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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

330 managers (336 13F filers) reported a position in MUNI shares at 2025-03-31, 29,573,636 shares in all. 34 filers opened a position and 27 filers sold out during the quarter.

Managers
330
13F filers
336
New
34
Added
150
Reduced
98
Sold out
27
Shares held by filers
29,573,636

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,151,476$111M0.01%+126,22613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,035,463$105M0.01%+279,07813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,658,886$85.5M0.01%+16,67413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,598,311$82.4M0.33%+79,12313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,407,657$72.6M0.02%+115,58013F-HRTimelineGroup
LPL Financial LLC1,377,052$71M0.03%+73,97413F-HRTimeline
Dynasty Wealth Management, LLC934,395$48.2M0.8%-65,89413F-HRTimeline
Stonebridge Financial Group, LLC665,689$34.3M3.65%+36,14813F-HRTimeline
UBS Group AGin group UBS Group AG645,448$33.3M0.01%-145,16613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC572,442$29.5M0.74%+5,83613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding567,839$29.3M+5,771Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC457,865$23.6M0.01%+11,92413F-HRTimelineGroup
Cetera Investment Advisers452,466$23.3M0.05%+41,48413F-HRTimeline
MBL Wealth, LLC432,535$22.3M2.26%+82513F-HRTimeline
WCG Wealth Advisors LLC415,861$21.4M1.63%-56,17413F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…398,420$20.8M0.05%-32,79413F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC399,284$20.6M0.77%+201,28313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding398,983$20.6M+25,718Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding379,245$19.6M+156,105Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.346,380$17.9M0.04%+270,98413F-HRTimelineGroup
NewEdge Advisors, LLC328,266$16.9M0.1%+11,74213F-HRTimeline
DAVIS R M INC302,943$15.6M0.31%-7,80713F-HRTimeline
Quotient Wealth Partners, LLC288,466$14.9M0.47%-80,39013F-HRTimeline
Avantax Planning Partners, Inc.269,107$13.9M0.49%-3,82013F-HRTimeline
HighTower Advisors, LLC250,001$12.9M0.02%-8,32713F-HRTimeline
MML INVESTORS SERVICES, LLC247,050$12.7M0.04%+214,46313F-HRTimeline
XML Financial, LLC229,372$11.8M1.1%+2,88313F-HRTimeline
Cambridge Investment Research Advisors,…216,534$11.2M0.04%-19113F-HRTimeline
Goelzer Investment Management, Inc.214,745$11.1M0.64%-2,00713F-HR/ATimeline
Wealth Alliance Advisory Group, LLC196,611$10.1M2.1%+19,98913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP194,018$10M0.02%+69,76513F-HRTimelineGroup
MAI Capital Management169,764$8.75M0.07%-1,97513F-HRTimeline
Morton Brown Family Wealth, LLC169,105$8.72M2.96%+27,67113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP164,225$8.47M0.01%+3,39513F-HRTimelineGroup
Equita Financial Network, Inc.159,831$8.24M2.88%-2,99713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,682$8.23M<0.01%+9,83913F-HR/ATimelineGroup
Fermata Advisors, LLC158,879$8.19M1.48%-1,66313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,829$7.93M0.01%-43413F-HRTimeline
BAILARD, INC.151,213$7.8M0.2%-96,58513F-HRTimeline
XY Planning Network, Inc.142,950$7.37M4.92%-8,22113F-HRTimeline
KEYVANTAGE WEALTH, LLC134,893$6.95M3.38%+78,48713F-HRTimeline
True North Advisors, LLC130,787$6.74M1.2%new13F-HRTimeline
TD Capital Management LLC127,282$6.56M0.66%+21,79013F-HRTimeline
BCS Wealth Management125,569$6.47M1.66%-1,26413F-HRTimeline
