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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

444 managers (450 13F filers) reported a position in MUNI shares at 2026-06-30, 46,124,071 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
444
13F filers
450
New
31
Added
240
Reduced
114
Sold out
16
Shares held by filers
46,124,071

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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,975$1.47M0.01%+1,82013F-HRTimelineGroup
Prestige Wealth Management Group LLC27,456$1.44M0.26%-7,44513F-HRTimeline
McAdam, LLC27,208$1.43M0.06%-2,09513F-HRTimeline
Aviance Capital Partners, LLC26,752$1.41M0.15%-5,37813F-HRTimeline
Pure Financial Advisors, LLC26,553$1.4M0.02%+4,60213F-HRTimeline
Advyzon Investment Management, LLC26,482$1.39M0.1%-6,05813F-HRTimeline
Fortitude Financial, LLC26,460$1.39M1.25%-4,94013F-HRTimeline
Main Street Financial Solutions, LLC25,834$1.36M0.09%+8,89313F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC25,758$1.35M1.01%+4,09213F-HRTimeline
Bragg Financial Advisors, Inc25,457$1.34M0.04%+13,47113F-HRTimeline
YHB Investment Advisors, Inc.25,240$1.33M0.09%-4,54213F-HRTimeline
Legacy Financial Advisors, Inc.24,729$1.3M0.16%-57513F-HRTimeline
LifeGoal Investments, LLC24,473$1.29M0.59%+12413F-HRTimeline
Apella Capital, LLC24,569$1.29M0.02%+3,45113F-HRTimeline
OneDigital Investment Advisors LLC24,370$1.28M0.01%-3,22313F-HRTimeline
APS Management Group, Inc.24,296$1.28M0.98%+5,36213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC24,024$1.26M0.03%+4,19413F-HRTimeline
SeaCrest Wealth Management, LLC23,675$1.25M0.14%+9513F-HRTimeline
VICUS CAPITAL23,482$1.24M0.08%+3,71913F-HRTimeline
Rockport Wealth LLC23,476$1.23M0.21%-31213F-HRTimeline
Aprio Wealth Management, LLC22,933$1.21M0.06%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,774$1.2M0.08%+18613F-HRTimelineGroup
Smith Thornton Advisors LLC22,888$1.2M0.53%+4213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,620$1.19M0.01%013F-HRTimeline
Hobart Private Capital, LLC22,515$1.18M0.2%+18,58713F-HRTimeline
Barnes Wealth Management Group, Inc22,434$1.18M0.55%+2,29513F-HRTimeline
CFS Investment Advisory Services, LLC22,106$1.16M0.08%+5,38713F-HRTimeline
Entelevest, LLC21,598$1.14M0.99%+3,12613F-HRTimeline
Freedom Financial Partners LLC21,387$1.12M0.37%-1,86813F-HRTimeline
Noble Wealth Partners LLC21,111$1.11M0.96%13F-HRTimeline
Signet Investment Advisory Group, Inc.20,900$1.1M0.48%+50013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,615$1.08M<0.01%+5,75113F-HRTimeline
IFG Advisory, LLC20,380$1.07M0.04%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.20,368$1.07M0.01%+16,65813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,297$1.07M0.02%+14213F-HRTimelineGroup
Team Hewins, LLC19,922$1.05M0.29%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,750$1.04M<0.01%-3,82413F-HRTimelineGroup
Kooman & Associates19,376$1.02M0.27%+47513F-HRTimeline
Midwest Financial Group LLC19,011$1M0.35%+1,01813F-HRTimeline
Summit Financial Consulting LLC18,780$988K0.67%+46713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,730$985K<0.01%+4,57613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,722$984K0.02%+90713F-HRTimelineGroup
Revisor Wealth Management LLC18,677$982K0.24%+1,10013F-HRTimeline
Advisory Services Network, LLC18,673$982K0.01%+9,45413F-HRTimeline
