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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

409 managers (413 13F filers) reported a position in MUNI shares at 2025-12-31, 38,346,686 shares in all. 45 filers opened a position and 21 filers sold out during the quarter.

Managers
409
13F filers
413
New
45
Added
201
Reduced
100
Sold out
21
Shares held by filers
38,346,686

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/3,201,666$168M0.01%+407,16513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,982,364$156M0.01%+8,71713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,058,236$108M0.02%+248,43813F-HRTimelineGroup
LPL Financial LLC2,025,038$106M0.03%+286,61313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,210,598$63.4M<0.01%-33,25113F-HRTimelineGroup
CWM, LLCin group CWM, LLC922,709$48.4M0.13%+56,43713F-HRTimelineGroup
WCG Wealth Advisors LLC864,545$45.3M1.27%+611,37513F-HRTimeline
Cetera Investment Advisers734,796$38.5M0.04%+3,96713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC653,953$34.3M0.01%+122,79313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…631,379$33.2M0.06%+230,44413F-HRTimelineGroup
Dynasty Wealth Management, LLC627,479$32.9M0.32%-109,88413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding604,880$31.6M-33,860Timeline
UBS Group AGin group UBS Group AG581,013$30.5M0.01%+16,11813F-HRTimelineGroup
Stonebridge Financial Group, LLC579,532$30.4M2.59%+31,29313F-HRTimeline
HighTower Advisors, LLC575,410$30.2M0.03%+194,83913F-HRTimeline
NewEdge Advisors, LLC531,069$27.8M0.1%+90,44713F-HRTimeline
MBL Wealth, LLC455,593$23.9M1.92%+13,47813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding449,685$23.6M-309,331Timeline
Capital Analysts, LLCin group Capital Analysts, LLC424,168$22.2M0.62%+19,33613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP402,110$21.1M0.02%+182,66113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.382,501$20.1M0.03%+58,39613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA352,924$18.5M<0.01%+128,37613F-HRTimelineGroup
Larson Financial Group LLC352,308$18.5M0.62%+51,28413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding350,087$18.3M+89,343Timeline
DAVIS R M INC333,667$17.5M0.3%+23,46913F-HRTimeline
Quotient Wealth Partners, LLC324,128$17M0.45%+21,19613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC314,072$16.5M0.02%+37,75913F-HRTimeline
Austin Wealth Management, LLC301,419$15.9M2.35%-1,65713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC298,005$15.6M0.28%-49,37913F-HRTimeline
PW ADVISORS, LLC \ FL265,967$13.9M11.19%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP245,542$12.9M0.02%+15,80013F-HRTimelineGroup
Clearstead Advisors, LLC234,261$12.3M0.15%+41,49513F-HRTimeline
BAILARD, INC.230,890$12.1M0.27%-3,31513F-HRTimeline
Avantax Planning Partners, Inc.228,113$12M0.33%-19,71813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC224,400$11.7M0.05%+4,98213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC210,832$11M0.02%+96,76213F-HRTimelineGroup
Cambridge Investment Research Advisors,…206,744$10.8M0.03%+5,53213F-HRTimeline
MML INVESTORS SERVICES, LLC196,834$10.3M0.03%+16,49013F-HRTimeline
Crestmont Private Wealth LLC192,937$10.1M3.29%+8,90513F-HRTimeline
Wealth Alliance Advisory Group, LLC190,455$9.98M1.71%-74013F-HRTimeline
XY Planning Network, Inc.187,252$9.81M1.71%+43,74813F-HRTimeline
Beacon Pointe Advisors, LLC185,145$9.7M0.07%+2,24513F-HRTimeline
Altura Wealth Advisors Inc.182,969$9.59M4.13%-72013F-HRTimeline