Sand Hill Global Advisors, LLC122,362$6.31M0.26%-29,77513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC121,132$6.24M0.01%+13813F-HRTimelineGroup
Orion Porfolio Solutions, LLC120,954$6.24M0.06%-10,43013F-HRTimeline
Orion Portfolio Solutions, LLC120,954$6.24M0.06%-10,43013F-HR/ATimeline
Biltmore Wealth Management, LLC118,456$6.11M2.58%-11713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.117,581$6.06M0.33%-88113F-HR/ATimelineGroup
Larson Financial Group LLC113,019$5.83M0.28%+60,68713F-HRTimeline
Allworth Financial LP113,023$5.75M0.03%-16,29513F-HRTimeline
Rehmann Capital Advisory Group110,990$5.72M0.36%+24,48613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co106,902$5.51M<0.01%-61513F-HR/ATimelineGroup
OLYMPUS WEALTH MANAGEMENT, LLC105,924$5.46M2.4%+91,74213F-HRTimeline
Financial Synergies Wealth Advisors, In…105,720$5.45M0.66%+81813F-HRTimeline
Shotwell Rutter Baer Inc104,643$5.43M4.79%+75913F-HRTimeline
Integrated Wealth Concepts LLC104,513$5.39M0.06%+42,63313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.96,250$4.96M2.87%+22,59013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC95,183$4.91M2.6%+3,78613F-HRTimeline
Flagstone Financial Management92,201$4.75M1.53%+6,44613F-HRTimeline
Kelman-Lazarov, Inc.90,098$4.64M0.84%+2,94113F-HRTimeline
Smart Money Group LLC89,342$4.61M1.57%+4,66513F-HR/ATimeline
Martin Worley Group88,826$4.58M2.61%+21,37713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC85,914$4.43M0.11%-1,51413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,220$4.38M<0.01%+11,52213F-HR/ATimelineGroup
Visionary Wealth Advisors83,359$4.3M0.26%-4,29513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,157$4.24M0.01%-60013F-HRTimelineGroup
Creative Planningin group Creative Planning81,420$4.2M<0.01%+66,15013F-HRTimelineGroup
STEPH & CO79,100$4.08M1.47%-4,87713F-HRTimeline
First International Bank & Trust76,478$3.94M1.25%+5,09713F-HRTimeline
OLD MISSION CAPITAL LLC75,567$3.9M0.08%-112,72813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS75,223$3.88M1.83%013F-HRTimeline
Austin Wealth Management, LLC76,089$3.87M0.78%+34,59513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC74,277$3.83M1.45%+1,41013F-HRTimeline
PAX Financial Group, LLC73,779$3.8M0.67%+5,89413F-HRTimeline
McKinley Carter Wealth Services, Inc.72,581$3.74M0.23%-138,25013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.65,522$3.38M0.02%+7,73713F-HRTimeline
Bleakley Financial Group, LLC64,810$3.34M0.11%-123,03313F-HRTimeline
ERn Financial, LLC62,694$3.23M0.51%+9,18613F-HRTimeline
FOSTER & MOTLEY INC61,818$3.19M0.2%+2,18413F-HRTimeline
Beacon Capital Management, Inc.60,000$3.06M0.15%new13F-HRTimeline
Prosperity Consulting Group, LLC59,024$3.04M0.24%+12,91113F-HRTimeline
CFS Investment Advisory Services, LLC58,592$3.02M0.27%+19,00013F-HRTimeline
Vestmark Advisory Solutions, Inc.57,991$2.99M0.08%new13F-HRTimeline
Cercano Management LLC57,483$2.96M0.09%013F-HRTimeline
SageView Advisory Group, LLC56,611$2.92M0.12%+45513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,109$2.84M0.03%+48,05613F-HRTimelineGroup
Avant Financial Advisors LLC54,443$2.81M2.55%-5,09013F-HRTimeline
Paladin Advisory Group, LLC51,902$2.68M2.14%+1,17513F-HRTimeline
Hanson & Doremus Investment Management51,259$2.64M0.39%+1,56813F-HRTimeline
Legacy Financial Advisors, Inc.49,989$2.58M0.43%-2,83613F-HRTimeline
UNIQUE WEALTH, LLC49,520$2.55M0.48%+16,67913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC47,022$2.42M1.52%new13F-HRTimeline
