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Disclosery

PMO FRANKLIN MUN OPPORTUNITIES T

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SH BEN INT (fund), issuer CIK 900422

85 managers (85 13F filers) reported a position in PMO shares at 2025-09-30, 7,884,553 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
85
13F filers
85
New
5
Added
26
Reduced
20
Sold out
7
Shares held by filers
7,884,553

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC607,756$6.28M0.05%+2,79013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC563,544$5.82M0.02%+33,82613F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.480,444$4.96M2.91%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.447,956$4.63M0.17%-2,41013F-HRTimeline
Advisors Asset Management, Inc.420,550$4.34M0.07%+113,43413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY384,451$3.97M<0.01%+16,79013F-HR/ATimelineGroup
1607 Capital Partners, LLC350,361$3.62M0.27%-27,05013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC320,652$3.31M<0.01%+65813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp288,875$2.98M0.01%-2,35713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN279,658$2.89M<0.01%+54,84413F-HRTimelineGroup
Karpus Management, Inc.256,492$2.65M0.08%+24,50013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC247,520$2.56M0.15%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC187,989$1.94M<0.01%+4,11113F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP184,741$1.91M<0.01%-51313F-HRTimelineGroup
Matisse Capital166,367$1.72M0.77%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC160,455$1.66M1.19%+72,01613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/154,223$1.59M<0.01%+1,87413F-HR/ATimelineGroup
LPL Financial LLC152,045$1.57M<0.01%+24,81213F-HRTimeline
UBS Group AGin group UBS Group AG136,444$1.41M<0.01%-22,19113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.134,200$1.39M<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …132,044$1.36M<0.01%+37,63613F-HRTimelineGroup
SMITH, MOORE & CO.125,303$1.29M0.1%+47,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,602$1.28M<0.01%-2,52413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC110,789$1.14M0.01%-3,12713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.104,027$1.07M<0.01%+25,29413F-HRTimelineGroup
Intellus Advisors LLC102,463$1.06M0.14%-24,00113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,776$969K<0.01%+53813F-HRTimelineGroup
Nova R Wealth, Inc.93,059$961K0.41%013F-HRTimeline
Capital Investment Advisors, LLC90,193$932K0.02%-81213F-HRTimeline
RIVERBRIDGE PARTNERS LLC77,040$796K0.01%+2,07413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,101$755K<0.01%+38,75213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,709$679K<0.01%-4,46513F-HRTimelineGroup
Noble Wealth Management PBC44,000$455K0.24%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,932$397K<0.01%-2,87713F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,778$359K<0.01%-4,78913F-HRTimeline
NorthCoast Asset Management LLC32,000$331K<0.01%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC31,294$323K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,076$311K<0.01%+8,00213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC25,981$268K0.01%+51213F-HRTimeline
LEIGH BALDWIN & CO., LLC25,814$267K0.15%+30213F-HR/ATimeline
INTEGRATED CAPITAL MANAGEMENT, INC.23,151$239K0.17%-1,86713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,731$235K<0.01%+32613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,300$230K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC20,856$215K<0.01%-1,31213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,782$215K<0.01%-7,77013F-HRTimelineGroup
Catalina Capital Group, LLC20,515$212K0.13%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,378$211K<0.01%-24513F-HRTimelineGroup
Cresset Asset Management, LLC20,300$210K<0.01%013F-HR/ATimeline
Ackerman Capital Advisors, LLC20,025$207K0.04%new13F-HRTimeline
Burford Brothers, Inc.19,900$206K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,340$189K<0.01%+35013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,646$182K<0.01%013F-HRTimelineGroup
Generation Capital Management LLC16,748$173K0.13%013F-HRTimeline
Sunpointe, LLC15,360$159K0.06%-1013F-HRTimeline
GILL CAPITAL PARTNERS, LLC14,813$153K0.05%-8,27713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,000$145K<0.01%013F-HRTimelineGroup
Successful Portfolios LLC13,428$139K0.08%+1,00013F-HRTimeline
Collaborative Wealth Managment Inc.13,400$138K0.06%013F-HRTimeline
STALEY CAPITAL ADVISERS INC12,500$129K0.01%013F-HRTimeline
Moors & Cabot, Inc.12,218$126K0.01%+76913F-HRTimeline
Allworth Financial LP12,139$125K<0.01%+13913F-HRTimeline
Tyche Wealth Partners LLC11,940$123K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,894$123K<0.01%new13F-HRTimelineGroup
Private Wealth Advisors, LLC11,093$115K0.04%-68113F-HRTimeline
Aviance Capital Partners, LLC10,515$109K0.01%-2,42913F-HRTimeline
Wellspring Financial Advisors, LLC10,500$108K0.01%013F-HRTimeline
Prospera Financial Services Inc10,432$108K<0.01%+9413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,257$106K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC10,108$104K<0.01%013F-HRTimeline
MAI Capital Management7,201$74.4K<0.01%013F-HRTimeline
COMERICA BANK5,038$52K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC4,900$50.6K0.01%013F-HRTimeline
Global Retirement Partners, LLC4,348$44.9K<0.01%013F-HRTimeline
Activest Wealth Management4,150$42.9K0.01%013F-HRTimeline
CX Institutional2,969$31K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,000$31K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,923$30.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,539$26.2K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,389$24.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,563$16.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,408$14.5K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,191$12.3K<0.01%013F-HRTimeline
Kilter Group LLC1,181$12.2K0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,000$10.3K<0.01%013F-HRTimeline
Hilltop National Bank780$8.06K<0.01%013F-HRTimeline