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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

331 managers (336 13F filers) reported a position in MUNI shares at 2024-12-31, 28,390,811 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
331
13F filers
336
New
34
Added
144
Reduced
84
Sold out
17
Shares held by filers
28,390,811

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ORRSTOWN FINANCIAL SERVICES INC11,750$608K0.16%new13F-HRTimeline
Focus Financial Network, Inc.11,656$605K0.02%+7,12213F-HRTimeline
Kendall Capital Management11,600$600K0.18%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,585$599K0.02%+8313F-HRTimelineGroup
&PARTNERS11,558$598K0.01%+7,58913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,025$570K0.01%013F-HRTimeline
Riggs Capital Management LLC10,850$561K0.55%13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…10,805$559K0.39%new13F-HRTimeline
EP Wealth Advisors, LLC10,640$550K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,461$541K0.02%+3,08413F-HRTimelineGroup
StoneCrest Wealth Management, Inc.10,120$524K0.34%-19,22813F-HRTimeline
Objective Capital Management, LLC10,061$520K0.35%-3,82513F-HRTimeline
NWAM LLC9,731$503K0.03%+613F-HRTimeline
EAGLE WEALTH STRATEGIES LLC9,539$493K0.36%013F-HRTimeline
Fairhaven Wealth Management, LLC9,500$491K0.15%013F-HRTimeline
Vertex Planning Partners, LLC9,380$485K0.11%+61913F-HRTimeline
Towneley Capital Management, Inc / DE8,981$465K0.11%-821,65513F-HRTimeline
HRT FINANCIAL LP8,940$462K<0.01%new13F-HRTimeline
Composition Wealth, LLC8,829$457K0.01%+513F-HRTimeline
WBH ADVISORY INC8,771$454K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,716$452K0.04%-85113F-HRTimeline
Sigma Planning Corp8,435$436K0.01%-24513F-HRTimeline
Private Wealth Group, LLC8,405$435K0.21%new13F-HRTimeline
Crown Wealth Group, LLC8,397$434K0.18%-11,04413F-HRTimeline
Hobbs Group Advisors, LLC8,236$426K0.16%-1,57713F-HRTimeline
VICUS CAPITAL8,182$423K0.04%+14013F-HRTimeline
First Affirmative Financial Network8,162$422K0.24%+41013F-HRTimeline
Legacy Edge Advisors, LLC7,987$414K0.07%-40813F-HRTimeline
Curran Financial Partners, LLC8,009$414K0.11%+3,63113F-HRTimeline
Magnolia Private Wealth, LLC7,845$406K0.36%13F-HRTimeline
Atlas Legacy Advisors, LLC7,803$404K0.1%13F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,796$403K0.06%+80513F-HRTimeline
DecisionMap Wealth Management, LLC7,697$398K0.32%13F-HRTimeline
Clear Creek Financial Management, LLC7,604$393K0.04%+1013F-HRTimeline
Bison Wealth, LLC7,456$386K0.05%13F-HRTimeline
REAP Financial Group, LLC7,456$386K0.1%+4313F-HRTimeline
Ballentine Capital Advisors, Inc7,318$379K0.2%-2,49713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC7,309$378K0.2%+69113F-HRTimeline
Geneos Wealth Management Inc.7,276$376K0.01%+52613F-HRTimeline
DAVENPORT & Co LLC7,208$373K<0.01%+70013F-HRTimeline
Clear Point Advisors Inc.7,165$371K0.32%-21913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,053$365K<0.01%+1,00013F-HRTimelineGroup
Discipline Wealth Solutions, LLC7,039$364K0.17%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,031$364K0.03%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/6,898$357K0.17%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.6,708$355K0.15%013F-HRTimeline
Marshall Financial Group, LLC6,751$349K0.08%new13F-HRTimeline
Betterment LLC6,683$346K<0.01%+23713F-HRTimeline
Lunt Capital Management, Inc.6,641$344K0.13%-86913F-HRTimeline
Sunesis Advisors, LLC6,638$343K0.21%013F-HRTimeline
Sunbelt Securities, Inc.6,558$340K0.03%-30313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,534$338K0.05%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,425$332K0.06%+39413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK6,257$324K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,178$320K0.01%-42713F-HRTimelineGroup
Financial Advocates Investment Manageme…6,075$314K0.02%-70913F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,019$311K0.12%-53513F-HRTimeline
Elyxium Wealth, LLC5,986$310K0.19%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,950$308K0.14%13F-HRTimeline
LifeGoal Investments, LLC5,945$308K0.33%13F-HRTimeline
SANDERS MORRIS HARRIS LLC5,913$306K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.5,887$305K<0.01%new13F-HRTimeline
GGM Financial LLC5,757$298K0.32%+81813F-HRTimeline