Cedar Point Capital Partners, LLC45,989$2.37M1.59%+1,46613F-HRTimeline
Steward Partners Investment Advisory, L…45,832$2.36M0.02%+23,35013F-HRTimeline
Cornerstone Wealth Management, LLC44,747$2.31M0.16%+36713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …43,332$2.23M0.29%+18,59913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding43,329$2.23M+9,371Timeline
VIAWEALTH, LLC43,069$2.22M1.37%+24013F-HRTimeline
IAM Advisory, LLC42,986$2.22M0.58%-3,52813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC42,964$2.21M0.31%-4,00013F-HRTimeline
Landmark Wealth Management, LLC42,731$2.2M0.97%+8,38713F-HRTimeline
Econ Financial Services Corp42,669$2.2M1.17%-8,04713F-HRTimeline
Farther Finance Advisors, LLC41,790$2.15M0.05%+29,66913F-HRTimeline
Waverly Advisors, LLC41,589$2.14M0.03%+2,06313F-HRTimeline
Manske Wealth Management41,541$2.14M0.81%+8,27613F-HRTimeline
Koshinski Asset Management, Inc.41,380$2.13M0.18%-1613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO40,617$2.09M0.04%+65913F-HRTimeline
Mariner, LLCin group Mariner, LLC39,633$2.04M<0.01%-7,20213F-HRTimelineGroup
Financial Engines Advisors L.L.C.39,599$2.04M<0.01%-6,09113F-HRTimeline
Beta Wealth Group, Inc.38,889$2M0.72%-7,18313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC37,106$1.91M1.58%+12,02713F-HRTimeline
Patten Group, Inc.36,466$1.88M0.43%+3,58913F-HRTimeline
World Investment Advisors36,288$1.87M0.05%+11213F-HRTimeline
Fortitude Financial, LLC35,291$1.82M1.73%+6,23513F-HRTimeline
Westside Investment Management, Inc.34,892$1.8M0.38%-39913F-HRTimeline
Duncan Williams Asset Management, LLC34,311$1.77M0.64%-22713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC34,000$1.75M1.04%+5,36713F-HRTimeline
PRIVATE TRUST CO NA33,967$1.75M0.18%-1,57513F-HRTimeline
Opal Wealth Advisors, LLC33,771$1.74M0.54%-34,65213F-HRTimeline
Sandy Spring Bank33,506$1.73M0.07%+13,04813F-HRTimeline
GAMMA Investing LLC33,396$1.72M0.13%+9,96813F-HR/ATimeline
Ausdal Financial Partners, Inc.33,156$1.71M0.13%+60313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,599$1.68M+1,310Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,279$1.66M0.05%+2,97713F-HRTimelineGroup
Janney Montgomery Scott LLC32,216$1.66M<0.01%+5,13013F-HRTimeline
Clarity Wealth Development LLC31,955$1.64M1.83%-2,04313F-HRTimeline
Aviance Capital Partners, LLC31,372$1.62M0.23%+2,55513F-HRTimeline
Goodwin Investment Advisory31,251$1.61M2.5%-52,87013F-HRTimeline
Cyndeo Wealth Partners, LLC31,088$1.6M0.11%-8,20313F-HRTimeline
Elyxium Wealth, LLC30,660$1.58M0.7%+24,67413F-HRTimeline
Crossmark Global Holdings, Inc.30,598$1.58M0.03%new13F-HRTimeline
Janney Capital Management LLC29,299$1.51M0.1%+17213F-HRTimeline
Valmark Advisers, Inc.29,246$1.51M0.02%013F-HRTimeline
Alpha Financial Partners LLC28,302$1.46M1.17%+5,06113F-HRTimeline
Sanctuary Advisors, LLC28,276$1.46M0.01%+15,39513F-HRTimeline
Atria Wealth Solutions, Inc.27,772$1.43M0.02%+7,64913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,501$1.42M<0.01%-1,05513F-HRTimeline
McAdam, LLC27,389$1.41M0.09%-7,14413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp27,338$1.41M<0.01%+21,81913F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC26,481$1.37M0.31%-24213F-HRTimeline
Legacy Capital Wealth Partners, LLC26,264$1.35M0.33%013F-HRTimeline
Rockport Wealth LLC25,844$1.33M0.47%new13F-HRTimeline
Private Advisor Group, LLC25,280$1.3M0.01%+57813F-HRTimeline
Certified Advisory Corp25,210$1.3M0.15%+1,74213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC25,208$1.3M0.15%+18713F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC25,123$1.3M0.13%013F-HRTimeline
