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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

376 managers (382 13F filers) reported a position in MUNI shares at 2025-09-30, 34,128,557 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
376
13F filers
382
New
38
Added
185
Reduced
107
Sold out
15
Shares held by filers
34,128,557

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ORG Partners LLC16,064$840K0.15%-12013F-HRTimeline
BAM Wealth Management, LLC15,777$825K0.64%13F-HRTimeline
Merit Financial Group, LLC15,565$814K0.01%-97813F-HR/ATimeline
PETRA FINANCIAL ADVISORS INC15,248$797K0.46%+1413F-HRTimeline
Objective Capital Management, LLC15,098$789K0.82%+3,19513F-HRTimeline
Astoria Portfolio Advisors LLC.15,031$786K0.21%+1,99213F-HRTimeline
Princeton Global Asset Management LLC14,933$781K0.13%-3,33213F-HRTimeline
Marshall Financial Group, LLC14,924$780K0.15%013F-HRTimeline
Syverson Strege & Co14,916$780K0.19%-1,78413F-HRTimeline
Oak Wealth Advisors LLC14,885$778K0.45%-2,66613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,821$775K0.01%-2,69013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,815$775K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC14,663$767K0.09%+3,26913F-HRTimeline
Summit Financial Consulting LLC14,530$760K0.61%+1,22413F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC14,123$744K0.22%+46513F-HRTimeline
CFS Investment Advisory Services, LLC14,067$741K0.06%+6,81213F-HRTimeline
Triad Wealth Partners, LLC14,177$741K0.1%+7,37713F-HRTimeline
Madison Wealth Partners, Inc14,106$737K0.15%+53313F-HRTimeline
Mallini Complete Financial Planning LLC14,100$737K0.6%013F-HRTimeline
VICUS CAPITAL14,053$735K0.06%-49313F-HRTimeline
Main Street Financial Solutions, LLC14,031$734K0.05%+1513F-HRTimeline
WBH ADVISORY INC13,947$729K0.06%-3,19213F-HRTimeline
Revisor Wealth Management LLC13,903$727K0.25%-95713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,863$725K0.28%-7413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,711$717K0.02%+1,90913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,705$717K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV13,393$700K<0.01%+1,58013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,365$699K<0.01%-1,23013F-HRTimeline
Vertex Planning Partners, LLC13,251$693K0.13%+1,17313F-HRTimeline
Bedel Financial Consulting, Inc.12,943$677K0.09%013F-HRTimeline
IFG Advisory, LLC12,902$675K0.03%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC12,794$669K0.01%+6,26213F-HRTimelineGroup
Anchor Investment Management, LLC12,427$650K0.05%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC12,420$649K0.87%+3,58913F-HRTimeline
Clear Creek Financial Management, LLC12,250$640K0.06%-3,01613F-HRTimeline
PUREfi Wealth, LLC12,171$636K0.49%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,930$624K<0.01%+96313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC11,684$611K0.02%+413F-HRTimeline
Focus Financial Network, Inc.11,616$607K0.02%+8013F-HRTimeline
ROCKLAND TRUST CO11,606$607K0.02%-34013F-HRTimeline
Kendall Capital Management11,600$606K0.14%013F-HRTimeline
Oregon Pacific Wealth Management, LLC11,597$606K0.52%new13F-HRTimeline
Financial Designs Corp11,361$599K0.35%013F-HRTimeline
NWAM LLC11,364$598K0.03%+59113F-HR/ATimeline
Tortoise Investment Management, LLC11,390$595K0.05%+3,69013F-HRTimeline
CORA CAPITAL ADVISORS LLC11,327$592K0.25%-1,16813F-HRTimeline
STALEY CAPITAL ADVISERS INC11,000$575K0.02%+1,00013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…10,800$565K0.37%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,165$531K0.02%-34613F-HRTimelineGroup
Hobbs Group Advisors, LLC9,958$521K0.16%+513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,835$514K0.01%+16013F-HRTimeline
Gladstone Institutional Advisory LLC9,669$505K0.02%+54113F-HRTimeline
Clark Wealth Partners9,606$503K0.31%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,280$485K0.05%+83813F-HRTimeline
