PMO · Franklin Municipal Opportunities Trust · Holdings

$9.76 -0.01 (-0.10%) At close · Sep 11

Market Cap

$291.53M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 88

Total Value: $94,561,480

Total Shares: 8,971,681

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 88 13F filers · Δ vs Mar 31, 2026

Top Holder

10.6%

+2.6 pts

Top 5

36.8%

+1.2 pts

Top 10

56.6%

+0.1 pts

HHI

433

Broadly held+23

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +5.0%

Shares held: +2.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC	+263,219	949,042
Large Allspring Global Investments Holdings, LLC	+157,543	307,431
Small ROBINSON CAPITAL MANAGEMENT, LLC	+66,992	645,263
Mega BANK OF AMERICA CORP /DE/	+43,926	197,113
Mega Invesco Ltd.	+41,481	236,500

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large GUGGENHEIM CAPITAL LLC	−168,147	430,744
Mid 1607 Capital Partners, LLC	−99,500	211,609
Mid Karpus Management, Inc.	−46,689	16,955
Large Pathstone Holdings, LLC	−42,568	203,238
Mid RIVERBRIDGE PARTNERS LLC	−19,035	57,807

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Thomas J. Herzfeld Advisors, Inc.	70,700	$745,178
Large TORONTO DOMINION BANK	28,100	$296,174
Large HRT FINANCIAL LP	11,770	$124,055
Mid LYELL WEALTH MANAGEMENT, LP	11,531	$121,536
Large Clear Street Group Inc.	5,050	$53,227

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	24,229	$249,558
Small Catalina Capital Group, LLC	20,515	$211,304
Small Aviance Capital Partners, LLC	11,016	$113,464
Large MAI Capital Management	7,201	$74,170
Small Activest Wealth Management	4,150	$42,745

Filter: New 7 Increased 19 Reduced 30 Sold out 9 Unchanged 32

Showing 88 of 88

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

RIVERNORTH CAPITAL MANAGEMENT, LLC

$10,002,902

10.58%

949,042

Advisors Asset Management, Inc.

$7,395,169

7.82%

701,629

ROBINSON CAPITAL MANAGEMENT, LLC

$6,801,072

7.19%

645,263

Hennion & Walsh Asset Management, Inc.

$5,802,438

6.14%

550,516

MELFA WEALTH MANAGEMENT, INC.

$4,843,193

5.12%

459,506

MORGAN STANLEY

$4,672,369

4.94%

443,299

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	370,569	$3,905,796	83.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	72,730	$766,573	16.4%	Defined

GUGGENHEIM CAPITAL LLC

$4,540,041

4.80%

430,744

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	430,104	$4,533,296	99.9%	Defined
SECURITY INVESTORS LLC	640	$6,745	0.1%	Defined

Allspring Global Investments Holdings, LLC

$3,240,322

3.43%

307,431

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	307,431	$3,240,322	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$3,230,805

3.42%

306,528

WELLS FARGO & COMPANY/MN

$2,957,882

3.13%

280,634

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	66,506	$700,973	23.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	214,128	$2,256,909	76.3%	Defined

VAN ECK ASSOCIATES CORP

$2,699,799

2.86%

256,148

Invesco Ltd.

$2,492,710

2.64%

236,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	236,500	$2,492,710	100.0%	Defined

1607 Capital Partners, LLC

$2,230,358

2.36%

211,609

AMERIPRISE FINANCIAL INC

$2,213,378

2.34%

209,998

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	209,998	$2,213,378	100.0%	Defined

Pathstone Holdings, LLC

$2,142,127

2.27%

203,238

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	201,879	$2,127,804	99.3%	Defined
Held directly	1,359	$14,323	0.7%	Sole

BANK OF AMERICA CORP /DE/

$2,077,571

2.20%

197,113

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	197,113	$2,077,571	100.0%	Defined

LPL Financial LLC

$1,881,274

1.99%

178,489

ENVESTNET ASSET MANAGEMENT INC

$1,745,445

1.85%

165,602

COHEN & STEERS, INC.

$1,709,588

1.81%

162,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	162,200	$1,709,588	100.0%	Sole

Worthington Financial Partners, LLC

$1,426,515

1.51%

135,343

UBS Group AG

$1,305,379

1.38%

123,850

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	123,850	$1,305,379	100.0%	Defined

PARK AVENUE SECURITIES LLC

$1,093,398

1.16%

103,738

Fiera Capital Corp

$988,146

1.04%

93,752

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	93,752	$988,146	100.0%	Other

Nova R Wealth, Inc.

$980,841

1.04%

93,059

Intellus Advisors LLC

$961,427

1.02%

91,217

STIFEL FINANCIAL CORP

$909,338

0.96%

86,275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	85,975	$906,176	99.7%	Defined
1919 Investment Counsel, LLC	300	$3,162	0.3%	Defined

RAYMOND JAMES FINANCIAL INC

$876,917

0.93%

83,199

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	48,330	$509,398	58.1%	Defined
Raymond James Financial Services Advisors, Inc.	34,869	$367,519	41.9%	Defined

Noble Wealth Management PBC

$869,244

0.92%

82,471

SMITH, MOORE & CO.