BCS Wealth Management177,958$9.33M0.94%+89,83213F-HRTimeline
Morton Brown Family Wealth, LLC170,176$8.92M2.43%-7,54713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP164,995$8.65M0.01%+43,15313F-HRTimelineGroup
Shotwell Rutter Baer Inc162,700$8.57M5.15%-4,60713F-HRTimeline
Dakota Wealth Management160,959$8.44M0.15%new13F-HR/ATimeline
Prosperity Consulting Group, LLC157,336$8.25M0.37%+46,83013F-HRTimeline
MAI Capital Management155,313$8.14M0.05%+8,58513F-HRTimeline
Rehmann Capital Advisory Group149,002$7.81M0.41%-87,79613F-HRTimeline
Equita Financial Network, Inc.143,595$7.53M2.27%+15,41113F-HRTimeline
Goelzer Investment Management, Inc.143,409$7.52M0.35%-3,77013F-HRTimeline
Bleakley Financial Group, LLC140,556$7.37M0.13%+2,77313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC139,075$7.29M2.09%+66,83813F-HRTimeline
TD Capital Management LLC138,728$7.27M0.65%+1,94713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137,471$7.2M<0.01%+26,26713F-HR/ATimelineGroup
McNamara Financial Services, Inc.135,973$7.13M1.35%+130,43713F-HRTimeline
KEYVANTAGE WEALTH, LLC135,680$7.11M3.04%+3113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp133,992$7.02M0.13%+49,60413F-HRTimelineGroup
ERn Financial, LLC130,377$6.83M1.28%+1,71613F-HRTimeline
Mariner, LLCin group Mariner, LLC127,115$6.66M0.01%+32,58013F-HRTimelineGroup
FOSTER & MOTLEY INC123,094$6.45M0.34%+33,06613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC122,343$6.41M<0.01%+72,08213F-HRTimelineGroup
Avant Financial Advisors LLC121,730$6.38M4.59%+18,46613F-HRTimeline
True North Advisors, LLC120,549$6.32M0.82%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.118,574$6.21M1.3%+10,39913F-HRTimeline
SAXON INTERESTS, INC.117,829$6.18M2.18%+95,36013F-HRTimeline
Fermata Advisors, LLC116,076$6.08M1.46%-9513F-HRTimeline
Flagstone Financial Management115,713$6.06M1.56%+17,23913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC115,242$6.04M1.87%+9,23113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC114,350$5.99M2.43%-13,99113F-HRTimeline
Allworth Financial LP112,323$5.89M0.02%-4,32113F-HRTimeline
Integrated Wealth Concepts LLC106,563$5.58M0.07%+3,58813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.106,037$5.56M0.01%-67613F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…105,999$5.56M0.54%+55413F-HRTimeline
Certified Advisory Corp105,978$5.55M0.51%+6,82513F-HRTimeline
Sequoia Financial Advisors, LLC105,702$5.54M0.03%-7,21713F-HRTimeline
Elyxium Wealth, LLC103,027$5.4M1.57%+42,16313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co102,202$5.36M<0.01%-11,47413F-HRTimelineGroup
TruWealth Advisors, LLC91,641$4.8M0.23%+1,25613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,833$4.76M0.03%+4,83413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.85,677$4.49M0.25%+3,39913F-HRTimeline
STEPH & CO85,644$4.49M1.29%+41713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding84,592$4.43M+18,871Timeline
Kingsview Wealth Management, LLC83,301$4.37M0.06%+91413F-HRTimeline
Kelman-Lazarov, Inc.81,905$4.29M0.61%+5,78713F-HRTimeline
Private Advisor Group, LLC80,006$4.19M0.02%+15,42113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC77,790$4.08M0.08%-23,02913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC74,041$3.88M0.33%-97013F-HRTimeline
VestGen Advisors, LLC72,034$3.78M0.16%-3,18913F-HRTimeline
Belpointe Asset Management LLC70,275$3.68M0.13%-4,52913F-HRTimeline
Fortis Capital Advisors, LLC70,275$3.68M0.54%+7,02113F-HRTimeline
