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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

355 managers (361 13F filers) reported a position in MUNI shares at 2025-06-30, 31,342,334 shares in all. 42 filers opened a position and 16 filers sold out during the quarter.

Managers
355
13F filers
361
New
42
Added
162
Reduced
106
Sold out
16
Shares held by filers
31,342,334

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY2,734,965$140M0.01%+699,50213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,337,055$120M0.01%+185,57913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,704,476$87.5M0.02%+296,81913F-HRTimelineGroup
LPL Financial LLC1,549,012$79.6M0.03%+171,96013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,168,929$60M<0.01%-489,95713F-HRTimelineGroup
Dynasty Wealth Management, LLC925,848$47.6M0.81%-8,54713F-HRTimeline
CWM, LLCin group CWM, LLC826,862$42.5M0.15%-771,44913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding695,379$35.7M+296,396Timeline
UBS Group AGin group UBS Group AG612,396$31.5M0.01%-33,05213F-HRTimelineGroup
Cetera Investment Advisers605,833$31.1M0.05%+153,36713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding575,831$29.6M+7,992Timeline
Stonebridge Financial Group, LLC532,402$27.3M2.66%-133,28713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC496,533$25.5M0.01%+38,66813F-HRTimelineGroup
MBL Wealth, LLC433,980$22.3M2.13%+1,44513F-HRTimeline
NewEdge Advisors, LLC419,015$21.5M0.11%+90,74913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC396,971$20.4M0.68%-2,31313F-HRTimelineGroup
WCG Wealth Advisors LLC327,476$16.8M1.09%-88,38513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC326,396$16.8M0.36%-246,04613F-HRTimeline
MML INVESTORS SERVICES, LLC326,143$16.8M0.05%+79,09313F-HRTimeline
DAVIS R M INC315,353$16.2M0.3%+12,41013F-HRTimeline
Quotient Wealth Partners, LLC302,947$15.6M0.46%+14,48113F-HRTimeline
Austin Wealth Management, LLC298,047$15.2M2.71%+221,95813F-HRTimeline
HighTower Advisors, LLC295,223$15.2M0.02%+45,22213F-HRTimeline
Avantax Planning Partners, Inc.258,972$13.3M0.42%-10,13513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.258,157$13.3M0.02%-88,22313F-HR/ATimelineGroup
Rehmann Capital Advisory Group250,424$12.9M0.78%+139,43413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding244,406$12.6M-134,839Timeline
BAILARD, INC.240,845$12.4M0.29%+89,63213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP230,592$11.8M0.02%+36,57413F-HRTimelineGroup
XML Financial, LLC227,148$11.7M1.01%-2,22413F-HRTimeline
Larson Financial Group LLC219,449$11.3M0.45%+106,43013F-HRTimeline
Cambridge Investment Research Advisors,…205,561$10.6M0.03%-10,97313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC204,781$10.5M0.01%+50,95213F-HRTimeline
Altura Wealth Advisors Inc.200,221$10.3M5.75%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,907$10.3M<0.01%+40,22513F-HR/ATimelineGroup
Wealth Alliance Advisory Group, LLC195,782$10.1M1.91%-82913F-HRTimeline
Morton Brown Family Wealth, LLC192,730$9.9M3.01%+23,62513F-HRTimeline
Crestmont Private Wealth LLC180,996$9.3M3.36%new13F-HRTimeline
Beacon Pointe Advisors, LLC171,393$8.8M0.09%+158,69113F-HRTimeline
Goelzer Investment Management, Inc.171,377$8.8M0.48%-43,36813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP168,753$8.67M0.01%+4,52813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC163,348$8.39M0.01%+42,21613F-HRTimelineGroup
Shotwell Rutter Baer Inc159,876$8.2M5.57%+55,23313F-HRTimeline
