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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

355 managers (361 13F filers) reported a position in MUNI shares at 2025-06-30, 31,342,334 shares in all. 42 filers opened a position and 16 filers sold out during the quarter.

Managers
355
13F filers
361
New
42
Added
162
Reduced
106
Sold out
16
Shares held by filers
31,342,334

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OneDigital Investment Advisors LLC14,770$759K0.01%+53113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,595$750K<0.01%-4,65913F-HRTimeline
VICUS CAPITAL14,546$747K0.06%+6,02513F-HRTimeline
YHB Investment Advisors, Inc.14,415$740K0.06%+1,93813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,282$734K0.59%-3,90213F-HRTimeline
Sequoia Financial Advisors, LLC14,116$725K<0.01%-86013F-HRTimeline
Mallini Complete Financial Planning LLC14,100$724K0.92%013F-HRTimeline
Main Street Financial Solutions, LLC14,016$720K0.05%+8713F-HRTimeline
One Capital Management, LLC13,991$719K0.02%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,937$716K0.32%-3,53813F-HRTimeline
Curran Financial Partners, LLC13,880$713K0.16%-1,48413F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC13,658$701K0.27%+1,18913F-HRTimeline
HRT FINANCIAL LP13,623$699K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,578$697K<0.01%new13F-HRTimelineGroup
Madison Wealth Partners, Inc13,573$697K0.15%-2,88413F-HRTimeline
Summit Financial Consulting LLC13,306$683K0.61%+1,32013F-HRTimeline
Bedel Financial Consulting, Inc.12,943$665K0.09%+19513F-HRTimeline
Astoria Portfolio Advisors LLC.13,039$664K0.19%-2,19713F-HRTimeline
CORA CAPITAL ADVISORS LLC12,495$642K0.29%-12,10713F-HRTimeline
Anchor Investment Management, LLC12,427$638K0.06%013F-HRTimeline
Vertex Planning Partners, LLC12,078$620K0.13%+39113F-HRTimeline
Apella Capital, LLC12,050$618K0.02%+6413F-HRTimeline
ROCKLAND TRUST CO11,946$614K0.03%-1,66913F-HRTimeline
Objective Capital Management, LLC11,903$611K0.69%+38013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,813$607K<0.01%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,802$606K0.02%+1,62213F-HRTimeline
Ashton Thomas Private Wealth, LLC11,680$600K0.02%-7,29813F-HRTimeline
Kendall Capital Management11,600$596K0.16%013F-HRTimeline
Focus Financial Network, Inc.11,536$592K0.02%+813F-HRTimeline
Destiny Wealth Partners, LLC11,394$585K0.08%-43013F-HRTimeline
Financial Designs Corp11,361$584K0.36%new13F-HRTimeline
Sigma Planning Corp11,235$577K0.02%+3,54513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,967$563K<0.01%-12313F-HRTimelineGroup
NWAM LLC10,773$551K0.03%+8213F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,511$540K0.02%-9413F-HRTimelineGroup
StoneCrest Wealth Management, Inc.10,120$520K0.25%013F-HRTimeline
Pure Financial Advisors, LLC10,020$515K0.01%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC10,000$514K0.02%+4,00013F-HRTimeline
Hobbs Group Advisors, LLC9,953$511K0.17%new13F-HRTimeline
Composition Wealth, LLC9,809$504K0.01%+1,23413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,675$497K0.01%013F-HRTimeline
DAVENPORT & Co LLC9,208$473K<0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC9,128$469K0.02%+95813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC8,831$454K0.57%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,586$441K0.08%+64013F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC8,442$434K0.05%-86713F-HRTimeline
Christensen, King & Associates Investme…8,370$430K0.2%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,218$422K0.21%+11213F-HRTimeline
GWN SECURITIES INC.8,052$414K0.08%+3,63313F-HRTimeline
Advisory Services Network, LLC7,985$408K0.01%+2,71813F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,932$407K0.22%new13F-HRTimeline
First Affirmative Financial Network7,818$402K0.21%-1,14013F-HRTimeline
Tortoise Investment Management, LLC7,700$395K0.04%new13F-HRTimeline
Atlas Legacy Advisors, LLC7,657$393K0.09%+1,51313F-HRTimeline
Bison Wealth, LLC7,578$389K0.03%+6213F-HRTimeline
Bond & Devick Financial Network, Inc.7,417$381K0.13%-1,31113F-HRTimeline
AMERIFLEX GROUP, INC.7,399$379K0.2%+5,68813F-HRTimeline
Crumly & Associates Inc.7,367$378K0.09%new13F-HRTimeline
Ballentine Capital Advisors, Inc7,318$376K0.18%013F-HRTimeline
Private Wealth Group, LLC7,299$375K0.2%-1,07213F-HRTimeline
CFS Investment Advisory Services, LLC7,255$373K0.03%-51,33713F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.7,100$365K0.2%+1213F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,031$361K0.03%013F-HRTimeline
Discipline Wealth Solutions, LLC6,893$354K0.14%013F-HRTimeline
NWF Advisory Services Inc.6,831$351K0.04%new13F-HRTimeline
Triad Wealth Partners, LLC6,800$349K0.07%new13F-HRTimeline
Betterment LLC6,790$349K<0.01%-1,70913F-HRTimeline
First Heartland Consultants, Inc.6,745$346K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.6,558$339K0.03%+1,12113F-HRTimeline
Compound Planning, Inc.6,540$336K0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,534$336K0.04%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,532$335K0.01%+59113F-HRTimelineGroup
