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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

444 managers (450 13F filers) reported a position in MUNI shares at 2026-06-30, 46,124,071 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
444
13F filers
450
New
31
Added
240
Reduced
114
Sold out
16
Shares held by filers
46,124,071

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Kathmere Capital Management, LLC3,878$204K0.01%new13F-HRTimeline
HUB Investment Partners, LLC3,868$203K<0.01%013F-HRTimeline
Occidental Asset Management, LLC3,846$202K0.02%013F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS3,845$202K0.1%-1,16313F-HRTimeline
Gateway Wealth Partners, LLC3,844$202K0.01%-1,68813F-HRTimeline
Milestone Investment Advisors LLC3,380$178K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC3,286$173K<0.01%+2,94413F-HRTimeline
Harborfront Financial Group LLC3,202$168K0.63%13F-HRTimeline
MCF Advisors LLC3,161$166K0.01%-75013F-HRTimeline
Robinswood Financial LLC3,137$165K0.05%+1,61213F-HRTimeline
Qube Research & Technologies Ltd3,042$160K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,949$155K<0.01%-93213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$146K<0.01%013F-HRTimelineGroup
Triumph Capital Management2,750$145K0.03%+95013F-HRTimeline
Horizon Investments, LLC2,459$129K<0.01%-65313F-HRTimeline
Institute for Wealth Management, LLC.2,000$105K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC1,937$102K0.04%-10313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,879$98.8K0.06%+2813F-HRTimeline
FMR LLCin group FMR LLC1,745$91.8K<0.01%+31413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,700$89.4K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS1,210$63.7K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,000$52.6K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…825$43.4K<0.01%+2513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS725$38.1K<0.01%-39213F-HRTimelineGroup
Hilton Head Capital Partners, LLC675$35.5K0.02%013F-HRTimeline
First Bancorp, Inc /ME/599$31.5K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC591$31.1K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…571$30K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC471$24.8K<0.01%-3,93213F-HRTimeline
AMERIFLEX GROUP, INC.411$21.6K0.01%+30613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE388$20.4K<0.01%+413F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC375$19.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC338$17.8K<0.01%-1813F-HRTimeline
DHJJ Financial Advisors, Ltd.302$15.9K<0.01%013F-HRTimeline
Key Capital Management, INC285$15K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.277$14.6K<0.01%+113F-HRTimeline
Holos Integrated Wealth LLC244$12.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…231$12.2K<0.01%+113F-HRTimeline
Quent Capital, LLC114$6K<0.01%new13F-HRTimeline
Trust Co112$5.91K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.70$3.66K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton40$2.13K<0.01%013F-HRTimeline
Global Retirement Partners, LLC26$1.35K<0.01%13F-HRTimeline
Parallel Advisors, LLC22$1.18K<0.01%013F-HRTimeline