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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

431 managers (436 13F filers) reported a position in MUNI shares at 2026-03-31, 41,904,175 shares in all. 47 filers opened a position and 23 filers sold out during the quarter.

Managers
431
13F filers
436
New
47
Added
223
Reduced
101
Sold out
23
Shares held by filers
41,904,175

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/3,690,609$193M0.01%+488,94313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,541,061$185M0.01%+558,69713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,490,046$130M0.03%+431,81013F-HR/ATimelineGroup
LPL Financial LLC2,231,284$116M0.03%+206,24613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,106,231$57.6M<0.01%-104,36713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC993,470$51.8M0.14%+70,76113F-HRTimelineGroup
WCG Wealth Advisors LLC962,779$50.2M1.41%+98,23413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding919,386$48M+469,701Timeline
Cetera Investment Advisers788,422$41.1M0.04%+53,62613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC751,573$39.2M0.01%+97,62013F-HRTimelineGroup
UBS Group AGin group UBS Group AG707,667$36.9M0.01%+126,65413F-HRTimelineGroup
HighTower Advisors, LLC625,140$32.6M0.03%+49,73013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…615,698$32.1M0.06%-15,68113F-HRTimelineGroup
Stonebridge Financial Group, LLC607,773$31.7M2.61%+28,24113F-HRTimeline
Dynasty Wealth Management, LLC592,190$30.9M0.27%-35,28913F-HRTimeline
NewEdge Advisors, LLC511,255$26.7M0.1%-19,81413F-HR/ATimeline
MBL Wealth, LLC475,823$24.8M1.88%+20,23013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC429,414$22.4M0.59%+5,24613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP427,760$22.3M0.02%+25,65013F-HRTimelineGroup
Larson Financial Group LLC410,236$21.4M0.69%+57,92813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,182$18.5M<0.01%+1,25813F-HRTimelineGroup
Quotient Wealth Partners, LLC345,489$18M0.47%+21,36113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC337,850$17.6M0.02%+23,77813F-HRTimeline
DAVIS R M INC334,459$17.5M0.31%+79213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding316,010$16.5M-34,077Timeline
Wealth Alliance Advisory Group, LLC300,458$15.7M2.48%+110,00313F-HRTimeline
PW ADVISORS, LLC \ FL286,702$15M11.21%+20,73513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.281,033$14.7M0.02%-101,46813F-HRTimelineGroup
Clearstead Advisors, LLC273,221$14.3M0.13%+38,96013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP264,783$13.8M0.01%+99,78813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC256,963$13.4M0.01%+220,35613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP255,872$13.4M0.02%+10,33013F-HRTimelineGroup
Austin Wealth Management, LLC243,938$12.7M2.89%-57,48113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC226,526$11.8M3.27%+87,45113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…216,955$11.3M0.01%+79,48413F-HRTimelineGroup
XY Planning Network, Inc.216,985$11.3M1.81%+29,73313F-HRTimeline
Avantax Planning Partners, Inc.215,876$11.3M0.31%-12,23713F-HRTimeline
Cambridge Investment Research Advisors,…209,552$10.9M0.03%+2,80813F-HRTimeline
Beacon Pointe Advisors, LLC201,269$10.5M0.06%+16,12413F-HRTimeline
Crestmont Private Wealth LLC200,394$10.5M3.3%+7,45713F-HRTimeline
MML INVESTORS SERVICES, LLC191,633$10M0.03%-5,20113F-HRTimeline
BAILARD, INC.190,635$9.95M0.23%-40,25513F-HRTimeline
Independent Advisor Alliance189,528$9.89M0.11%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC181,843$9.49M0.17%-116,16213F-HRTimeline
