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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

431 managers (436 13F filers) reported a position in MUNI shares at 2026-03-31, 41,904,175 shares in all. 47 filers opened a position and 23 filers sold out during the quarter.

Managers
431
13F filers
436
New
47
Added
223
Reduced
101
Sold out
23
Shares held by filers
41,904,175

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Summit Financial, LLC23,475$1.23M0.02%new13F-HRTimeline
Freedom Financial Partners LLC23,255$1.21M0.43%+89613F-HRTimeline
Duncan Williams Asset Management, LLC23,024$1.2M0.33%-3,52613F-HRTimeline
Smith Thornton Advisors LLC22,846$1.19M0.6%+25013F-HRTimeline
Curran Financial Partners, LLC22,724$1.19M0.21%-2,05413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,620$1.18M0.01%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,588$1.18M0.1%-10913F-HRTimelineGroup
Oak Wealth Advisors LLC22,313$1.16M0.64%+6,72513F-HRTimeline
Pure Financial Advisors, LLC21,951$1.15M0.02%013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC21,666$1.13M0.93%new13F-HRTimeline
Apella Capital, LLC21,118$1.11M0.02%-2,97713F-HRTimeline
Signet Investment Advisory Group, Inc.20,400$1.06M0.49%+30013F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,221$1.06M0.03%+10,50013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,155$1.05M0.02%+16,21813F-HRTimelineGroup
Barnes Wealth Management Group, Inc20,139$1.05M0.53%+3,54613F-HRTimeline
Team Hewins, LLC19,922$1.04M0.31%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,921$1.04M0.03%-18,32013F-HRTimelineGroup
Dynamic Advisor Solutions LLC19,919$1.04M0.03%-9,95913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC19,830$1.03M0.03%+6,80813F-HRTimeline
VICUS CAPITAL19,763$1.03M0.08%+5813F-HRTimeline
BAM Wealth Management, LLC19,176$1M0.75%+65913F-HRTimeline
CORA CAPITAL ADVISORS LLC19,094$997K0.33%+7,76713F-HRTimeline
Goodwin Investment Advisory18,946$989K1.18%-1,28513F-HRTimeline
APS Management Group, Inc.18,934$988K0.85%+1,34813F-HRTimeline
Kooman & Associates18,901$986K0.29%-1,27113F-HRTimeline
Destiny Wealth Partners, LLC18,775$980K0.11%+2,80213F-HRTimeline
Magnolia Private Wealth, LLC18,635$973K0.65%-62513F-HRTimeline
Entelevest, LLC18,472$964K0.99%+23313F-HRTimeline
Summit Financial Consulting LLC18,313$956K0.68%+2,14113F-HRTimeline
Brady Martz Wealth Solutions, LLC18,284$954K0.16%-31813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,111$945K<0.01%+3,81013F-HRTimelineGroup
Midwest Financial Group LLC17,993$939K0.4%+2613F-HRTimeline
PETRA FINANCIAL ADVISORS INC17,910$935K0.58%+3,50513F-HRTimeline
49 WEALTH MANAGEMENT, LLC17,866$932K0.07%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,815$930K0.02%-2,28513F-HRTimelineGroup
One Capital Management, LLC17,696$924K0.03%-95613F-HRTimeline
Revisor Wealth Management LLC17,577$917K0.25%013F-HRTimeline
Princeton Global Asset Management LLC17,498$913K0.15%+80413F-HRTimeline
Kings Path Partners LLC17,406$908K0.31%013F-HR/ATimeline
Bravera Wealth17,247$900K0.41%+14,81013F-HRTimeline
Main Street Financial Solutions, LLC16,941$884K0.06%+1,33113F-HRTimeline
CFS Investment Advisory Services, LLC16,719$879K0.06%+1,31513F-HRTimeline
Oakwell Private Wealth Management, LLC16,728$873K0.16%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Objective Capital Management, LLC16,648$869K0.88%+1,45813F-HRTimeline
Fragasso Financial Advisors Inc16,462$860K0.05%013F-HRTimeline
Transcendent Capital Group LLC16,112$841K0.38%-1113F-HRTimeline
PUREfi Wealth, LLC16,074$839K0.55%new13F-HRTimeline
Gilman Hill Asset Management, LLC16,031$837K0.13%013F-HRTimeline
Tortoise Investment Management, LLC15,890$829K0.07%+4,50013F-HRTimeline
GeoWealth Management, LLC15,794$824K0.03%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,097$788K<0.01%+3,22213F-HRTimelineGroup
PFG Advisors15,080$787K0.04%+8,49313F-HRTimeline
Syverson Strege & Co15,051$785K0.19%+13413F-HRTimeline
Beckerman Institutional, LLC14,971$781K0.42%+2,72613F-HRTimeline
Ashton Thomas Private Wealth, LLC14,917$779K0.02%+1,92413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,864$776K<0.01%-36,13313F-HRTimeline
NOVEM GROUP14,738$769K0.09%+1413F-HRTimeline
Merit Financial Group, LLC14,730$769K0.01%-78413F-HRTimeline
EP Wealth Advisors, LLC14,654$765K<0.01%-4,57513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,154$739K<0.01%+2,61613F-HRTimelineGroup
Mallini Complete Financial Planning LLC14,100$736K0.58%013F-HRTimeline
