PPT · Franklin Premier Income Trust

$3.40 +0.00 (+0.00%) At close · Sep 4

Market Cap

$329.71M

95.57M

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: 100

Total Value: $138,941,781

Total Shares: 39,811,411

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 100 13F filers · Δ vs Mar 31, 2026

Top Holder

71.9%

+1.2 pts

Top 5

83.4%

−0.2 pts

Top 10

88.7%

−1.0 pts

HHI

5,211

Highly concentrated+163

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: -1.9%

Shares held: -0.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid SIT INVESTMENT ASSOCIATES INC	+439,137	28,618,942
Mega Invesco Ltd.	+37,669	934,604
Large MML INVESTORS SERVICES, LLC	+32,167	135,625
Small Mirador Capital Partners LP	+30,983	123,623
Small Quad-Cities Investment Group, LLC	+26,347	273,312

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid 1607 Capital Partners, LLC	−619,336	1,127,808
Mid RIVERBRIDGE PARTNERS LLC	−239,427	393,732
Mega RAYMOND JAMES FINANCIAL INC	−139,740	319,251
Mega UBS Group AG	−28,950	121,242
Small Papamarkou Wellner Asset Management inc.	−27,000	50,000

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Shaker Financial Services, LLC	192,783	$672,812
Large READYSTATE ASSET MANAGEMENT LP	26,778	$93,455
Large HRT FINANCIAL LP	21,458	$74,888
Mid XTX Topco Ltd	21,351	$74,514
Micro KMT WEALTH MANAGEMENT, LLC	19,594	$68,383

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Integrity Advisory Solutions, LLC	17,794	$63,168
Small SANDERS MORRIS HARRIS LLC	15,490	$54,989
Small SUMMIT SECURITIES GROUP LLC	8,091	$28,723
Large MAI Capital Management	5,000	$17,750
Mid Kimelman & Baird, LLC	2,529	$8,977

Filter: New 11 Increased 33 Reduced 23 Sold out 8 Unchanged 33

Showing 100 of 100

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

SIT INVESTMENT ASSOCIATES INC

$99,880,107

71.89%

28,618,942

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

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	28,618,942	$99,880,107	100.0%	Sole

Allspring Global Investments Holdings, LLC

$4,772,773

3.44%

1,367,557

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	1,367,557	$4,772,773	100.0%	Defined

MORGAN STANLEY

$3,961,395

2.85%

1,135,071

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	646,469	$2,256,175	57.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	488,602	$1,705,220	43.0%	Defined

1607 Capital Partners, LLC

$3,936,049

2.83%

1,127,808

Invesco Ltd.

$3,261,767

2.35%

934,604

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

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	934,604	$3,261,767	100.0%	Defined

Janney Montgomery Scott LLC

$2,793,368

2.01%

800,392

RIVERBRIDGE PARTNERS LLC

$1,374,124

0.99%

393,732

Advisors Asset Management, Inc.

$1,144,381

0.82%

327,903

RAYMOND JAMES FINANCIAL INC

$1,114,185

0.80%

319,251

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	108,852	$379,893	34.1%	Defined
Raymond James Financial Services Advisors, Inc.	161,788	$564,640	50.7%	Defined
RAYMOND JAMES TRUST N.A.	48,611	$169,652	15.2%	Defined

Quad-Cities Investment Group, LLC

$953,858

0.69%

273,312

OSAIC HOLDINGS, INC.

$761,594

0.55%

218,222

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	218,222	$761,594	100.0%	Defined

BANK OF AMERICA CORP /DE/

$735,084

0.53%

210,626

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.	210,626	$735,084	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$696,398

0.50%

199,541

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

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	199,541	$696,398	100.0%	Sole

Baird Financial Group, Inc.

$690,671

0.50%

197,900

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

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	197,900	$690,671	100.0%	Defined

Shaker Financial Services, LLC

$672,812

0.48%

192,783

Focus Partners Wealth

$656,099

0.47%

187,994

Intellus Advisors LLC

$583,538

0.42%

167,203

PIN OAK INVESTMENT ADVISORS INC

$567,194

0.41%

162,520

ROYAL BANK OF CANADA

$549,650

0.40%

157,493

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	156,821	$547,305	99.6%	Defined
RBC Rochdale, LLC	672	$2,345	0.4%	Defined

MML INVESTORS SERVICES, LLC

$473,331

0.34%

135,625

LPL Financial LLC

$446,824

0.32%

128,030

Mirador Capital Partners LP

$431,444

0.31%

123,623

GILPIN WEALTH MANAGEMENT, LLC

$430,076

0.31%

123,231

UBS Group AG

$423,134

0.30%

121,242

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	111,425	$388,873	91.9%	Defined
UBS AG	9,817	$34,261	8.1%	Defined

Integrated Wealth Concepts LLC

$421,414

0.30%

120,749

Cambridge Investment Research Advisors, Inc.

$409,938

0.30%

117,461

SHUFRO ROSE & CO LLC

$408,330

0.29%

117,000

Stratos Wealth Partners, LTD.

$324,842

0.23%

93,078

Apollon Wealth Management, LLC

$287,747

0.21%

82,449

Creative Planning

$286,581

0.21%

82,115

COMMONWEALTH EQUITY SERVICES, LLC

$270,956

0.20%

77,638

Mezzasalma Advisors, LLC

$264,597

0.19%

75,816

CAPTRUST FINANCIAL ADVISORS

$261,540

0.19%

74,940

WELLS FARGO & COMPANY/MN

$260,231

0.19%

74,565

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	37,552	$131,056	50.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	37,013	$129,175	49.6%	Defined

Oder Investment Management, LLC

$259,669

0.19%

74,404

Valley Brook Capital Group, Inc.