Prosperity Consulting Group, LLC180,745$9.43M0.42%+23,40913F-HRTimeline
Morton Brown Family Wealth, LLC180,642$9.43M2.49%+10,46613F-HRTimeline
Dakota Wealth Management177,853$9.28M0.2%+16,89413F-HR/ATimeline
Altura Wealth Advisors Inc.172,955$9.03M3.94%-10,01413F-HRTimeline
MAI Capital Management166,602$8.69M0.05%+11,28913F-HRTimeline
Flagstone Financial Management166,076$8.67M2.15%+50,36313F-HRTimeline
Rehmann Capital Advisory Group155,892$8.14M0.42%+6,89013F-HRTimeline
TD Capital Management LLC155,686$8.13M0.73%+16,95813F-HRTimeline
Equita Financial Network, Inc.146,845$7.66M2.41%+3,25013F-HRTimeline
Bleakley Financial Group, LLC143,525$7.49M0.12%+2,96913F-HRTimeline
FOSTER & MOTLEY INC141,690$7.39M0.38%+18,59613F-HRTimeline
Goelzer Investment Management, Inc.141,554$7.39M0.36%-1,85513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp139,504$7.28M0.14%+5,51213F-HRTimelineGroup
Spartan Wealth Advisory Services LLC139,100$7.26M0.63%13F-HRTimeline
Shotwell Rutter Baer Inc138,816$7.24M4.26%-23,88413F-HRTimeline
McNamara Financial Services, Inc.138,015$7.2M1.36%+2,04213F-HRTimeline
ERn Financial, LLC135,128$7.05M1.33%+4,75113F-HRTimeline
SAXON INTERESTS, INC.128,573$6.71M2.32%+10,74413F-HRTimeline
Avant Financial Advisors LLC127,965$6.68M4.7%+6,23513F-HRTimeline
Newman Dignan & Sheerar, Inc.126,856$6.62M1.39%+8,28213F-HRTimeline
Creative Planningin group Creative Planning125,169$6.53M<0.01%+72,05013F-HRTimelineGroup
True North Advisors, LLC122,045$6.37M0.73%+1,49613F-HRTimeline
Integrated Wealth Concepts LLC121,431$6.34M0.05%+14,86813F-HRTimeline
Mariner, LLCin group Mariner, LLC121,026$6.32M0.01%-6,08913F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC119,728$6.25M2.75%-15,95213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC117,410$6.13M1.93%+2,16813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,272$6.09M0.04%+25,43913F-HRTimelineGroup
Fermata Advisors, LLC114,683$5.99M1.35%-1,39313F-HRTimeline
Certified Advisory Corp114,549$5.98M0.54%+8,57113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC114,350$5.97M2.49%013F-HRTimeline
Elyxium Wealth, LLC113,584$5.93M1.9%+10,55713F-HRTimeline
Financial Synergies Wealth Advisors, In…111,778$5.83M0.56%+5,77913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC110,602$5.77M0.02%-113,79813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC109,865$5.73M0.01%-100,96713F-HRTimelineGroup
Allworth Financial LP108,152$5.64M0.02%-4,17113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.103,628$5.41M0.01%-2,40913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co99,126$5.17M<0.01%-3,07613F-HRTimelineGroup
Sequoia Financial Advisors, LLC98,494$5.14M0.03%-7,20813F-HRTimeline
BCS Wealth Management94,554$4.93M1.01%-83,40413F-HRTimeline
TruWealth Advisors, LLC92,985$4.85M0.23%+1,34413F-HRTimeline
Kelman-Lazarov, Inc.89,347$4.66M0.67%+7,44213F-HRTimeline
WNY Asset Management, LLC85,526$4.46M0.46%13F-HRTimeline
Legacy Private Trust Co.83,406$4.35M0.27%+36,68113F-HRTimeline
Private Advisor Group, LLC83,053$4.33M0.02%+3,04713F-HRTimeline
McKinley Carter Wealth Services, Inc.82,458$4.3M0.25%-3,21913F-HRTimeline
Smith Partners Wealth Management, LLC81,495$4.25M3.81%+39,55113F-HRTimeline
Kingsview Wealth Management, LLC80,088$4.18M0.06%-3,21313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,227$4.08M<0.01%+15,16913F-HRTimelineGroup
AE Wealth Management LLC78,026$4.07M0.02%+77,87413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC77,772$4.06M0.08%-1813F-HRTimeline
