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Franklin Dynamic Municipal B (FLMI)

CUSIP: 35473P868 | NYSE | 319 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cliftonlarsonallen Wealth Advisors, LLC5,453,864
1.7% of portfolio›$127.2M
New England Private Wealth Advisors LLC842,408
1.9% of portfolio›$19.6M
Central Bank & Trust Co821,764
2.7% of portfolio›$19.2M
RFG Advisory, LLC739,557
0.2% of portfolio›$17.2M
Midwest Financial Partners Investments, Inc.568,023
5.1% of portfolio›$13.2M
Bank of New York Mellon Corp537,394
0.0% of portfolio›$12.5M
Truist Financial Corp486,350
0.0% of portfolio›$11.3M
Commonwealth Equity Services, LLC446,832
0.0% of portfolio›$10.4M
MFA Wealth Advisors, LLC422,473
1.7% of portfolio›$9.9M
Kestra Private Wealth Services, LLC402,162
0.1% of portfolio›$9.4M
Asio Capital, LLC395,524
1.1% of portfolio›$9.2M
Prentice Wealth Management LLC353,359
1.7% of portfolio›$8.2M
Cambridge Investment Research Advisors, Inc.346,407
0.0% of portfolio›$8.1M
Fjell Capital, LLC302,177
3.9% of portfolio›$7.0M
Thrivent Financial for Lutherans288,517
0.0% of portfolio›$6.7M
VestGen Advisors, LLC229,912
0.2% of portfolio›$5.4M
Retirement Planning Group, LLC223,994
0.1% of portfolio›$5.2M
Wealth Alliance Advisory Group, LLC203,144
0.7% of portfolio›$4.7M
CGN Advisors LLC186,904
0.3% of portfolio›$4.4M
Certified Advisory Corp186,432
0.4% of portfolio›$4.3M
Kestra Advisory Services, LLC168,226
0.0% of portfolio›$3.9M
Cullen T Bankers, Inc.160,756
0.0% of portfolio›$3.7M
Kennedy Investment Group, Inc.160,320
1.2% of portfolio›$3.7M
Concurrent Investment Advisors, LLC153,362
0.0% of portfolio›$3.6M
Buck Wealth Strategies, LLC134,903
0.3% of portfolio›$3.1M
Robinson Smith Wealth Advisors LLC133,274
1.9% of portfolio›$3.1M
AdvisorNet Financial, Inc130,743
0.1% of portfolio›$3.1M
Madrid Wealth Management, LLC123,702
1.8% of portfolio›$2.9M
Hobart Private Capital, LLC123,558
0.5% of portfolio›$2.9M
Axxcess Wealth Management, LLC121,009
0.1% of portfolio›$2.8M
Patriot Financial Group Insurance Agency, LLC116,994
0.3% of portfolio›$2.7M
Embree Financial Group114,381
0.3% of portfolio›$2.7M
American Financial & TAX Strategies Inc112,434
1.2% of portfolio›$2.6M
Fire Capital Management LLC107,003
0.6% of portfolio›$2.5M
Arwa LLC102,568
0.9% of portfolio›$2.4M
Total Clarity Wealth Management, Inc.101,118
0.5% of portfolio›$2.4M
Landmark Wealth Management, LLC94,914
0.5% of portfolio›$2.2M
Leeward Financial Partners, LLC91,400
0.5% of portfolio›$2.1M
ShoreHaven Wealth Partners, LLC75,862
0.5% of portfolio›$1.8M
Meridian Wealth Management, LLC60,202
0.0% of portfolio›$1.4M
XY Planning Network, Inc.56,381
0.1% of portfolio›$1.3M
SFG Wealth Management, Llc.51,520
0.4% of portfolio›$1.2M
TrueWealth Advisors, LLC49,760
0.3% of portfolio›$1.2M
Cornerstone Wealth Management, LLC49,549
0.0% of portfolio›$1.2M
Clarity Retirement & Wealth, LLC49,244
0.8% of portfolio›$1.1M
Private Trust Co NA46,821
0.1% of portfolio›$1.1M
Diversify Wealth Management, LLC44,013
0.0% of portfolio›$1.0M
Diversify Advisory Services, LLC44,013
0.0% of portfolio›$1.0M
Provenance Wealth Advisors, LLC43,879
0.1% of portfolio›$1.0M
Cedar Point Capital Partners, LLC43,659
0.6% of portfolio›$1.0M
Hicks Capital Management LLC43,031
0.9% of portfolio›$1.1M
Redhawk Wealth Advisors, Inc.41,284
0.1% of portfolio›$962.7K
Summit Financial Consulting LLC40,281
0.7% of portfolio›$939.4K
Golden State Wealth Management, LLC39,455
0.1% of portfolio›$920.1K
Prospera Financial Services Inc38,225
0.0% of portfolio›$923.1K
Oak Barrel Wealth Advisory LLC36,419
0.4% of portfolio›$849.3K
MMA Asset Management LLC36,399
0.3% of portfolio›$848.8K
Philip James Wealth Mangement, LLC36,151
0.1% of portfolio›$843.0K
IFP Advisors, Inc35,777
