Who owns FTMS?
Franklin Short-Term Municipal Income ETF · Franklin
42 institutions reported holding FTMS, worth $130.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FTMS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $66.6M | 6,712,644 | +495,508 shares |
| Vise Technologies, Inc. | New York, NY | $8.1M | 817,591 | +546,176 shares |
| Cetera Investment Advisers | Schaumburg, IL | $6.8M | 686,419 | +42,467 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.9M | 597,222 | −62,803 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $5.8M | 587,973 | New position |
| LPL Financial LLC | Fort Mill, SC | $5.7M | 570,452 | −10,842 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.8M | 485,382 | −72,303 shares |
| JPMorgan Chase & Co | New York, NY | $4.8M | 481,696 | +451,330 shares |
| IRON Financial LLC | Northbrook, IL | $4.4M | 444,917 | +157,301 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $3.3M | 332,654 | +62,347 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FTMS?
42 institutional managers reported holding FTMS in Form 13F filings for June 30, 2026, worth $130.9M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $66.6M.
Did institutions buy or sell FTMS last quarter?
Reported 13F value rose 22.3% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FTMS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.