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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

409 managers (413 13F filers) reported a position in MUNI shares at 2025-12-31, 38,346,686 shares in all. 45 filers opened a position and 21 filers sold out during the quarter.

Managers
409
13F filers
413
New
45
Added
201
Reduced
100
Sold out
21
Shares held by filers
38,346,686

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Team Hewins, LLC19,922$1.05M0.34%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,783$1.04M0.01%+81013F-HRTimelineGroup
VICUS CAPITAL19,705$1.03M0.08%+5,65213F-HRTimeline
W.H. Cornerstone Investments Inc.19,326$1.01M0.61%-1,95613F-HRTimeline
Magnolia Private Wealth, LLC19,260$1.01M0.71%013F-HRTimeline
EP Wealth Advisors, LLC19,229$1.01M0.01%13F-HRTimeline
OneDigital Investment Advisors LLC18,723$981K0.01%+2,39913F-HRTimeline
One Capital Management, LLC18,652$978K0.03%+30513F-HRTimeline
Brady Martz Wealth Solutions, LLC18,602$975K0.17%-3,82913F-HRTimeline
BAM Wealth Management, LLC18,517$970K0.7%+2,74013F-HRTimeline
Entelevest, LLC18,239$956K0.99%13F-HRTimeline
Midwest Financial Group LLC17,967$942K0.42%-1,29013F-HRTimeline
49 WEALTH MANAGEMENT, LLC17,866$936K0.08%+8,58613F-HRTimeline
Revisor Wealth Management LLC17,577$926K0.25%+3,67413F-HRTimeline
APS Management Group, Inc.17,586$922K0.79%+45713F-HRTimeline
Kings Path Partners LLC17,406$912K0.32%-21213F-HRTimeline
Buck Wealth Strategies, LLC16,950$888K0.11%new13F-HRTimeline
Oakwell Private Wealth Management, LLC16,728$877K0.16%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Princeton Global Asset Management LLC16,694$875K0.14%+1,76113F-HRTimeline
Barnes Wealth Management Group, Inc16,593$870K0.47%+21413F-HRTimeline
Fragasso Financial Advisors Inc16,462$863K0.05%013F-HRTimeline
Summit Financial Consulting LLC16,172$848K0.62%+1,64213F-HRTimeline
ORG Partners LLC16,145$846K0.15%+8113F-HRTimeline
Transcendent Capital Group LLC16,123$845K0.38%-88913F-HRTimeline
Destiny Wealth Partners, LLC15,973$842K0.1%+1,31013F-HRTimeline
Gilman Hill Asset Management, LLC16,031$840K0.13%new13F-HRTimeline
Main Street Financial Solutions, LLC15,610$818K0.06%+1,57913F-HRTimeline
Oak Wealth Advisors LLC15,588$817K0.47%+70313F-HRTimeline
Merit Financial Group, LLC15,514$813K0.01%-5113F-HRTimeline
Elequin Capital, LP15,484$812K0.11%-28,24113F-HRTimeline
CFS Investment Advisory Services, LLC15,404$807K0.06%+1,33713F-HRTimeline
Objective Capital Management, LLC15,190$796K0.81%+9213F-HRTimeline
IFG Advisory, LLC15,174$795K0.03%+2,27213F-HRTimeline
Syverson Strege & Co14,917$782K0.19%+113F-HRTimeline
NOVEM GROUP14,724$772K0.09%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC14,405$755K0.44%-84313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,301$750K<0.01%+59613F-HR/ATimelineGroup
Mallini Complete Financial Planning LLC14,100$739K0.59%013F-HRTimeline
WBH ADVISORY INC13,947$731K0.05%013F-HRTimeline
Marshall Financial Group, LLC13,723$719K0.14%-1,20113F-HRTimeline
Vertex Planning Partners, LLC13,688$717K0.17%+43713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC13,655$716K0.01%+86113F-HRTimelineGroup
Perigon Wealth Management, LLC13,424$704K0.01%-3,34213F-HRTimeline
Madison Wealth Partners, Inc13,391$702K0.13%-71513F-HRTimeline
Oregon Pacific Wealth Management, LLC13,186$691K0.71%+1,58913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,053$684K0.25%-81013F-HRTimeline
Ashton Thomas Private Wealth, LLC12,993$683K0.02%+1,30913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,022$682K0.02%-68913F-HRTimeline
Bedel Financial Consulting, Inc.12,943$678K0.07%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,654$663K<0.01%-71113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,458$653K<0.01%-93513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC12,430$651K1.08%+1013F-HRTimeline
Anchor Investment Management, LLC12,427$651K0.05%013F-HRTimeline
Beckerman Institutional, LLC12,245$642K0.36%+5,09713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,181$638K0.01%-2,63413F-HRTimeline
MONTAG A & ASSOCIATES INC12,025$632K0.03%new13F-HRTimeline
Zhang Financial LLC11,961$627K0.02%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,875$622K<0.01%-5513F-HRTimelineGroup
Focus Financial Network, Inc.11,649$612K0.02%+3313F-HRTimeline
Kendall Capital Management11,600$608K0.13%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,538$605K<0.01%+8,16213F-HRTimelineGroup