0.0% of portfolio›$834.3K
Sigma Planning Corp32,342
0.0% of portfolio›$754.2K
Spire Wealth Management30,904
0.0% of portfolio›$720.7K
J.W. Cole Advisors, Inc.29,662
0.0% of portfolio›$691.7K
D.A. Davidson & Co.29,189
0.0% of portfolio›$680.7K
True Blue Financial, LLC29,177
0.3% of portfolio›$680.4K
Nations Financial Group Inc,28,656
0.0% of portfolio›$668.3K
Milestones Private Investment Advisors LLC28,587
0.5% of portfolio›$666.6K
Perigon Wealth Management, LLC28,200
0.0% of portfolio›$657.6K
Good Harbor Advisors, Inc.26,650
0.6% of portfolio›$621.5K
Tenzing Financial LLC24,725
0.4% of portfolio›$584.0K
Financial Partners Group, Inc24,421
0.1% of portfolio›$569.5K
First Heartland Consultants, Inc.24,258
0.0% of portfolio›$565.7K
Oppenheimer & Co Inc21,835
0.0% of portfolio›$509.2K
Atria Investments, Inc21,775
0.0% of portfolio›$507.8K
Dynamic Advisor Solutions LLC21,617
0.0% of portfolio›$504.1K
Verus Wealth Management, LLC20,830
0.3% of portfolio›$485.8K
SAX Wealth Advisors, LLC20,736
0.0% of portfolio›$483.6K
Flagship Harbor Advisors, LLC20,472
0.0% of portfolio›$477.4K
Vise Technologies, Inc.20,461
0.0% of portfolio›$477.2K
International Assets Investment Management, LLC20,000
0.0% of portfolio›$467.2K
Gerald Baker Financial Group LLC19,199
0.1% of portfolio›$447.7K
Vicus Capital18,168
0.0% of portfolio›$423.7K
Hidden Cove Wealth Management, LLC17,687
0.2% of portfolio›$412.5K
Integrity Wealth Advisors, Inc.16,773
0.2% of portfolio›$391.1K
Ashton Thomas Private Wealth, LLC16,403
0.0% of portfolio›$382.5K
BridgePort Financial Solutions, LLC16,363
0.1% of portfolio›$381.6K
Destiny Wealth Partners, LLC16,008
0.0% of portfolio›$385.6K
Mallini Complete Financial Planning LLC15,757
0.3% of portfolio›$367.5K
Wealth Enhancement Advisory Services, LLC15,449
0.0% of portfolio›$357.6K
Bill Few Associates, Inc.15,302
0.1% of portfolio›$356.8K
MassMutual Private Wealth & Trust, FSB15,153
0.0% of portfolio›$353.4K
PW Nova Financial Services LLC15,000
0.1% of portfolio›$349.8K
Howard Wealth Management, LLC13,399
0.1% of portfolio›$312.5K
Winebrenner Capital Management LLC13,032
0.2% of portfolio›$303.9K
Davenport & Co LLC12,751
0.0% of portfolio›$297.3K
Visionary Wealth Advisors12,648
0.0% of portfolio›$295.0K
Value Investment Professionals, LLC12,508
0.3% of portfolio›$291.7K
Phoenix Wealth Advisors12,000
0.1% of portfolio›$279.8K
Breakwater Capital Group11,124
0.0% of portfolio›$259.4K
Victory Financial Group, LLC11,013
0.0% of portfolio›$256.8K
Beverly Hills Private Wealth, LLC10,400
0.0% of portfolio›$242.5K
Symphony Financial, Ltd. Co.10,194
0.0% of portfolio›$237.7K
Base Wealth Management LLC9,666
0.1% of portfolio›$225.4K
Fifth Third Bancorp9,457
0.0% of portfolio›$220.5K
Magnus Financial Group LLC9,447
0.0% of portfolio›$220.3K
Latitude Advisors, LLC8,783
0.1% of portfolio›$204.8K
Summit Wealth Group LLC / Co8,681
0.0% of portfolio›$202.5K
TD Private Client Wealth LLC6,623
0.0% of portfolio›$154.4K
Richards, Merrill & Peterson, Inc.5,000
0.0% of portfolio›$116.6K
Triumph Capital Management3,531
0.0% of portfolio›$82.3K
Signature Equity Partners, LLC2,969
0.0% of portfolio›$69.2K
Gamma Investing LLC2,357
0.0% of portfolio›$55.0K
CoreCap Advisors, LLC928
0.0% of portfolio›$21.6K
US Bancorp \de\553
0.0% of portfolio›$12.9K
Assetmark, Inc299
0.0% of portfolio›$7.0K
Trust Co30
0.0% of portfolio›$702
StyleTurnoverLocationFiled
Cliftonlarsonallen Wealth Advisors, LLC
5,453,864$127.2M1.7%ETFLowMinneapolis, MN2026-10-14
New England Private Wealth Advisors LLC
842,408$19.6M1.9%ETFVery LowWellesley, MA2026-10-19
Central Bank & Trust Co
821,764$19.2M2.7%GrowthLowLexington, KY2026-10-09
RFG Advisory, LLC
739,557$17.2M0.2%ETFMediumBirmingham, AL2026-11-03
Midwest Financial Partners Investments, Inc.
