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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

442 managers (448 13F filers) reported a position in MUNI shares at 2026-06-30, 46,164,875 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
442
13F filers
448
New
31
Added
240
Reduced
114
Sold out
16
Shares held by filers
46,164,875

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,139,216$218M0.01%+448,60713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,730,649$196M0.01%+189,58813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,814,890$148M0.03%+324,84413F-HRTimelineGroup
LPL Financial LLC2,501,521$132M0.03%+270,23713F-HRTimeline
WCG Wealth Advisors LLC1,359,631$71.5M1.7%+396,85213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,122,733$59.1M<0.01%+16,50213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC936,242$49.2M0.01%+184,66913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding907,254$47.7M-12,132Timeline
Cetera Investment Advisers852,784$44.9M0.04%+64,36213F-HRTimeline
UBS Group AGin group UBS Group AG762,036$40.1M0.01%+54,36913F-HRTimelineGroup
HighTower Advisors, LLC699,037$36.8M0.04%+73,89713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…656,614$34.5M0.06%+40,91613F-HRTimelineGroup
Stonebridge Financial Group, LLC627,231$33M2.5%+19,45813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding600,427$31.6M+569,885Timeline
NewEdge Advisors, LLC595,078$31.3M0.09%+83,82313F-HRTimeline
Dynasty Wealth Management, LLC546,689$28.8M0.21%-45,50113F-HRTimeline
MBL Wealth, LLC505,308$26.6M1.82%+29,48513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP493,632$26M0.02%+65,87213F-HRTimelineGroup
Larson Financial Group LLC488,067$25.7M0.68%+77,83113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC455,347$24M0.55%+25,93313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA417,321$22M<0.01%+63,13913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.412,967$21.7M0.03%+131,93413F-HRTimelineGroup
Quotient Wealth Partners, LLC382,659$20.1M0.48%+37,17013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding382,132$20.1M+66,122Timeline
DAVIS R M INC375,367$19.7M0.31%+40,90813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP374,302$19.7M0.01%+109,51913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC357,322$18.8M0.02%+19,47213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…354,230$18.6M0.01%+137,27513F-HRTimelineGroup
PW ADVISORS, LLC \ FL317,618$16.7M11.15%+30,91613F-HRTimeline
Wealth Alliance Advisory Group, LLC309,065$16.3M2.35%+8,60713F-HRTimeline
Clearstead Advisors, LLC297,598$15.7M0.15%+24,37713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP255,838$13.5M0.02%-3413F-HRTimelineGroup
Vise Technologies, Inc.251,564$13.2M0.15%new13F-HRTimeline
Cambridge Investment Research Advisors,…241,746$12.7M0.03%+32,19413F-HR/ATimeline
XY Planning Network, Inc.234,381$12.3M1.55%+17,39613F-HRTimeline
Austin Wealth Management, LLC231,539$12.1M2.55%-12,39913F-HRTimeline
Beacon Pointe Advisors, LLC226,889$11.9M0.06%+25,62013F-HRTimeline
MML INVESTORS SERVICES, LLC214,694$11.3M0.02%+23,06113F-HRTimeline
Crestmont Private Wealth LLC212,399$11.2M3.13%+12,00513F-HRTimeline
Avantax Planning Partners, Inc.211,128$11.1M0.28%-4,74813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC208,454$11M2.71%-18,07213F-HRTimeline
AE Wealth Management LLC206,167$10.8M0.05%+128,14113F-HRTimeline
Prosperity Consulting Group, LLC204,816$10.8M0.41%+24,07113F-HRTimeline
Integrated Wealth Concepts LLC197,104$10.4M0.05%+75,67313F-HRTimeline