MAI Capital Management151,234$7.77M0.05%-18,53013F-HRTimeline
XY Planning Network, Inc.143,504$7.37M2.51%+55413F-HRTimeline
True North Advisors, LLC141,748$7.28M1.4%+10,96113F-HRTimeline
KEYVANTAGE WEALTH, LLC134,162$6.89M3.09%-73113F-HRTimeline
TD Capital Management LLC131,043$6.73M0.64%+3,76113F-HRTimeline
Clearstead Advisors, LLC130,476$6.7M0.09%+128,55313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC129,175$6.63M0.01%new13F-HRTimelineGroup
Equita Financial Network, Inc.126,549$6.5M2.59%-33,28213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC124,000$6.37M0.01%+104,20013F-HRTimeline
Fermata Advisors, LLC119,111$6.12M1.63%-39,76813F-HRTimeline
Allworth Financial LP118,584$6.09M0.03%+5,56113F-HRTimeline
ERn Financial, LLC117,368$6.03M1.27%+54,67413F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC109,046$5.6M1.88%+3,12213F-HRTimeline
Orion Porfolio Solutions, LLC108,894$5.59M0.05%-12,06013F-HR/ATimeline
Flagstone Financial Management108,159$5.56M1.59%+15,95813F-HRTimeline
Financial Synergies Wealth Advisors, In…105,074$5.4M0.59%-64613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.103,739$5.33M0.01%+21,58213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co101,815$5.23M<0.01%-5,08713F-HRTimelineGroup
STEPH & CO100,831$5.18M1.68%+21,73113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC98,474$5.06M2.38%+3,29113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98,028$5.03M<0.01%+12,80813F-HRTimelineGroup
BCS Wealth Management93,905$4.82M1.04%-31,66413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.93,336$4.79M0.23%-24,24513F-HRTimelineGroup
Prosperity Consulting Group, LLC89,984$4.62M0.34%+30,96013F-HRTimeline
Martin Worley Group89,065$4.57M2.24%+23913F-HRTimeline
Integrated Wealth Concepts LLC86,591$4.45M0.04%-17,92213F-HRTimeline
Visionary Wealth Advisors85,364$4.38M0.22%+2,00513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC83,175$4.27M0.09%-2,73913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC82,965$4.26M1.41%+8,68813F-HRTimeline
Kingsview Wealth Management, LLC82,387$4.23M0.07%+67,90713F-HRTimeline
McKinley Carter Wealth Services, Inc.80,984$4.16M0.23%+8,40313F-HRTimeline
Kelman-Lazarov, Inc.78,972$4.06M0.66%-11,12613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,272$4.02M0.03%+23,16313F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC77,938$4M0.37%+52,81513F-HRTimeline
Cercano Management LLC77,034$3.96M0.11%+19,55113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS75,223$3.86M1.68%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,137$3.6M0.02%+4,61513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp67,810$3.48M0.08%new13F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.67,285$3.46M0.79%new13F-HRTimeline
FOSTER & MOTLEY INC66,938$3.44M0.2%+5,12013F-HRTimeline
Sand Hill Global Advisors, LLC66,393$3.41M0.13%-55,96913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding65,733$3.38M+22,404Timeline
Bleakley Financial Group, LLC63,235$3.25M0.08%-1,57513F-HRTimeline
Paladin Advisory Group, LLC61,065$3.14M2.39%+9,16313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.60,793$3.12M1.67%-35,45713F-HRTimeline
Beacon Capital Management, Inc.60,000$3.08M0.16%013F-HRTimeline
Belpointe Asset Management LLC58,892$3.02M0.13%+43,53513F-HRTimeline
Fortis Capital Advisors, LLC58,892$3.02M0.54%+47,63813F-HRTimeline
PAX Financial Group, LLC58,317$3M0.57%-15,46213F-HRTimeline
Arrowroot Family Office, LLC57,654$2.96M1.33%13F-HRTimeline
First International Bank & Trust57,498$2.95M1.03%-18,98013F-HRTimeline
