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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

331 managers (336 13F filers) reported a position in MUNI shares at 2024-12-31, 28,390,811 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
331
13F filers
336
New
34
Added
144
Reduced
84
Sold out
17
Shares held by filers
28,390,811

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,025,250$105M0.01%+555,04013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,756,385$90.9M0.01%+231,04113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,642,212$85M0.01%+528,87113F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,519,188$78.6M0.33%+49,84113F-HRTimelineGroup
LPL Financial LLC1,303,078$67.4M0.03%+244,80013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,292,077$66.8M0.02%+39,59513F-HRTimelineGroup
Dynasty Wealth Management, LLC1,000,289$51.7M0.89%+787,90613F-HRTimeline
UBS Group AGin group UBS Group AG790,614$40.9M0.01%-40,93613F-HRTimelineGroup
Stonebridge Financial Group, LLC629,541$32.6M3.59%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC566,606$29.3M0.77%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding562,068$29.1M+58,731Timeline
WCG Wealth Advisors LLC472,035$24.4M1.61%+4,65913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC445,941$23.1M0.01%13F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…431,214$22.5M0.04%+12,72513F-HRTimelineGroup
MBL Wealth, LLC431,710$22.3M2.24%+3,29413F-HRTimeline
Cetera Investment Advisers410,982$21.3M0.04%+36,34213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding373,265$19.3M+59,218Timeline
Quotient Wealth Partners, LLC368,856$19.1M0.62%-3,78013F-HRTimeline
NewEdge Advisors, LLC316,524$16.4M0.1%+34413F-HRTimeline
DAVIS R M INC310,750$16.1M0.31%+34,75013F-HRTimeline
Avantax Planning Partners, Inc.272,927$14.1M0.51%-46,92913F-HRTimeline
HighTower Advisors, LLC258,328$13.4M0.02%-276,97813F-HRTimeline
BAILARD, INC.247,798$12.8M0.33%-189,24513F-HRTimeline
XML Financial, LLC226,489$11.7M1.07%-78613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding223,140$11.5M+2,407Timeline
Goelzer Investment Management, Inc.216,752$11.2M0.65%-13,88113F-HRTimeline
Cambridge Investment Research Advisors,…216,725$11.2M0.04%+10,51013F-HRTimeline
McKinley Carter Wealth Services, Inc.210,831$10.9M0.67%-44,37813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC198,001$10.2M0.41%+18,77413F-HRTimelineGroup
OLD MISSION CAPITAL LLC188,295$9.74M0.23%new13F-HRTimeline
Bleakley Financial Group, LLC187,843$9.72M0.29%+134,52713F-HRTimeline
Independent Advisor Alliance184,190$9.53M0.13%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC176,622$9.14M1.93%+6,26613F-HRTimeline
MAI Capital Management171,739$8.88M0.07%new13F-HRTimeline
Equita Financial Network, Inc.162,828$8.42M3.04%+9,22513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP160,830$8.32M0.01%+3,23013F-HRTimelineGroup
Fermata Advisors, LLC160,542$8.3M1.55%-40513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,263$7.98M0.01%+9,07913F-HRTimeline
Sand Hill Global Advisors, LLC152,137$7.87M0.33%-10,07113F-HRTimeline
XY Planning Network, Inc.151,171$7.82M5.87%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,843$7.75M<0.01%+10,59513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC143,761$7.44M0.01%+138,98313F-HRTimelineGroup
Morton Brown Family Wealth, LLC141,434$7.32M2.55%+24,58713F-HRTimeline
Orion Porfolio Solutions, LLC131,384$6.8M0.07%-18,27813F-HRTimeline