Tortoise Investment Management, LLC11,390$597K0.05%013F-HRTimeline
Financial Designs Corp11,361$595K0.34%013F-HRTimeline
CORA CAPITAL ADVISORS LLC11,327$594K0.23%013F-HRTimeline
NWAM LLC11,234$592K0.03%-13013F-HRTimeline
Reality Financial Planning Services, LLC11,259$590K0.57%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,187$586K0.02%+1,02213F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC11,000$577K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…10,800$566K0.36%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC10,458$548K0.27%new13F-HRTimeline
Astoria Portfolio Advisors LLC.10,280$547K0.12%-4,75113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC10,405$545K0.24%+1,44313F-HRTimeline
Friday Financial10,278$539K0.19%+4,77213F-HRTimeline
Gladstone Institutional Advisory LLC10,191$534K0.02%+52213F-HRTimeline
DAVENPORT & Co LLC10,115$530K<0.01%+90713F-HRTimeline
Bragg Financial Advisors, Inc10,086$529K0.02%+2,27513F-HRTimeline
Hobbs Group Advisors, LLC9,958$522K0.16%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,835$515K0.01%013F-HRTimeline
Seneca House Advisors9,800$514K0.19%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,721$509K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC9,693$508K0.06%new13F-HRTimeline
Clark Wealth Partners9,606$503K0.31%013F-HRTimeline
Curi Capital, LLC9,395$494K0.01%new13F-HRTimeline
Advisory Services Network, LLC8,998$472K0.01%+40213F-HRTimeline
Clear Creek Financial Management, LLC8,844$465K0.04%-3,40613F-HRTimeline
First Heartland Consultants, Inc.8,777$460K0.03%+19813F-HRTimeline
REAP Financial Group, LLC8,757$459K0.09%+1,04713F-HRTimeline
SteelPeak Wealth, LLC8,706$458K0.02%-3013F-HRTimeline
Regal Investment Advisors LLC8,689$455K0.03%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,370$439K0.15%+70213F-HRTimeline
Christensen, King & Associates Investme…8,370$439K0.19%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC8,337$437K0.2%+2913F-HRTimeline
Prospera Financial Services Inc8,128$426K0.01%new13F-HRTimeline
ROCKLAND TRUST CO7,818$410K0.02%-3,78813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,644$401K0.01%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT7,594$398K0.13%+1,57513F-HRTimeline
Balance Wealth Partners LLC7,558$396K0.13%+33713F-HRTimeline
Betterment LLC7,499$393K<0.01%+63213F-HRTimeline
Atlas Legacy Advisors, LLC7,251$380K0.07%-25413F-HRTimeline
Bond & Devick Financial Network, Inc.7,169$376K0.11%+67513F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,031$368K0.02%013F-HRTimeline
Discipline Wealth Solutions, LLC6,966$365K0.07%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC6,679$350K0.24%+3713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,592$345K0.01%-8,22913F-HRTimeline
PFG Advisors6,587$345K0.02%+4113F-HRTimeline
Mattson Financial Services, LLC6,574$345K0.08%+3413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,534$342K0.04%013F-HRTimeline
Quantinno Capital Management LP6,488$340K<0.01%new13F-HRTimeline
MBE Wealth Management, LLC6,448$338K0.14%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,281$329K0.01%+42513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,257$328K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC6,253$328K<0.01%+213F-HRTimeline
D.A. DAVIDSON & CO.6,243$327K<0.01%-4813F-HRTimeline
Burford Brothers, Inc.6,149$322K0.13%013F-HRTimeline
Atria Investments, Inc6,129$321K<0.01%+19813F-HRTimeline
AdvisorNet Financial, Inc6,025$316K0.02%+41213F-HRTimeline
NWF Advisory Services Inc.5,978$313K0.03%-90213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,950$312K0.14%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.5,935$311K0.15%-43313F-HRTimeline
BIP Wealth, LLC5,923$310K0.01%new13F-HRTimeline
Compound Planning, Inc.5,906$310K0.01%013F-HRTimeline
NewSquare Capital LLC5,774$303K0.03%-72813F-HRTimeline
GWN SECURITIES INC.5,767$302K0.06%+1,08613F-HRTimeline
Seaside Wealth Management, Inc.5,722$300K0.09%013F-HRTimeline
Vantage Point Financial LLC5,671$297K0.11%new13F-HRTimeline
Clear Point Advisors Inc.5,597$293K0.23%-5613F-HRTimeline
Aptus Capital Advisors, LLC5,569$292K<0.01%+12313F-HRTimeline
Commonwealth Retirement Investments LLC5,500$288K0.09%013F-HRTimeline
Clark Asset Management, LLC5,470$287K0.03%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,435$285K0.02%-27,25213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,372$282K0.05%013F-HRTimeline
