FLMI Institutional Ownership & Shareholders
FRANKLIN DYNAMIC MUNICIPAL B (FLMI) is currently held by 229 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.49B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FLMI tracked by InsiderSet, reporting ownership valued at approximately $186.25M in its September 30, 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 $194.00M, representing an estimated gain of +4.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
229
Total Reported Value
$1.49B
Largest Holder
Lpl Financial Llc
Largest Position
$186.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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% | 7,986,887 | $186,254,199 | $194,001,485 | +$7,747,286 | +4.16% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 1.66% | 5,453,864 | $127,184,113 | $132,474,357 | +$5,290,244 | +4.16% | |
| Ameriprise Financial Inc | 0.02% | 4,511,937 | $113,529,349 | $109,594,950 | -$3,934,399 | -3.47% | |
| Bank Of America Corp | 0.01% | 3,297,486 | $82,997,727 | $80,095,935 | -$2,901,792 | -3.50% | |
| Meeder Advisory Services, Inc. | 2.18% | 2,366,974 | $59,576,740 | $57,493,798 | -$2,082,942 | -3.50% | |
| Wells Fargo & Company/Mn | 0.01% | 2,318,768 | $58,363,399 | $56,322,875 | -$2,040,524 | -3.50% | |
| Morgan Stanley | 0.00% | 2,166,734 | $54,536,697 | $52,629,969 | -$1,906,728 | -3.50% | |
| Raymond James Financial Inc | 0.01% | 1,909,455 | $48,060,985 | $46,380,662 | -$1,680,323 | -3.50% | |
| Cetera Investment Advisers | 0.04% | 1,615,619 | $40,665,127 | $39,243,386 | -$1,421,741 | -3.50% | |
| Focus Partners Wealth | 0.03% | 1,262,532 | $31,777,950 | $30,666,902 | -$1,111,048 | -3.50% | |
| Composition Wealth, Llc | 0.36% | 1,223,504 | $30,795,596 | $29,718,912 | -$1,076,684 | -3.50% | |
| Axiom Financial Strategies, Llc | 9.34% | 1,183,760 | $29,795,250 | $28,753,530 | -$1,041,720 | -3.50% | |
| Jane Street Group, Llc | 0.02% | 1,019,918 | $25,671,336 | $24,773,808 | -$897,528 | -3.50% | |
| Sanctuary Advisors, Llc | 0.11% | 967,787 | $24,359,198 | $23,507,546 | -$851,652 | -3.50% | |
| Osaic Holdings, Inc. | 0.03% | 937,454 | $23,595,741 | $22,770,758 | -$824,983 | -3.50% | |
| Waverly Advisors, Llc | 0.12% | 835,217 | $21,022,413 | $20,287,421 | -$734,992 | -3.50% | |
| New England Private Wealth Advisors Llc | 1.87% | 842,408 | $19,644,951 | $20,462,090 | +$817,139 | +4.16% | |
| Central Bank & Trust Co | 2.73% | 821,764 | $19,163,536 | $19,960,648 | +$797,112 | +4.16% | |
| Truwealth Advisors, Llc | 0.89% | 746,251 | $18,499,556 | $18,126,437 | -$373,119 | -2.02% | |
| Rfg Advisory, Llc | 0.24% | 739,557 | $17,246,461 | $17,963,840 | +$717,379 | +4.16% | |
| Envestnet Asset Management Inc | 0.00% | 669,892 | $16,861,192 | $16,271,677 | -$589,515 | -3.50% | |
| Stifel Financial Corp | 0.01% | 618,326 | $15,563,276 | $15,019,139 | -$544,137 | -3.50% | |
| Private Advisor Group, Llc | 0.07% | 584,966 | $14,723,591 | $14,208,824 | -$514,767 | -3.50% | |
| Jones Financial Companies Lllp | 0.01% | 543,310 | $13,653,375 | $13,197,000 | -$456,375 | -3.34% | |
| Midwest Financial Partners Investments, Inc. | 5.09% | 568,023 | $13,246,297 | $13,797,279 | +$550,982 | +4.16% | |
| Bank Of New York Mellon Corp | 0.00% | 537,394 | $12,532,023 | $13,053,300 | +$521,277 | +4.16% | |
| Truist Financial Corp | 0.01% | 486,350 | $11,341,671 | $11,813,442 | +$471,771 | +4.16% | |
| Orion Porfolio Solutions, Llc | 0.09% | 444,075 | $11,177,367 | $10,786,582 | -$390,785 | -3.50% | |
| Commonwealth Equity Services, Llc | 0.01% | 446,832 | $10,420,114 | $10,853,549 | +$433,435 | +4.16% | |