Objective Capital Management, LLC18,673$982K0.87%+2,02513F-HRTimeline
Goodwin Investment Advisory18,558$976K1.97%-38813F-HRTimeline
Magnolia Private Wealth, LLC18,430$969K0.53%-20513F-HRTimeline
Beckerman Institutional, LLC18,346$965K0.46%+3,37513F-HRTimeline
Focus Financial Network, Inc.18,303$963K0.03%+6,71813F-HRTimeline
PETRA FINANCIAL ADVISORS INC17,925$943K0.44%+1513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,834$938K<0.01%-27713F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC17,643$928K0.14%-64113F-HRTimeline
One Capital Management, LLC17,696$924K0.03%013F-HRTimeline
Kings Path Partners LLC17,406$916K0.24%013F-HRTimeline
Nuveen, LLCin group TIAA17,141$902K<0.01%new13F-HRTimelineGroup
Oakwell Private Wealth Management, LLC16,728$880K0.15%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fragasso Financial Advisors Inc16,462$866K0.05%013F-HRTimeline
SFG Wealth Management, LLC.16,457$866K0.31%new13F-HRTimeline
Gilman Hill Asset Management, LLC16,031$843K0.12%013F-HRTimeline
Transcendent Capital Group LLC15,891$836K0.33%-22113F-HRTimeline
Princeton Global Asset Management LLC15,723$827K0.12%-1,77513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,401$810K0.01%+3,48513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,061$792K<0.01%-3613F-HRTimelineGroup
FINANCIAL DISCOVERY GROUP INC14,888$783K1.67%+1,01913F-HRTimeline
Tortoise Investment Management, LLC14,690$773K0.06%-1,20013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,209$747K<0.01%+1,29013F-HRTimeline
PFG Advisors14,178$746K0.04%-90213F-HRTimeline
Syverson Strege & Co14,177$746K0.16%-87413F-HRTimeline
Duncan Williams Asset Management, LLC14,132$743K0.17%-8,89213F-HRTimeline
Mallini Complete Financial Planning LLC14,100$742K0.53%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC13,981$735K1.14%+1,54213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,801$726K<0.01%+5,61513F-HR/ATimelineGroup
Marshall Financial Group, LLC13,723$722K0.11%013F-HRTimeline
Madison Wealth Partners, Inc13,357$703K0.09%-6113F-HRTimeline
Main Line Retirement Advisors, LLC13,248$697K0.32%+5513F-HRTimeline
Bedel Financial Consulting, Inc.12,943$681K0.07%013F-HRTimeline
Sigma Planning Corp12,920$680K0.02%+6,45013F-HRTimeline
FreeGulliver LLC12,918$679K0.24%+7,91813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC12,859$676K0.2%-37313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.12,739$670K0.21%+1,15813F-HRTimeline
Dynamic Advisor Solutions LLC12,575$661K0.02%-7,34413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,518$658K0.24%+66413F-HRTimeline
Anchor Investment Management, LLC12,427$654K0.05%013F-HRTimeline
Friday Financial12,474$653K0.17%+2,19613F-HRTimeline
Gladstone Institutional Advisory LLC12,354$650K0.02%+79313F-HRTimeline
DAVENPORT & Co LLC11,950$629K<0.01%+92013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,789$620K<0.01%-1,27313F-HRTimelineGroup
Perigon Wealth Management, LLC11,786$620K0.01%-44513F-HRTimeline
Avestar Capital, LLC11,633$612K0.04%013F-HRTimeline
Kendall Capital Management11,600$610K0.1%013F-HRTimeline
Financial Designs Corp11,361$598K0.32%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,815$569K0.01%+4,91913F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…10,800$568K0.23%013F-HRTimeline