$242,097

0.17%

69,369

NewEdge Advisors, LLC

$194,044

0.14%

55,600

Clear Creek Financial Management, LLC

$182,506

0.13%

52,294

Allworth Financial LP

$178,604

0.13%

51,176

Papamarkou Wellner Asset Management inc.

$174,500

0.13%

50,000

Cetera Investment Advisers

$174,447

0.13%

49,985

STIFEL FINANCIAL CORP

$171,725

0.12%

49,205

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\	49,205	$171,725	100.0%	Defined

LEVEL FOUR ADVISORY SERVICES, LLC

$167,907

0.12%

48,111

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$155,067

0.11%

44,432

CITADEL ADVISORS LLC

$147,794

0.11%

42,348

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

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	42,348	$147,794	100.0%	Defined

Karpus Management, Inc.

$144,004

0.10%

41,262

Whalen Wealth Management Inc.

$141,624

0.10%

40,580

Commonwealth Financial Services, LLC

$140,263

0.10%

40,190

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$131,656

0.09%

37,724

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	37,724	$131,656	100.0%	Other

Dynamic Advisor Solutions LLC

$125,245

0.09%

35,887

SMITH, MOORE & CO.

$97,639

0.07%

27,977

$94,202

0.07%

26,992

READYSTATE ASSET MANAGEMENT LP

$93,455

0.07%

26,778

Ethos Financial Group, LLC

$92,575

0.07%

26,526

Equitable Holdings, Inc.

$88,639

0.06%

25,398

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

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	25,398	$88,639	100.0%	Defined

Capital Investment Advisors, LLC

$87,850

0.06%

25,172

Gilman Hill Asset Management, LLC

$87,250

0.06%

25,000

IFP Advisors, Inc

$82,035

0.06%

23,506

UHLMANN PRICE SECURITIES, LLC

$81,599

0.06%

23,381

OneDigital Investment Advisors LLC

$80,713

0.06%

23,127

LAZARI CAPITAL MANAGEMENT, INC.

$78,301

0.06%

22,436

HRT FINANCIAL LP

$74,888

0.05%

21,458

XTX Topco Ltd

$74,514

0.05%

21,351

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

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	21,351	$74,514	100.0%	Defined

Kingsbury Capital Investment Advisors LLC

$68,383

0.05%

19,594

KMT WEALTH MANAGEMENT, LLC

$68,383

0.05%

19,594

Fortitude Advisory Group L.L.C.

$62,422

0.04%

17,886

Closed-End Fund Advisors, Inc.

$57,096

0.04%

16,360

Mariner, LLC

$50,486

0.04%

14,466

UMB Bank, n.a.

$42,473

0.03%

12,170

Kestra Advisory Services, LLC

$36,337

0.03%

10,412

Gunpowder Capital Management, LLC dba Oliver Wealth Management

$32,806

0.02%

9,400

Global Retirement Partners, LLC

$32,233

0.02%

9,236

Wilmington Savings Fund Society, FSB

$26,391

0.02%

7,562

BARRETT & COMPANY, INC.

$17,450

0.01%

5,000

Medallion Wealth Advisors, LLC

$12,215

0.01%

3,500

US BANCORP \DE\

$12,215

0.01%

3,500

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

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	3,500	$12,215	100.0%	Other

SALEM INVESTMENT COUNSELORS INC

$10,738

0.01%

3,077

CREATIVE FINANCIAL DESIGNS INC /ADV

$9,691

0.01%

2,777

Steward Partners Investment Advisory, LLC

$6,952

0.01%

1,992

PNC FINANCIAL SERVICES GROUP, INC.

$6,282

0.00%

1,800

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

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	1,800	$6,282	100.0%	Defined

Farther Finance Advisors, LLC

$5,748

0.00%

1,647

Pinnacle Wealth Planning Services, Inc.

$4,226

0.00%

1,211

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$3,940

0.00%

1,129

BEACON INVESTMENT ADVISORY SERVICES, INC.

$3,587

0.00%

1,028

WPG Advisers, LLC

$2,645

0.00%

758

Gould Capital, LLC

$2,470

0.00%

708

HARBOUR INVESTMENTS, INC.

$2,443

0.00%

700

Continuum Advisory, LLC

$2,429

0.00%

696

ROTHSCHILD INVESTMENT LLC

$1,929

0.00%

553

HIGHLINE WEALTH PARTNERS LLC

$1,919

0.00%

550

First Command Advisory Services, Inc.

$1,745

0.00%

500

Costello Asset Management, INC

$1,148

0.00%

329

Cape Investment Advisory, Inc.

$1,047

0.00%

300

INVESTMENT COUNSEL CO OF NEVADA

$732

0.00%

210

MOTCO

$725

0.00%

208

Arax Advisory Partners

$698

0.00%

200

ST GERMAIN D J CO INC

$523

0.00%

150

FIFTH THIRD BANCORP

$300

0.00%

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	86	$300	100.0%	Defined

MATHER GROUP, LLC.

$129

0.00%

Strategic Wealth Partners, Ltd.

0.00%

Key facts CIK 827773 CUSIP 746853100 13F (30d) 53 filings 52 filers Visit website