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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 2026-03-31, 8,736,594 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
88
13F filers
88
New
8
Added
30
Reduced
22
Sold out
6
Shares held by filers
8,736,594

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Advisors Asset Management, Inc.693,736$7.15M0.12%+95,39213F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC685,823$7.06M0.36%+258,19813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC598,891$6.17M0.05%-65,02313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC578,271$5.97M2.67%+84,87513F-HRTimeline
Hennion & Walsh Asset Management, Inc.561,941$5.79M0.19%+43,25013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.472,403$4.87M2.79%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY434,514$4.48M<0.01%+33,30313F-HRTimelineGroup
1607 Capital Partners, LLC311,109$3.2M0.23%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC307,913$3.17M<0.01%+4,00313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN292,663$3.01M<0.01%-79,35413F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP253,959$2.62M<0.01%+43,70713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC245,806$2.53M0.01%-126,77813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC214,829$2.21M<0.01%+35,67313F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.195,019$2.01M<0.01%+35,76613F-HRTimelineGroup
LPL Financial LLC183,902$1.89M<0.01%+5,29513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.169,200$1.74M<0.01%+35,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC162,789$1.68M<0.01%-2,62413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/153,187$1.58M<0.01%-1,97213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …149,888$1.54M<0.01%+17313F-HRTimelineGroup
Worthington Financial Partners, LLC142,771$1.47M1.26%-9,26413F-HRTimeline
UBS Group AGin group UBS Group AG126,188$1.3M<0.01%-11,81013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC106,033$1.09M0.01%-2,31913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp98,624$1.02M<0.01%-184,87913F-HRTimelineGroup
Intellus Advisors LLC95,885$988K0.13%-5,13413F-HRTimeline
Nova R Wealth, Inc.93,059$959K0.31%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,054$938K<0.01%+24,68513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,104$835K<0.01%+2,51213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…80,204$826K<0.01%-9,24313F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC76,842$791K0.02%-41,38813F-HRTimeline
SMITH, MOORE & CO.75,650$779K0.06%-39,58613F-HRTimeline
Capital Investment Advisors, LLC73,904$761K0.01%-4,77413F-HR/ATimeline
Karpus Management, Inc.63,644$656K0.02%-97,92213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp48,497$500K<0.01%new13F-HRTimelineGroup
Summit Trail Advisors, LLC42,882$442K0.01%new13F-HRTimeline
Noble Wealth Management PBC42,750$440K0.23%+1,15013F-HRTimeline
Ackerman Capital Advisors, LLC38,427$396K0.08%+15,92713F-HRTimeline
&PARTNERS34,062$351K<0.01%+2,73013F-HRTimeline
Cambridge Investment Research Advisors,…32,830$338K<0.01%+36413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,191$332K<0.01%+1,21113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,423$324K<0.01%-7,14713F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC31,294$322K0.04%013F-HRTimeline
Cyndeo Wealth Partners, LLC28,522$294K0.02%+2,51213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,930$267K<0.01%+3,63013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth24,809$256K<0.01%-28,20013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,229$250K<0.01%+1,04113F-HRTimelineGroup
Generation Capital Management LLC22,748$234K0.17%013F-HRTimeline
Closed-End Fund Advisors, Inc.21,640$223K0.23%013F-HRTimeline
Catalina Capital Group, LLC20,515$211K0.13%013F-HRTimeline
Cresset Asset Management, LLC20,300$209K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,173$208K<0.01%+2713F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.20,076$207K0.14%-2,83213F-HRTimeline
Burford Brothers, Inc.19,900$205K0.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,778$204K<0.01%-60013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,340$189K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC15,708$162K<0.01%-8,40413F-HRTimeline
Westview Management dba Westview Invest…15,300$158K0.08%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,000$144K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.13,980$144K0.01%+14213F-HRTimeline
Smith Asset Management Co., LLC13,742$142K0.12%new13F-HRTimeline
Collaborative Wealth Managment Inc.13,400$138K0.06%013F-HRTimeline
Successful Portfolios LLC13,428$138K0.08%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC12,756$131K0.04%-2,05713F-HRTimeline
STALEY CAPITAL ADVISERS INC12,500$129K0.01%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…12,262$126K0.01%new13F-HRTimeline
Allworth Financial LP12,000$124K<0.01%013F-HRTimeline
Tyche Wealth Partners LLC11,940$123K0.02%013F-HRTimeline
Aviance Capital Partners, LLC11,016$113K0.01%+46113F-HRTimeline
Meridian Wealth Management, LLC10,108$104K<0.01%013F-HRTimeline
Oakmont Investment Advisors, Inc.10,000$103K0.09%-4,10013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,379$96.6K<0.01%+6,84013F-HRTimelineGroup
MAI Capital Management7,201$74.2K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC4,900$50.5K0.01%013F-HRTimeline
Activest Wealth Management4,150$42.7K0.01%+37513F-HRTimeline
CX Institutional3,036$31K<0.01%+3313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,000$30.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,908$30K<0.01%+1,50013F-HRTimeline
Advisory Services Network, LLC2,483$25.6K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,389$24.6K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,200$22.7K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,123$21.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,563$16.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,266$13K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,234$12.7K<0.01%+513F-HRTimeline
Mascoma Wealth Management LLC1,191$12.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,000$10.3K<0.01%013F-HRTimeline
Community Financial Services Group, LLC935$9.58K<0.01%new13F-HRTimeline
Hilltop National Bank780$8.03K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC595$6.13K<0.01%013F-HRTimeline