FLMI Institutional Ownership
Franklin Dynamic Municipal Bond ETF
1W: -0.1%
1M: -3.9%
3M: -7.2%
YTD: -5.8%
1Y: -4.9%
3Y: +11.3%
5Y: +0.9%
$23.31
-0.04 (-0.19%)
Weekly Expected Move ±1.0%
$23
$23
$23
$24
$24
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FLMI
244
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
40
New Positions
134
Increased
47
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (256 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6,833,994 | 159M | +962,738 | +16.4% | 19Q | SEC ↗ |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 5,218,892 | 122M | -12,274 | -0.2% | 6Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 4,511,937 | 105M | +531,152 | +13.3% | 9Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,297,486 | 77M | +594,234 | +22.0% | 4Q | SEC ↗ |
| 5 | Meeder Advisory Services, Inc. | 2,366,974 | 55M | +1,026 | +0.0% | 5Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 2,318,768 | 54M | +159,397 | +7.4% | 7Q | SEC ↗ |
| 7 | MORGAN STANLEY | 2,166,734 | 51M | +533,185 | +32.6% | 4Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,909,455 | 45M | +279,055 | +17.1% | 7Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 1,615,619 | 38M | +168,716 | +11.7% | 15Q | SEC ↗ |
| 10 | Focus Partners Wealth | 1,262,532 | 29M | +1,234,466 | +4398.4% | 9Q | SEC ↗ |
| 11 | Composition Wealth, LLC | 1,223,504 | 29M | +191,395 | +18.5% | 2Q | SEC ↗ |
| 12 | Axiom Financial Strategies, LLC | 1,183,760 | 28M | -152,495 | -11.4% | 2Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 1,019,918 | 24M | +493,768 | +93.8% | 12Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 967,787 | 23M | +183,957 | +23.5% | 9Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 937,454 | 22M | +394,461 | +72.6% | 25Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 844,950 | 20M | +687,122 | +435.4% | 8Q | SEC ↗ |
| 17 | New England Private Wealth Advisors LL | 835,986 | 19M | +152,768 | +22.4% | 5Q | SEC ↗ |
| 18 | Waverly Advisors, LLC NEW | 835,217 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 19 | CENTRAL BANK & TRUST CO | 793,147 | 18M | +19,853 | +2.6% | 12Q | SEC ↗ |
| 20 | TruWealth Advisors, LLC | 746,251 | 17M | +137,674 | +22.6% | 5Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 669,892 | 16M | +92,163 | +16.0% | 16Q | SEC ↗ |
| 22 | Legacy CG, LLC | 646,293 | 15M | +12,811 | +2.0% | 6Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 618,326 | 14M | +56,182 | +10.0% | 10Q | SEC ↗ |
| 24 | RFG Advisory, LLC | 613,288 | 14M | +44,157 | +7.8% | 10Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 584,966 | 14M | +230,308 | +64.9% | 11Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 543,310 | 13M | +134,875 | +33.0% | 9Q | SEC ↗ |
| 27 | TRUIST FINANCIAL CORP | 535,337 | 12M | -23,544 | -4.2% | 11Q | SEC ↗ |
| 28 | Midwest Financial Partners Investments | 534,969 | 12M | +66,444 | +14.2% | 3Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 503,404 | 12M | +34,374 | +7.3% | 13Q | SEC ↗ |
| 30 | AE Wealth Management LLC | 470,914 | 11M | +314,545 | +201.2% | 8Q | SEC ↗ |
| 31 | Orion Porfolio Solutions, LLC | 444,075 | 10M | -22,076 | -4.7% | 18Q | SEC ↗ |
| 32 | MFA WEALTH ADVISORS, LLC | 426,562 | 10M | +285,009 | +201.3% | 2Q | SEC ↗ |
| 33 | KESTRA PRIVATE WEALTH SERVICES, LLC | 402,254 | 9M | +16,700 | +4.3% | 8Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 369,979 | 9M | +85,207 | +29.9% | 6Q | SEC ↗ |
| 35 | Asio Capital, LLC | 363,936 | 8M | +16,616 | +4.8% | 5Q | SEC ↗ |
| 36 | Ocean Park Asset Management, LLC | 351,200 | 8M | — | +0.0% | 7Q | SEC ↗ |
| 37 | CWM, LLC | 334,014 | 8M | +27,352 | +8.9% | 10Q | SEC ↗ |
| 38 | Prentice Wealth Management LLC | 330,459 | 8M | +41,241 | +14.3% | 7Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 326,915 | 8M | -179,288 | -35.4% | 12Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 318,150 | 7M | +18,324 | +6.1% | 12Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 315,631 | 7M | +66,185 | +26.5% | 11Q | SEC ↗ |