Orion Portfolio Solutions, LLC131,384$6.8M0.07%-18,27813F-HRTimeline
Allworth Financial LP129,318$6.69M0.04%+13,83513F-HRTimeline
BCS Wealth Management126,833$6.56M1.63%+9,12413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,253$6.43M0.01%+102,48713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC120,994$6.26M0.01%-18,41413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.118,462$6.14M0.34%+3,65013F-HR/ATimelineGroup
Biltmore Wealth Management, LLC118,573$6.13M2.55%+92313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co107,517$5.56M<0.01%new13F-HRTimelineGroup
TD Capital Management LLC105,492$5.46M0.55%-28,51713F-HRTimeline
Financial Synergies Wealth Advisors, In…104,902$5.43M0.67%+89413F-HRTimeline
Shotwell Rutter Baer Inc103,884$5.34M4.5%+4,32413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC91,397$4.73M2.61%13F-HRTimeline
Visionary Wealth Advisors87,654$4.53M0.27%+41013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC87,428$4.52M0.1%-1,76213F-HRTimeline
Kelman-Lazarov, Inc.87,157$4.51M0.81%+1,84513F-HRTimeline
Rehmann Capital Advisory Group86,504$4.47M0.28%-2,17913F-HRTimeline
Flagstone Financial Management85,755$4.44M1.47%+2,49213F-HRTimeline
Smart Money Group LLC84,677$4.38M1.51%-14,95613F-HRTimeline
Goodwin Investment Advisory84,121$4.35M2.28%-1,71813F-HRTimeline
STEPH & CO83,977$4.34M1.47%-8,23613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,757$4.28M0.01%+51213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,396$3.9M0.01%+9,18813F-HR/ATimelineGroup
OPTIMUM INVESTMENT ADVISORS75,223$3.89M1.72%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73,698$3.81M<0.01%+48,17013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.73,660$3.81M2.18%-13113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC72,867$3.77M1.21%+24,32213F-HRTimeline
First International Bank & Trust71,381$3.69M1.2%-2,04713F-HRTimeline
Opal Wealth Advisors, LLC68,423$3.54M1.06%+8,10413F-HRTimeline
PAX Financial Group, LLC67,885$3.51M0.63%+1,40413F-HRTimeline
Martin Worley Group67,449$3.49M2.18%13F-HRTimeline
Executive Wealth Management, LLC66,308$3.43M0.27%+2,48813F-HRTimeline
Integrated Wealth Concepts LLC61,880$3.2M0.04%-16613F-HRTimeline
Thompson David Blair61,708$3.19M2.32%13F-HRTimeline
FOSTER & MOTLEY INC59,634$3.08M0.2%-1,38513F-HRTimeline
Avant Financial Advisors LLC59,533$3.08M2.83%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.57,785$2.99M0.02%+14,20713F-HRTimeline
Cercano Management LLC57,483$2.97M0.08%-386,33313F-HRTimeline
KEYVANTAGE WEALTH, LLC56,406$2.92M2.09%13F-HRTimeline
SageView Advisory Group, LLC56,156$2.9M0.13%+47813F-HRTimeline
ERn Financial, LLC53,508$2.77M0.42%+89713F-HRTimeline
Legacy Financial Advisors, Inc.52,825$2.73M0.45%-6,73013F-HRTimeline
Arrowroot Family Office, LLC52,504$2.72M1.41%-83413F-HRTimeline
Larson Financial Group LLC52,332$2.71M0.14%+43,49213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…51,437$2.66M0.42%+21,47513F-HRTimelineGroup
Paladin Advisory Group, LLC50,727$2.62M2.01%-6313F-HRTimeline
Econ Financial Services Corp50,716$2.62M1.51%-11,86613F-HRTimeline
Hanson & Doremus Investment Management49,691$2.57M0.4%+12613F-HRTimeline
FLOW TRADERS U.S. LLC49,559$2.56M0.1%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC46,964$2.43M0.34%013F-HRTimeline
Mariner, LLCin group Mariner, LLC46,835$2.42M<0.01%+32,02913F-HRTimelineGroup
IAM Advisory, LLC46,514$2.41M0.61%+45513F-HRTimeline