Dakota Wealth Management191,515$10.1M0.19%+13,66213F-HRTimeline
Morton Brown Family Wealth, LLC189,849$9.99M2.26%+9,20713F-HRTimeline
Flagstone Financial Management187,771$9.88M2.21%+21,69513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC185,947$9.78M0.24%+174,84513F-HRTimeline
TD Capital Management LLC169,014$8.89M0.73%+13,32813F-HRTimeline
FOSTER & MOTLEY INC166,954$8.78M0.4%+25,26413F-HRTimeline
MAI Capital Management166,336$8.75M0.03%-26613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC162,865$8.57M0.13%-18,97813F-HRTimeline
Smith Partners Wealth Management, LLC159,128$8.37M6.65%+77,63313F-HRTimeline
McNamara Financial Services, Inc.158,731$8.35M1.44%+20,71613F-HRTimeline
Equita Financial Network, Inc.156,738$8.24M2.29%+9,89313F-HRTimeline
Altura Wealth Advisors Inc.156,043$8.21M2.77%-16,91213F-HRTimeline
Mariner, LLCin group Mariner, LLC152,071$8M0.01%+31,04513F-HRTimelineGroup
Waverly Advisors, LLC147,442$7.76M0.05%+91,49413F-HRTimeline
Bleakley Financial Group, LLC146,940$7.73M0.1%+3,41513F-HRTimeline
BAILARD, INC.141,830$7.46M0.15%-48,80513F-HRTimeline
Spartan Wealth Advisory Services LLC140,400$7.39M0.6%+1,30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC140,050$7.37M<0.01%-116,91313F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.139,301$7.33M1.4%+12,44513F-HRTimeline
ERn Financial, LLC138,155$7.27M1.2%+3,02713F-HRTimeline
SAXON INTERESTS, INC.136,932$7.2M1.99%+8,35913F-HRTimeline
Elyxium Wealth, LLC136,827$7.2M0.76%+23,24313F-HRTimeline
Legacy Private Trust Co.136,017$7.15M0.4%+52,61113F-HRTimeline
Shotwell Rutter Baer Inc134,830$7.09M3.89%-3,98613F-HRTimeline
Avant Financial Advisors LLC133,893$7.04M4.39%+5,92813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp132,496$6.97M0.12%-7,00813F-HRTimelineGroup
Rehmann Capital Advisory Group130,139$6.85M0.31%-25,75313F-HRTimeline
Creative Planningin group Creative Planning127,984$6.73M<0.01%+2,81513F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC126,467$6.65M1.87%+9,05713F-HRTimeline
Goelzer Investment Management, Inc.126,159$6.64M0.29%-15,39513F-HRTimeline
True North Advisors, LLC123,925$6.52M0.62%+1,88013F-HRTimeline
Resonant Capital Advisors, LLC121,560$6.39M0.31%new13F-HRTimeline
Certified Advisory Corp118,536$6.24M0.5%+3,98713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,503$6.13M0.04%+23113F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC114,350$6.01M2.25%013F-HRTimeline
Financial Synergies Wealth Advisors, In…113,641$5.98M0.51%+1,86313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC111,956$5.89M0.01%+2,09113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC108,803$5.72M0.02%-1,79913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.106,570$5.61M0.01%+2,94213F-HRTimelineGroup
Belpointe Asset Management LLC103,366$5.44M0.18%+28,10313F-HRTimeline
Fermata Advisors, LLC102,533$5.39M1.09%-12,15013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp101,745$5.35M<0.01%+23,51813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC100,890$5.31M0.01%+70,43913F-HRTimeline
Fortis Capital Advisors, LLC98,235$5.17M0.58%+22,97213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co96,977$5.1M<0.01%-2,14913F-HRTimelineGroup
Sequoia Financial Advisors, LLC92,580$4.87M0.02%-5,91413F-HRTimeline
BCS Wealth Management92,544$4.87M0.88%-2,01013F-HRTimeline
Kelman-Lazarov, Inc.91,059$4.79M0.63%+1,71213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC89,054$4.68M<0.01%+19,72913F-HRTimelineGroup
