PIM · Franklin Master Intermediate Income Trust · Shareholders & Ownership
Market Cap
$146.96M
Shares
48.18M
Volume · Nov 6
51.24K
Avg daily vol (3M)
77.72K
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Every disclosed holder of PIM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PIM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 27,662,759 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 67,411 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PIM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
SIT INVESTMENT ASSOCIATES INC
13G
CIK 769317 · Registered investment adviser · Sep 29, 2026
Rule 13d-1(b), qualified institution, not summed
|
23,203,176 | ||
| 1.1 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,681,925 | ||
| 1.2 |
Sit Balanced Fund
Fund
S000003462 · Registered fund · Jun 30, 2026
SIT MUTUAL FUNDS INC, not summed
|
66,500 | ||
| 2 |
PVG ASSET MANAGEMENT CORP
13F
CIK 820434 · Registered investment adviser · Sep 30, 2026
|
1,202,469 | ||
| 3 |
Summit Financial, LLC
13F
CIK 1765536 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
879,729 | ||
| 4 |
SHEETS SMITH WEALTH MANAGEMENT
13F
CIK 1157436 · Registered investment adviser · Sep 30, 2026
|
224,014 | ||
| 5 |
1607 Capital Partners, LLC
13F
CIK 1436866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
221,893 | ||
| 6 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
190,008 | ||
| 7 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
189,725 | ||
| 8 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
165,353 | ||
| 9 |
Penbrook Management LLC
13F
CIK 1381055 · Registered investment adviser · Sep 30, 2026
|
152,063 | ||
| 10 |
WealthTrust Axiom LLC
13F
CIK 1425949 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
136,500 | ||
| 11 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,784 | ||
| 12 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,858 | ||
| 13 |
GILL CAPITAL PARTNERS, LLC
13F
CIK 729563 · Unknown · Sep 30, 2026
|
112,883 | ||
| 14 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,454 | ||
| 15 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,925 | ||
| 16 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
68,749 | ||
| 17 |
ECLECTIC ASSOCIATES INC /ADV
13F
CIK 743482 · Registered investment adviser · Sep 30, 2026
|
67,441 | ||
| 18 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,500 | ||
| 19 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,272 | ||
| 20 |
Fortitude Advisory Group L.L.C.
13F
CIK 1928999 · Registered investment adviser · Sep 30, 2026
|
62,135 | ||
| 21 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,070 | ||
| 22 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,620 | ||
| 23 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Sep 30, 2026
|
52,543 | ||
| 24 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,630 | ||
| 25 |
Ethos Financial Group, LLC
13F
CIK 1954242 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,826 | ||
| 26 |
Mezzasalma Advisors, LLC
13F
CIK 1864916 · Registered investment adviser · Sep 30, 2026
|
42,207 | ||
| 27 |
HUB Investment Partners, LLC
13F
CIK 1841815 · Unknown · Sep 30, 2026
|
39,688 | ||
| 28 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Sep 30, 2026
|
34,286 | ||
| 29 |
Weaver Consulting Group
13F
CIK 1780055 · Unknown · Sep 30, 2026
|
32,000 | ||
| 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,054 | ||
| 31 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,644 | ||
| 32 |
Stratos Wealth Partners, LTD.
13F
CIK 1612865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,159 | ||
| 33 |
Balefire, LLC
13F
CIK 1750924 · Registered investment adviser · Sep 30, 2026
|
24,742 | ||
| 34 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,363 | ||
| 35 |
|
17,904 | ||
| 36 |
ELEVATION POINT WEALTH PARTNERS, LLC
13F
CIK 1744349 · Registered investment adviser · Sep 30, 2026
|
16,700 | ||
| 37 |
Vestmark Advisory Solutions, Inc.
13F
CIK 1736982 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,700 | ||
| 38 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,647 | ||
| 39 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Sep 30, 2026
|
14,599 | ||
| 40 |
Graves Light Lenhart Wealth, Inc.
13F
CIK 1759803 · Registered investment adviser · Sep 30, 2026
|
14,300 | ||
| 41 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,073 | ||
| 42 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Sep 30, 2026
|
13,954 | ||
| 43 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,694 | ||
| 44 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Sep 30, 2026
|
13,000 | ||
| 45 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
12,511 | ||
| 46 |
Northstar Financial Companies, Inc.
13F
CIK 2059828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,811 | ||
| 47 |
SHUFRO ROSE & CO LLC
13F
CIK 908195 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,000 | ||
| 48 |
IFG Advisory, LLC
13F
CIK 1728319 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,500 | ||
| 49 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,312 | ||
| 50 |
ROTHSCHILD INVESTMENT LLC
13F
CIK 85338 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,885 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 62 holders
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Key facts
CIK
830622
CUSIP
746909100
13F (30d)
26 filings
26 filers
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