Who owns Franklin Master Intermediate Income Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of PIM from SEC Form 13F filings across 46 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 46 institutions disclosed 3.8M shares of Franklin Master Intermediate Income Trust worth $11.7M — about 8% of shares outstanding; the largest disclosed holder is PVG ASSET MANAGEMENT CORP. Source: SEC Form 13F filings, parsed by EvidInvest.
46
13F holders
$11.7M
value, 2026 filers
8%
of shares outstanding (3.8M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PIM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PVG ASSET MANAGEMENT CORPNEW | 1.2M | $4.0M | 2.3% | 2.6% | new |
| 2 | Summit Financial, LLCNEW | 879,729 | $2.8M | 0.0% | 1.8% | new |
| 3 | Focus Partners Wealth | 189,725 | $612,812 | 0.0% | 0.4% | 0.0% |
| 4 | MORGAN STANLEY | 165,353 | $534,093 | 0.0% | 0.3% | -3.6% |
| 5 | Janney Montgomery Scott LLC | 131,784 | $426 | 0.0% | 0.3% | -0.3% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 128,858 | $416,211 | 0.0% | 0.3% | -49.5% |
| 7 | LPL Financial LLC | 86,454 | $279,245 | 0.0% | 0.2% | +17.4% |
| 8 | MELFA WEALTH MANAGEMENT, INC. | 80,925 | $261,388 | 0.1% | 0.2% | 0.0% |
| 9 | ROYAL BANK OF CANADA | 68,749 | $222,000 | 0.0% | 0.1% | 0.0% |
| 10 | Baird Financial Group, Inc. | 66,500 | $214,795 | 0.0% | 0.1% | +6.4% |
| 11 | Allworth Financial LP | 66,272 | $214,059 | 0.0% | 0.1% | 0.0% |
| 12 | Fortitude Advisory Group L.L.C. | 62,135 | $200,695 | 0.1% | 0.1% | +17.6% |
| 13 | Mezzasalma Advisors, LLC | 55,840 | $180,362 | 0.0% | 0.1% | +2.1% |
| 14 | Cetera Investment Advisers | 53,070 | $171,415 | 0.0% | 0.1% | +30.4% |
| 15 | NewEdge Advisors, LLC | 52,620 | $169,962 | 0.0% | 0.1% | -0.8% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 52,173 | $168,520 | 0.0% | 0.1% | -17.6% |
| 17 | HRT FINANCIAL LPNEW | 50,630 | $163 | 0.0% | 0.1% | new |
| 18 | Ethos Financial Group, LLC | 44,826 | $144,788 | 0.0% | 0.1% | -3.9% |
| 19 | HUB Investment Partners, LLC | 39,580 | $127,843 | 0.0% | 0.1% | -0.7% |
| 20 | FIFTH THIRD BANCORP | 35,392 | $114,316 | 0.0% | 0.1% | -3.3% |
| 21 | Cambridge Investment Research Advisors, Inc. | 34,016 | $110 | 0.0% | 0.1% | +100.0% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,054 | $97,074 | 0.0% | 0.1% | +21.2% |
| 23 | OSAIC HOLDINGS, INC. | 28,644 | $92,523 | 0.0% | 0.1% | -6.2% |
| 24 | Stratos Wealth Partners, LTD. | 28,159 | $90,954 | 0.0% | 0.1% | +11.3% |
| 25 | STIFEL FINANCIAL CORP | 20,363 | $65,772 | 0.0% | 0% | -4.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.