Private Wealth Group, LLC5,292$277K0.13%-7113F-HRTimeline
Professional Financial Advisors, LLC5,274$276K0.06%-58513F-HRTimeline
Hutchens & Kramer Investment Management…5,238$275K0.09%-59813F-HRTimeline
Mutual Advisors, LLC5,206$273K0.01%+113F-HRTimeline
Powers Advisory Group, LLC5,137$269K0.1%+3213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS4,969$260K0.14%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,906$257K<0.01%+8813F-HRTimelineGroup
ALTFEST L J & CO INC4,798$251K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,774$250K<0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC4,774$250K0.03%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,759$249K0.02%+45013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,741$249K<0.01%013F-HRTimeline
L.K. Benson & Company, P.C.4,751$249K0.12%+3813F-HRTimeline
Sigma Planning Corp4,632$243K0.01%+20213F-HRTimeline
Key Financial Inc4,579$240K0.04%013F-HRTimeline
DecisionMap Wealth Management, LLC4,450$233K0.14%+52713F-HRTimeline
GTS SECURITIES LLC4,315$226K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,308$226K0.02%new13F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY4,300$225K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,176$219K<0.01%-6413F-HRTimeline
Hershey Financial Advisers, LLC4,104$215K0.18%new13F-HRTimeline
Modern Wealth Management, LLC4,095$215K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,088$214K0.03%+2,84513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,082$214K<0.01%new13F-HR/ATimelineGroup
Sovran Advisors, LLC4,037$213K0.02%013F-HRTimeline
Evergreen Wealth Partners LLC4,035$211K0.18%13F-HRTimeline
Goldstein Advisors, LLC4,021$211K0.02%013F-HRTimeline
Diversified Portfolios, Inc.4,003$210K0.02%new13F-HRTimeline
Millstone Evans Group, LLC4,000$210K0.12%013F-HRTimeline
Claro Advisors Inc.3,954$207K0.03%-1,19213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,951$207K<0.01%13F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,937$206K<0.01%+813F-HRTimelineGroup
Stablepoint Partners, LLC3,934$206K0.03%new13F-HRTimeline
Continuum Advisory, LLC3,932$206K0.02%-1,04813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,878$203K0.01%+1613F-HRTimeline
HUB Investment Partners, LLC3,868$203K0.01%013F-HRTimeline
Occidental Asset Management, LLC3,846$202K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC3,835$201K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,834$201K<0.01%-2,55413F-HRTimelineGroup
Sunbelt Securities, Inc.3,813$200K0.01%-7013F-HRTimeline
IFP Advisors, Inc3,445$181K<0.01%-3113F-HRTimeline
Milestone Investment Advisors LLC3,380$177K0.04%+3,23513F-HRTimeline
Vermillion & White Wealth Management Gr…3,378$177K0.1%+29013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,008$158K<0.01%+2513F-HRTimelineGroup
MCF Advisors LLC2,500$131K0.01%new13F-HRTimeline
Bravera Wealth2,437$128K0.06%13F-HRTimeline
SITTNER & NELSON, LLC2,000$106K0.04%new13F-HRTimeline
TRUST CO OF VERMONT1,915$100K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,768$92.7K0.08%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,700$89.1K<0.01%013F-HRTimelineGroup
EASTERN BANK1,700$89.1K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,555$81.5K<0.01%013F-HRTimelineGroup
Red Tortoise LLC1,416$74.2K0.03%+1113F-HRTimeline
Global Retirement Partners, LLC1,359$71.2K<0.01%+513F-HRTimeline
Arax Advisory Partners1,322$69.3K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.1,295$67.9K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,000$52.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.962$50.4K<0.01%new13F-HRTimeline
WealthShield Partners, LLC949$49.9K0.01%-60513F-HRTimeline
Hilton Head Capital Partners, LLC675$35.4K0.02%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.590$30.9K<0.01%-17613F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE394$20.6K<0.01%+10513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC375$19.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC354$18.6K<0.01%+1013F-HRTimeline
DHJJ Financial Advisors, Ltd.302$15.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.274$14.4K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC252$13.2K<0.01%+4713F-HRTimelineGroup
Capital Investment Advisory Services, L…228$11.9K<0.01%-21613F-HRTimeline
AE Wealth Management LLC152$7.97K<0.01%+13313F-HRTimeline