Bragg Financial Advisors, Inc6,522$335K0.01%new13F-HRTimeline
NOVEM GROUP6,450$331K0.04%-1,48213F-HRTimeline
Clear Point Advisors Inc.6,365$327K0.28%-56513F-HRTimeline
AdvisorNet Financial, Inc6,365$327K0.02%+3,57413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,358$327K0.01%+18013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK6,257$321K<0.01%013F-HRTimelineGroup
Beckerman Institutional, LLC6,173$317K0.21%new13F-HRTimeline
Burford Brothers, Inc.6,149$316K0.14%013F-HRTimeline
NewSquare Capital LLC6,078$312K0.02%+16613F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,019$309K0.11%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,950$306K0.15%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,839$300K0.12%+3,28313F-HRTimeline
Geneos Wealth Management Inc.5,816$299K0.01%-9,93013F-HRTimeline
McNamara Financial Services, Inc.5,807$298K0.06%-12813F-HRTimeline
Seaside Wealth Management, Inc.5,722$294K0.09%+65913F-HRTimeline
Hutchens & Kramer Investment Management…5,687$291K0.13%+61213F-HRTimeline
D.A. DAVIDSON & CO.5,657$291K<0.01%-16713F-HRTimeline
RFG Advisory, LLC5,615$288K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,543$285K0.01%+1,41113F-HRTimeline
Professional Financial Advisors, LLC5,531$284K0.07%+1013F-HRTimeline
Friday Financial5,506$283K0.14%013F-HRTimeline
Clark Asset Management, LLC5,470$281K0.04%013F-HRTimeline
Beaumont Financial Advisors, LLC5,435$279K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,291$272K0.06%013F-HRTimeline
Legacy Edge Advisors, LLC5,191$267K0.04%-2,11813F-HRTimeline
Financial Advocates Investment Manageme…5,003$257K0.02%-54813F-HRTimeline
Continuum Advisory, LLC4,980$256K0.03%013F-HRTimeline
Mutual Advisors, LLC5,000$255K0.01%013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,945$254K0.02%013F-HR/ATimeline
ALTFEST L J & CO INC4,798$246K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,741$243K<0.01%-45013F-HRTimeline
L.K. Benson & Company, P.C.4,673$240K0.15%+3813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,650$239K0.02%new13F-HRTimeline
Key Financial Inc4,579$235K0.05%013F-HRTimeline
Balance Wealth Partners LLC4,554$234K0.14%+31913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,526$232K<0.01%+18813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP4,429$228K<0.01%+1913F-HRTimeline
WOLVERINE TRADING, LLC4,336$222K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,314$222K<0.01%+7213F-HRTimeline
ROMANO BROTHERS AND COMPANY4,300$221K0.03%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,309$221K0.02%+27813F-HRTimeline
PFG Advisors4,242$218K0.01%new13F-HRTimeline
Sovran Advisors, LLC4,129$211K0.02%new13F-HRTimeline
Atria Investments, Inc4,097$210K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC4,095$210K0.01%new13F-HR/ATimeline
Millstone Evans Group, LLC4,000$205K0.14%013F-HRTimeline
Goldstein Advisors, LLC3,999$205K0.03%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,975$204K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,412$175K<0.01%-19513F-HRTimeline
Vermillion & White Wealth Management Gr…3,001$154K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,634$135K<0.01%+27113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,382$122K<0.01%+1,54213F-HRTimelineGroup
Accredited Wealth Management, LLC2,325$119K0.1%-80013F-HRTimeline
Aptus Capital Advisors, LLC2,177$112K<0.01%+6613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,098$108K0.05%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,075$107K<0.01%+2,07013F-HRTimelineGroup
TRUST CO OF VERMONT1,915$98.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,700$87.3K<0.01%013F-HRTimelineGroup
EASTERN BANK1,700$87.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,555$79.9K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC1,554$79.7K0.01%-5113F-HRTimeline
Red Tortoise LLC1,393$71.5K0.03%+1213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,328$68.2K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.1,295$66.5K0.05%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,237$63K0.01%-1,25613F-HRTimeline
TruNorth Capital Management, LLC1,000$51.4K0.01%013F-HRTimeline
Briaud Financial Planning Inc772$39K0.02%new13F-HRTimeline
Goodman Advisory Group, LLC503$25.8K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC375$19.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC341$17.5K<0.01%+2113F-HRTimeline
FMR LLCin group FMR LLC303$15.6K<0.01%-1713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.302$15.5K0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE275$14.1K<0.01%+713F-HRTimelineGroup
Physician Wealth Advisors, Inc.271$13.9K<0.01%+213F-HRTimeline
Smartleaf Asset Management LLC253$13K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…224$11.5K<0.01%+213F-HRTimeline
Crewe Advisors LLC74$3.8K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton40$2.08K<0.01%013F-HRTimeline
AE Wealth Management LLC19$976<0.01%013F-HRTimeline
Global Retirement Partners, LLC10$515<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$257<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$154<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.