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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

376 managers (382 13F filers) reported a position in MUNI shares at 2025-09-30, 34,128,557 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
376
13F filers
382
New
38
Added
185
Reduced
107
Sold out
15
Shares held by filers
34,128,557

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY2,973,647$155M0.01%+238,68213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,794,501$146M0.01%+457,44613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,809,798$94.6M0.02%+105,32213F-HRTimelineGroup
LPL Financial LLC1,738,425$90.9M0.03%+189,41313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,243,849$65M<0.01%+74,92013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC866,272$45.3M0.14%+39,41013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding759,016$39.7M+63,637Timeline
Dynasty Wealth Management, LLC737,363$38.5M0.51%-188,48513F-HRTimeline
Cetera Investment Advisers730,829$38.2M0.04%+124,99613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding638,740$33.4M+62,909Timeline
UBS Group AGin group UBS Group AG564,895$29.5M0.01%-47,50113F-HRTimelineGroup
Stonebridge Financial Group, LLC548,239$28.7M2.52%+15,83713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC531,160$27.8M0.01%+34,62713F-HRTimelineGroup
MBL Wealth, LLC442,115$23.1M2.02%+8,13513F-HRTimeline
NewEdge Advisors, LLC440,622$23M0.1%+21,60713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC404,832$21.2M0.62%+7,86113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…400,935$21M0.04%+364,57813F-HRTimelineGroup
HighTower Advisors, LLC380,571$19.9M0.02%+85,34813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC347,384$18.2M0.36%+20,98813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.324,105$16.9M0.02%+65,94813F-HRTimelineGroup
DAVIS R M INC310,198$16.2M0.28%-5,15513F-HRTimeline
Austin Wealth Management, LLC303,076$16M2.51%+5,02913F-HRTimeline
Quotient Wealth Partners, LLC302,932$15.8M0.43%-1513F-HRTimeline
Larson Financial Group LLC301,024$15.7M0.55%+81,57513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC276,313$14.4M0.02%+71,53213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding260,744$13.6M+16,338Timeline
WCG Wealth Advisors LLC253,170$13.2M0.83%-74,30613F-HRTimeline
Avantax Planning Partners, Inc.247,831$13M0.37%-11,14113F-HRTimeline
BAILARD, INC.234,205$12.2M0.27%-6,64013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP229,742$12M0.02%-85013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA224,548$11.7M<0.01%+24,64113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP219,449$11.5M0.01%+50,69613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC219,418$11.5M0.05%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC208,200$10.9M0.01%+84,20013F-HRTimeline
Cambridge Investment Research Advisors,…201,212$10.5M0.03%-4,34913F-HRTimeline
Clearstead Advisors, LLC192,766$10.1M0.15%+62,29013F-HRTimeline
Wealth Alliance Advisory Group, LLC191,195$10M1.8%-4,58713F-HRTimeline
Crestmont Private Wealth LLC184,032$9.62M3.18%+3,03613F-HRTimeline
Altura Wealth Advisors Inc.183,689$9.6M4.57%-16,53213F-HRTimeline
Beacon Pointe Advisors, LLC182,900$9.56M0.08%+11,50713F-HRTimeline
MML INVESTORS SERVICES, LLC180,344$9.43M0.03%-145,79913F-HRTimeline
Morton Brown Family Wealth, LLC177,723$9.29M2.67%-15,00713F-HRTimeline
Shotwell Rutter Baer Inc167,307$8.75M5.65%+7,43113F-HRTimeline
Rehmann Capital Advisory Group236,798$7.82M0.43%-13,62613F-HRTimeline
