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PIM · Franklin Master Intermediate Income Trust · Holdings

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$3.00 +0.01 (+0.33%) At close · Oct 9
Rebalance outlook locked
Market Cap
$144.55M
Shares
48.18M
Volume · Oct 9 52.56K Avg daily vol (3M) 62.86K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 60
Total Value: $89,650,240
Total Shares: 27,765,357

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 59 13F filers
Top Holder
81.7%
Sep 2023 → Jun 2026 · range 79.9% – 87.2%
of institutional value
Top 5
91.0%
Sep 2023 → Jun 2026 · range 91.0% – 94.0%
of institutional value
Top 10
94.1%
Sep 2023 → Jun 2026 · range 94.1% – 96.8%
of institutional value
HHI
6,715
Sep 2023 → Jun 2026 · range 6,424 – 7,626
Highly concentrated
Showing 60 of 60
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SIT INVESTMENT ASSOCIATES INC $73,262,617 81.72% 22,681,925
PVG ASSET MANAGEMENT CORP $3,989,053 4.45% 1,235,001
Summit Financial, LLC $2,841,524 3.17% 879,729
SHEETS SMITH WEALTH MANAGEMENT $723,565 0.81% 224,014
1607 Capital Partners, LLC $716,714 0.80% 221,893
Shaker Financial Services, LLC $709,811 0.79% 219,756
Focus Partners Wealth $612,811 0.68% 189,725
MORGAN STANLEY $534,089 0.60% 165,353
Penbrook Management LLC $475,013 0.53% 147,063
GILL CAPITAL PARTNERS, LLC $457,238 0.51% 141,560
WealthTrust Axiom LLC $440,895 0.49% 136,500
Janney Montgomery Scott LLC $425,662 0.47% 131,784
ENVESTNET ASSET MANAGEMENT INC $416,211 0.46% 128,858
LPL Financial LLC $279,246 0.31% 86,454
MELFA WEALTH MANAGEMENT, INC. $261,387 0.29% 80,925
ROYAL BANK OF CANADA $222,059 0.25% 68,749
Baird Financial Group, Inc. $214,795 0.24% 66,500
Allworth Financial LP $214,058 0.24% 66,272
ECLECTIC ASSOCIATES INC /ADV $203,671 0.23% 67,441
Fortitude Advisory Group L.L.C. $200,696 0.22% 62,135
Mezzasalma Advisors, LLC $180,363 0.20% 55,840
Cetera Investment Advisers $171,416 0.19% 53,070
NewEdge Advisors, LLC $169,962 0.19% 52,620
COMMONWEALTH EQUITY SERVICES, LLC $168,518 0.19% 52,173
HRT FINANCIAL LP $163,534 0.18% 50,630
Ethos Financial Group, LLC $144,787 0.16% 44,826
HUB Investment Partners, LLC $127,843 0.14% 39,580
FIFTH THIRD BANCORP $114,316 0.13% 35,392
SUSQUEHANNA INTERNATIONAL GROUP, LLP $97,074 0.11% 30,054
Weaver Consulting Group $96,640 0.11% 32,000
OSAIC HOLDINGS, INC. $92,520 0.10% 28,644
Stratos Wealth Partners, LTD. $90,953 0.10% 28,159
Balefire, LLC $74,720 0.08% 24,742
STIFEL FINANCIAL CORP $65,772 0.07% 20,363
UBS Group AG $57,829 0.06% 17,904
Cambridge Investment Research Advisors, Inc. $54,935 0.06% 17,008
Vestmark Advisory Solutions, Inc. $53,941 0.06% 16,700
ELEVATION POINT WEALTH PARTNERS, LLC $53,941 0.06% 16,700
BANK OF AMERICA CORP /DE/ $53,769 0.06% 16,647
Perigon Wealth Management, LLC $46,835 0.05% 14,500
RAYMOND JAMES FINANCIAL INC $45,455 0.05% 14,073
JANE STREET GROUP, LLC $44,231 0.05% 13,694
Graves Light Lenhart Wealth, Inc. $43,186 0.05% 14,300
Farther Finance Advisors, LLC $39,260 0.04% 13,000
Northstar Financial Companies, Inc. $38,149 0.04% 11,811
Closed-End Fund Advisors, Inc. $37,626 0.04% 11,649
SHUFRO ROSE & CO LLC $35,530 0.04% 11,000
IFG Advisory, LLC $27,455 0.03% 8,500
WELLS FARGO & COMPANY/MN $17,157 0.02% 5,312
ROTHSCHILD INVESTMENT LLC $15,778 0.02% 4,885
Measured Wealth Private Client Group, LLC $8,075 0.01% 2,500
TOUNJIAN ADVISORY PARTNERS, LLC $3,753 0.00% 1,162
Oakmont Advisory Group, LLC $3,556 0.00% 1,101
Concord Wealth Partners $2,261 0.00% 700
Global Retirement Partners, LLC $2,096 0.00% 649
HIGHLINE WEALTH PARTNERS LLC $1,938 0.00% 600
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,621 0.00% 502
Steward Partners Investment Advisory, LLC $1,292 0.00% 400
FINANCIAL CONSULATE, INC $646 0.00% 200
CoreCap Advisors, LLC $392 0.00% 130
Key facts CIK 830622 CUSIP 746909100 13F (30d) 7 filings 7 filers Visit website Investor relations