Hanson & Doremus Investment Management57,372$2.95M0.39%+6,11313F-HRTimeline
Private Advisor Group, LLC57,054$2.93M0.02%+31,77413F-HRTimeline
SageView Advisory Group, LLC57,234$2.92M0.11%+62313F-HRTimeline
Farther Finance Advisors, LLC55,727$2.86M0.06%+13,93713F-HRTimeline
Steward Partners Investment Advisory, L…53,485$2.75M0.02%+7,65313F-HRTimeline
Econ Financial Services Corp52,272$2.68M1.38%+9,60313F-HRTimeline
ENTREWEALTH, LLC51,789$2.66M1.84%new13F-HRTimeline
Elyxium Wealth, LLC50,736$2.61M0.98%+20,07613F-HRTimeline
Biltmore Wealth Management, LLC50,560$2.6M1.05%-67,89613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC49,214$2.53M1.4%+15,21413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,107$2.52M<0.01%+21,60613F-HRTimeline
Intrua Financial, LLC48,663$2.5M0.36%+32,42313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC47,373$2.43M1.48%+35113F-HRTimeline
Legacy Financial Advisors, Inc.46,921$2.41M0.38%-3,06813F-HRTimeline
VIAWEALTH, LLC46,496$2.39M1.41%+3,42713F-HRTimeline
Koshinski Asset Management, Inc.46,404$2.38M0.18%+5,02413F-HRTimeline
Waverly Advisors, LLC44,647$2.29M0.03%+3,05813F-HRTimeline
Cedar Point Capital Partners, LLC43,843$2.25M1.59%-2,14613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …43,332$2.23M0.3%013F-HRTimelineGroup
Sanctuary Advisors, LLC43,247$2.22M0.01%+14,97113F-HRTimeline
IAM Advisory, LLC43,112$2.21M0.53%+12613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC42,964$2.21M0.29%013F-HRTimeline
Manske Wealth Management41,611$2.14M0.71%+7013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,202$2.12M0.06%+8,92313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,938$2.1M<0.01%+1,30513F-HRTimelineGroup
Cornerstone Wealth Management, LLC40,433$2.08M0.13%-4,31413F-HRTimeline
Avant Financial Advisors LLC40,431$2.08M1.71%-14,01213F-HRTimeline
Creative Planningin group Creative Planning39,379$2.02M<0.01%-42,04113F-HRTimelineGroup
Smart Money Group LLC38,862$2M0.63%-50,48013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC38,774$1.99M1.53%+1,66813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,401$1.97M<0.01%+11,06313F-HRTimelineGroup
Financial Engines Advisors L.L.C.38,294$1.97M<0.01%-1,30513F-HRTimeline
Paulson Wealth Management Inc.37,519$1.93M0.5%new13F-HRTimeline
Beta Wealth Group, Inc.37,506$1.93M0.71%-1,38313F-HRTimeline
Patten Group, Inc.36,891$1.89M0.4%+42513F-HRTimeline
Landmark Wealth Management, LLC36,470$1.87M0.8%-6,26113F-HRTimeline
World Investment Advisors36,359$1.87M0.04%+7113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,357$1.87M<0.01%-362,06313F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.36,344$1.87M0.03%-21,64713F-HRTimeline
WNY Asset Management, LLC36,003$1.85M0.2%+26,23013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,080$1.8M<0.01%+34,96213F-HRTimelineGroup
Duncan Williams Asset Management, LLC34,560$1.77M0.56%+24913F-HR/ATimeline
Westside Investment Management, Inc.34,492$1.77M0.33%-40013F-HRTimeline
UNIQUE WEALTH, LLC34,314$1.76M0.28%-15,20613F-HRTimeline
PRIVATE TRUST CO NA34,172$1.76M0.17%+20513F-HRTimeline
GAMMA Investing LLC34,164$1.75M0.11%+76813F-HRTimeline
Aviance Capital Partners, LLC33,586$1.72M0.23%+2,21413F-HRTimeline
Ausdal Financial Partners, Inc.32,225$1.66M0.11%-93113F-HRTimeline
Clarity Wealth Development LLC32,186$1.65M1.65%+23113F-HRTimeline
Opal Wealth Advisors, LLC30,899$1.59M0.44%-2,87213F-HRTimeline
Cyndeo Wealth Partners, LLC30,699$1.58M0.09%-38913F-HRTimeline