568,023$13.2M5.1%ETFVery LowSt. Cloud, MN2026-10-08
Bank of New York Mellon Corp
537,394$12.5M0.0%CoreLowNew York, NY2026-11-05
Truist Financial Corp
486,350$11.3M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
446,832$10.4M0.0%ETFLowWaltham, MA2026-11-02
MFA Wealth Advisors, LLC
422,473$9.9M1.7%ETFMediumPittsburgh, PA2026-10-07
Kestra Private Wealth Services, LLC
402,162$9.4M0.1%GrowthLowAustin, TX2026-10-30
Asio Capital, LLC
395,524$9.2M1.1%GrowthMediumLexington, KY2026-10-19
Prentice Wealth Management LLC
353,359$8.2M1.7%ETFLowRochester, NY2026-10-20
Cambridge Investment Research Advisors, Inc.
346,407$8.1M0.0%ETFLowFairfield, IA2026-11-02
Fjell Capital, LLC
302,177$7.0M3.9%GrowthLowFargo, ND2026-10-13
Thrivent Financial for Lutherans
288,517$6.7M0.0%GARPMediumMinneapolis, MN2026-11-05
VestGen Advisors, LLC
229,912$5.4M0.2%GrowthMediumChicago, IL2026-10-27
Retirement Planning Group, LLC
223,994$5.2M0.1%ETFVery LowLeawood, KS2026-10-19
Wealth Alliance Advisory Group, LLC
203,144$4.7M0.7%CoreLowWichita, KS2026-10-14
CGN Advisors LLC
186,904$4.4M0.3%ETFLowManhattan, KS2026-10-21
Certified Advisory Corp
186,432$4.3M0.4%ETFLowAltamonte Springs, FL2026-10-29
Kestra Advisory Services, LLC
168,226$3.9M0.0%CoreLowAustin, TX2026-11-02
Cullen T Bankers, Inc.
160,756$3.7M0.0%GrowthLowSan Antonio, TX2026-10-28
Kennedy Investment Group, Inc.
160,320$3.7M1.2%GrowthLowWest Deptford, NJ2026-10-21
Concurrent Investment Advisors, LLC
153,362$3.6M0.0%GrowthMediumTampa, FL2026-10-16
Buck Wealth Strategies, LLC
134,903$3.1M0.3%ValueMediumDenver, CO2026-10-28
Robinson Smith Wealth Advisors LLC
133,274$3.1M1.9%ETFLowSouth Portland, ME2026-10-22
AdvisorNet Financial, Inc
130,743$3.1M0.1%ETFLowMinnetonka, MN2026-10-15
Madrid Wealth Management, LLC
123,702$2.9M1.8%ETFLowAlbuquerque, NM2026-10-23
Hobart Private Capital, LLC
123,558$2.9M0.5%ETFMediumCharlotte, NC2026-10-19
Axxcess Wealth Management, LLC
121,009$2.8M0.1%CoreLowCarlsbad, CA2026-10-21
Patriot Financial Group Insurance Agency, LLC
116,994$2.7M0.3%GrowthLowWalpole, MA2026-10-14
Embree Financial Group
114,381$2.7M0.3%ETFLowChicago, IL2026-10-22
American Financial & TAX Strategies Inc
112,434$2.6M1.2%ETFVery LowNew York, NY2026-10-16
Fire Capital Management LLC
107,003$2.5M0.6%GrowthLowSan Francisco, CA2026-10-27
Arwa LLC
102,568$2.4M0.9%ETFMediumFort Worth, TX2026-10-21
Total Clarity Wealth Management, Inc.
