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Disclosery

MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

Filings received so far for Q3 2026: 30 13F filers report a position in MUNI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stonebridge Financial Group, LLC493,778$24.5M1.81%-133,45313F-HRTimeline
Legacy Private Trust Co.87,030$4.32M0.24%-48,98713F-HRTimeline
STEPH & CO82,113$4.08M1.04%+12,28713F-HRTimeline
GAMMA Investing LLC70,140$3.49M0.12%-9,89913F-HRTimeline
Farther Finance Advisors, LLC67,033$3.33M0.02%-2,14713F-HRTimeline
Taylor & Morgan Wealth Management, LLC56,332$2.8M1.35%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC45,064$2.24M0.25%013F-HRTimeline
Stokes Capital Advisors, LLC40,350$2M0.44%-19,90013F-HRTimeline
Wealth Enhancement Trust Services, Inc.33,132$1.65M0.18%-4,54613F-HRTimeline
YHB Investment Advisors, Inc.32,513$1.62M0.1%+7,27313F-HRTimeline
Apella Capital, LLC29,752$1.48M0.02%+5,18313F-HRTimeline
Breakwater Capital Group25,868$1.29M0.15%-14,00013F-HRTimeline
Sprinkle Financial Consultants LLC19,810$984K0.38%new13F-HRTimeline
Williams & Novak Wealth Management, LLC15,300$760K0.46%-18,01513F-HRTimeline
Mallini Complete Financial Planning LLC14,100$701K0.49%013F-HRTimeline
Friday Financial13,270$661K0.13%+79613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC12,818$637K0.18%-4113F-HRTimeline
LifeGoal Investments, LLC12,171$605K0.18%-12,30213F-HRTimeline
ROCKLAND TRUST CO11,484$571K0.02%+4,00013F-HRTimeline
Financial Designs Corp11,361$565K0.29%013F-HRTimeline
Avidian Wealth Enterprises, LLC10,832$538K0.02%new13F-HRTimeline
Biltmore Wealth Management, LLC8,640$429K0.13%+4113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,069$351K0.01%-2,26913F-HRTimelineGroup
Veracity Capital LLC7,060$351K0.09%new13F-HRTimeline
Balefire, LLC6,648$330K0.05%+1,43913F-HRTimeline
Worth Asset Management, LLC5,960$296K0.09%013F-HRTimeline
Cadent Capital Advisors, LLC4,491$223K0.05%+113F-HRTimeline
FIRST COMMUNITY TRUST NA3,669$182K0.06%new13F-HRTimeline
Trust Co112$5.58K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton40$2.01K<0.01%013F-HRTimeline