Skip to content
Disclosery

PMO FRANKLIN MUN OPPORTUNITIES T

Follow

SH BEN INT (fund), issuer CIK 900422

88 managers (88 13F filers) reported a position in PMO shares at 2025-12-31, 8,677,743 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
88
13F filers
88
New
6
Added
29
Reduced
20
Sold out
7
Shares held by filers
8,677,743

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC663,914$7.1M0.05%+56,15813F-HRTimelineGroup
Advisors Asset Management, Inc.598,344$6.4M0.11%+177,79413F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.518,691$5.55M0.19%+70,73513F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC493,396$5.28M2.21%+332,94113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.472,403$5.05M2.91%-8,04113F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC427,625$4.58M0.22%+180,10513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY401,211$4.29M<0.01%+16,76013F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC372,584$3.99M0.02%-190,96013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN372,017$3.98M<0.01%+92,35913F-HRTimelineGroup
1607 Capital Partners, LLC311,109$3.33M0.23%-39,25213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC303,910$3.25M<0.01%-16,74213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp283,503$3.03M0.01%-5,37213F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP210,252$2.25M<0.01%+25,51113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC179,156$1.92M<0.01%-8,83313F-HRTimelineGroup
LPL Financial LLC178,607$1.91M<0.01%+26,56213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC165,413$1.77M<0.01%+41,81113F-HRTimelineGroup
Karpus Management, Inc.161,566$1.73M0.05%-94,92613F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.159,253$1.7M<0.01%+55,22613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/155,159$1.66M<0.01%+93613F-HRTimelineGroup
Worthington Financial Partners, LLC152,035$1.63M1.44%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …149,715$1.6M<0.01%+17,67113F-HRTimelineGroup
UBS Group AGin group UBS Group AG137,998$1.48M<0.01%+1,55413F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.134,200$1.44M<0.01%013F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC118,230$1.27M0.02%+41,19013F-HRTimeline
SMITH, MOORE & CO.115,236$1.23M0.09%-10,06713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC108,352$1.16M0.01%-2,43713F-HRTimelineGroup
Intellus Advisors LLC101,019$1.08M0.14%-1,44413F-HRTimeline
Nova R Wealth, Inc.93,059$996K0.36%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…89,447$957K<0.01%-4,32913F-HR/ATimelineGroup
Capital Investment Advisors, LLC78,678$842K0.01%-11,51513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,592$841K<0.01%+5,49113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,369$710K<0.01%+66013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth53,009$567K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC41,600$445K0.22%-2,40013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,570$412K<0.01%+8,49413F-HRTimelineGroup
Cambridge Investment Research Advisors,…32,466$347K<0.01%-2,31213F-HRTimeline
&PARTNERS31,332$335K<0.01%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC31,294$335K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,980$331K<0.01%-8,95213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC26,010$278K0.02%+2913F-HRTimeline
HighTower Advisors, LLC24,112$258K<0.01%+3,25613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,188$248K<0.01%+2,40613F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.22,908$245K0.16%-24313F-HRTimeline
Generation Capital Management LLC22,748$243K0.16%+6,00013F-HRTimeline
Ackerman Capital Advisors, LLC22,500$241K0.05%+2,47513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,300$239K<0.01%013F-HRTimelineGroup
Closed-End Fund Advisors, Inc.21,640$232K0.14%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,508$230K<0.01%-1,22313F-HRTimelineGroup
Catalina Capital Group, LLC20,515$220K0.13%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,378$218K<0.01%013F-HR/ATimelineGroup
Cresset Asset Management, LLC20,300$217K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,146$216K<0.01%+2,50013F-HRTimelineGroup
Burford Brothers, Inc.19,900$213K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,340$196K<0.01%013F-HRTimelineGroup
Westview Management dba Westview Invest…15,300$164K0.08%13F-HRTimeline
GILL CAPITAL PARTNERS, LLC14,813$158K0.05%013F-HRTimeline
Oakmont Investment Advisors, Inc.14,100$151K0.11%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,000$150K0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.13,838$148K0.01%+1,62013F-HRTimeline
Collaborative Wealth Managment Inc.13,400$143K0.05%013F-HRTimeline
Successful Portfolios LLC13,428$143K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,965$139K<0.01%+1,07113F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC12,500$134K0.01%013F-HRTimeline
Allworth Financial LP12,000$128K<0.01%-13913F-HRTimeline
Tyche Wealth Partners LLC11,940$128K0.02%013F-HRTimeline
Aviance Capital Partners, LLC10,555$113K0.01%+4013F-HRTimeline
Wellspring Financial Advisors, LLC10,500$112K0.01%013F-HRTimeline
Meridian Wealth Management, LLC10,108$108K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,014$107K<0.01%new13F-HRTimeline
MAI Capital Management7,201$77.1K<0.01%013F-HRTimeline
COMERICA BANK5,038$53.9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC4,900$52.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC4,348$46.5K<0.01%013F-HRTimeline
Elyxium Wealth, LLC4,158$44.5K0.01%new13F-HRTimeline
Activest Wealth Management3,775$40.4K0.01%-37513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,000$32.1K<0.01%013F-HRTimelineGroup
CX Institutional3,003$32K<0.01%+3413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,539$27.2K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,389$25.6K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,123$22.7K<0.01%-80013F-HRTimeline
Geneos Wealth Management Inc.1,563$16.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,408$15.1K<0.01%013F-HRTimeline
Kilter Group LLC1,255$13.4K0.01%+7413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,229$13.2K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC1,191$12.7K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,000$10.7K<0.01%013F-HRTimeline
Hilltop National Bank780$8.35K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC595$6.37K<0.01%new13F-HRTimeline