Goelzer Investment Management, Inc.147,179$7.69M0.41%-24,19813F-HRTimeline
MAI Capital Management146,728$7.67M0.05%-4,50613F-HRTimeline
XY Planning Network, Inc.143,504$7.37M2.51%013F-HRTimeline
Bleakley Financial Group, LLC137,783$7.2M0.17%+74,54813F-HRTimeline
TD Capital Management LLC136,781$7.15M0.64%+5,73813F-HRTimeline
KEYVANTAGE WEALTH, LLC135,649$7.09M2.97%+1,48713F-HRTimeline
ERn Financial, LLC128,661$6.73M1.33%+11,29313F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC128,341$6.71M2.79%new13F-HRTimeline
Equita Financial Network, Inc.128,184$6.7M2.27%+1,63513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP121,842$6.37M<0.01%+23,81413F-HRTimelineGroup
Allworth Financial LP116,644$6.1M0.03%-1,94013F-HRTimeline
Fermata Advisors, LLC116,171$6.07M1.54%-2,94013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC114,070$5.96M0.01%-49,27813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co113,676$5.94M<0.01%+11,86113F-HRTimelineGroup
Sequoia Financial Advisors, LLC112,919$5.9M0.04%+98,80313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…111,204$5.81M<0.01%+76,12413F-HRTimelineGroup
Prosperity Consulting Group, LLC110,506$5.78M0.28%+20,52213F-HRTimeline
Newman Dignan & Sheerar, Inc.108,175$5.66M1.22%+40,89013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.106,713$5.58M0.01%+2,97413F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC106,011$5.54M2.33%+7,53713F-HRTimeline
Financial Synergies Wealth Advisors, In…105,445$5.51M0.56%+37113F-HRTimeline
Avant Financial Advisors LLC103,264$5.4M4.07%+62,83313F-HRTimeline
Integrated Wealth Concepts LLC102,975$5.38M0.05%+16,38413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC100,819$5.27M0.1%+17,64413F-HRTimeline
Certified Advisory Corp99,153$5.18M0.49%+70,18813F-HRTimeline
Flagstone Financial Management98,474$5.15M1.36%-9,68513F-HRTimeline
Mariner, LLCin group Mariner, LLC94,535$4.94M0.01%+53,59713F-HRTimelineGroup
Orion Porfolio Solutions, LLC90,437$4.73M0.04%-18,45713F-HRTimeline
TruWealth Advisors, LLC90,385$4.73M0.24%new13F-HRTimeline
FOSTER & MOTLEY INC90,028$4.71M0.25%+23,09013F-HRTimeline
BCS Wealth Management88,126$4.61M1.04%-5,77913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,999$4.5M0.03%+7,72713F-HRTimelineGroup
STEPH & CO85,227$4.46M1.36%-15,60413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp84,388$4.41M0.08%+16,57813F-HRTimelineGroup
Kingsview Wealth Management, LLC82,387$4.31M0.07%013F-HRTimeline
McKinley Carter Wealth Services, Inc.82,278$4.3M0.23%+1,29413F-HRTimeline
Vestmark Advisory Solutions, Inc.79,429$4.15M0.08%+43,08513F-HRTimeline
WNY Asset Management, LLC78,451$4.1M0.4%+42,44813F-HRTimeline
Kelman-Lazarov, Inc.76,118$3.98M0.59%-2,85413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS75,223$3.93M1.56%013F-HRTimeline
VestGen Advisors, LLC75,223$3.93M0.13%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC75,011$3.92M0.34%-2,92713F-HRTimeline
Belpointe Asset Management LLC74,804$3.91M0.15%+15,91213F-HRTimeline
OLD MISSION CAPITAL LLC72,473$3.79M0.14%+51,23313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC72,237$3.78M1.14%-10,72813F-HRTimeline
Sand Hill Global Advisors, LLC66,418$3.47M0.12%+2513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding65,721$3.44M-12Timeline
Paulson Wealth Management Inc.65,590$3.43M0.81%+28,07113F-HRTimeline
Private Advisor Group, LLC64,585$3.38M0.02%+7,53113F-HRTimeline
Fortis Capital Advisors, LLC63,254$3.31M0.52%+4,36213F-HRTimeline
Janney Montgomery Scott LLC63,148$3.3M0.01%+39,73113F-HRTimeline
