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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

330 managers (336 13F filers) reported a position in MUNI shares at 2025-03-31, 29,573,636 shares in all. 34 filers opened a position and 27 filers sold out during the quarter.

Managers
330
13F filers
336
New
34
Added
150
Reduced
98
Sold out
27
Shares held by filers
29,573,636

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Anchor Investment Management, LLC12,427$641K0.06%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC12,469$637K0.25%+6313F-HRTimeline
&PARTNERS12,143$625K0.01%+58513F-HRTimeline
Summit Financial Consulting LLC11,986$618K0.57%13F-HRTimeline
Apella Capital, LLC11,986$614K0.02%+7413F-HRTimeline
Destiny Wealth Partners, LLC11,824$610K0.1%-2313F-HRTimeline
Vertex Planning Partners, LLC11,687$602K0.13%+2,30713F-HRTimeline
Kendall Capital Management11,600$598K0.18%013F-HRTimeline
Focus Financial Network, Inc.11,528$594K0.02%-12813F-HRTimeline
Objective Capital Management, LLC11,523$594K0.76%+1,46213F-HRTimeline
Fortis Capital Advisors, LLC11,254$580K0.12%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,090$572K<0.01%-1,03213F-HRTimelineGroup
NWAM LLC10,691$551K0.05%+96013F-HRTimeline
EP Wealth Advisors, LLC10,640$548K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,605$547K0.02%+14413F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,366$534K0.02%-39,19313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,180$525K0.02%new13F-HRTimeline
StoneCrest Wealth Management, Inc.10,120$522K0.33%013F-HRTimeline
WBH ADVISORY INC9,810$506K0.05%+1,03913F-HRTimeline
WNY Asset Management, LLC9,773$504K0.06%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,675$499K0.01%-1,35013F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,309$480K0.06%+1,51313F-HRTimeline
DAVENPORT & Co LLC9,208$475K<0.01%+2,00013F-HRTimeline
Towneley Capital Management, Inc / DE9,054$467K0.11%+7313F-HRTimeline
First Affirmative Financial Network8,958$462K0.28%+79613F-HRTimeline
Bond & Devick Financial Network, Inc.8,728$450K0.16%+2,02013F-HRTimeline
Composition Wealth, LLC8,575$442K0.01%-25413F-HRTimeline
VICUS CAPITAL8,521$439K0.04%+33913F-HRTimeline
Betterment LLC8,499$438K<0.01%+1,81613F-HRTimeline
Christensen, King & Associates Investme…8,370$432K0.2%new13F-HRTimeline
Private Wealth Group, LLC8,371$432K0.25%-3413F-HRTimeline
Gladstone Institutional Advisory LLC8,170$421K0.02%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,106$418K0.23%+79713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,946$410K0.08%+1,52113F-HRTimelineGroup
NOVEM GROUP7,932$409K0.06%-9,84613F-HRTimeline
Magnolia Private Wealth, LLC7,845$404K0.34%013F-HRTimeline
Sigma Planning Corp7,690$396K0.01%-74513F-HRTimeline
Bison Wealth, LLC7,516$387K0.04%+6013F-HRTimeline
REAP Financial Group, LLC7,516$387K0.1%+6013F-HRTimeline
Ballentine Capital Advisors, Inc7,318$377K0.19%013F-HRTimeline
Legacy Edge Advisors, LLC7,309$377K0.06%-67813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.7,088$365K0.22%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,031$362K0.03%013F-HRTimeline
Clear Point Advisors Inc.6,930$357K0.32%-23513F-HRTimeline
Discipline Wealth Solutions, LLC6,893$355K0.17%-14613F-HRTimeline
Merit Financial Group, LLC6,686$345K0.01%new13F-HRTimeline
Sunesis Advisors, LLC6,638$342K0.19%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,534$337K0.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,257$323K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,178$318K0.01%013F-HRTimelineGroup
Burford Brothers, Inc.6,149$317K0.15%new13F-HRTimeline
Atlas Legacy Advisors, LLC6,144$317K0.08%-1,65913F-HRTimeline
GGM Financial LLC6,118$315K0.22%+36113F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,019$310K0.12%013F-HRTimeline
STALEY CAPITAL ADVISERS INC6,000$309K0.01%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,950$307K0.17%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,941$306K0.01%+40213F-HRTimelineGroup
McNamara Financial Services, Inc.5,935$306K0.07%+24113F-HRTimeline
SANDERS MORRIS HARRIS LLC5,913$305K0.05%013F-HRTimeline
NewSquare Capital LLC5,912$305K0.02%new13F-HRTimeline
D.A. DAVIDSON & CO.5,824$300K<0.01%-6313F-HRTimeline
Financial Advocates Investment Manageme…5,551$286K0.02%-52413F-HRTimeline
