Who owns Franklin Municipal Opportunities Trust?
Institutional ownership of PMO from SEC Form 13F filings across 57 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.
57
13F holders
$47.5M
value, 2026 filers
17.7%
of shares outstanding (4.8M sh)
8
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 PMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MELFA WEALTH MANAGEMENT, INC. | 459,506 | $4.8M | 2.6% | 1.7% | -2.7% |
| 2 | MORGAN STANLEY | 443,299 | $4.7M | 0.0% | 1.6% | +2.0% |
| 3 | Allspring Global Investments Holdings, LLC | 307,431 | $3.2M | 0.0% | 1.1% | +105.1% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 306,528 | $3.2M | 0.0% | 1.1% | -0.4% |
| 5 | WELLS FARGO & COMPANY/MN | 280,634 | $3.0M | 0.0% | 1% | -4.1% |
| 6 | VAN ECK ASSOCIATES CORP | 256,148 | $2.7M | 0.0% | 0.9% | +0.9% |
| 7 | Invesco Ltd. | 236,500 | $2.5M | 0.0% | 0.9% | +21.3% |
| 8 | AMERIPRISE FINANCIAL INC | 209,998 | $2.2M | 0.0% | 0.8% | -2.2% |
| 9 | Pathstone Holdings, LLC | 203,238 | $2.1M | 0.0% | 0.7% | -17.3% |
| 10 | BANK OF AMERICA CORP /DE/ | 197,113 | $2.1M | 0.0% | 0.7% | +28.7% |
| 11 | LPL Financial LLC | 178,489 | $1.9M | 0.0% | 0.7% | -2.9% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 165,602 | $1.7M | 0.0% | 0.6% | +1.7% |
| 13 | COHEN & STEERS, INC. | 162,200 | $1,710 | 0.0% | 0.6% | -4.1% |
| 14 | Worthington Financial Partners, LLC | 135,343 | $1.4M | 1.2% | 0.5% | -5.2% |
| 15 | UBS Group AG | 123,850 | $1.3M | 0.0% | 0.5% | -1.9% |
| 16 | PARK AVENUE SECURITIES LLC | 103,738 | $1,093 | 0.0% | 0.4% | -2.2% |
| 17 | STIFEL FINANCIAL CORP | 86,275 | $909,343 | 0.0% | 0.3% | +6.4% |
| 18 | RAYMOND JAMES FINANCIAL INC | 83,199 | $876,916 | 0.0% | 0.3% | -8.6% |
| 19 | SMITH, MOORE & CO. | 79,749 | $840,551 | 0.1% | 0.3% | +5.4% |
| 20 | Rockefeller Capital Management L.P. | 77,236 | $814,068 | 0.0% | 0.3% | -3.7% |
| 21 | Capital Investment Advisors, LLC | 73,454 | $774,209 | 0.0% | 0.3% | -50.3% |
| 22 | Thomas J. Herzfeld Advisors, Inc.NEW | 70,700 | $745,178 | 0.2% | 0.3% | new |
| 23 | Bank of New York Mellon Corp | 59,765 | $629,919 | 0.0% | 0.2% | +23.2% |
| 24 | Cambridge Investment Research Advisors, Inc. | 58,558 | $618 | 0.0% | 0.2% | +78.4% |
| 25 | OSAIC HOLDINGS, INC. | 44,254 | $466,435 | 0.0% | 0.2% | +37.5% |
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.