Arrowroot Family Office, LLC61,412$3.21M1.28%+3,75813F-HRTimeline
Elyxium Wealth, LLC60,864$3.18M1.11%+10,12813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.60,377$3.16M1.64%-41613F-HRTimeline
Creative Planningin group Creative Planning60,058$3.14M<0.01%+20,67913F-HRTimelineGroup
Beacon Capital Management, Inc.60,000$3.14M0.15%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,275$3.1M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC57,980$3.03M0.02%+14,73313F-HR/ATimeline
Cercano Management LLC57,919$3.03M0.12%-19,11513F-HRTimeline
Intrua Financial, LLC57,819$3.02M0.35%+9,15613F-HRTimeline
SageView Advisory Group, LLC57,758$3.02M0.1%+52413F-HRTimeline
First International Bank & Trust57,322$3M1.04%-17613F-HRTimeline
Hanson & Doremus Investment Management57,215$2.99M0.38%-15713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.57,145$2.99M0.13%-36,19113F-HRTimelineGroup
PAX Financial Group, LLC55,499$2.9M0.52%-2,81813F-HRTimeline
Steward Partners Investment Advisory, L…54,184$2.83M0.02%+69913F-HRTimeline
ENTREWEALTH, LLC53,709$2.81M1.45%+1,92013F-HRTimeline
Waverly Advisors, LLC52,829$2.76M0.03%+8,18213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC52,726$2.76M1.39%+3,51213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,562$2.75M<0.01%+14,16113F-HRTimelineGroup
Econ Financial Services Corp51,152$2.67M1.33%-1,12013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,261$2.63M<0.01%+28,44113F-HRTimelineGroup
VIAWEALTH, LLC50,087$2.62M1.43%+3,59113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …50,877$2.61M0.31%+7,54513F-HRTimelineGroup
Opal Wealth Advisors, LLC49,629$2.59M0.72%+18,73013F-HRTimeline
UNIQUE WEALTH, LLC48,947$2.56M0.38%+14,63313F-HRTimeline
Ausdal Financial Partners, Inc.47,937$2.51M0.12%+15,71213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC46,964$2.49M0.35%+4,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,340$2.47M<0.01%-1,76713F-HRTimeline
Cedar Point Capital Partners, LLC46,689$2.44M1.6%+2,84613F-HRTimeline
Paladin Advisory Group, LLC45,773$2.39M1.87%-15,29213F-HRTimeline
Koshinski Asset Management, Inc.45,577$2.38M0.16%-82713F-HRTimeline
Visionary Wealth Advisors44,707$2.34M0.11%-40,65713F-HRTimeline
Landmark Wealth Management, LLC44,546$2.33M0.92%+8,07613F-HRTimeline
Elequin Capital, LP43,725$2.29M0.2%new13F-HRTimeline
Farther Finance Advisors, LLC43,043$2.25M0.03%-12,68413F-HRTimeline
Arkadios Wealth Advisors42,873$2.24M0.05%new13F-HRTimeline
IAM Advisory, LLC42,870$2.24M0.5%-24213F-HRTimeline
Manske Wealth Management42,349$2.21M0.68%+73813F-HRTimeline
Onyx Bridge Wealth Group LLC41,992$2.2M0.24%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC40,917$2.14M1.45%+2,14313F-HRTimeline
Financial Engines Advisors L.L.C.40,632$2.12M<0.01%+2,33813F-HRTimeline
GAMMA Investing LLC40,596$2.12M0.12%+6,43213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC40,333$2.11M0.15%new13F-HRTimeline
Cornerstone Wealth Management, LLC39,090$2.04M0.11%-1,34313F-HRTimeline
Smart Money Group LLC39,043$2.04M0.6%+18113F-HRTimeline
World Investment Advisors36,394$1.9M0.04%+3513F-HRTimeline
Breakwater Capital Group34,849$1.82M0.27%+13,16413F-HRTimeline
Patten Group, Inc.34,710$1.81M0.35%-2,18113F-HRTimeline
Westside Investment Management, Inc.34,392$1.8M0.29%-10013F-HRTimeline
Clarity Wealth Development LLC33,879$1.79M1.61%+1,69313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,830$1.77M0.04%-7,37213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC32,687$1.71M0.1%+1,98813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC32,245$1.69M1.12%-15,12813F-HRTimeline
