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Disclosery

PMO FRANKLIN MUN OPPORTUNITIES T

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SH BEN INT (fund), issuer CIK 900422

88 managers (88 13F filers) reported a position in PMO shares at 2025-06-30, 7,482,262 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
88
13F filers
88
New
15
Added
24
Reduced
22
Sold out
10
Shares held by filers
7,482,262

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC604,966$5.98M0.05%+125,20013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC529,718$5.24M0.02%-111,59813F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.480,444$4.75M3%-35013F-HRTimeline
Hennion & Walsh Asset Management, Inc.450,366$4.45M0.18%-6,92713F-HRTimeline
1607 Capital Partners, LLC377,411$3.73M0.3%-5,35013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY367,661$3.64M<0.01%-43,69313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC319,994$3.17M<0.01%+4,45013F-HRTimeline
Advisors Asset Management, Inc.307,116$3.04M0.05%+60,02113F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp291,232$2.88M0.01%-3,62313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC247,520$2.45M0.14%+1,82413F-HRTimeline
Karpus Management, Inc.231,992$2.29M0.07%+132,44413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,814$2.22M<0.01%+13,10013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP185,254$1.83M<0.01%+2,36713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC183,878$1.82M<0.01%-32,94913F-HRTimelineGroup
Matisse Capital166,367$1.65M0.78%013F-HRTimeline
UBS Group AGin group UBS Group AG158,635$1.57M<0.01%-106,88613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/152,349$1.51M<0.01%+26,01513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.134,200$1.33M<0.01%+10,00013F-HRTimelineGroup
LPL Financial LLC127,233$1.26M<0.01%+5,03313F-HRTimeline
Intellus Advisors LLC126,464$1.25M0.19%+2,26713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,126$1.25M<0.01%+8,05413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,916$1.13M0.01%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …94,408$934K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,238$922K<0.01%+51813F-HR/ATimelineGroup
Nova R Wealth, Inc.93,059$920K0.43%013F-HRTimeline
Capital Investment Advisors, LLC91,005$900K0.02%-4,17513F-HR/ATimeline
ROBINSON CAPITAL MANAGEMENT, LLC88,439$875K0.37%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.78,733$779K<0.01%+54,76113F-HRTimelineGroup
SMITH, MOORE & CO.78,003$771K0.06%-1,22813F-HRTimeline
RIVERBRIDGE PARTNERS LLC74,966$741K0.01%+3,10113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,174$694K<0.01%-6,50313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,809$423K<0.01%+2,22413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…39,567$391K<0.01%-8,31813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC36,290$359K0.02%+41513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,349$340K<0.01%-25613F-HRTimelineGroup
NorthCoast Asset Management LLC32,000$316K<0.01%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC31,294$309K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,552$282K<0.01%+3,28313F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC25,512$252K0.17%+29213F-HRTimeline
Cyndeo Wealth Partners, LLC25,469$252K0.01%-9,39913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.25,018$247K0.19%+3,95813F-HRTimeline
GILL CAPITAL PARTNERS, LLC23,090$228K0.07%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,405$222K<0.01%+99413F-HRTimelineGroup
HighTower Advisors, LLC22,168$219K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,074$218K<0.01%-17213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,623$204K<0.01%-5,87713F-HRTimelineGroup
Catalina Capital Group, LLC20,515$203K0.14%new13F-HRTimeline
Cresset Asset Management, LLC20,300$201K<0.01%013F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST20,000$198K0.02%new13F-HRTimeline
Burford Brothers, Inc.19,900$197K0.09%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC18,044$178K<0.01%+13,10113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,990$178K<0.01%+60513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,646$175K<0.01%new13F-HRTimelineGroup
Generation Capital Management LLC16,748$166K0.13%013F-HRTimeline
Sunpointe, LLC15,370$152K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,000$138K<0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.13,400$133K0.06%013F-HRTimeline
Aviance Capital Partners, LLC12,944$128K0.02%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC12,500$124K0.01%013F-HRTimeline
Successful Portfolios LLC12,428$123K0.08%013F-HRTimeline
Allworth Financial LP12,000$119K<0.01%new13F-HRTimeline
Tyche Wealth Partners LLC11,940$118K0.02%013F-HRTimeline
Private Wealth Advisors, LLC11,774$116K0.05%013F-HRTimeline
Moors & Cabot, Inc.11,449$113K0.01%-5,64613F-HRTimeline
Cetera Investment Advisers10,898$108K<0.01%-3,28313F-HRTimeline
Wellspring Financial Advisors, LLC10,500$104K0.01%new13F-HRTimeline
Prospera Financial Services Inc10,338$102K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC10,108$100K<0.01%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$98.9K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management7,201$71.2K<0.01%013F-HRTimeline
COMERICA BANK5,038$49.8K<0.01%-1013F-HRTimeline
DUNCKER STREETT & CO INC4,900$48.5K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,686$46.3K<0.01%+14113F-HRTimelineGroup
Global Retirement Partners, LLC4,348$43K<0.01%13F-HRTimeline
Activest Wealth Management4,150$41K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,000$29.7K<0.01%new13F-HRTimelineGroup
CX Institutional2,969$29K<0.01%new13F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,923$28.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,539$25.1K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,389$23.6K<0.01%-160,99913F-HRTimeline
Geneos Wealth Management Inc.1,563$15.5K<0.01%-2,29913F-HRTimeline
HARBOUR INVESTMENTS, INC.1,408$13.9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,191$11.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,000$9.89K<0.01%013F-HRTimeline
Hilltop National Bank780$7.71K<0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP476$4.85K<0.01%13F-HRTimeline
Elequin Capital, LP8$79<0.01%-7,09613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.