101,118$2.4M0.5%ETFMediumSt. Charles, IL2026-10-26
Landmark Wealth Management, LLC
94,914$2.2M0.5%ETFVery LowMelville, NY2026-11-03
Leeward Financial Partners, LLC
91,400$2.1M0.5%GrowthMediumBellevue, WA2026-10-23
ShoreHaven Wealth Partners, LLC
75,862$1.8M0.5%ETFMediumRed Bank, NJ2026-10-16
Meridian Wealth Management, LLC
60,202$1.4M0.0%GrowthLowLexington, KY2026-11-05
XY Planning Network, Inc.
56,381$1.3M0.1%ETFLowBozeman, MT2026-10-14
SFG Wealth Management, Llc.
51,520$1.2M0.4%ETFMediumTowson, MD2026-10-23
TrueWealth Advisors, LLC
49,760$1.2M0.3%ETFMediumBirmingham, AL2026-10-09
Cornerstone Wealth Management, LLC
49,549$1.2M0.0%ETFVery LowSt. Peters, MO2026-11-04
Clarity Retirement & Wealth, LLC
49,244$1.1M0.8%ETFN/ANew Bedford, MA2026-11-04
Private Trust Co NA
46,821$1.1M0.1%CoreLowCleveland, OH2026-10-20
Diversify Wealth Management, LLC
44,013$1.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
44,013$1.0M0.0%GrowthLowSandy, UT2026-10-20
Provenance Wealth Advisors, LLC
43,879$1.0M0.1%ETFLowFort Lauderdale, FL2026-10-30
Cedar Point Capital Partners, LLC
43,659$1.0M0.6%ETFMediumCedar Rapids, IA2026-10-29
Hicks Capital Management LLC
43,031$1.1M0.9%ETFVery LowColumbus, OH2026-10-20
Redhawk Wealth Advisors, Inc.
41,284$962.7K0.1%ETFHighMinneapolis, MN2026-10-14
Summit Financial Consulting LLC
40,281$939.4K0.7%ETFHighSterling Heights, MI2026-10-15
Golden State Wealth Management, LLC
39,455$920.1K0.1%ETFMediumSanta Ana, CA2026-11-02
Prospera Financial Services Inc
38,225$923.1K0.0%CoreMediumDallas, TX2026-11-04
Oak Barrel Wealth Advisory LLC
36,419$849.3K0.4%ETFN/AReston, VA2026-11-05
MMA Asset Management LLC
36,399$848.8K0.3%ETFMediumNew York, NY2026-11-02
Philip James Wealth Mangement, LLC
36,151$843.0K0.1%YieldMediumMilton, GA2026-10-27
IFP Advisors, Inc
35,777$834.3K0.0%GrowthLowTampa, FL2026-10-16
Sigma Planning Corp
32,342$754.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Spire Wealth Management
30,904$720.7K0.0%GrowthMediumMclean, VA2026-10-30
J.W. Cole Advisors, Inc.
29,662$691.7K0.0%IndexLowTampa, FL2026-11-05
D.A. Davidson & Co.
29,189$680.7K0.0%CoreLowGreat Falls, MT2026-10-28
True Blue Financial, LLC
29,177$680.4K0.3%ETFLowStevensville, MI2026-10-15
Nations Financial Group Inc,
28,656$668.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Milestones Private Investment Advisors LLC
28,587$666.6K0.5%ETFMediumFairport, NY2026-10-19
Perigon Wealth Management, LLC
28,200$657.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Good Harbor Advisors, Inc.
26,650$621.5K0.6%ETFVery LowGloucester, MA2026-10-20
Tenzing Financial LLC
24,725$584.0K0.4%ETFVery LowWilliamsburg, VA2026-11-03
Financial Partners Group, Inc
24,421$569.5K0.1%ETFLowOverland Park, KS2026-10-19
First Heartland Consultants, Inc.
24,258$565.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Oppenheimer & Co Inc
21,835$509.2K0.0%CoreLowNew York, NY2026-10-26
Atria Investments, Inc
21,775$507.8K0.0%CoreMediumCharlotte, NC2026-10-15
Dynamic Advisor Solutions LLC
21,617$504.1K0.0%ETFLowPhoenix, AZ2026-10-13
Verus Wealth Management, LLC
20,830$485.8K0.3%ETFLowDe Pere, WI2026-10-13
SAX Wealth Advisors, LLC
20,736$483.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Flagship Harbor Advisors, LLC
20,472$477.4K0.0%ETFMediumBoston, MA2026-10-26
Vise Technologies, Inc.
