BOSTON, MA
FRANKLIN MASTER INTERMEDIATE INCOME TRUSTPIM— Latest position per institution from SEC 13F filings
15
Institutional holders
29.69M
Total shares held
22.32M
Estimated value
1.48M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
22.68M
Value
73.26K
Filed
Jun 30, 2026
PVG ASSET MANAGEMENT CORP
CIK 820434
Shares
1.20M
Value
3.63M
Filed
Sep 30, 2026
SHEETS SMITH INVESTMENT MANAGEMENT
CIK 1785199
Shares
1.10M
Value
3.79M
Filed
Sep 30, 2025
SUMMIT FINANCIAL, LLC
CIK 1765536
Shares
879.73K
Value
2.84M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
780.21K
Value
2.52M
Filed
Jun 30, 2024
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
367.19K
Value
1.26M
Filed
Sep 30, 2025
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
332.51K
Value
1.11M
Filed
Jun 30, 2025
PFG INVESTMENTS, LLC
CIK 1973224
Shares
240.16K
Value
768.51K
Filed
Mar 31, 2024
SHEETS SMITH WEALTH MANAGEMENT
CIK 1157436
Shares
224.01K
Value
676.52K
Filed
Sep 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
221.89K
Value
716.71K
Filed
Jun 30, 2026
ESSENTIAL PLANNING, LLC.
CIK 1949824
Shares
205.21K
Value
676.24K
Filed
Dec 31, 2024
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
190.01K
Value
573.83K
Filed
Sep 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
189.72K
Value
612.81K
Filed
Jun 30, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
189.72K
Value
652.65K
Filed
Sep 30, 2025
TRANSFORM WEALTH, LLC
CIK 1682266
Shares
169.22K
Value
561.83K
Filed
Mar 31, 2025
MORGAN STANLEY
CIK 895421
Shares
165.35K
Value
534.09K
Filed
Jun 30, 2026
PENBROOK MANAGEMENT LLC
CIK 1381055
Shares
152.06K
Value
459.23K
Filed
Sep 30, 2026
WEALTHTRUST AXIOM LLC
CIK 1425949
Shares
136.50K
Value
440.89K
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
131.78K
Value
426.00
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
128.86K
Value
416.21K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 22.68M | 73.26K | Jun 30, 2026 |
| 2 | PVG ASSET MANAGEMENT CORP | 820434 | 1.20M | 3.63M | Sep 30, 2026 |
| 3 | SHEETS SMITH INVESTMENT MANAGEMENT | 1785199 | 1.10M | 3.79M | Sep 30, 2025 |
| 4 | SUMMIT FINANCIAL, LLC | 1765536 | 879.73K | 2.84M | Jun 30, 2026 |
| 5 | KARPUS MANAGEMENT, INC. | 1048703 | 780.21K | 2.52M | Jun 30, 2024 |
| 6 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 367.19K | 1.26M | Sep 30, 2025 |
| 7 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 332.51K | 1.11M | Jun 30, 2025 |
| 8 | PFG INVESTMENTS, LLC | 1973224 | 240.16K | 768.51K | Mar 31, 2024 |
| 9 | SHEETS SMITH WEALTH MANAGEMENT | 1157436 | 224.01K | 676.52K | Sep 30, 2026 |
| 10 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 221.89K | 716.71K | Jun 30, 2026 |
| 11 | ESSENTIAL PLANNING, LLC. | 1949824 | 205.21K | 676.24K | Dec 31, 2024 |
| 12 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 190.01K | 573.83K | Sep 30, 2026 |
| 13 | FOCUS PARTNERS WEALTH | 1542153 | 189.72K | 612.81K | Jun 30, 2026 |
| 14 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 189.72K | 652.65K | Sep 30, 2025 |
| 15 | TRANSFORM WEALTH, LLC | 1682266 | 169.22K | 561.83K | Mar 31, 2025 |
| 16 | MORGAN STANLEY | 895421 | 165.35K | 534.09K | Jun 30, 2026 |
| 17 | PENBROOK MANAGEMENT LLC | 1381055 | 152.06K | 459.23K | Sep 30, 2026 |
| 18 | WEALTHTRUST AXIOM LLC | 1425949 | 136.50K | 440.89K | Jun 30, 2026 |
| 19 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 131.78K | 426.00 | Jun 30, 2026 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 128.86K | 416.21K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.