OSAIC HOLDINGS, INC.
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1677044
SCOTTSDALE, AZ
Position in PMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$331,567
+$81 QoQ
Shares Held
32,191
+3.9% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $1,007,826,146 across 459 Asset Management names. PMO ranks #312 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
417,134 | $47,966,235 | |
| 2 | BLK |
BlackRock, Inc.
|
45,530 | $43,786,654 | |
| 3 | ARCC |
Ares Capital Corp
|
1,818,471 | $32,768,846 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,340,153 | $32,686,329 | |
| 5 | TPG |
TPG Inc.
|
779,283 | $31,568,754 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
815,517 | $28,901,922 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
1,579,652 | $27,027,845 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
1,455,864 | $24,181,900 |
All Filings in PMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,567 | 32,191 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $331,486 | 30,980 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $412,497 | 39,932 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $423,381 | 42,809 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $413,561 | 40,585 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $373,442 | 36,865 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $372,082 | 34,136 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $393,049 | 38,309 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,204,303 | 118,534 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,248,579 | 122,051 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,295,505 | 140,816 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,199,521 | 117,485 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $1,219,547 | 117,717 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,271,129 | 117,155 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,032,998 | 105,408 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,318,132 | 111,801 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,434,731 | 123,153 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,722,454 | 119,615 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,784,369 | 130,246 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,662,877 | 117,601 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,454,367 | 108,535 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,267,774 | 92,606 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,128,467 | 87,006 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,253,269 | 98,065 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,081,870 | 90,685 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||