Who Owns Franklin Dynamic Municipal Bond ETF (FLMI)? -- Institutional Holders (2026-03-31)
228 institutions reported holding $1.30B of Franklin Dynamic Municipal Bond ETF (FLMI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($145.5M), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ($129.7M), AMERIPRISE FINANCIAL INC ($98.7M), BANK OF AMERICA CORP /DE/ ($67.0M), Meeder Advisory Services, Inc. ($58.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $145.5M | 5.9M | Added |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $129.7M | 5.2M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $98.7M | 4.0M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $67.0M | 2.7M | Added |
| 5 | Meeder Advisory Services, Inc. | $58.7M | 2.4M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $53.5M | 2.2M | Added |
| 7 | MORGAN STANLEY | $40.5M | 1.6M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $40.4M | 1.6M | Added |
| 9 | Cetera Investment Advisers | $35.9M | 1.4M | Added |
| 10 | Axiom Financial Strategies, LLC | $33.1M | 1.3M | New |
| 11 | Focus Partners Wealth | $31.0M | 28,066 | Trimmed |
| 12 | Miracle Mile Advisors, LLC | $25.6M | 1.0M | New |
| 13 | Sanctuary Advisors, LLC | $19.4M | 783,830 | Added |
| 14 | CENTRAL BANK & TRUST CO | $19.2M | 773,294 | Added |
| 15 | TruWealth Advisors, LLC | $18.5M | 746,251 | Added |
| 16 | New England Private Wealth Advisors LLC | $16.9M | 683,218 | Added |
| 17 | Legacy CG, LLC | $15.7M | 633,482 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $14.3M | 577,729 | Added |
| 19 | RFG Advisory, LLC | $14.1M | 569,131 | Added |
| 20 | STIFEL FINANCIAL CORP | $13.9M | 562,144 | Added |
| 21 | TRUIST FINANCIAL CORP | $13.9M | 558,881 | Added |
| 22 | OSAIC HOLDINGS, INC. | $13.5M | 542,993 | Trimmed |
| 23 | JANE STREET GROUP, LLC | $13.0M | 526,150 | Added |
| 24 | JPMORGAN CHASE & CO | $12.5M | 506,203 | Added |
| 25 | Bank of New York Mellon Corp | $11.6M | 469,030 | Added |
Source: SEC Form 13F filings · as of 2026-03-31