FRANKLIN DYNAMIC MUNICIPAL B (FLMI) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.51B 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 $172.01M in its June 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 $168.32M, representing an estimated loss of -2.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
226
Total Reported Value
$1.51B
Largest Holder
Lpl Financial Llc
Largest Position
$172.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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% | 6,833,994 | $172,011,611 | $168,321,272 | -$3,690,339 | -2.15% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 1.73% | 5,218,892 | $131,359,524 | $128,541,310 | -$2,818,214 | -2.15% | |
| Ameriprise Financial Inc | 0.02% | 4,511,937 | $113,529,349 | $111,129,008 | -$2,400,341 | -2.11% | |
| Bank Of America Corp | 0.01% | 3,297,486 | $82,997,727 | $81,217,080 | -$1,780,647 | -2.15% | |
| Meeder Advisory Services, Inc. | 2.18% | 2,366,974 | $59,576,740 | $58,298,570 | -$1,278,170 | -2.15% | |
| Wells Fargo & Company/Mn | 0.01% | 2,318,768 | $58,363,399 | $57,111,256 | -$1,252,143 | -2.15% | |
| Morgan Stanley | 0.00% | 2,166,734 | $54,536,697 | $53,366,658 | -$1,170,039 | -2.15% | |
| Raymond James Financial Inc | 0.01% | 1,909,455 | $48,060,985 | $47,029,877 | -$1,031,108 | -2.15% | |
| Cetera Investment Advisers | 0.04% | 1,615,619 | $40,665,127 | $39,792,696 | -$872,431 | -2.15% | |
| Focus Partners Wealth | 0.03% | 1,262,532 | $31,777,950 | $31,096,163 | -$681,787 | -2.15% | |
| Composition Wealth, Llc | 0.36% | 1,223,504 | $30,795,596 | $30,134,904 | -$660,692 | -2.15% | |
| Axiom Financial Strategies, Llc | 9.34% | 1,183,760 | $29,795,250 | $29,156,009 | -$639,241 | -2.15% | |
| Jane Street Group, Llc | 0.02% | 1,019,918 | $25,671,336 | $25,120,580 | -$550,756 | -2.15% | |
| Sanctuary Advisors, Llc | 0.11% | 967,787 | $24,359,198 | $23,836,594 | -$522,604 | -2.15% | |
| Osaic Holdings, Inc. | 0.03% | 937,454 | $23,595,741 | $23,089,492 | -$506,249 | -2.15% | |
| Hightower Advisors, Llc | 0.02% | 844,950 | $21,267,382 | $20,811,119 | -$456,264 | -2.15% | |
| Waverly Advisors, Llc | 0.12% | 835,217 | $21,022,413 | $20,571,395 | -$451,018 | -2.15% | |
| New England Private Wealth Advisors Llc | 1.99% | 835,986 | $20,607,048 | $20,590,335 | -$16,713 | -0.08% | |
| Central Bank & Trust Co | 2.83% | 793,147 | $19,963,510 | $19,535,211 | -$428,299 | -2.15% | |
| Truwealth Advisors, Llc | 0.89% | 746,251 | $18,499,556 | $18,380,162 | -$119,394 | -0.65% | |
| Envestnet Asset Management Inc | 0.00% | 669,892 | $16,861,192 | $16,499,440 | -$361,752 | -2.15% | |
| Legacy Cg, Llc | 4.16% | 646,293 | $16,267,195 | $15,918,197 | -$348,998 | -2.15% | |
| Stifel Financial Corp | 0.01% | 618,326 | $15,563,276 | $15,229,369 | -$333,907 | -2.15% | |
| Rfg Advisory, Llc | 0.24% | 613,288 | $15,436,454 | $15,105,283 | -$331,171 | -2.15% | |
| Private Advisor Group, Llc | 0.07% | 584,966 | $14,723,591 | $14,407,713 | -$315,878 | -2.15% | |
| Jones Financial Companies Lllp | 0.01% | 543,310 | $13,653,375 | $13,381,725 | -$271,650 | -1.99% | |
| Truist Financial Corp | 0.02% | 535,337 | $13,474,440 | $13,185,350 | -$289,090 | -2.15% | |
| Midwest Financial Partners Investments, Inc. | 5.59% | 534,969 | $13,465,170 | $13,176,286 | -$288,884 | -2.15% | |
| Bank Of New York Mellon Corp | 0.00% | 503,404 | $12,670,669 | $12,398,841 | -$271,828 | -2.15% | |
| Orion Porfolio Solutions, Llc | 0.09% | 444,075 | $11,177,367 | $10,937,567 | -$239,800 | -2.15% | |
| Mfa Wealth Advisors, Llc | 1.83% | 426,562 | $10,736,556 | $10,506,222 | -$230,334 | -2.15% | |
| Kestra Private Wealth Services, Llc | 0.11% | 402,254 | $10,124,736 | $9,907,516 | -$217,220 | -2.15% | |
| Newedge Advisors, Llc | 0.03% | 369,979 | $9,312,379 | $9,112,583 | -$199,796 | -2.15% | |
| Asio Capital, Llc | 1.17% | 363,936 | $9,160,269 | $8,963,744 | -$196,525 | -2.15% | |
| Ocean Park Asset Management, Llc | 0.43% | 351,200 | $8,839,704 | $8,650,056 | -$189,648 | -2.15% | |
| Prentice Wealth Management Llc | 1.72% | 330,459 | $8,317,653 | $8,139,205 | -$178,448 | -2.15% | |
| Cwm, Llc | 0.02% | 334,014 | $8,280,202 | $8,226,765 | -$53,437 | -0.65% | |
| Jpmorgan Chase & Co | 0.00% | 326,915 | $8,228,461 | $8,051,916 | -$176,545 | -2.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 318,150 | $8,007,843 | $7,836,035 | -$171,809 | -2.15% | |
| Beacon Bridge Wealth Partners, Llc | 2.26% | 314,712 | $7,921,301 | $7,751,357 | -$169,944 | -2.15% | |
| Mml Investors Services, Llc | 0.02% | 306,697 | $7,719,554 | $7,553,947 | -$165,607 | -2.15% | |
| Equitable Holdings, Inc. | 0.04% | 264,522 | $6,658,026 | $6,515,177 | -$142,849 | -2.15% | |
| Highpoint Advisor Group Llc | 0.22% | 247,527 | $6,230,251 | $6,096,590 | -$133,661 | -2.15% | |
| Vestgen Advisors, Llc | 0.18% | 237,746 | $5,984,055 | $5,855,684 | -$128,371 | -2.15% | |
| Bluestem Wealth Partners, Llc | 0.57% | 228,168 | $5,743,001 | $5,619,778 | -$123,223 | -2.15% | |
| Hancock Whitney Corp | 0.10% | 227,632 | $5,729,498 | $5,606,576 | -$122,922 | -2.15% | |
| Retirement Planning Group, Llc | 0.14% | 225,521 | $5,676,359 | $5,554,582 | -$121,777 | -2.15% | |
| Legacy Financial Advisors, Inc. | 0.68% | 222,089 | $5,589,985 | $5,470,052 | -$119,933 | -2.15% | |
| Certified Advisory Corp | 0.44% | 216,406 | $5,446,933 | $5,330,080 | -$116,853 | -2.15% | |
| Wealth Alliance Advisory Group, Llc | 0.78% | 215,204 | $5,416,685 | $5,300,475 | -$116,210 | -2.15% |
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.