CORA CAPITAL ADVISORS LLC10,701$563K0.16%-8,39313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,698$563K0.02%-5213F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC10,630$559K0.18%+8713F-HRTimeline
Curi Capital, LLC10,571$556K0.01%013F-HRTimeline
Hobbs Group Advisors, LLC10,431$549K0.14%+69013F-HRTimeline
Merit Financial Group, LLC10,420$548K<0.01%-4,31013F-HR/ATimeline
Destiny Wealth Partners, LLC10,527$545K0.08%-8,24813F-HRTimeline
CVFG LLC10,170$535K0.06%+5013F-HRTimeline
Hershey Financial Advisers, LLC10,083$530K0.38%-99813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,885$520K0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.9,882$520K0.09%+1,24313F-HRTimeline
Optimus Capital Advisors, LLC9,500$500K0.27%013F-HRTimeline
REAP Financial Group, LLC9,397$494K0.08%-3213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,338$491K0.01%+35313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,080$478K0.01%-10,84113F-HRTimelineGroup
Prospera Financial Services Inc9,052$476K0.01%+88613F-HRTimeline
Redhawk Wealth Advisors, Inc.8,859$466K0.05%new13F-HRTimeline
National Wealth Management Group, LLC8,842$465K0.14%+4,41313F-HRTimeline
Balance Wealth Partners LLC8,815$464K0.12%+1,08213F-HRTimeline
Jeter Robert S II8,674$454K0.43%-12313F-HRTimeline
Biltmore Wealth Management, LLC8,599$452K0.14%-3,33513F-HRTimeline
IHT Wealth Management, LLC8,567$451K0.01%+1,00313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC8,516$448K0.17%+15013F-HRTimeline
Regal Investment Advisors LLC8,507$447K0.02%-18213F-HRTimeline
Betterment LLC8,479$446K<0.01%+53613F-HRTimeline
PUREfi Wealth, LLC8,461$445K0.24%-7,61313F-HRTimeline
Christensen, King & Associates Investme…8,370$440K0.17%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,321$438K<0.01%+3,41513F-HRTimelineGroup
Seneca House Advisors7,910$416K0.15%-20,12513F-HRTimeline
Lineweaver Wealth Advisors, LLC7,886$415K0.05%new13F-HRTimeline
Clear Creek Financial Management, LLC7,767$409K0.03%-43713F-HRTimeline
VISTA INVESTMENT MANAGEMENT7,594$399K0.12%013F-HRTimeline
ROCKLAND TRUST CO7,484$394K0.02%013F-HRTimeline
Archford Capital Strategies, LLC7,482$394K0.04%013F-HRTimeline
COZAD ASSET MANAGEMENT INC7,453$392K0.03%+19013F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,430$391K0.02%+39913F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,400$389K0.04%+1,91813F-HRTimeline
SteelPeak Wealth, LLC7,400$389K0.01%013F-HRTimeline
AdvisorNet Financial, Inc7,364$387K0.02%+98213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,326$385K0.01%+1,18513F-HRTimeline
SHUFRO ROSE & CO LLC7,234$381K0.02%new13F-HRTimeline
OakTrust Wealth Advisors, LLC7,116$374K0.32%+3,16413F-HRTimeline
Vantage Point Financial LLC7,110$374K0.11%+38513F-HRTimeline
Ashton Thomas Private Wealth, LLC7,026$370K0.01%-7,89113F-HRTimeline
D.A. DAVIDSON & CO.6,921$364K<0.01%+1413F-HRTimeline
Atlas Legacy Advisors, LLC6,883$362K0.05%-30613F-HRTimeline
J. Mark Nickell & Co.6,877$362K0.29%+28213F-HRTimeline
BIP Wealth, LLC6,862$361K0.01%+84413F-HRTimeline
Private Wealth Group, LLC6,569$346K0.13%+1,19313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,534$344K0.03%013F-HRTimeline
Quantinno Capital Management LP6,506$342K<0.01%-11213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,314$332K0.02%+1,50313F-HRTimelineGroup
NewSquare Capital LLC6,163$324K0.02%+14813F-HRTimeline
Burford Brothers, Inc.6,149$323K0.12%013F-HRTimeline