Prosperity Consulting Group, LLC46,113$2.39M0.18%+2,22113F-HRTimeline
Beta Wealth Group, Inc.46,072$2.38M1.05%-1,77113F-HRTimeline
Financial Engines Advisors L.L.C.45,690$2.36M<0.01%-6,74313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,588$2.31M0.01%-9,40113F-HRTimelineGroup
Cedar Point Capital Partners, LLC44,523$2.3M1.56%+3,21913F-HRTimeline
Cornerstone Wealth Management, LLC44,380$2.3M0.15%+46513F-HRTimeline
SteelPeak Wealth, LLC43,910$2.28M0.09%new13F-HRTimeline
VIAWEALTH, LLC42,829$2.22M1.34%+7,39713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC42,400$2.19M<0.01%-113,55113F-HRTimeline
Austin Wealth Management, LLC41,494$2.14M0.44%+4,27713F-HRTimeline
Koshinski Asset Management, Inc.41,396$2.14M0.19%+20,46713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO39,958$2.07M0.04%+2,68113F-HRTimeline
CFS Investment Advisory Services, LLC39,592$2.05M0.18%new13F-HRTimeline
Waverly Advisors, LLC39,526$2.04M0.03%+7,25913F-HRTimeline
Cyndeo Wealth Partners, LLC39,291$2.03M0.14%+8,16613F-HRTimeline
Prestige Wealth Management Group LLC37,333$1.94M0.4%-18,40713F-HR/ATimeline
World Investment Advisors36,176$1.87M0.05%new13F-HRTimeline
PRIVATE TRUST CO NA35,542$1.84M0.19%-43413F-HRTimeline
Westside Investment Management, Inc.35,291$1.83M0.38%013F-HRTimeline
Duncan Williams Asset Management, LLC34,538$1.79M0.7%+4,00813F-HRTimeline
McAdam, LLC34,533$1.79M0.1%+3,62513F-HRTimeline
Landmark Wealth Management, LLC34,344$1.78M0.79%+3,94613F-HRTimeline
Clarity Wealth Development LLC33,998$1.77M1.92%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,958$1.76M+8,290Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,819$1.75M<0.01%new13F-HRTimelineGroup
Manske Wealth Management33,265$1.72M0.68%13F-HRTimeline
Patten Group, Inc.32,877$1.7M0.38%-2,00613F-HRTimeline
UNIQUE WEALTH, LLC32,841$1.7M0.35%+24,80313F-HRTimeline
MML INVESTORS SERVICES, LLC32,587$1.69M0.01%+12,41813F-HRTimeline
Ausdal Financial Partners, Inc.32,553$1.68M0.15%+2,30513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,289$1.62M+2,357Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,302$1.52M0.05%+2,06413F-HRTimelineGroup
Kings Path Partners LLC29,258$1.51M0.65%-73013F-HRTimeline
Valmark Advisers, Inc.29,246$1.51M0.02%+20013F-HRTimeline
Janney Capital Management LLC29,127$1.51M0.1%-1,13013F-HRTimeline
Fortitude Financial, LLC29,056$1.5M0.84%13F-HRTimeline
Aviance Capital Partners, LLC28,817$1.49M0.21%-1,35913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS28,764$1.49M<0.01%+3,91913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC28,633$1.48M0.92%+8,08213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,556$1.48M<0.01%+18,78413F-HR/ATimeline
Janney Montgomery Scott LLC27,086$1.4M<0.01%+14,13113F-HRTimeline
Brady Martz Wealth Solutions, LLC26,723$1.37M0.33%13F-HRTimeline
Legacy Capital Wealth Partners, LLC26,264$1.36M0.34%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC25,123$1.3M0.13%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC25,079$1.3M1.15%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC25,021$1.29M0.16%+19613F-HRTimelineGroup
Private Advisor Group, LLC24,702$1.28M0.01%+79113F-HRTimeline
CORA CAPITAL ADVISORS LLC24,702$1.28M0.62%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …24,733$1.28M0.17%+9,55313F-HRTimelineGroup
Certified Advisory Corp23,468$1.21M0.13%+26313F-HRTimeline
GAMMA Investing LLC23,428$1.21M0.1%+1,92213F-HRTimeline
Alpha Financial Partners LLC23,241$1.2M0.95%new13F-HRTimeline
