FRANKLIN DYNAMIC MUNICIPAL B (FLMI) Top Institutional Shareholders
FRANKLIN DYNAMIC MUNICIPAL B (FLMI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.27B in FLMI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FLMI tracked by InsiderSet, reporting ownership valued at approximately $145.55M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $146.84M, representing an estimated gain of +0.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed FLMI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cliftonlarsonallen Wealth Advisors, Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in FRANKLIN DYNAMIC MUNICIPAL B (FLMI).
This page ranks the largest institutional FLMI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
205
Total Reported Value
$1.27B
Largest Holder
Lpl Financial Llc
Largest Position
$145.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
146
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 5,871,256 | $145,548,437 | $146,840,113 | +$1,291,676 | +0.89% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 1.90% | 5,231,166 | $129,680,612 | $130,831,462 | +$1,150,850 | +0.89% | |
| Ameriprise Financial Inc | 0.02% | 3,980,785 | $98,728,362 | $99,559,433 | +$831,071 | +0.84% | |
| Bank Of America Corp | 0.00% | 2,703,252 | $67,013,614 | $67,608,333 | +$594,719 | +0.89% | |
| Meeder Advisory Services, Inc. | 2.45% | 2,365,948 | $58,651,859 | $59,172,359 | +$520,500 | +0.89% | |
| Wells Fargo & Company/Mn | 0.01% | 2,159,371 | $53,530,803 | $54,005,869 | +$475,066 | +0.89% | |
| Morgan Stanley | 0.00% | 1,633,549 | $40,495,682 | $40,855,060 | +$359,378 | +0.89% | |
| Raymond James Financial Inc | 0.01% | 1,630,400 | $40,417,608 | $40,776,304 | +$358,696 | +0.89% | |
| Cetera Investment Advisers | 0.04% | 1,446,903 | $35,868,726 | $36,187,044 | +$318,318 | +0.89% | |
| Axiom Financial Strategies, Llc | 11.66% | 1,336,255 | $33,125,751 | $33,419,738 | +$293,987 | +0.89% | |
| Focus Partners Wealth | 0.03% | 28,066 | $31,006,844 | $701,931 | -$30,304,913 | -97.74% | |
| Composition Wealth, Llc | 0.35% | 1,032,109 | $25,585,989 | $25,813,046 | +$227,057 | +0.89% | |
| Sanctuary Advisors, Llc | 0.11% | 783,830 | $19,431,140 | $19,603,588 | +$172,448 | +0.89% | |
| Central Bank & Trust Co | 3.01% | 773,294 | $19,169,958 | $19,340,083 | +$170,125 | +0.89% | |
| Truwealth Advisors, Llc | 0.89% | 746,251 | $18,499,556 | $18,663,738 | +$164,182 | +0.89% | |
| New England Private Wealth Advisors Llc | 1.96% | 683,218 | $16,936,969 | $17,087,282 | +$150,313 | +0.89% | |
| Legacy Cg, Llc | 4.36% | 633,482 | $15,704,019 | $15,843,385 | +$139,366 | +0.89% | |
| Envestnet Asset Management Inc | 0.00% | 577,729 | $14,321,893 | $14,449,002 | +$127,109 | +0.89% | |
| Rfg Advisory, Llc | 0.26% | 569,131 | $14,108,758 | $14,233,966 | +$125,208 | +0.89% | |
| Stifel Financial Corp | 0.01% | 562,144 | $13,935,551 | $14,059,221 | +$123,670 | +0.89% | |
| Truist Financial Corp | 0.02% | 558,881 | $13,854,662 | $13,977,614 | +$122,952 | +0.89% | |
| Osaic Holdings, Inc. | 0.02% | 542,993 | $13,460,674 | $13,580,255 | +$119,581 | +0.89% | |