20,461$477.2K0.0%IndexLowNew York, NY2026-10-29
International Assets Investment Management, LLC
20,000$467.2K0.0%CoreVery HighOrlando, FL2026-11-02
Gerald Baker Financial Group LLC
19,199$447.7K0.1%GARPLowArlington, TX2026-10-09
Vicus Capital
18,168$423.7K0.0%ETFMediumState College, PA2026-11-05
Hidden Cove Wealth Management, LLC
17,687$412.5K0.2%GrowthHighBainbridge Island, WA2026-10-19
Integrity Wealth Advisors, Inc.
16,773$391.1K0.2%ETFMediumVentura, CA2026-10-29
Ashton Thomas Private Wealth, LLC
16,403$382.5K0.0%CoreMediumScottsdale, AZ2026-11-03
BridgePort Financial Solutions, LLC
16,363$381.6K0.1%ETFLowFairfield, IA2026-11-02
Destiny Wealth Partners, LLC
16,008$385.6K0.0%ETFMediumTavares, FL2026-11-05
Mallini Complete Financial Planning LLC
15,757$367.5K0.3%ETFMediumGainesville, FL2026-10-06
Wealth Enhancement Advisory Services, LLC
15,449$357.6K0.0%CoreLowPlymouth, MN2026-10-13
Bill Few Associates, Inc.
15,302$356.8K0.1%CoreVery LowSewickley, PA2026-10-09
MassMutual Private Wealth & Trust, FSB
15,153$353.4K0.0%CoreLowSpringfield, MA2026-10-05
PW Nova Financial Services LLC
15,000$349.8K0.1%ETFLowNewtown, PA2026-10-15
Howard Wealth Management, LLC
13,399$312.5K0.1%ETFVery LowMadison, CT2026-10-28
Winebrenner Capital Management LLC
13,032$303.9K0.2%ETFLowLouisville, KY2026-10-07
Davenport & Co LLC
12,751$297.3K0.0%CoreMediumRichmond, VA2026-10-14
Visionary Wealth Advisors
12,648$295.0K0.0%ETFLowO'Fallon, IL2026-11-04
Value Investment Professionals, LLC
12,508$291.7K0.3%ETFHighNew York, NY2026-10-13
Phoenix Wealth Advisors
12,000$279.8K0.1%CoreLowChapel Hill, NC2026-11-03
Breakwater Capital Group
11,124$259.4K0.0%ETFLowParamus, NJ2026-10-09
Victory Financial Group, LLC
11,013$256.8K0.0%ETFLowAustin, TX2026-10-27
Beverly Hills Private Wealth, LLC
10,400$242.5K0.0%ValueMediumBeverly Hills, CA2026-11-04
Symphony Financial, Ltd. Co.
10,194$237.7K0.0%GrowthLowHouston, TX2026-10-22
Base Wealth Management LLC
9,666$225.4K0.1%ETFMediumLakewood Ranch, FL2026-10-21
Fifth Third Bancorp
9,457$220.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Magnus Financial Group LLC
9,447$220.3K0.0%ETFLowNew York, NY2026-10-21
Latitude Advisors, LLC
8,783$204.8K0.1%ETFLowYorkville, IL2026-10-27
Summit Wealth Group LLC / Co
8,681$202.5K0.0%ETFHighColorado Springs, CO2026-10-29
TD Private Client Wealth LLC
6,623$154.4K0.0%ETFLowNew York, NY2026-10-28
Richards, Merrill & Peterson, Inc.
5,000$116.6K0.0%GrowthLowSpokane, WA2026-10-19
Triumph Capital Management
3,531$82.3K0.0%ETFMediumDenver, CO2026-10-14
Signature Equity Partners, LLC
2,969$69.2K0.0%GrowthMediumColumbus, OH2026-10-29
Gamma Investing LLC
2,357$55.0K0.0%IndexVery LowFoster City, CA2026-10-08
CoreCap Advisors, LLC
928$21.6K0.0%ETFMediumSouthfield, MI2026-10-08
US Bancorp \de\
553$12.9K0.0%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
299$7.0K0.0%ETFLowConcord, CA2026-10-21
Trust Co
30$7020.0%ETFVery LowManhattan, KS2026-10-09