| Mfa Wealth Advisors, Llc | 1.67% | 422,473 | $9,852,060 | $10,261,869 | +$409,809 | +4.16% | |
| Kestra Private Wealth Services, Llc | 0.10% | 402,162 | $9,378,416 | $9,768,515 | +$390,099 | +4.16% | |
| Newedge Advisors, Llc | 0.03% | 369,979 | $9,312,379 | $8,986,790 | -$325,589 | -3.50% | |
| Asio Capital, Llc | 1.13% | 395,524 | $9,223,620 | $9,607,278 | +$383,658 | +4.16% | |
| Cwm, Llc | 0.02% | 334,014 | $8,280,202 | $8,113,200 | -$167,002 | -2.02% | |
| Prentice Wealth Management Llc | 1.67% | 353,359 | $8,240,332 | $8,583,090 | +$342,758 | +4.16% | |
| Jpmorgan Chase & Co | 0.00% | 326,915 | $8,228,461 | $7,940,765 | -$287,696 | -3.50% | |
| Beacon Bridge Wealth Partners, Llc | 2.26% | 314,712 | $7,921,301 | $7,644,354 | -$276,947 | -3.50% | |
| Mml Investors Services, Llc | 0.02% | 306,697 | $7,719,554 | $7,449,670 | -$269,884 | -3.50% | |
| Fjell Capital, Llc | 3.95% | 302,177 | $7,046,768 | $7,339,879 | +$293,111 | +4.16% | |
| Equitable Holdings, Inc. | 0.04% | 264,522 | $6,658,026 | $6,425,239 | -$232,787 | -3.50% | |
| Highpoint Advisor Group Llc | 0.22% | 247,527 | $6,230,251 | $6,012,431 | -$217,820 | -3.50% | |
| Bluestem Wealth Partners, Llc | 0.57% | 228,168 | $5,743,001 | $5,542,201 | -$200,800 | -3.50% | |
| Hancock Whitney Corp | 0.10% | 227,632 | $5,729,498 | $5,529,181 | -$200,317 | -3.50% | |
| Legacy Financial Advisors, Inc. | 0.68% | 222,089 | $5,589,985 | $5,394,542 | -$195,443 | -3.50% | |
| Vestgen Advisors, Llc | 0.17% | 229,912 | $5,361,541 | $5,584,562 | +$223,021 | +4.16% | |
| Retirement Planning Group, Llc | 0.13% | 223,994 | $5,223,530 | $5,440,814 | +$217,284 | +4.16% | |
| Wealth Alliance Advisory Group, Llc | 0.67% | 203,144 | $4,737,319 | $4,934,368 | +$197,049 | +4.16% | |
| Stratos Investment Management, Llc | 0.17% | 185,052 | $4,657,762 | $4,494,913 | -$162,849 | -3.50% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 180,942 | $4,554,313 | $4,395,081 | -$159,232 | -3.50% | |
| Royal Bank Of Canada | 0.00% | 174,220 | $4,386,000 | $4,231,804 | -$154,196 | -3.52% |
Frequently asked questions about FLMI
Who are the largest institutional holders of FLMI?
The largest institutional holders of FLMI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cliftonlarsonallen Wealth Advisors, Llc, Ameriprise Financial Inc, Bank Of America Corp, and Meeder Advisory Services, Inc.. InsiderSet ranks institutional holders by their latest reported FLMI position.
What is FLMI institutional ownership?
This page tracks FLMI positions reported by institutional investment managers through SEC Form 13F. FRANKLIN DYNAMIC MUNICIPAL B (FLMI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLMI?
InsiderSet currently tracks 229 institutional managers reporting FLMI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLMI shareholders.
How much FLMI stock do institutions own?
Institutional investment managers disclosed approximately $1.49B in FLMI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLMI institutional ownership last updated?
The latest FLMI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FLMI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLMI position after the reporting date.
Are institutions buying or selling FLMI?
Institutional buying and selling can be analyzed by comparing FLMI positions across consecutive 13F reporting periods. InsiderSet's FLMI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLMI ownership changes.
How has FLMI institutional ownership changed over time?
InsiderSet tracks FLMI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.