| Jane Street Group, Llc | 0.01% | 526,150 | $13,043,258 | $13,159,012 | +$115,754 | +0.89% | |
| Bank Of New York Mellon Corp | 0.00% | 469,030 | $11,627,259 | $11,730,440 | +$103,181 | +0.89% | |
| Midwest Financial Partners Investments, Inc. | 6.16% | 468,525 | $11,614,735 | $11,717,810 | +$103,075 | +0.89% | |
| Orion Porfolio Solutions, Llc | 0.10% | 466,151 | $11,555,883 | $11,658,437 | +$102,554 | +0.89% | |
| Jones Financial Companies Lllp | 0.00% | 408,435 | $10,072,007 | $10,214,959 | +$142,952 | +1.42% | |
| Kestra Private Wealth Services, Llc | 0.12% | 385,554 | $9,557,882 | $9,642,706 | +$84,824 | +0.89% | |
| Private Advisor Group, Llc | 0.04% | 354,658 | $8,791,977 | $8,869,997 | +$78,020 | +0.89% | |
| Asio Capital, Llc | 1.21% | 347,320 | $8,610,063 | $8,686,473 | +$76,410 | +0.89% | |
| Cwm, Llc | 0.02% | 334,014 | $8,280,202 | $8,353,690 | +$73,488 | +0.89% | |
| Independent Advisor Alliance | 0.09% | 328,521 | $8,144,038 | $8,216,310 | +$72,272 | +0.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 299,826 | $7,432,690 | $7,498,648 | +$65,958 | +0.89% | |
| Penney Financial, Llc | 2.79% | 293,015 | $7,263,842 | $7,328,305 | +$64,463 | +0.89% | |
| Prentice Wealth Management Llc | 1.62% | 289,218 | $7,169,714 | $7,233,342 | +$63,628 | +0.89% | |
| Vestgen Advisors, Llc | 0.17% | 246,646 | $6,141,494 | $6,168,616 | +$27,122 | +0.44% | |
| Mariner, Llc | 0.01% | 245,168 | $6,077,715 | $6,131,652 | +$53,937 | +0.89% | |
| Equitable Holdings, Inc. | 0.04% | 237,797 | $5,914,011 | $5,947,303 | +$33,292 | +0.56% | |
| Mml Investors Services, Llc | 0.02% | 236,253 | $5,856,720 | $5,908,688 | +$51,968 | +0.89% | |
| Highpoint Advisor Group Llc | 0.23% | 224,474 | $5,564,712 | $5,614,095 | +$49,383 | +0.89% | |
| Bluestem Wealth Partners, Llc | 0.59% | 215,524 | $5,342,849 | $5,390,255 | +$47,406 | +0.89% | |
| Patriot Financial Group Insurance Agency, Llc | 0.30% | 212,464 | $5,266,982 | $5,313,725 | +$46,743 | +0.89% | |
| Hancock Whitney Corp | 0.09% | 210,999 | $5,240,712 | $5,277,085 | +$36,373 | +0.69% | |
| Wealth Alliance Advisory Group, Llc | 0.82% | 208,676 | $5,173,078 | $5,218,987 | +$45,909 | +0.89% | |
| Beacon Bridge Wealth Partners, Llc | 1.69% | 203,337 | $5,040,724 | $5,085,458 | +$44,734 | +0.89% | |
| Legacy Financial Advisors, Inc. | 0.66% | 189,574 | $4,699,531 | $4,741,246 | +$41,715 | +0.89% | |
| Retirement Planning Group, Llc | 0.14% | 176,217 | $4,368,425 | $4,407,187 | +$38,762 | +0.89% | |
| Concurrent Investment Advisors, Llc | 0.05% | 168,581 | $4,179,139 | $4,216,211 | +$37,072 | +0.89% | |
| Summit Financial, Llc | 0.05% | 162,375 | $4,025,276 | $4,060,999 | +$35,723 | +0.89% | |
| Franklin Resources Inc | 0.00% | 160,384 | $3,975,919 | $4,011,204 | +$35,285 | +0.89% |
Frequently asked questions about FLMI
Who owns the most FLMI stock?
The largest holders of FLMI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FRANKLIN DYNAMIC MUNICIPAL B (FLMI).
Is FLMI widely held by superinvestors?
Many widely followed stocks like FLMI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLMI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.