Private Advisor Group, LLC86,871$4.57M0.02%+3,81813F-HRTimeline
McKinley Carter Wealth Services, Inc.81,392$4.28M0.22%-1,06613F-HRTimeline
GAMMA Investing LLC80,039$4.21M0.16%+11,17513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC77,810$4.09M0.07%+3813F-HRTimeline
Kingsview Wealth Management, LLC76,940$4.05M0.05%-3,14813F-HRTimeline
KEYVANTAGE WEALTH, LLC74,241$3.91M1.48%-45,48713F-HRTimeline
Allworth Financial LP72,805$3.83M0.02%-35,34713F-HRTimeline
Smartleaf Asset Management LLC72,541$3.82M0.12%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …71,991$3.79M0.28%+2,63613F-HRTimelineGroup
Steward Partners Investment Advisory, L…70,937$3.73M0.02%+2,11613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC70,791$3.72M0.28%-2,34513F-HRTimeline
PAX Financial Group, LLC70,788$3.72M0.55%+3,88013F-HRTimeline
Uniting Wealth Partners, LLC70,249$3.7M0.75%+36,27813F-HRTimeline
Sanctuary Advisors, LLC70,097$3.69M0.02%+11,00613F-HRTimeline
STEPH & CO69,826$3.67M0.93%+49713F-HRTimeline
Farther Finance Advisors, LLC69,180$3.64M0.03%+7,62113F-HRTimeline
VestGen Advisors, LLC68,916$3.62M0.11%-1,97213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding68,455$3.6M+4,098Timeline
Vestmark Advisory Solutions, Inc.67,833$3.57M0.03%+8,56613F-HRTimeline
XML Financial, LLC66,797$3.51M0.26%+11,94213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO37,970$3.51M0.04%+31,42013F-HRTimeline
WNY Asset Management, LLC66,680$3.51M0.31%-18,84613F-HRTimeline
Sterling Investment Advisors, Ltd.65,700$3.46M0.58%+20,00013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC65,507$3.45M1.19%new13F-HRTimeline
Arkadios Wealth Advisors65,075$3.42M0.05%+24,47313F-HRTimeline
Janney Montgomery Scott LLC64,370$3.39M0.01%new13F-HRTimeline
Paulson Wealth Management Inc.64,164$3.38M0.72%-4,48813F-HRTimeline
Hanson & Doremus Investment Management63,541$3.34M0.34%-51813F-HRTimeline
RFG Advisory, LLC62,387$3.28M0.05%+30,76013F-HRTimeline
Sand Hill Global Advisors, LLC62,339$3.28M0.1%-40313F-HRTimeline
Arrowroot Family Office, LLC62,137$3.27M0.94%+44613F-HRTimeline
Intrua Financial, LLC61,085$3.21M0.3%-3,80913F-HRTimeline
Smart Money Group LLC60,895$3.2M0.82%+3,62313F-HRTimeline
Stokes Capital Advisors, LLC60,250$3.17M0.68%+11,15013F-HRTimeline
Landmark Wealth Management, LLC60,153$3.16M0.76%+3,21313F-HRTimeline
Beacon Capital Management, Inc.60,000$3.16M0.19%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC59,878$3.15M1.61%+13,08113F-HRTimeline
SageView Advisory Group, LLC58,859$3.1M0.1%+48113F-HRTimeline
GGM Financial LLC58,579$3.08M1.17%+11,01313F-HRTimeline
Cercano Management LLC57,919$3.05M0.41%013F-HR/ATimeline
Buck Wealth Strategies, LLC57,399$3.02M0.32%+25,79113F-HRTimeline
Taylor & Morgan Wealth Management, LLC56,332$2.96M1.46%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,992$2.95M<0.01%+51,74913F-HRTimelineGroup
ENTREWEALTH, LLC55,936$2.9M1.07%+6,27113F-HRTimeline
Econ Financial Services Corp54,769$2.88M1.35%+18,32913F-HRTimeline
Ausdal Financial Partners, Inc.54,706$2.88M0.11%+1,85913F-HRTimeline
Manske Wealth Management53,868$2.83M0.7%+7,71213F-HRTimeline
Clarity Wealth Development LLC53,358$2.81M1.56%+14,16913F-HRTimeline
Diversified Portfolios, Inc.53,349$2.81M0.2%+48,41113F-HRTimeline
Koshinski Asset Management, Inc.53,119$2.79M0.15%+1,46613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,468$2.76M0.06%-1,78513F-HRTimelineGroup
Vertex Planning Partners, LLC52,023$2.74M0.41%+6,20113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC51,965$2.73M1.5%+4,45713F-HRTimeline