Orion Porfolio Solutions, LLC68,892$3.61M0.03%-21,54513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC66,800$3.5M0.01%-141,40013F-HRTimeline
Sand Hill Global Advisors, LLC66,418$3.48M0.12%013F-HRTimeline
PAX Financial Group, LLC65,686$3.44M0.59%+10,18713F-HRTimeline
Paulson Wealth Management Inc.63,995$3.35M0.77%-1,59513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP63,545$3.33M<0.01%+4,27013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp63,058$3.3M<0.01%+10,49613F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.62,275$3.26M1.62%+1,89813F-HRTimeline
Arrowroot Family Office, LLC61,710$3.23M1.18%+29813F-HRTimeline
Intrua Financial, LLC60,971$3.2M0.35%+3,15213F-HRTimeline
Beacon Capital Management, Inc.60,000$3.14M0.17%013F-HRTimeline
GAMMA Investing LLC59,248$3.11M0.16%+18,65213F-HRTimeline
Cercano Management LLC57,919$3.04M0.11%013F-HRTimeline
SageView Advisory Group, LLC57,904$3.03M0.1%+14613F-HRTimeline
Hanson & Doremus Investment Management57,139$3M0.36%-7613F-HRTimeline
Waverly Advisors, LLC56,886$2.98M0.02%+4,05713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …57,651$2.96M0.33%+6,77413F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC56,332$2.95M1.65%+50,59313F-HRTimeline
Steward Partners Investment Advisory, L…54,656$2.86M0.02%+47213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC54,509$2.86M1.35%+1,78313F-HRTimeline
Farther Finance Advisors, LLC54,303$2.85M0.03%+11,26013F-HRTimeline
Sanctuary Advisors, LLC53,461$2.8M0.02%-4,51913F-HRTimeline
Creative Planningin group Creative Planning53,119$2.78M<0.01%-6,93913F-HRTimelineGroup
Janney Montgomery Scott LLC53,001$2.78M0.01%-10,14713F-HRTimeline
ENTREWEALTH, LLC50,732$2.68M1.21%-2,97713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,997$2.68M<0.01%+3,65713F-HRTimeline
VIAWEALTH, LLC50,606$2.65M1.49%+51913F-HRTimeline
Koshinski Asset Management, Inc.49,896$2.62M0.17%+4,31913F-HRTimeline
Onyx Bridge Wealth Group LLC49,520$2.6M0.28%+7,52813F-HRTimeline
Opal Wealth Advisors, LLC49,450$2.59M0.68%-17913F-HRTimeline
Paladin Advisory Group, LLC48,936$2.56M1.87%+3,16313F-HRTimeline
Ausdal Financial Partners, Inc.48,070$2.52M0.12%+13313F-HRTimeline
Smartleaf Asset Management LLC47,433$2.49M0.09%+27,30513F-HRTimeline
Legacy Private Trust Co.46,725$2.45M0.14%new13F-HRTimeline
Manske Wealth Management46,294$2.43M0.72%+3,94513F-HRTimeline
Wayfinding Financial, LLC45,655$2.4M1.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.45,514$2.39M0.1%-11,63113F-HRTimelineGroup
Arkadios Wealth Advisors45,611$2.39M0.05%+2,73813F-HRTimeline
Landmark Wealth Management, LLC45,226$2.37M0.91%+68013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC44,574$2.34M1.59%+3,65713F-HRTimeline
Smart Money Group LLC44,217$2.32M0.68%+5,17413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC43,714$2.29M0.28%-3,25013F-HRTimeline
Visionary Wealth Advisors42,788$2.24M0.1%-1,91913F-HRTimeline
Patten Group, Inc.41,976$2.2M0.41%+7,26613F-HRTimeline
Smith Partners Wealth Management, LLC41,944$2.2M2.02%13F-HRTimeline
Cedar Point Capital Partners, LLC41,735$2.19M1.4%-4,95413F-HRTimeline
HighPoint Advisor Group LLC41,476$2.17M0.05%new13F-HRTimeline
IAM Advisory, LLC41,375$2.17M0.48%-1,49513F-HRTimeline
UNIQUE WEALTH, LLC40,858$2.14M0.3%-8,08913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,781$2.14M0.05%+6,95113F-HRTimelineGroup
Thompson David Blair40,419$2.12M1.21%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,927$2.04M0.04%+10,58213F-HR/ATimeline
Breakwater Capital Group38,770$2.03M0.28%+3,92113F-HRTimeline
World Investment Advisors38,667$2.03M0.03%+2,27313F-HR/ATimeline
