30,116
75 AdvisorNet Financial, Inc 0.12% of their portfolio MINNETONKA, MN 105,308105.3k $2.7m $2.7m 0.12% Added +19.8k +19,753
76 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 104,630104.6k $2.6m $2.6m 0.01% Added +16.6k +16,580
77 One Degree Advisors Inc 0.58% of their portfolio SAN DIEGO, CA 103,078103.1k $2.6m $2.6m 0.58% Reduced -108 -108
78 ShoreHaven Wealth Partners, LLC 0.81% of their portfolio Red Bank, NJ 101,728101.7k $2.6m $2.6m 0.81% Added +30.7k +30,678
79 Embree Financial Group 0.24% of their portfolio Chicago, IL 96,51296.5k $2.4m $2.4m 0.24% Added +5.6k +5,599
80 ARWA LLC 1.00% of their portfolio FORT WORTH, TX 96,45596.5k $2.4m $2.4m 1.00% Added +19.4k +19,357
81 Redhawk Wealth Advisors, Inc. 0.24% of their portfolio MINNEAPOLIS, MN 96,20996.2k $2.4m $2.4m 0.24% Added +9.5k +9,527
82 Fire Capital Management LLC 0.98% of their portfolio San Francisco, CA 95,36095.4k $2.4m $2.4m 0.98% Added +7.7k +7,695
83 Hobart Private Capital, LLC 0.40% of their portfolio CHARLOTTE, NC 92,31192.3k $2.3m $2.3m 0.40% Added +79.3k +79,278
84 Leeward Financial Partners, LLC 0.61% of their portfolio Bellevue, WA 92,30492.3k $2.3m $2.3m 0.61% Reduced -448 -448
85 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 86,76286.8k $2.2m $2.2m 0.02% Reduced -3.1k -3,076
86 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 83,02083.0k $2.1m $2.1m 0.02% Added +8.0k +7,983
87 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 79,10879.1k $2.0m $2.0m 0.04% Added +64.5k +64,494
88 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 77,82577.8k $2.0m $2.0m 0.00% Added +18.6k +18,627
89 ABOUND FINANCIAL, LLC 0.77% of their portfolio GRANITE BAY, CA 76,37776.4k $1.9m $1.9m 0.77% Reduced -1.6k -1,636
90 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 73,95774.0k $1.9m $1.9m 0.04% Added +857 +857
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 71,75971.8k $1.8m $1.8m 0.00% Added +16.2k +16,224
92 ADAPT WEALTH ADVISORS, LLC 0.57% of their portfolio ATLANTA, GA 69,29069.3k $1.7m $1.7m 0.57% Added +11.3k +11,325
93 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 68,93068.9k $1.7m $1.7m 0.04% New
94 CGN Advisors LLC 0.12% of their portfolio MANHATTAN, KS 67,16667.2k $1.7m $1.7m 0.12% Added +47.6k +47,584
95 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 65,58265.6k $1.7m $1.7m 0.03% First filing
96 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 65,28965.3k $1.6m $1.6m 0.04% New
97 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 62,57062.6k $1.6m $1.6m 0.02% Added +24.7k +24,703
98 Coastal Bridge Advisors, LLC 0.10% of their portfolio WESTPORT, CT 61,91561.9k $1.6m $1.6m 0.10% Added +12.3k +12,328
99 Evergreen Wealth Partners LLC 0.91% of their portfolio KALISPELL, MT 60,39660.4k $1.5m $1.5m 0.91% Added +40.6k +40,590
100 Landmark Wealth Management, LLC 0.36% of their portfolio MELVILLE, NY 60,34060.3k $1.5m $1.5m 0.36% Added +6.7k +6,742