Wayfinding Financial, LLC51,719$2.72M1.03%+3,47113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.51,400$2.7M1.17%-11,97813F-HRTimeline
Summit Financial, LLC50,742$2.67M0.03%+27,26713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC50,651$2.66M1.1%-3,58913F-HRTimeline
EP Wealth Advisors, LLC50,011$2.63M0.01%+35,35713F-HRTimeline
Onyx Bridge Wealth Group LLC49,883$2.62M0.24%-1,73613F-HRTimeline
VIAWEALTH, LLC49,835$2.62M1.32%-1,39613F-HRTimeline
Opal Wealth Advisors, LLC47,529$2.5M0.54%-8413F-HRTimeline
Paladin Advisory Group, LLC47,365$2.49M1.65%-11813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding47,202$2.48M+21,296Timeline
Orion Porfolio Solutions, LLC46,698$2.46M0.02%-2,03713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC46,474$2.44M0.05%+6,44313F-HRTimeline
Cedar Point Capital Partners, LLC45,571$2.4M1.38%-24713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers45,498$2.39M<0.01%+19,57313F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC45,064$2.36M0.27%+1,35013F-HRTimeline
GeoWealth Management, LLC43,432$2.28M0.07%+27,63813F-HRTimeline
IAM Advisory, LLC42,617$2.24M0.44%+43213F-HRTimeline
Elequin Capital, LP41,227$2.17M0.07%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC41,000$2.16M0.08%-1,70013F-HRTimeline
Visionary Wealth Advisors40,795$2.15M0.08%-3,50813F-HRTimeline
Financial Engines Advisors L.L.C.40,598$2.14M<0.01%+1,85513F-HRTimeline
World Investment Advisors40,294$2.1M0.03%013F-HRTimeline
Breakwater Capital Group39,868$2.1M0.25%+73913F-HRTimeline
Curran Financial Partners, LLC39,363$2.07M0.31%+16,63913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC39,262$2.07M0.03%-4,39513F-HRTimeline
Patten Group, Inc.39,168$2.06M0.32%-2,66513F-HRTimeline
Flagship Private Wealth, LLC38,319$2.02M0.71%-5,30913F-HRTimeline
Wealth Enhancement Trust Services, Inc.37,678$1.98M0.22%+1,62213F-HR/ATimeline
VAQUERO PRIVATE WEALTH, LTD37,550$1.98M0.41%13F-HRTimeline
MBE Wealth Management, LLC37,355$1.96M0.69%+4,89213F-HRTimeline
Triad Wealth Partners, LLC38,048$1.96M0.12%+4,44713F-HRTimeline
HighPoint Advisor Group LLC37,296$1.96M0.07%-1,93013F-HRTimeline
Financial Planning Navigators CORP36,905$1.94M0.73%+3,51613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/36,229$1.91M0.61%+10,54113F-HRTimelineGroup
Alpha Financial Partners LLC35,986$1.89M0.99%-1,01413F-HRTimeline
Geneos Wealth Management Inc.35,900$1.89M0.04%+12,04813F-HRTimeline
WBH ADVISORY INC35,511$1.87M0.13%013F-HRTimeline
&PARTNERS34,921$1.84M0.01%+9,79613F-HRTimeline
Arax Advisory Partners34,252$1.8M0.01%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC33,888$1.78M1.21%+1,34813F-HRTimeline
Bravera Wealth33,612$1.77M0.68%+16,36513F-HRTimeline
Williams & Novak, LLC33,315$1.75M1.17%-47513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,455$1.71M<0.01%+22,69613F-HR/ATimeline
Carrera Capital Advisors32,183$1.69M0.25%+4,46613F-HRTimeline
Carolina Wealth Management Inc31,684$1.67M0.77%13F-HRTimeline
PRIVATE TRUST CO NA30,755$1.62M0.13%+3,59813F-HRTimeline
HBW ADVISORY SERVICES LLC30,106$1.58M0.14%-4,27313F-HRTimeline
BAM Wealth Management, LLC29,765$1.57M0.98%+10,58913F-HRTimeline
Kuhn & Co Investment Counsel29,675$1.56M0.9%+1,73313F-HRTimeline
Cornerstone Wealth Management, LLC29,661$1.56M0.07%-1,14713F-HRTimeline
Westside Investment Management, Inc.29,292$1.54M0.2%-1,10013F-HRTimeline
Valmark Advisers, Inc.29,246$1.54M0.02%013F-HRTimeline
Oak Wealth Advisors LLC28,331$1.49M0.71%+6,01813F-HRTimeline
W.H. Cornerstone Investments Inc.28,288$1.49M0.84%+1,50013F-HRTimeline