NWF Advisory Services Inc.6,077$320K0.03%+5013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,070$319K0.12%+12013F-HRTimeline
GWN SECURITIES INC.6,054$318K0.05%+31513F-HRTimeline
CAPITAL ADVISORS INC/OK6,040$318K<0.01%new13F-HRTimeline
Worth Asset Management, LLC5,960$313K0.1%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,912$311K<0.01%-8413F-HR/ATimeline
Bond & Devick Financial Network, Inc.5,844$307K0.08%-1,32513F-HRTimeline
ALTFEST L J & CO INC5,810$306K0.03%+1,01213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC5,803$305K0.18%+3713F-HRTimeline
Modern Wealth Management, LLC5,755$303K<0.01%+1,68913F-HRTimeline
Composition Wealth, LLC5,738$302K<0.01%+613F-HRTimeline
Professional Financial Advisors, LLC5,724$301K0.05%+64513F-HRTimeline
Seaside Wealth Management, Inc.5,722$301K0.07%013F-HRTimeline
Clear Point Advisors Inc.5,689$299K0.27%new13F-HRTimeline
Clark Asset Management, LLC5,679$299K0.02%013F-HRTimeline
Hutchens & Kramer Investment Management…5,583$294K0.08%+68413F-HRTimeline
WRAPMANAGER INC5,567$293K0.09%new13F-HRTimeline
Commonwealth Retirement Investments LLC5,500$289K0.08%013F-HRTimeline
Walleye Partners, LLC5,391$284K0.32%+1,37113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,372$283K0.04%013F-HRTimeline
Provenance Wealth Advisors, LLC5,366$282K0.03%+2,38213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,275$277K<0.01%013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC5,250$276K0.01%+2713F-HRTimeline
Mutual Advisors, LLC5,210$274K0.01%+213F-HRTimeline
Balefire, LLC5,209$274K0.04%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,202$274K<0.01%-1,05513F-HRTimelineGroup
Powers Advisory Group, LLC5,200$274K0.09%+3213F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.5,130$270K0.11%-81213F-HRTimeline
L.K. Benson & Company, P.C.4,830$254K0.08%+4013F-HRTimeline
DecisionMap Wealth Management, LLC4,829$254K0.14%+50913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,763$251K0.01%-1913F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC4,759$250K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,741$249K<0.01%013F-HRTimeline
Goldstein Advisors, LLC4,735$249K0.02%+71413F-HRTimeline
IMG Wealth Management, Inc.4,665$245K0.14%+2,15413F-HRTimeline
Legacy Edge Advisors, LLC4,630$244K0.02%-13013F-HR/ATimeline
Key Financial Inc4,579$241K0.04%013F-HRTimeline
Cadent Capital Advisors, LLC4,490$236K0.05%new13F-HRTimeline
Stablepoint Partners, LLC4,400$231K0.03%+9013F-HRTimeline
ROMANO BROTHERS AND COMPANY4,300$226K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,228$222K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,200$221K0.01%013F-HRTimeline
Security Financial Services, INC.4,166$219K0.03%-4,29513F-HRTimeline
TRUST POINT INC.4,149$218K0.02%new13F-HRTimeline
OARSMAN CAPITAL, INC.4,149$218K0.02%new13F-HRTimeline
MONTAG A & ASSOCIATES INC4,125$217K0.01%-8,44213F-HRTimeline
Evergreen Wealth Partners LLC4,102$216K0.13%+3413F-HRTimeline
DeLarme Wealth Management, Inc.4,074$214K0.12%013F-HRTimeline
SITTNER & NELSON, LLC4,000$210K0.07%+2,00013F-HRTimeline
Millstone Evans Group, LLC4,000$210K0.11%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,947$208K<0.01%-8913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,916$206K0.01%+2013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,910$206K0.03%new13F-HRTimeline