GGM Financial LLC31,878$1.67M0.84%+8,05313F-HRTimeline
Aviance Capital Partners, LLC31,668$1.66M0.2%-1,91813F-HRTimeline
Valmark Advisers, Inc.29,246$1.53M0.02%013F-HRTimeline
PRIVATE TRUST CO NA29,072$1.52M0.13%-5,10013F-HRTimeline
Janney Capital Management LLC29,044$1.52M0.09%+5713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,345$1.48M0.03%new13F-HRTimeline
McAdam, LLC27,417$1.43M0.07%-213F-HRTimeline
Legacy Financial Advisors, Inc.27,186$1.42M0.2%-19,73513F-HRTimeline
Alpha Financial Partners LLC26,553$1.39M0.9%+1,38213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,107$1.36M-1,653Timeline
XML Financial, LLC26,025$1.36M0.11%-201,12313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,622$1.34M<0.01%+6,98113F-HRTimelineGroup
Goodwin Investment Advisory24,812$1.3M1.39%-5,39313F-HRTimeline
Duncan Williams Asset Management, LLC24,764$1.29M0.36%-9,79613F-HRTimeline
Dynamic Advisor Solutions LLC24,571$1.28M0.04%+59713F-HRTimeline
Williams & Novak Wealth Management, LLC24,450$1.28M0.98%+6,55013F-HRTimeline
SeaCrest Wealth Management, LLC24,169$1.26M0.13%+5,70513F-HRTimeline
Crossmark Global Holdings, Inc.23,647$1.24M0.02%-3,54213F-HRTimeline
Apella Capital, LLC22,704$1.19M0.03%+10,65413F-HRTimeline
Prestige Wealth Management Group LLC22,690$1.19M0.23%+29213F-HR/ATimeline
Smith Thornton Advisors LLC22,633$1.18M0.62%+4,92313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,577$1.18M0.11%+73313F-HRTimelineGroup
Biltmore Wealth Management, LLC22,438$1.17M0.45%-28,12213F-HRTimeline
Brady Martz Wealth Solutions, LLC22,431$1.17M0.21%013F-HRTimeline
Kuhn & Co Investment Counsel22,255$1.16M0.92%+2,75513F-HRTimeline
SAXON INTERESTS, INC.22,469$1.16M0.45%+4,74213F-HRTimeline
Pure Financial Advisors, LLC21,570$1.13M0.02%+11,55013F-HRTimeline
Curran Financial Partners, LLC21,296$1.11M0.22%+7,41613F-HRTimeline
W.H. Cornerstone Investments Inc.21,282$1.11M0.68%+1,00613F-HRTimeline
Rockport Wealth LLC21,200$1.11M0.23%-34613F-HRTimeline
Kooman & Associates20,857$1.09M0.34%+1,14513F-HRTimeline
COMERICA BANK20,774$1.09M<0.01%-8113F-HRTimeline
Sterling Investment Advisors, Ltd.20,375$1.07M0.21%-1,60013F-HRTimeline
Signet Investment Advisory Group, Inc.20,225$1.06M0.51%+1,95013F-HRTimeline
Smartleaf Asset Management LLC20,128$1.05M0.07%+19,87513F-HRTimeline
Team Hewins, LLC19,922$1.04M0.35%+31013F-HRTimeline
Freedom Financial Partners LLC19,357$1.01M0.39%+1,59713F-HRTimeline
Magnolia Private Wealth, LLC19,260$1.01M0.74%-1,32513F-HRTimeline
Midwest Financial Group LLC19,257$1.01M0.48%-36413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,973$992K0.02%-28213F-HRTimelineGroup
One Capital Management, LLC18,347$959K0.03%+4,35613F-HRTimeline
Kings Path Partners LLC17,618$921K0.34%-4513F-HRTimeline
YHB Investment Advisors, Inc.17,508$915K0.07%+3,09313F-HRTimeline
&PARTNERS17,458$913K0.01%+1,94113F-HRTimeline
APS Management Group, Inc.17,129$896K0.79%13F-HRTimeline
Transcendent Capital Group LLC17,012$889K0.4%+21713F-HRTimeline
Redhawk Wealth Advisors, Inc.16,835$880K0.1%new13F-HRTimeline
Perigon Wealth Management, LLC16,766$877K0.02%-2,22813F-HRTimeline
Oakwell Private Wealth Management, LLC16,728$875K0.18%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fragasso Financial Advisors Inc16,462$860K0.05%013F-HRTimeline
Barnes Wealth Management Group, Inc16,379$856K0.47%+51713F-HRTimeline
OneDigital Investment Advisors LLC16,324$853K0.01%+1,55413F-HRTimeline