LPL Financial LLC
Position in PIM — Franklin Master Intermediate Income Trust
CIK 1403438
FORT MILL, SC
Position in PIM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$279,246
+$38,431 QoQ
Shares Held
86,454
+17.4% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. PIM ranks #387 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in PIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,246 | 86,454 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $240,815 | 73,644 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $235,122 | 70,396 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $244,690 | 71,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $306,156 | 91,390 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $167,417 | 50,427 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $165,533 | 50,777 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $158,750 | 46,829 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $153,680 | 47,579 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $154,604 | 48,314 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $153,691 | 48,179 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $152,180 | 50,391 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $162,234 | 51,340 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $166,654 | 52,407 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $166,784 | 52,120 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $169,841 | 52,259 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $174,649 | 51,217 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $171,897 | 48,016 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $161,756 | 40,951 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $170,533 | 41,900 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $174,496 | 41,646 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $160,868 | 37,238 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $156,256 | 36,940 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $175,772 | 42,767 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $170,258 | 41,730 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $146,263 | 35,849 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||