Belpointe Asset Management LLC75,263$3.93M0.14%+4,98813F-HRTimeline
Fortis Capital Advisors, LLC75,263$3.93M0.51%+4,98813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC73,136$3.82M0.32%-90513F-HRTimeline
Smartleaf Asset Management LLC72,541$3.78M0.14%+25,10813F-HRTimeline
VestGen Advisors, LLC70,888$3.71M0.1%-1,14613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …69,355$3.62M0.35%+11,70413F-HRTimelineGroup
STEPH & CO69,329$3.62M1.03%-16,31513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,325$3.62M<0.01%-53,01813F-HRTimelineGroup
GAMMA Investing LLC68,864$3.59M0.17%+9,61613F-HRTimeline
Steward Partners Investment Advisory, L…68,821$3.59M0.02%+14,16513F-HRTimeline
Paulson Wealth Management Inc.68,652$3.58M0.84%+4,65713F-HRTimeline
PAX Financial Group, LLC66,908$3.49M0.6%+1,22213F-HRTimeline
Intrua Financial, LLC64,894$3.39M0.36%+3,92313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding64,357$3.36M-20,235Timeline
Hanson & Doremus Investment Management64,059$3.34M0.38%+6,92013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.63,378$3.31M1.63%+1,10313F-HRTimeline
Sand Hill Global Advisors, LLC62,742$3.27M0.11%-3,67613F-HRTimeline
Arrowroot Family Office, LLC61,691$3.22M1.06%-1913F-HR/ATimeline
Farther Finance Advisors, LLC61,559$3.21M0.03%+7,25613F-HRTimeline
Beacon Capital Management, Inc.60,000$3.13M0.18%013F-HR/ATimeline
Vestmark Advisory Solutions, Inc.59,267$3.09M0.03%+22,98613F-HRTimeline
Sanctuary Advisors, LLC59,091$3.08M0.02%+5,63013F-HRTimeline
SageView Advisory Group, LLC58,378$3.05M0.11%+47413F-HRTimeline
Cercano Management LLC57,919$3.02M0.13%013F-HRTimeline
Smart Money Group LLC57,272$2.99M0.87%+13,05513F-HRTimeline
Landmark Wealth Management, LLC56,940$2.97M0.8%+11,71413F-HRTimeline
Taylor & Morgan Wealth Management, LLC56,332$2.94M1.68%013F-HRTimeline
Waverly Advisors, LLC55,948$2.92M0.02%-93813F-HRTimeline
XML Financial, LLC54,855$2.86M0.23%+20,81213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,253$2.83M0.07%+13,47213F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC54,240$2.83M1.29%-26913F-HRTimeline
Ausdal Financial Partners, Inc.52,847$2.76M0.12%+4,77713F-HRTimeline
Koshinski Asset Management, Inc.51,653$2.7M0.17%+1,75713F-HRTimeline
Onyx Bridge Wealth Group LLC51,619$2.69M0.29%+2,09913F-HRTimeline
VIAWEALTH, LLC51,231$2.67M1.49%+62513F-HRTimeline
ENTREWEALTH, LLC49,665$2.59M1.16%-1,06713F-HRTimeline
Stokes Capital Advisors, LLC49,100$2.56M0.57%new13F-HR/ATimeline
Orion Porfolio Solutions, LLC48,735$2.54M0.02%-20,15713F-HRTimeline
Wayfinding Financial, LLC48,248$2.52M1.09%+2,59313F-HRTimeline
Opal Wealth Advisors, LLC47,613$2.48M0.56%-1,83713F-HRTimeline
GGM Financial LLC47,566$2.48M1.14%+11,85913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC47,508$2.48M1.58%+2,93413F-HRTimeline
Paladin Advisory Group, LLC47,483$2.48M1.88%-1,45313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC46,797$2.44M1.4%+11,40213F-HRTimeline
Manske Wealth Management46,156$2.41M0.67%-13813F-HRTimeline
Vertex Planning Partners, LLC45,822$2.39M0.46%+32,13413F-HRTimeline
Cedar Point Capital Partners, LLC45,818$2.39M1.55%+4,08313F-HRTimeline
Sterling Investment Advisors, Ltd.45,700$2.39M0.43%+9,50013F-HRTimeline
Visionary Wealth Advisors44,303$2.31M0.1%+1,51513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC43,714$2.28M0.28%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC43,657$2.28M0.07%+4,73013F-HRTimeline
Flagship Private Wealth, LLC43,628$2.28M0.92%+17,55013F-HRTimeline
STALEY CAPITAL ADVISERS INC42,700$2.23M0.09%+31,70013F-HRTimeline
IAM Advisory, LLC42,185$2.2M0.49%+81013F-HRTimeline