Steward Partners Investment Advisory, L…22,482$1.16M0.01%-19,95313F-HRTimeline
IHT Wealth Management, LLC21,959$1.14M0.04%-18,75513F-HRTimeline
Dynamic Advisor Solutions LLC21,838$1.13M0.05%-13313F-HRTimeline
W.H. Cornerstone Investments Inc.21,654$1.12M0.75%+18413F-HRTimeline
COMERICA BANK21,586$1.12M<0.01%+2,31513F-HR/ATimeline
Kooman & Associates21,191$1.1M0.4%+49813F-HRTimeline
Smith Thornton Advisors LLC20,590$1.07M0.67%+22213F-HRTimeline
Sandy Spring Bank20,458$1.06M0.04%+15,65413F-HRTimeline
Atria Wealth Solutions, Inc.20,123$1.04M0.01%+16,20813F-HRTimeline
Team Hewins, LLC19,735$1.02M0.4%+1,68013F-HR/ATimeline
SignalPoint Asset Management, LLC19,600$1.01M0.25%+3,15013F-HRTimeline
Ashton Thomas Private Wealth, LLC18,746$972K0.04%+1,32213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC18,502$957K0.81%+7413F-HRTimeline
AlphaMark Advisors, LLC17,980$930K0.4%+3,01013F-HRTimeline
NOVEM GROUP17,778$920K0.14%13F-HRTimeline
SAXON INTERESTS, INC.17,766$919K0.4%-14713F-HRTimeline
Midwest Financial Group LLC17,765$919K0.53%013F-HRTimeline
B. Riley Wealth Advisors, Inc.17,555$911K0.03%-7,09913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,597$910K<0.01%+2,52113F-HRTimelineGroup
Princeton Global Asset Management LLC17,421$901K0.17%+1,41913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC17,406$900K0.44%-38813F-HRTimeline
ROCKLAND TRUST CO17,335$897K0.05%-9,04813F-HRTimeline
ORG Partners LLC17,215$891K0.12%-30513F-HRTimeline
Transcendent Capital Group LLC17,152$887K0.46%-2,15513F-HRTimeline
Breakwater Capital Group16,677$863K0.17%-5,67313F-HRTimeline
OneDigital Investment Advisors LLC16,583$858K0.01%-413F-HRTimeline
Fragasso Financial Advisors Inc16,462$852K0.06%+3,83213F-HRTimeline
Kuhn & Co Investment Counsel16,383$847K0.72%+1,00013F-HRTimeline
Syverson Strege & Co16,056$831K0.28%+7713F-HRTimeline
Madison Wealth Partners, Inc15,803$817K0.23%+86013F-HRTimeline
PETRA FINANCIAL ADVISORS INC15,420$798K0.54%013F-HRTimeline
Creative Planningin group Creative Planning15,270$790K<0.01%-1,44813F-HRTimelineGroup
Freedom Financial Partners LLC15,152$784K0.38%13F-HRTimeline
Sequoia Financial Advisors, LLC14,976$775K0.01%013F-HR/ATimeline
Williams & Novak Wealth Management, LLC14,900$771K0.74%-11,21513F-HRTimeline
Kingsview Wealth Management, LLC14,480$749K0.01%+1,90013F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC14,182$734K0.27%+9,29713F-HRTimeline
Mallini Complete Financial Planning LLC14,100$729K0.69%13F-HRTimeline
SeaCrest Wealth Management, LLC14,053$727K0.08%+4,27113F-HRTimeline
Barnes Wealth Management Group, Inc14,008$725K0.49%13F-HRTimeline
Signet Investment Advisory Group, Inc.13,770$712K0.36%+1,40013F-HRTimeline
Astoria Portfolio Advisors LLC.13,415$689K0.25%+2,31813F-HRTimeline
Main Street Financial Solutions, LLC13,242$685K0.07%+15913F-HRTimeline
Sanctuary Advisors, LLC12,881$669K<0.01%-42813F-HRTimeline
Sterling Investment Advisors, Ltd.12,900$667K0.16%new13F-HRTimeline
Bedel Financial Consulting, Inc.12,748$665K0.09%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC12,406$643K0.23%+7,71213F-HRTimeline
Anchor Investment Management, LLC12,427$643K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,122$627K<0.01%+2,68813F-HRTimelineGroup
Farther Finance Advisors, LLC12,121$627K0.02%-2,64013F-HRTimeline
Apella Capital, LLC11,912$616K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC11,847$613K0.1%+14513F-HRTimeline
YHB Investment Advisors, Inc.11,779$609K0.05%new13F-HRTimeline