DAVENPORT & Co LLC9,208$481K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,200$481K0.02%-8,80013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,962$469K0.22%+74413F-HRTimeline
SteelPeak Wealth, LLC8,736$457K0.02%new13F-HRTimeline
Advisory Services Network, LLC8,596$449K0.01%+61113F-HRTimeline
First Heartland Consultants, Inc.8,579$449K0.04%+1,83413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,576$448K0.08%-1013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,567$448K<0.01%-120,60813F-HRTimelineGroup
Christensen, King & Associates Investme…8,370$438K0.19%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC8,308$434K0.21%+37613F-HRTimeline
Bragg Financial Advisors, Inc7,811$408K0.01%+1,28913F-HRTimeline
REAP Financial Group, LLC7,710$403K0.09%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,668$401K0.14%+1,82913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.7,600$397K0.15%new13F-HRTimeline
Atlas Legacy Advisors, LLC7,505$392K0.08%-15213F-HRTimeline
First Affirmative Financial Network7,466$390K0.18%-35213F-HRTimeline
Balance Wealth Partners LLC7,221$378K0.09%+2,66713F-HRTimeline
Beckerman Institutional, LLC7,148$374K0.22%+97513F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,031$368K0.02%013F-HRTimeline
Discipline Wealth Solutions, LLC6,966$364K0.1%+7313F-HRTimeline
NWF Advisory Services Inc.6,880$360K0.04%+4913F-HRTimeline
Betterment LLC6,867$359K<0.01%+7713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC6,642$347K0.25%-7,64013F-HRTimeline
Sunesis Advisors, LLC6,638$347K0.16%13F-HRTimeline
PFG Advisors6,546$342K0.01%+2,30413F-HRTimeline
Mattson Financial Services, LLC6,540$342K0.08%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,534$342K0.04%013F-HRTimeline
NewSquare Capital LLC6,502$340K0.02%+42413F-HRTimeline
Bond & Devick Financial Network, Inc.6,494$340K0.1%-92313F-HRTimeline
Geneos Wealth Management Inc.6,478$339K0.01%+66213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,388$334K<0.01%-7,19013F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.6,368$333K0.16%-73213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,358$332K0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.6,291$329K<0.01%+63413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,257$327K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC6,251$327K<0.01%-3,55813F-HRTimeline
Burford Brothers, Inc.6,149$321K0.14%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,019$315K0.11%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,950$311K0.15%013F-HRTimeline
Atria Investments, Inc5,931$310K<0.01%+1,83413F-HRTimeline
Compound Planning, Inc.5,906$309K0.01%-63413F-HRTimeline
Professional Financial Advisors, LLC5,859$306K0.06%+32813F-HRTimeline
HARBOUR INVESTMENTS, INC.5,856$306K0.01%+31313F-HRTimeline
Hutchens & Kramer Investment Management…5,836$305K0.12%+14913F-HRTimeline
Taylor & Morgan Wealth Management, LLC5,739$300K0.18%new13F-HRTimeline
Seaside Wealth Management, Inc.5,722$299K0.09%013F-HRTimeline
Clear Point Advisors Inc.5,653$296K0.23%-71213F-HRTimeline
AdvisorNet Financial, Inc5,613$293K0.02%-75213F-HRTimeline
McNamara Financial Services, Inc.5,536$289K0.05%-27113F-HRTimeline
Friday Financial5,506$288K0.12%013F-HRTimeline
Commonwealth Retirement Investments LLC5,500$288K0.1%new13F-HRTimeline
Clark Asset Management, LLC5,470$286K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC5,446$285K<0.01%+3,26913F-HRTimeline
Beaumont Financial Advisors, LLC5,435$284K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,372$281K0.05%+8113F-HRTimeline
Private Wealth Group, LLC5,363$280K0.14%-1,93613F-HRTimeline
RFG Advisory, LLC5,247$274K0.01%-36813F-HRTimeline
Mutual Advisors, LLC5,205$274K0.01%+20513F-HRTimeline
Claro Advisors Inc.5,146$269K0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,144$269K0.01%new13F-HRTimelineGroup