FINANCIAL DISCOVERY GROUP INC13,869$724K1.69%13F-HRTimeline
Marshall Financial Group, LLC13,723$716K0.11%013F-HRTimeline
Reality Financial Planning Services, LLC13,563$708K0.68%+2,30413F-HRTimeline
Madison Wealth Partners, Inc13,418$700K0.11%+2713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,232$691K0.24%+17913F-HRTimeline
Main Line Retirement Advisors, LLC13,193$689K0.34%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,062$682K0.01%+9,11113F-HRTimelineGroup
Bedel Financial Consulting, Inc.12,943$675K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,919$674K<0.01%+26513F-HRTimeline
MONTAG A & ASSOCIATES INC12,567$656K0.03%+54213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC12,439$649K1.02%+913F-HRTimeline
Anchor Investment Management, LLC12,427$649K0.05%013F-HRTimeline
Perigon Wealth Management, LLC12,231$638K0.01%-1,19313F-HRTimeline
Bragg Financial Advisors, Inc11,986$626K0.02%+1,90013F-HRTimeline
Biltmore Wealth Management, LLC11,934$623K0.22%-9,28113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,916$622K0.01%-26513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC11,854$619K0.26%+1,44913F-HRTimeline
Avestar Capital, LLC11,633$607K0.04%new13F-HRTimeline
Kendall Capital Management11,600$605K0.12%013F-HRTimeline
Focus Financial Network, Inc.11,585$605K0.02%-6413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,581$604K0.21%+3,21113F-HRTimeline
Gladstone Institutional Advisory LLC11,561$603K0.02%+1,37013F-HRTimeline
Financial Designs Corp11,361$593K0.33%013F-HRTimeline
UNIQUE WEALTH, LLC11,234$586K0.08%-29,62413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,102$579K0.02%+3,45813F-HRTimeline
Hershey Financial Advisers, LLC11,081$578K0.5%+6,97713F-HRTimeline
DAVENPORT & Co LLC11,030$576K<0.01%+91513F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…10,800$564K0.33%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,750$561K0.02%-43713F-HRTimelineGroup
Curi Capital, LLC10,571$552K0.01%+1,17613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC10,543$550K0.24%+8513F-HRTimeline
Friday Financial10,278$536K0.18%013F-HRTimeline
CVFG LLC10,120$528K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,885$516K0.01%+5013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,759$509K<0.01%-2,69913F-HRTimeline
Hobbs Group Advisors, LLC9,741$508K0.15%-21713F-HRTimeline
Clark Wealth Partners9,606$501K0.34%013F-HRTimeline
Optimus Capital Advisors, LLC9,500$496K0.29%new13F-HRTimeline
REAP Financial Group, LLC9,429$492K0.1%+67213F-HRTimeline
First Affirmative Financial Network9,290$485K0.19%13F-HR/ATimeline
Advisory Services Network, LLC9,219$481K0.01%+22113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC8,985$469K0.01%-4,67013F-HRTimelineGroup
Jeter Robert S II8,797$461K0.46%13F-HRTimeline
Astoria Portfolio Advisors LLC.8,639$454K0.1%-1,64113F-HRTimeline
Regal Investment Advisors LLC8,689$453K0.03%013F-HRTimeline
Security Financial Services, INC.8,461$442K0.07%new13F-HRTimeline
Christensen, King & Associates Investme…8,370$437K0.19%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC8,366$437K0.19%+2913F-HRTimeline
Clear Creek Financial Management, LLC8,204$428K0.03%-64013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,186$427K<0.01%-55,35913F-HRTimelineGroup
Prospera Financial Services Inc8,166$426K0.01%+3813F-HRTimeline
First Heartland Consultants, Inc.8,115$424K0.03%-66213F-HRTimeline
Betterment LLC7,943$415K<0.01%+44413F-HRTimeline
Balance Wealth Partners LLC7,733$404K0.13%+17513F-HRTimeline
VISTA INVESTMENT MANAGEMENT7,594$396K0.13%013F-HRTimeline
IHT Wealth Management, LLC7,564$395K0.01%new13F-HRTimeline
ROCKLAND TRUST CO7,484$391K0.02%-33413F-HRTimeline
Archford Capital Strategies, LLC7,482$390K0.04%new13F-HRTimeline
SteelPeak Wealth, LLC7,400$386K0.01%-1,30613F-HRTimeline
COZAD ASSET MANAGEMENT INC7,263$379K0.03%new13F-HRTimeline
Atlas Legacy Advisors, LLC7,189$375K0.07%-6213F-HRTimeline
Bond & Devick Financial Network, Inc.7,169$374K0.1%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,031$367K0.02%013F-HRTimeline
Discipline Wealth Solutions, LLC6,966$364K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.6,907$360K<0.01%+66413F-HRTimeline
Vantage Point Financial LLC6,725$351K0.12%+1,05413F-HRTimeline
Quantinno Capital Management LP6,618$345K<0.01%+13013F-HRTimeline