Professional Financial Advisors, LLC5,521$285K0.07%+4513F-HRTimeline
Friday Financial5,506$284K0.17%013F-HRTimeline
Clark Asset Management, LLC5,470$282K0.05%new13F-HRTimeline
Sunbelt Securities, Inc.5,437$280K0.03%-1,12113F-HRTimeline
Beaumont Financial Advisors, LLC5,435$280K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,291$273K0.06%013F-HRTimeline
Advisory Services Network, LLC5,267$272K0.01%+5113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,191$268K<0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…5,075$262K0.14%new13F-HRTimeline
Seaside Wealth Management, Inc.5,063$261K0.09%013F-HRTimeline
Forefront Wealth Partners, LLC5,025$259K0.18%new13F-HRTimeline
Continuum Advisory, LLC4,980$257K0.03%013F-HRTimeline
Mutual Advisors, LLC5,000$255K0.01%013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,945$255K0.03%013F-HRTimeline
Stokes Capital Advisors, LLC4,879$252K0.06%013F-HRTimeline
ALTFEST L J & CO INC4,798$247K0.03%013F-HRTimeline
L.K. Benson & Company, P.C.4,635$239K0.17%+3713F-HRTimeline
Key Financial Inc4,579$236K0.05%+4313F-HRTimeline
GWN SECURITIES INC.4,419$228K0.01%new13F-HRTimeline
SYNOVUS FINANCIAL CORP4,410$227K<0.01%+23513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,338$224K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC4,242$219K<0.01%-12913F-HRTimeline
Balance Wealth Partners LLC4,235$218K0.14%13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,132$213K0.01%+1,96613F-HRTimeline
LifeGoal Investments, LLC4,059$209K0.23%-1,88613F-HRTimeline
Millstone Evans Group, LLC4,000$206K0.14%013F-HRTimeline
Goldstein Advisors, LLC3,999$206K0.03%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,031$206K0.02%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,982$205K0.01%-2113F-HRTimelineGroup
Consilium Wealth Advisory, LLC3,920$202K0.1%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,863$199K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,607$186K0.01%-1,24113F-HRTimeline
Accredited Wealth Management, LLC3,125$161K0.14%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,001$155K0.11%+2,14513F-HRTimeline
AdvisorNet Financial, Inc2,791$144K0.01%-1,72013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,556$132K0.06%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,493$128K0.02%+1,80113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,363$122K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,111$109K<0.01%+2613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,098$108K0.05%-4,80013F-HRTimelineGroup
Clearstead Advisors, LLC1,923$99.1K<0.01%+1213F-HRTimeline
TRUST CO OF VERMONT1,915$98.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,711$88.2K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,700$87.6K<0.01%013F-HRTimelineGroup
EASTERN BANK1,700$87.6K<0.01%new13F-HRTimeline
WealthShield Partners, LLC1,605$82.6K0.01%+94213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,555$80.2K<0.01%013F-HRTimelineGroup
Red Tortoise LLC1,381$71.2K0.04%+1113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,328$66.9K<0.01%-9813F-HRTimelineGroup
IMG Wealth Management, Inc.1,295$66.8K0.06%new13F-HRTimeline
Flaharty Asset Management, LLC1,132$58.4K0.01%new13F-HRTimeline
TruNorth Capital Management, LLC1,000$51.5K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.840$43.3K<0.01%new13F-HRTimelineGroup
Mattson Financial Services, LLC462$23.8K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC375$19.3K<0.01%013F-HRTimeline
WASHINGTON TRUST Co335$17.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC320$16.5K<0.01%+3513F-HR/ATimeline
FMR LLCin group FMR LLC320$16.5K<0.01%-113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.302$15.6K0.01%013F-HRTimeline
First Horizon Advisors, Inc.276$14.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.269$13.9K<0.01%+113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE268$13.8K<0.01%-813F-HRTimelineGroup
Capital Investment Advisory Services, L…222$11.4K<0.01%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…118$6.08K<0.01%-2613F-HRTimelineGroup
Rosenberg Matthew Hamilton40$2.08K<0.01%013F-HRTimeline
AE Wealth Management LLC19$979<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$258<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,82313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.