Powers Advisory Group, LLC5,105$267K0.11%new13F-HRTimeline
Continuum Advisory, LLC4,980$260K0.03%013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,945$259K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,818$252K<0.01%+29213F-HRTimelineGroup
ALTFEST L J & CO INC4,798$251K0.03%013F-HRTimeline
Legacy Edge Advisors, LLC4,774$250K0.03%-41713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,741$248K<0.01%013F-HRTimeline
L.K. Benson & Company, P.C.4,713$246K0.13%+4013F-HRTimeline
GWN SECURITIES INC.4,681$245K0.06%-3,37113F-HRTimeline
Key Financial Inc4,579$239K0.04%013F-HRTimeline
Sigma Planning Corp4,430$232K0.01%-6,80513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,309$225K0.02%013F-HRTimeline
ROMANO BROTHERS AND COMPANY4,300$225K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,240$222K<0.01%-7413F-HRTimeline
Modern Wealth Management, LLC4,095$214K<0.01%013F-HRTimeline
Legacy Capital Wealth Partners, LLC4,094$214K0.05%-13,73513F-HRTimeline
Sovran Advisors, LLC4,037$212K0.02%-9213F-HRTimeline
Goldstein Advisors, LLC4,021$210K0.03%+2213F-HRTimeline
Millstone Evans Group, LLC4,000$209K0.13%013F-HRTimeline
SYNOVUS FINANCIAL CORP3,949$206K<0.01%-48013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,929$205K<0.01%new13F-HRTimelineGroup
DecisionMap Wealth Management, LLC3,923$205K0.13%new13F-HRTimeline
Strategic Blueprint, LLC3,900$204K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3,883$203K0.01%-2,67513F-HRTimeline
HUB Investment Partners, LLC3,868$202K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,862$202K0.01%new13F-HRTimeline
IFP Advisors, Inc3,476$182K<0.01%+6413F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC3,376$176K<0.01%+1,30113F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3,088$161K0.09%+8713F-HRTimeline
Heartwood Wealth Advisors LLC3,032$159K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,983$156K<0.01%+60113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,747$144K<0.01%+11313F-HRTimelineGroup
Accredited Wealth Management, LLC130$122K0.09%-2,19513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,098$110K0.04%013F-HRTimelineGroup
TRUST CO OF VERMONT1,915$100K<0.01%013F-HRTimeline
Premier Financial Group1,800$94.2K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,700$88.9K<0.01%013F-HRTimelineGroup
EASTERN BANK1,700$88.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,555$81.3K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC1,554$81.2K0.01%013F-HRTimeline
Red Tortoise LLC1,405$73.4K0.03%+1213F-HRTimeline
Global Retirement Partners, LLC1,354$70.8K<0.01%+1,34413F-HRTimeline
IMG Wealth Management, Inc.1,295$67.7K0.05%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,243$64K0.01%+613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,000$52.3K<0.01%new13F-HRTimelineGroup
TruNorth Capital Management, LLC1,000$52.3K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS856$44.8K<0.01%+85313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.766$40K<0.01%-56213F-HRTimelineGroup
Capital Investment Advisory Services, L…444$23.2K<0.01%+22013F-HRTimeline
ROTHSCHILD INVESTMENT LLC375$19.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC344$18K<0.01%+313F-HRTimeline
Goodman Advisory Group, LLC312$16.3K<0.01%-19113F-HRTimeline
DHJJ Financial Advisors, Ltd.302$15.8K0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE289$15.1K<0.01%+1413F-HRTimelineGroup
Physician Wealth Advisors, Inc.273$14.2K<0.01%+213F-HRTimeline
AMERIFLEX GROUP, INC.210$11K<0.01%-7,18913F-HRTimeline
FMR LLCin group FMR LLC205$10.7K<0.01%-9813F-HRTimelineGroup
Milestone Investment Advisors LLC145$7.58K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC51$2.67K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton40$2.11K<0.01%013F-HRTimeline
AE Wealth Management LLC19$993<0.01%013F-HRTimeline
Horizon Investments, LLC13$676<0.01%new13F-HRTimeline