Atria Wealth Solutions, Inc.30,495$1.57M0.04%+2,72313F-HRTimeline
Goodwin Investment Advisory30,205$1.55M1.79%-1,04613F-HRTimeline
Valmark Advisers, Inc.29,246$1.5M0.02%013F-HRTimeline
Janney Capital Management LLC28,987$1.49M0.1%-31213F-HRTimeline
Certified Advisory Corp28,965$1.49M0.15%+3,75513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding27,760$1.43M-4,839Timeline
McAdam, LLC27,419$1.41M0.08%+3013F-HRTimeline
Crossmark Global Holdings, Inc.27,189$1.4M0.02%-3,40913F-HRTimeline
Alpha Financial Partners LLC25,171$1.29M0.93%-3,13113F-HRTimeline
Dynamic Advisor Solutions LLC23,974$1.23M0.04%+2,39013F-HRTimeline
GGM Financial LLC23,825$1.22M0.71%+17,70713F-HR/ATimeline
Janney Montgomery Scott LLC23,417$1.2M<0.01%-8,79913F-HRTimeline
Brady Martz Wealth Solutions, LLC22,431$1.15M0.22%-4,05013F-HRTimeline
Prestige Wealth Management Group LLC22,398$1.15M0.23%-1,37313F-HR/ATimeline
Sterling Investment Advisors, Ltd.21,975$1.13M0.25%+4,30013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC21,844$1.12M0.12%-3,36413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,820$1.12M<0.01%new13F-HRTimelineGroup
Breakwater Capital Group21,685$1.11M0.18%+6,34213F-HRTimeline
Rockport Wealth LLC21,546$1.11M0.26%-4,29813F-HRTimeline
OLD MISSION CAPITAL LLC21,240$1.09M0.03%-54,32713F-HRTimeline
COMERICA BANK20,855$1.07M<0.01%+31313F-HRTimeline
Magnolia Private Wealth, LLC20,585$1.06M0.82%+12,74013F-HRTimeline
W.H. Cornerstone Investments Inc.20,276$1.04M0.66%-1,55313F-HRTimeline
EP Wealth Advisors, LLC19,755$1.01M0.01%+9,11513F-HRTimeline
Kooman & Associates19,712$1.01M0.34%-1,69413F-HRTimeline
Midwest Financial Group LLC19,621$1.01M0.53%+3,38613F-HRTimeline
Team Hewins, LLC19,612$1.01M0.36%013F-HRTimeline
Kuhn & Co Investment Counsel19,500$1M0.76%+1,02613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,255$989K0.02%+5,59613F-HRTimelineGroup
Perigon Wealth Management, LLC18,994$976K0.02%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,641$957K<0.01%+4113F-HRTimelineGroup
SeaCrest Wealth Management, LLC18,464$948K0.1%+3,84013F-HRTimeline
Signet Investment Advisory Group, Inc.18,275$939K0.48%+2,00013F-HRTimeline
Princeton Global Asset Management LLC18,265$938K0.17%+18013F-HRTimeline
B. Riley Wealth Advisors, Inc.18,000$924K0.04%-35613F-HRTimeline
Williams & Novak Wealth Management, LLC17,900$919K0.78%+2,35013F-HRTimeline
Legacy Capital Wealth Partners, LLC17,829$916K0.21%-8,43513F-HRTimeline
SAXON INTERESTS, INC.17,727$914K0.43%013F-HRTimeline
Freedom Financial Partners LLC17,760$912K0.38%+62713F-HRTimeline
Smith Thornton Advisors LLC17,710$910K0.52%+2,18413F-HRTimeline
Kings Path Partners LLC17,663$907K0.37%-2,57713F-HRTimeline
Oak Wealth Advisors LLC17,551$901K0.58%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO17,511$899K0.02%-23,10613F-HRTimeline
WBH ADVISORY INC17,139$880K0.08%+7,32913F-HRTimeline
Transcendent Capital Group LLC16,795$863K0.44%013F-HRTimeline
Syverson Strege & Co16,700$858K0.2%+51113F-HRTimeline
Merit Financial Group, LLC16,543$850K0.01%+9,85713F-HRTimeline
Fragasso Financial Advisors Inc16,462$845K0.06%013F-HRTimeline
ORG Partners LLC16,184$833K0.18%-5313F-HRTimeline
Barnes Wealth Management Group, Inc15,862$815K0.48%+83613F-HRTimeline
&PARTNERS15,517$797K0.01%+3,37413F-HRTimeline
Clear Creek Financial Management, LLC15,266$784K0.07%-90813F-HRTimeline
PETRA FINANCIAL ADVISORS INC15,234$782K0.5%-18613F-HRTimeline
Marshall Financial Group, LLC14,924$765K0.15%-5013F-HRTimeline
Revisor Wealth Management LLC14,860$762K0.27%-1513F-HRTimeline