McNamara Financial Services, Inc.5,694$295K0.07%-1,31613F-HRTimeline
Oregon Pacific Wealth Management, LLC5,687$294K0.29%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,539$287K0.01%-68613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,519$285K<0.01%new13F-HRTimelineGroup
Friday Financial5,506$285K0.2%13F-HRTimeline
Professional Financial Advisors, LLC5,476$283K0.07%-1913F-HRTimeline
Beaumont Financial Advisors, LLC5,435$281K0.02%+75013F-HRTimeline
Hershey Financial Advisers, LLC5,363$277K0.24%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,291$274K0.06%013F-HRTimeline
Advisory Services Network, LLC5,216$270K0.01%-4,45713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,191$269K<0.01%013F-HRTimeline
Seaside Wealth Management, Inc.5,063$262K0.1%013F-HRTimeline
Mutual Advisors, LLC5,000$258K0.01%013F-HRTimeline
Continuum Advisory, LLC4,980$258K0.03%-66813F-HRTimeline
COZAD ASSET MANAGEMENT INC4,945$256K0.02%-90013F-HRTimeline
Stokes Capital Advisors, LLC4,879$252K0.07%013F-HRTimeline
IFP Advisors, Inc4,848$251K0.01%+18213F-HRTimeline
First Heartland Consultants, Inc.4,822$249K0.03%-33513F-HRTimeline
ALTFEST L J & CO INC4,798$248K0.03%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,794$248K<0.01%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.4,598$238K0.17%13F-HRTimeline
Key Financial Inc4,536$235K0.05%013F-HRTimeline
AdvisorNet Financial, Inc4,511$233K0.02%-13,46413F-HRTimeline
Prime Capital Investment Advisors, LLC4,371$226K<0.01%-6613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,338$224K<0.01%013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP4,175$216K<0.01%+2013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,003$207K0.01%+813F-HRTimelineGroup
Millstone Evans Group, LLC4,000$207K0.14%13F-HRTimeline
Goldstein Advisors, LLC3,999$207K0.03%+10113F-HRTimeline
Summit X, LLC3,987$206K0.05%-3,51413F-HRTimeline
HUB Investment Partners, LLC3,868$200K0.01%013F-HRTimeline
Accredited Wealth Management, LLC3,125$162K0.14%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,363$122K<0.01%+2113F-HRTimelineGroup
WINTRUST INVESTMENTS LLC2,256$116K0.1%+16713F-HRTimeline
HARBOUR INVESTMENTS, INC.2,166$112K<0.01%-2,46713F-HRTimeline
Aptus Capital Advisors, LLC2,085$108K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT1,915$99.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,911$98.8K<0.01%+1413F-HRTimeline
GeoWealth Management, LLC1,890$97.8K<0.01%+64713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,823$94.4K0.01%+28513F-HRTimeline
AMERIFLEX GROUP, INC.1,711$88.8K0.04%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,700$87.9K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,555$80.4K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC1,487$76.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,426$73.7K<0.01%-36413F-HRTimelineGroup
Red Tortoise LLC1,370$70.9K0.04%+1113F-HRTimeline
Compass Financial Services Inc1,163$60.2K0.03%13F-HRTimeline
TruNorth Capital Management, LLC1,000$51.7K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…856$44.3K0.03%-5213F-HRTimeline
VALLEY NATIONAL ADVISERS INC692$35K0.01%+9313F-HRTimeline
WealthShield Partners, LLC663$34.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC375$19.4K<0.01%013F-HRTimeline
WASHINGTON TRUST Co335$17.3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC321$16.6K<0.01%-3213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.302$15.6K0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC289$14.9K0.01%new13F-HRTimeline
Aspect Partners, LLC286$14.8K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC285$14.8K<0.01%13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE276$14.3K<0.01%+11813F-HRTimelineGroup
First Horizon Advisors, Inc.276$14.3K<0.01%-5,59013F-HRTimeline
Physician Wealth Advisors, Inc.268$13.9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…220$11.4K<0.01%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…144$7.45K<0.01%-1,67713F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC70$3.62K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton40$2.09K<0.01%013F-HRTimeline
AE Wealth Management LLC19$983<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13$672<0.01%+213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5$259<0.01%013F-HRTimelineGroup