Clarity Wealth Development LLC38,493$2.02M1.71%+4,61413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…38,241$2M0.05%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC37,772$1.99M0.38%+15,08213F-HRTimeline
Financial Engines Advisors L.L.C.37,669$1.97M<0.01%-2,96313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,607$1.92M<0.01%+28,04013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC36,281$1.91M0.09%-4,05213F-HRTimeline
Vestmark Advisory Solutions, Inc.36,281$1.9M0.03%-43,14813F-HRTimeline
Sterling Investment Advisors, Ltd.36,200$1.9M0.35%+15,82513F-HRTimeline
GGM Financial LLC35,707$1.87M0.91%+3,82913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC35,395$1.86M1.15%+3,15013F-HRTimeline
XML Financial, LLC34,043$1.78M0.15%+8,01813F-HRTimeline
LiftPoint Family Wealth Advisors LLC32,880$1.72M1.47%13F-HRTimeline
LifeGoal Investments, LLC19,491$1.72M1.15%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.32,400$1.7M0.21%13F-HRTimeline
Cornerstone Wealth Management, LLC32,180$1.69M0.09%-6,91013F-HRTimeline
Aviance Capital Partners, LLC31,717$1.66M0.19%+4913F-HRTimeline
Fortitude Financial, LLC31,314$1.64M1.39%new13F-HRTimeline
OpenArc Corporate Advisory, LLC31,146$1.63M0.03%13F-HRTimeline
Econ Financial Services Corp30,701$1.61M0.81%-20,45113F-HRTimeline
Westside Investment Management, Inc.30,392$1.59M0.25%-4,00013F-HRTimeline
Dynamic Advisor Solutions LLC29,878$1.57M0.05%+5,30713F-HRTimeline
Valmark Advisers, Inc.29,246$1.53M0.02%013F-HRTimeline
Janney Capital Management LLC29,093$1.52M0.1%+4913F-HRTimeline
Financial Planning Navigators CORP27,917$1.46M0.67%13F-HRTimeline
McAdam, LLC27,502$1.44M0.07%+8513F-HRTimeline
Alpha Financial Partners LLC27,263$1.43M0.87%+71013F-HRTimeline
Duncan Williams Asset Management, LLC26,550$1.4M0.35%+1,78613F-HRTimeline
Flagship Private Wealth, LLC26,078$1.37M0.54%new13F-HRTimeline
Legacy Financial Advisors, Inc.26,045$1.37M0.19%-1,14113F-HRTimeline
RFG Advisory, LLC25,810$1.35M0.03%+20,56313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/25,688$1.35M0.54%+23,59013F-HRTimelineGroup
Kuhn & Co Investment Counsel25,521$1.34M0.89%+3,26613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding25,112$1.32M-995Timeline
YHB Investment Advisors, Inc.24,962$1.31M0.09%+7,45413F-HRTimeline
Curran Financial Partners, LLC24,778$1.3M0.25%+3,48213F-HRTimeline
Apella Capital, LLC24,095$1.26M0.02%+1,39113F-HRTimeline
SeaCrest Wealth Management, LLC23,967$1.26M0.13%-20213F-HRTimeline
&PARTNERS23,987$1.26M0.01%+6,52913F-HRTimeline
Rockport Wealth LLC23,528$1.23M0.24%+2,32813F-HRTimeline
COMERICA BANK23,059$1.21M<0.01%+2,28513F-HRTimeline
Geneos Wealth Management Inc.22,795$1.19M0.03%+16,31713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,697$1.19M0.11%+12013F-HRTimelineGroup
Smith Thornton Advisors LLC22,596$1.18M0.6%-3713F-HRTimeline
Freedom Financial Partners LLC22,359$1.17M0.43%+3,00213F-HRTimeline
Pure Financial Advisors, LLC21,951$1.15M0.02%+38113F-HRTimeline
Williams & Novak Wealth Management, LLC21,615$1.13M0.85%-2,83513F-HRTimeline
PRIVATE TRUST CO NA21,453$1.12M0.1%-7,61913F-HRTimeline
Triad Wealth Partners, LLC21,446$1.12M0.11%+7,26913F-HRTimeline
Biltmore Wealth Management, LLC21,215$1.11M0.42%-1,22313F-HRTimeline
Goodwin Investment Advisory20,231$1.06M1.16%-4,58113F-HRTimeline
Kooman & Associates20,172$1.06M0.31%-68513F-HRTimeline
Signet Investment Advisory Group, Inc.20,100$1.05M0.49%-12513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,100$1.05M0.02%+14,95613F-HRTimelineGroup