PIMCO Intermediate MunicipalMUNIETF
13F holders, Q1 2024 (March 31)262holders
1famous investor
$52.46avg. 13F price*
At the end of Q1 2024, 262 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings. The largest holders were Cwm, LLC ($70.1M), LPL Financial LLC ($68.7M) and Morgan Stanley ($68.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $50.8M |
| Exits | 21 | $19.9M |
Ownership 262 holders
| Cwm, LLC | 0.34% | Add +8.8% | 1,336,560 | $70.1M |
| LPL Financial LLC | 0.04% | Add +5.0% | 1,309,928 | $68.7M |
| Morgan Stanley | 0.01% | Reduce -14.9% | 1,307,337 | $68.6M |
| Bank of America Corp. | 0.01% | Add +4.7% | 1,176,810 | $61.7M |
| Wells Fargo & Company | 0.01% | Add +12.4% | 1,032,638 | $54.2M |
| Towneley Capital Management, Inc / DE | 11.21% | Reduce -3.3% | 869,041 | $45.6M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 862,631 | $45.3M |
| Bailard, Inc. | 0.98% | Reduce -18.5% | 677,169 | $35.5M |
| UBS Group AG | 0.01% | Reduce -21.7% | 541,480 | $28.4M |
| WCG Wealth Advisors LLC | 2.01% | Reduce -13.5% | 459,295 | $24.1M |
| MBL Wealth, LLC | 2.39% | Add +8.2% | 400,017 | $21.0M |
| Avantax Planning Partners, Inc. | 0.66% | Reduce -6.0% | 390,879 | $20.5M |
| Cercano Management LLC | 0.56% | New | 385,000 | $20.2M |
| Dynasty Wealth Management, LLC | 0.59% | — | 355,043 | $18.6M |
| HighTower Advisors, LLC | 0.03% | Add +1.2% | 336,058 | $17.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +25.8% | 314,276 | $16.5M |
| Quotient Wealth Partners, LLC | 0.58% | Add +33.0% | 309,112 | $16.2M |
| Cetera Investment Advisers | 0.04% | New | 305,133 | $16.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -45.3% | 278,160 | $14.6M |
| McKinley Carter Wealth Services, Inc. | 0.91% | Add +1.8% | 259,518 | $13.6M |
| Gratus Capital, LLC | 0.61% | Add +3.8% | 251,622 | $13.2M |
| Goelzer Investment Management, Inc. | 0.74% | Reduce -13.2% | 249,549 | $13.1M |
| XML Financial, LLC | 1.06% | Add +29.4% | 197,473 | $10.4M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -5.0% | 176,456 | $9.3M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -5.0% | 176,456 | $9.3M |
| Sand Hill Global Advisors, LLC | 0.43% | Reduce -33.3% | 173,292 | $9.1M |
| Wealth Alliance Advisory Group, LLC | 2.01% | Add +9.9% | 164,688 | $8.6M |
| Fermata Advisors, LLC | 1.93% | Reduce -4.2% | 163,197 | $8.6M |
| Capital Analysts, LLC | 0.40% | Add +19.9% | 162,250 | $8.5M |
| Renaissance Technologies | 0.01% | Reduce -28.3% | 159,200 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -71.0% | 153,055 | $8.0M |
| Equita Financial Network, Inc. | 3.37% | Add +54.0% | 143,164 | $7.5M |
| Raymond James & Associates | 0.01% | Add +3.4% | 142,734 | $7.5M |
| Arden Trust Co | 0.97% | Add +5.6% | 132,352 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.4% | 132,131 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 128,745 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.2% | 126,441 | $6.6M |
| Vantage Financial Partners Ltd., Inc. | 1.73% | Add +7.5% | 126,306 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 125,124 | $6.6M |
| Allworth Financial LP | 0.04% | Reduce -0.8% | 114,148 | $6.0M |
| Clear Rock Advisors, LLC | 2.50% | Add +5.3% | 109,840 | $5.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.71% | Add +25.8% | 103,456 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +0.6% | 95,721 | $5.0M |
| Steph & Co. | 1.70% | Add +2.7% | 94,056 | $4.9M |
| Goodwin Investment Advisory | 2.30% | Reduce -4.3% | 93,131 | $4.9M |
| BCS Wealth Management | 1.52% | Add +22.9% | 90,160 | $4.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.12% | Reduce -11.8% | 89,817 | $4.7M |
| TD Capital Management LLC | 0.50% | Add +44.2% | 89,379 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +20.4% | 87,196 | $4.6M |
| Visionary Wealth Advisors | 0.31% | Add +6.3% | 86,221 | $4.5M |
| Rehmann Capital Advisory Group | 0.33% | Add +3.7% | 84,136 | $4.4M |
| Kelman-Lazarov, Inc. | 0.85% | Add +1.8% | 82,717 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | No change | 76,345 | $4.0M |