J. Mark Nickell & Co.6,595$344K0.31%new13F-HR/ATimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,550$342K0.01%-4213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,534$341K0.04%013F-HRTimeline
Sigma Planning Corp6,470$338K0.01%+1,83813F-HRTimeline
Atria Investments, Inc6,443$336K<0.01%+31413F-HRTimeline
AdvisorNet Financial, Inc6,382$333K0.02%+35713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,257$327K<0.01%013F-HRTimelineGroup
Burford Brothers, Inc.6,149$321K0.13%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,141$321K<0.01%-14013F-HRTimeline
NWF Advisory Services Inc.6,027$315K0.04%+4913F-HRTimeline
BIP Wealth, LLC6,018$314K0.01%+9513F-HRTimeline
NewSquare Capital LLC6,015$314K0.03%+24113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,996$313K0.01%new13F-HRTimeline
Worth Asset Management, LLC5,960$311K0.12%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,950$311K0.15%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.5,942$310K0.14%+713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,896$308K<0.01%new13F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC5,766$301K0.2%-91313F-HRTimeline
GWN SECURITIES INC.5,739$300K0.06%-2813F-HRTimeline
Composition Wealth, LLC5,732$299K<0.01%-52113F-HRTimeline
Seaside Wealth Management, Inc.5,722$299K0.08%013F-HRTimeline
Clark Asset Management, LLC5,679$296K0.03%+20913F-HRTimeline
Gateway Wealth Partners, LLC5,532$289K0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC5,500$287K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,482$286K0.04%+1,39413F-HRTimeline
Private Wealth Group, LLC5,376$281K0.13%+8413F-HR/ATimeline
MILESTONE ASSET MANAGEMENT, LLC5,372$280K0.05%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,275$275K<0.01%new13F-HR/ATimelineGroup
Cyndeo Wealth Partners, LLC5,223$273K0.01%-21213F-HRTimeline
Mutual Advisors, LLC5,208$272K0.01%+213F-HRTimeline
Powers Advisory Group, LLC5,168$270K0.1%+3113F-HRTimeline
Professional Financial Advisors, LLC5,079$265K0.05%-19513F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS5,008$261K0.14%+3913F-HRTimeline
FreeGulliver LLC5,000$261K0.11%new13F-HRTimeline
Diversified Portfolios, Inc.4,938$258K0.02%+93513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,906$256K<0.01%013F-HRTimelineGroup
Hutchens & Kramer Investment Management…4,899$256K0.08%-33913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,811$251K0.02%+50313F-HRTimelineGroup
ALTFEST L J & CO INC4,798$250K0.03%013F-HRTimeline
L.K. Benson & Company, P.C.4,790$250K0.08%+3913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,782$250K0.01%-40,73213F-HRTimelineGroup
Legacy Edge Advisors, LLC4,760$248K0.03%-1413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,759$248K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,741$248K<0.01%013F-HRTimeline
Key Financial Inc4,579$239K0.04%013F-HRTimeline
National Wealth Management Group, LLC4,429$231K0.09%new13F-HRTimeline
Continuum Advisory, LLC4,403$230K0.02%+47113F-HRTimeline
DecisionMap Wealth Management, LLC4,320$225K0.15%-13013F-HRTimeline
Stablepoint Partners, LLC4,310$225K0.03%+37613F-HRTimeline
ROMANO BROTHERS AND COMPANY4,300$224K0.03%013F-HRTimeline
FLOW TRADERS U.S. LLC4,274$223K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,243$221K<0.01%new13F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,200$219K0.01%new13F-HRTimeline
DeLarme Wealth Management, Inc.4,074$213K0.14%new13F-HRTimeline
Evergreen Wealth Partners LLC4,068$212K0.16%+3313F-HRTimeline
Modern Wealth Management, LLC4,066$212K<0.01%-2913F-HRTimeline
Prime Capital Investment Advisors, LLC4,036$211K<0.01%-14013F-HRTimeline
Goldstein Advisors, LLC4,021$210K0.02%013F-HRTimeline
Walleye Partners, LLC4,020$210K0.26%new13F-HRTimeline
Millstone Evans Group, LLC4,000$209K0.13%013F-HRTimeline
OakTrust Wealth Advisors, LLC3,952$206K0.19%new13F-HRTimeline
Hobart Private Capital, LLC3,928$205K0.04%new13F-HRTimeline
MCF Advisors LLC3,911$204K0.01%+1,41113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,896$203K0.01%+1813F-HRTimeline
IFP Advisors, Inc3,881$203K<0.01%+43613F-HRTimeline
HUB Investment Partners, LLC3,868$202K<0.01%013F-HRTimeline
Signal Advisors Wealth, LLC3,867$202K0.01%new13F-HRTimeline
Occidental Asset Management, LLC3,846$201K0.02%013F-HRTimeline
Sunbelt Securities, Inc.3,778$197K0.01%-3513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,710$194K<0.01%+70213F-HRTimelineGroup
Milestone Investment Advisors LLC3,380$176K0.04%013F-HRTimeline
Horizon Investments, LLC3,112$162K<0.01%+3,09013F-HRTimeline