| 42 | Beacon Bridge Wealth Partners, LLC | 314,712 | 7M | +111,375 | +54.8% | 3Q | SEC ↗ |
| 43 | MML INVESTORS SERVICES, LLC | 306,697 | 7M | +70,444 | +29.8% | 6Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 264,522 | 6M | +26,725 | +11.2% | 11Q | SEC ↗ |
| 45 | FRANKLIN RESOURCES INC | 260,803 | 6M | +100,419 | +62.6% | 22Q | SEC ↗ |
| 46 | HighPoint Advisor Group LLC | 247,527 | 6M | +23,053 | +10.3% | 3Q | SEC ↗ |
| 47 | VestGen Advisors, LLC | 237,746 | 6M | -8,900 | -3.6% | 6Q | SEC ↗ |
| 48 | BlueStem Wealth Partners, LLC | 228,168 | 5M | +12,644 | +5.9% | 6Q | SEC ↗ |
| 49 | HANCOCK WHITNEY CORP | 227,632 | 5M | +16,633 | +7.9% | 5Q | SEC ↗ |
| 50 | Retirement Planning Group, LLC | 225,521 | 5M | +49,304 | +28.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Waverly Advisors, LLC | 835,217 | 19M |
| Stratos Investment Management, LLC | 185,052 | 4M |
| Elequin Capital, LP | 149,287 | 3M |
| FIG FINANCIAL ADVISORY SERVICES INC | 140,149 | 3M |
| Tower Research Capital LLC (TRC) | 68,930 | 2M |
| Global Retirement Partners, LLC | 65,582 | 2M |
| OLD MISSION CAPITAL LLC | 65,289 | 2M |
| Quadrature Capital Ltd | 58,241 | 1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 45,350 | 1M |
| XY Planning Network, Inc. | 43,649 | 1M |
| GOLDMAN SACHS GROUP INC | 38,981 | 909K |
| Hidden Cove Wealth Management, LLC | 37,857 | 882K |
| VISTA INVESTMENT MANAGEMENT | 37,059 | 864K |
| Diversify Advisory Services, LLC | 36,810 | 858K |
| Oak Barrel Wealth Advisory LLC | 36,231 | 845K |
| CITADEL ADVISORS LLC | 33,717 | 786K |
| SAX WEALTH ADVISORS, LLC | 30,691 | 715K |
| J.W. COLE ADVISORS, INC. | 27,535 | 642K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 26,376 | 615K |
| IFG Advisory, LLC | 23,545 | 549K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 328,521 | 8M |
| Mariner, LLC | 245,168 | 6M |
| Thrivent Financial for Lutherans | 170,387 | 4M |
| FLOW TRADERS U.S. LLC | 65,852 | 2M |
| Lido Advisors, LLC | 54,252 | 1M |
| HRT FINANCIAL LP | 29,326 | 684K |
| Econ Financial Services Corp | 21,320 | 497K |
| TrueWealth Financial Partners | 15,283 | 356K |
| CRUX WEALTH ADVISORS | 14,400 | 336K |
| Visionary Wealth Advisors | 14,078 | 328K |
| Noble Family Wealth, LLC | 12,450 | 290K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,112 | 282K |
| Wayfinding Financial, LLC | 10,252 | 239K |
| Creative Planning | 10,060 | 234K |
| PFG Advisors | 8,883 | 207K |
| Legacy Wealth Managment, LLC/ID | 2,849 | 66K |
| Greenline Wealth Management LLC | 2,071 | 48K |
| BOKF, NA | 1,781 | 42K |
| Allworth Financial LP | 1,000 | 23K |
| MAI Capital Management | 896 | 21K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | +1,234,466 | +4398.4% | 1,262,532 |
| LPL Financial LLC | +962,738 | +16.4% | 6,833,994 |
| HighTower Advisors, LLC | +687,122 | +435.4% | 844,950 |
| BANK OF AMERICA CORP /DE | +594,234 | +22.0% | 3,297,486 |
| MORGAN STANLEY | +533,185 | +32.6% | 2,166,734 |
| AMERIPRISE FINANCIAL INC | +531,152 | +13.3% | 4,511,937 |
| JANE STREET GROUP, LLC | +493,768 | +93.8% | 1,019,918 |
| OSAIC HOLDINGS, INC. | +394,461 | +72.6% | 937,454 |
| AE Wealth Management LLC | +314,545 | +201.2% | 470,914 |
| MFA WEALTH ADVISORS, LLC | +285,009 | +201.3% | 426,562 |
| RAYMOND JAMES FINANCIAL INC | +279,055 | +17.1% | 1,909,455 |
| Private Advisor Group, LLC | +230,308 | +64.9% | 584,966 |
| Composition Wealth, LLC | +191,395 | +18.5% | 1,223,504 |
| Sanctuary Advisors, LLC | +183,957 | +23.5% | 967,787 |
| Cetera Investment Advisers | +168,716 | +11.7% | 1,615,619 |
| WELLS FARGO & COMPANY/MN | +159,397 | +7.4% | 2,318,768 |
| New England Private Wealth Advisors | +152,768 | +22.4% | 835,986 |
| TruWealth Advisors, LLC | +137,674 | +22.6% | 746,251 |
| JONES FINANCIAL COMPANIES LLLP | +134,875 | +33.0% | 543,310 |
| Beacon Bridge Wealth Partners, LLC | +111,375 | +54.8% | 314,712 |