Patten Group, Inc.41,833$2.18M0.38%-14313F-HRTimeline
Arkadios Wealth Advisors40,602$2.12M0.04%-5,00913F-HRTimeline
World Investment Advisors40,294$2.1M0.03%+1,62713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC40,031$2.09M0.05%+3,75013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40,008$2.09M<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC39,226$2.05M0.09%-2,25013F-HRTimeline
Clarity Wealth Development LLC39,189$2.05M1.67%+69613F-HRTimeline
Breakwater Capital Group39,129$2.04M0.27%+35913F-HRTimeline
Financial Engines Advisors L.L.C.38,743$2.02M<0.01%+1,07413F-HRTimeline
OpenArc Corporate Advisory, LLC37,809$1.97M0.03%+6,66313F-HRTimeline
Alpha Financial Partners LLC37,000$1.93M1.14%+9,73713F-HRTimeline
Econ Financial Services Corp36,440$1.9M0.88%+5,73913F-HRTimeline
Wealth Enhancement Trust Services, Inc.36,056$1.88M0.23%+3,65613F-HRTimeline
WBH ADVISORY INC35,511$1.85M0.14%+21,56413F-HRTimeline
Prestige Wealth Management Group LLC34,901$1.82M0.36%-2,87113F-HRTimeline
HBW ADVISORY SERVICES LLC34,379$1.79M0.19%new13F-HRTimeline
Uniting Wealth Partners, LLC33,971$1.77M0.38%new13F-HRTimeline
Williams & Novak Wealth Management, LLC33,790$1.76M1.32%+12,17513F-HRTimeline
Triad Wealth Partners, LLC33,601$1.75M0.14%+12,15513F-HRTimeline
Financial Planning Navigators CORP33,389$1.74M0.76%+5,47213F-HRTimeline
Advyzon Investment Management, LLC32,540$1.7M0.15%+22,84713F-HRTimeline
LiftPoint Family Wealth Advisors LLC32,540$1.7M1.41%-34013F-HRTimeline
MBE Wealth Management, LLC32,463$1.69M0.7%+26,01513F-HRTimeline
Aviance Capital Partners, LLC32,130$1.68M0.2%+41313F-HRTimeline
RFG Advisory, LLC31,627$1.65M0.03%+5,81713F-HRTimeline
Buck Wealth Strategies, LLC31,608$1.65M0.2%+14,65813F-HRTimeline
Fortitude Financial, LLC31,400$1.64M0.87%+8613F-HRTimeline
Cornerstone Wealth Management, LLC30,808$1.61M0.08%-1,37213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC30,451$1.59M<0.01%-36,34913F-HRTimeline
Westside Investment Management, Inc.30,392$1.59M0.24%013F-HRTimeline
YHB Investment Advisors, Inc.29,782$1.55M0.11%+4,82013F-HRTimeline
McAdam, LLC29,303$1.53M0.07%+1,80113F-HRTimeline
Valmark Advisers, Inc.29,246$1.53M0.02%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding30,542$1.49M-574,338Timeline1 member's value is left out of the sum: about 1,000 times or 1/1,000 of the price other filers imply.
Seneca House Advisors28,035$1.46M0.58%+18,23513F-HRTimeline
Kuhn & Co Investment Counsel27,942$1.46M0.94%+2,42113F-HRTimeline
Carrera Capital Advisors27,717$1.45M0.22%new13F-HRTimeline
OneDigital Investment Advisors LLC27,593$1.44M0.01%+8,87013F-HRTimeline
PRIVATE TRUST CO NA27,157$1.42M0.13%+5,70413F-HRTimeline
W.H. Cornerstone Investments Inc.26,788$1.4M0.87%+7,46213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,155$1.37M0.01%+6,37213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,925$1.35M<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…25,906$1.35M0.04%+79413F-HRTimelineGroup
&PARTNERS25,125$1.34M0.01%+1,13813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/25,688$1.34M0.48%013F-HRTimelineGroup
Legacy Financial Advisors, Inc.25,304$1.32M0.18%-74113F-HRTimeline
LifeGoal Investments, LLC24,349$1.27M0.73%+4,85813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…24,160$1.26M0.1%new13F-HRTimelineGroup
Geneos Wealth Management Inc.23,852$1.24M0.03%+1,05713F-HRTimeline
Rockport Wealth LLC23,788$1.24M0.23%+26013F-HRTimeline
SeaCrest Wealth Management, LLC23,580$1.23M0.13%-38713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,574$1.23M<0.01%new13F-HRTimelineGroup