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PMO · Franklin Municipal Opportunities Trust

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$10.30 -0.01 (-0.10%) At close · Jul 28
Market Cap
$289.28M
Shares
28.06M

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.

The Jun 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.
Holders: 88
Total Value: $90,169,166
Total Shares: 8,715,353

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 89 13F filers
Top Holder
7.9%
Jun 2023 → Mar 2026 · range 7.0% – 15.1%
of institutional value
Top 5
35.7%
Jun 2023 → Mar 2026 · range 26.7% – 46.5%
of institutional value
Top 10
56.6%
Jun 2023 → Mar 2026 · range 45.2% – 63.7%
of institutional value
HHI
411
Jun 2023 → Mar 2026 · range 301 – 601
Broadly held
Showing 88 of 88
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Advisors Asset Management, Inc. $7,145,480 7.92% 693,736
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $7,063,976 7.83% 685,823
Large GUGGENHEIM CAPITAL LLC $6,168,577 6.84% 598,891
Small ROBINSON CAPITAL MANAGEMENT, LLC $5,956,191 6.61% 578,271
Mid Hennion & Walsh Asset Management, Inc. $5,802,438 6.44% 550,516
Small MELFA WEALTH MANAGEMENT, INC. $4,843,193 5.37% 459,506
Mega MORGAN STANLEY $4,475,493 4.96% 434,514
Small 1607 Capital Partners, LLC $3,204,422 3.55% 311,109
Large COMMONWEALTH EQUITY SERVICES, LLC $3,171,503 3.52% 307,913
Mega WELLS FARGO & COMPANY/MN $3,014,428 3.34% 292,663
Mega VAN ECK ASSOCIATES CORP $2,615,777 2.90% 253,959
Large Pathstone Holdings, LLC $2,531,801 2.81% 245,806
Mega AMERIPRISE FINANCIAL INC $2,212,738 2.45% 214,829
Mega Invesco Ltd. $2,008,695 2.23% 195,019
Mega LPL Financial LLC $1,894,190 2.10% 183,902
Large COHEN & STEERS, INC. $1,742,760 1.93% 169,200
Mega ENVESTNET ASSET MANAGEMENT INC $1,676,726 1.86% 162,789
Mega BANK OF AMERICA CORP /DE/ Bank $1,577,826 1.75% 153,187
Large Allspring Global Investments Holdings, LLC $1,543,846 1.71% 149,888
Micro Worthington Financial Partners, LLC $1,426,515 1.58% 135,343
Mega UBS Group AG $1,299,736 1.44% 126,188
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $1,093,398 1.21% 103,738
Large Fiera Capital Corp $1,015,827 1.13% 98,624
Small Intellus Advisors LLC $987,615 1.10% 95,885
Micro Nova R Wealth, Inc. $980,841 1.09% 93,059
Mega RAYMOND JAMES FINANCIAL INC $937,855 1.04% 91,054
Small Noble Wealth Management PBC $869,244 0.96% 82,471
Large STIFEL FINANCIAL CORP $835,371 0.93% 81,104
Large Rockefeller Capital Management L.P. $826,101 0.92% 80,204
Small SMITH, MOORE & CO. $779,195 0.86% 75,650
Mid Capital Investment Advisors, LLC $761,211 0.84% 73,904
Mid Karpus Management, Inc. $655,533 0.73% 63,644
Mid RIVERBRIDGE PARTNERS LLC $609,285 0.68% 57,807
Mega Bank of New York Mellon Corp Bank $499,518 0.55% 48,497
Mid Summit Trail Advisors, LLC $441,684 0.49% 42,882
Micro Ackerman Capital Advisors, LLC $395,798 0.44% 38,427
Mid Cyndeo Wealth Partners, LLC $393,669 0.44% 37,350
Large &PARTNERS $350,838 0.39% 34,062
Large OSAIC HOLDINGS, INC. $331,567 0.37% 32,191
Mega ROYAL BANK OF CANADA Bank $323,656 0.36% 31,423
Small TWIN FOCUS CAPITAL PARTNERS, LLC $322,328 0.36% 31,294
Large Cambridge Investment Research Advisors, Inc. $308,600 0.34% 29,279
Mid Stratos Wealth Partners, LTD. $267,079 0.30% 25,930
Large Focus Partners Wealth $255,532 0.28% 24,809
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $249,558 0.28% 24,229
Micro Generation Capital Management LLC $234,304 0.26% 22,748
Micro Closed-End Fund Advisors, Inc. $228,085 0.25% 21,640
Micro Catalina Capital Group, LLC $211,304 0.23% 20,515
Large Cresset Asset Management, LLC $209,090 0.23% 20,300
Mid OPPENHEIMER & CO INC $207,781 0.23% 20,173
Small Burford Brothers, Inc. $204,970 0.23% 19,900
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $203,713 0.23% 19,778
Mid Concurrent Investment Advisors, LLC $193,303 0.21% 18,340
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $189,867 0.21% 18,014
Large HighTower Advisors, LLC $161,792 0.18% 15,708
Micro Westview Management dba Westview Investment Advisors $157,590 0.17% 15,300
Mid Spire Wealth Management $147,560 0.16% 14,000
Mid Moors & Cabot, Inc. $143,994 0.16% 13,980
Small Successful Portfolios LLC $141,531 0.16% 13,428
Micro Collaborative Wealth Managment Inc. $138,020 0.15% 13,400
Small Smith Asset Management Co., LLC $132,266 0.15% 12,549
Micro GILL CAPITAL PARTNERS, LLC $131,386 0.15% 12,756
Small FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC $129,241 0.14% 12,262
Mid STALEY CAPITAL ADVISERS INC $128,750 0.14% 12,500
Mid Allworth Financial LP $123,600 0.14% 12,000
Small Tyche Wealth Partners LLC $122,982 0.14% 11,940
Small Aviance Capital Partners, LLC $113,464 0.13% 11,016
Mid Meridian Wealth Management, LLC $104,112 0.12% 10,108
Large FIFTH THIRD BANCORP Bank $96,603 0.11% 9,379
Mid MAI Capital Management $74,170 0.08% 7,201
Small DUNCKER STREETT & CO INC $50,470 0.06% 4,900
Large HUNTINGTON NATIONAL BANK Bank $33,227 0.04% 3,226
Mid CX Institutional $32,399 0.04% 3,074
Mid ST GERMAIN D J CO INC $31,620 0.04% 3,000
Mid HARBOUR INVESTMENTS, INC. $29,952 0.03% 2,908
Mid Advisory Services Network, LLC $25,574 0.03% 2,483
Mid ROTHSCHILD INVESTMENT LLC $24,606 0.03% 2,389
Mid WOLVERINE ASSET MANAGEMENT LLC $22,660 0.03% 2,200
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21,866 0.02% 2,123
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $16,611 0.02% 1,576
Mid Geneos Wealth Management Inc. $16,098 0.02% 1,563
Mid Cullen/Frost Bankers, Inc. Bank $13,343 0.01% 1,266
Micro Mascoma Wealth Management LLC $12,553 0.01% 1,191
Small Anchor Investment Management, LLC $10,300 0.01% 1,000
Small Community Financial Services Group, LLC $9,854 0.01% 935
Small Hilltop National Bank Bank $8,221 0.01% 780
Mid Western Wealth Management, LLC $6,592 0.01% 640
Small Elevated Capital Advisors, LLC $6,128 0.01% 595
Key facts CIK 900422 CUSIP 746922103 13F (30d) 23 filings 23 filers Visit website

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