$840,554

0.89%

79,749

Rockefeller Capital Management L.P.

$814,067

0.86%

77,236

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	77,236	$814,067	100.0%	Defined

Capital Investment Advisors, LLC

$774,205

0.82%

73,454

Thomas J. Herzfeld Advisors, Inc.

$745,178

0.79%

70,700

Bank of New York Mellon Corp

$629,922

0.67%

59,765

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	59,762	$629,891	100.0%	Defined
Held directly	3	$31	0.0%	Defined

RIVERBRIDGE PARTNERS LLC

$609,285

0.64%

57,807

OSAIC HOLDINGS, INC.

$466,437

0.49%

44,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	23,739	$250,209	53.6%	Defined
CW Advisors, LLC	20,515	$216,228	46.4%	Sole

Summit Trail Advisors, LLC

$426,458

0.45%

40,461

Cyndeo Wealth Partners, LLC

$393,669

0.42%

37,350

&PARTNERS

$335,635

0.35%

31,844

TWIN FOCUS CAPITAL PARTNERS, LLC

$329,838

0.35%

31,294

ROYAL BANK OF CANADA

$309,148

0.33%

29,331

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	28,017	$295,299	95.5%	Defined
RBC Rochdale, LLC	1,314	$13,849	4.5%	Defined

Cambridge Investment Research Advisors, Inc.

$308,600

0.33%

29,279

TORONTO DOMINION BANK

$296,174

0.31%

28,100

Stratos Wealth Partners, LTD.

$273,302

0.29%

25,930

Generation Capital Management LLC

$239,763

0.25%

22,748

Closed-End Fund Advisors, Inc.

$228,085

0.24%

21,640

Ackerman Capital Advisors, LLC

$223,616

0.24%

21,216

Focus Partners Wealth

$221,434

0.23%

21,009

Cresset Asset Management, LLC

$213,962

0.23%

20,300

OPPENHEIMER & CO INC

$212,908

0.23%

20,200

Burford Brothers, Inc.

$209,746

0.22%

19,900

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$208,460

0.22%

19,778

Concurrent Investment Advisors, LLC

$193,303

0.20%

18,340

INTEGRATED CAPITAL MANAGEMENT, INC.

$189,867

0.20%

18,014

Karpus Management, Inc.

$178,705

0.19%

16,955

Westview Management dba Westview Investment Advisors

$161,262

0.17%

15,300

Moors & Cabot, Inc.

$149,003

0.16%

14,137

Spire Wealth Management

$147,560

0.16%

14,000

Successful Portfolios LLC

$141,531

0.15%

13,428

Collaborative Wealth Managment Inc.

$141,236

0.15%

13,400

GILL CAPITAL PARTNERS, LLC

$134,448

0.14%

12,756

Smith Asset Management Co., LLC

$132,266

0.14%

12,549

STALEY CAPITAL ADVISERS INC

$131,750

0.14%

12,500

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

$129,241

0.14%

12,262

Allworth Financial LP

$126,480

0.13%

12,000

Tyche Wealth Partners LLC

$125,847

0.13%

11,940

HRT FINANCIAL LP

$124,055

0.13%

11,770

LYELL WEALTH MANAGEMENT, LP

$121,536

0.13%

11,531

HighTower Advisors, LLC

$107,813

0.11%

10,229

Meridian Wealth Management, LLC

$106,538

0.11%

10,108

Oakmont Investment Advisors, Inc.

$105,400

0.11%

10,000

FIFTH THIRD BANCORP

$98,580

0.10%

9,353

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	9,353	$98,580	100.0%	Defined

Clear Street Group Inc.

$53,227

0.06%

5,050

DUNCKER STREETT & CO INC

$51,646

0.05%

4,900

Global Retirement Partners, LLC

$45,827

0.05%

4,348

HUNTINGTON NATIONAL BANK

$34,002

0.04%

3,226

CX Institutional

$32,399

0.03%

3,074

ST GERMAIN D J CO INC

$31,620

0.03%

3,000

HARBOUR INVESTMENTS, INC.

$30,650

0.03%

2,908

ROTHSCHILD INVESTMENT LLC

$25,180

0.03%

2,389

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$22,376

0.02%

2,123

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$16,611

0.02%

1,576

Geneos Wealth Management Inc.

$16,474

0.02%

1,563

Cullen/Frost Bankers, Inc.

$13,343

0.01%

1,266

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frost Bank - FWA	1,266	$13,343	100.0%	Defined

Mascoma Wealth Management LLC

$12,553

0.01%

1,191

Community Financial Services Group, LLC

$9,854

0.01%

935

Hilltop National Bank

$8,221

0.01%

780

Elevated Capital Advisors, LLC

$6,271

0.01%

595

Capital Analysts, LLC

$4,711

0.00%

447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	24,229	$249,558	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	2,200	$22,660	100.0%	Defined

Key facts CIK 900422 CUSIP 746922103 13F (30d) 28 filings 26 filers Visit website