CORA CAPITAL ADVISORS LLC24,602$1.27M0.61%-10013F-HRTimeline
Prestige Wealth Management Group LLC23,771$1.23M0.26%-13,56213F-HR/ATimeline
W.H. Cornerstone Investments Inc.21,829$1.13M0.78%+17513F-HRTimeline
Dynamic Advisor Solutions LLC21,584$1.11M0.04%-25413F-HRTimeline
Kooman & Associates21,406$1.1M0.4%+21513F-HRTimeline
COMERICA BANK20,542$1.06M<0.01%-1,04413F-HRTimeline
Kings Path Partners LLC20,240$1.04M0.51%-9,01813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,800$1.02M<0.01%-22,60013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…19,750$1.02M0.19%-31,68713F-HRTimelineGroup
Team Hewins, LLC19,612$1.01M0.39%-12313F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS19,254$993K<0.01%-9,51013F-HRTimeline
Ashton Thomas Private Wealth, LLC18,978$978K0.04%+23213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,600$959K<0.01%+1,00313F-HRTimelineGroup
Kuhn & Co Investment Counsel18,474$952K0.8%+2,09113F-HRTimeline
B. Riley Wealth Advisors, Inc.18,356$946K0.03%+80113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC18,184$937K0.78%-31813F-HR/ATimeline
Princeton Global Asset Management LLC18,085$932K0.19%+66413F-HRTimeline
SAXON INTERESTS, INC.17,727$914K0.43%-3913F-HRTimeline
Sterling Investment Advisors, Ltd.17,675$911K0.22%+4,77513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC17,475$901K0.48%+6913F-HR/ATimeline
Freedom Financial Partners LLC17,133$883K0.41%+1,98113F-HRTimeline
Transcendent Capital Group LLC16,795$866K0.49%-35713F-HRTimeline
Fragasso Financial Advisors Inc16,462$849K0.06%013F-HRTimeline
Madison Wealth Partners, Inc16,457$848K0.21%+65413F-HRTimeline
Signet Investment Advisory Group, Inc.16,275$839K0.42%+2,50513F-HRTimeline
Intrua Financial, LLC16,240$837K0.13%new13F-HRTimeline
ORG Partners LLC16,237$837K0.21%-97813F-HRTimeline
Midwest Financial Group LLC16,235$837K0.49%-1,53013F-HRTimeline
Syverson Strege & Co16,189$835K0.27%+13313F-HRTimeline
Clear Creek Financial Management, LLC16,174$834K0.09%+8,57013F-HRTimeline
Geneos Wealth Management Inc.15,746$812K0.01%+8,47013F-HRTimeline
Williams & Novak Wealth Management, LLC15,550$802K0.78%+65013F-HRTimeline
Smith Thornton Advisors LLC15,526$800K0.5%-5,06413F-HRTimeline
PETRA FINANCIAL ADVISORS INC15,420$795K0.65%013F-HRTimeline
Curran Financial Partners, LLC15,364$792K0.19%+7,35513F-HRTimeline
Belpointe Asset Management LLC15,357$792K0.04%new13F-HRTimeline
Breakwater Capital Group15,343$791K0.14%-1,33413F-HRTimeline
Barnes Wealth Management Group, Inc15,026$775K0.5%+1,01813F-HRTimeline
Astoria Portfolio Advisors LLC.15,236$773K0.26%+1,82113F-HRTimeline
Sequoia Financial Advisors, LLC14,976$772K0.01%013F-HRTimeline
Marshall Financial Group, LLC14,974$772K0.17%+8,22313F-HRTimeline
Revisor Wealth Management LLC14,875$767K0.34%new13F-HRTimeline
SeaCrest Wealth Management, LLC14,624$754K0.09%+57113F-HRTimeline
Kingsview Wealth Management, LLC14,480$746K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC14,239$734K0.01%-2,34413F-HRTimeline
Mallini Complete Financial Planning LLC14,100$727K0.69%013F-HRTimeline
Main Street Financial Solutions, LLC13,929$718K0.06%+68713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,659$704K0.02%+2,07413F-HRTimelineGroup
ROCKLAND TRUST CO13,615$702K0.04%-3,72013F-HRTimeline
Beacon Pointe Advisors, LLC12,702$655K0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.12,748$651K0.09%013F-HRTimeline
YHB Investment Advisors, Inc.12,477$643K0.05%+69813F-HRTimeline