| Opal Wealth Advisors, LLC | 1.35% | Reduce -0.1% | 76,057 | $4.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.49% | Reduce -2.8% | 75,506 | $4.0M |
| Optimum Investment Advisors | 1.81% | No change | 75,223 | $3.9M |
| First International Bank & Trust | 1.36% | Add +3.7% | 75,160 | $3.9M |
| Jane Street Group, LLC | 0.01% | New | 74,900 | $3.9M |
| Biltmore Wealth Management, LLC | 1.81% | No change | 72,013 | $3.8M |
| StoneX Group Inc. | 0.34% | Reduce -11.7% | 72,357 | $3.8M |
| NewEdge Advisors, LLC | 0.03% | Add +8.6% | 65,824 | $3.5M |
| Foster & Motley Inc. | 0.23% | Reduce -2.0% | 63,982 | $3.4M |
| PAX Financial Group, LLC | 0.66% | Add +26.8% | 63,106 | $3.3M |
| Legacy Financial Advisors, Inc. | 0.58% | Reduce -5.0% | 62,099 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -10.4% | 56,793 | $3.0M |
| Prestige Wealth Management Group LLC | 0.63% | Add +29.4% | 55,810 | $2.9M |
| Executive Wealth Management, LLC | 0.24% | Reduce -19.6% | 53,438 | $2.8M |
| ERn Financial, LLC | 0.48% | Add +1.7% | 53,056 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -6.2% | 52,332 | $2.7M |
| Bleakley Financial Group, LLC | 0.08% | Add +13.8% | 52,168 | $2.7M |
| Simplicity Wealth,LLC | 0.07% | New | 52,168 | $2.7M |
| Flagstone Financial Management | 1.04% | Add +75.1% | 51,416 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +25.2% | 50,652 | $2.7M |
| Paladin Advisory Group, LLC | 2.09% | Add +0.3% | 50,581 | $2.6M |
| Arrowroot Family Office, LLC | 1.67% | Reduce -2.9% | 49,816 | $2.6M |
| Davis R M Inc. | 0.05% | Reduce -2.9% | 49,150 | $2.6M |
| Inspirion Wealth Advisors, LLC | 0.41% | Reduce -1.6% | 46,964 | $2.5M |
| Beta Wealth Group, Inc. | 1.19% | Reduce -41.4% | 46,759 | $2.5M |
| Hanson & Doremus Investment Management | 0.42% | Add +3.3% | 46,669 | $2.4M |
| Smart Money Group LLC | 0.93% | Add +10.8% | 46,058 | $2.4M |
| IAM Advisory, LLC | 0.64% | Add +164.7% | 44,277 | $2.3M |
| Econ Financial Services Corp | 1.43% | Add +288.9% | 43,889 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -0.9% | 43,741 | $2.3M |
| Cedar Point Capital Partners, LLC | 1.69% | Add +8.1% | 42,531 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +10.2% | 42,504 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +233.8% | 41,549 | $2.2M |
| Prosperity Consulting Group, LLC | 0.27% | Add +107.5% | 40,874 | $2.1M |
| Westside Investment Management, Inc. | 0.48% | Reduce -0.3% | 37,792 | $2.0M |
| McAdam, LLC | 0.13% | Add +0.4% | 37,388 | $2.0M |
| Private Trust Co. NA | 0.21% | Reduce -2.6% | 36,669 | $1.9M |
| Valley National Advisers Inc. | 0.29% | Add +8.3% | 36,327 | $1.9M |
| Kowal Investment Group, LLC | 0.41% | Reduce -2.8% | 35,845 | $1.9M |
| Austin Wealth Management, LLC | 0.46% | Add +1.9% | 35,495 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +62.6% | 34,052 | $1.8M |
| Aviance Capital Partners, LLC | 0.24% | Reduce -5.9% | 30,386 | $1.6M |
| Janney Capital Management LLC | 0.11% | Reduce -0.5% | 30,194 | $1.6M |
| Viawealth, LLC | 0.99% | Add +65.1% | 30,163 | $1.6M |
| Waverly Advisors, LLC | 0.04% | New | 30,017 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | No change | 29,046 | $1.5M |
| Landmark Wealth Management, LLC | 0.70% | Add +22.1% | 28,850 | $1.5M |
| Patten Group, Inc. | 0.36% | Add +6.0% | 28,142 | $1.5M |
| Duncan Williams Asset Management, LLC | 1.33% | — | 28,050 | $1.5M |
| MML Investors Services, LLC | 0.01% | Reduce -21.3% | 27,737 | $1.5M |
| Benchmark Financial Wealth Advisors, LLC | 0.54% | New | 26,895 | $1.4M |
| Rockland Trust Co. | 0.07% | Reduce -6.0% | 26,691 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +26.1% | 26,534 | $1.4M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.1% | 25,742 | $1.4M |
| Transcendent Capital Group LLC | 0.76% | Reduce -5.5% | 24,802 | $1.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +119.3% | 23,771 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.7% | 23,340 | $1.2M |
| Team Hewins, LLC | 0.46% | Reduce -2.0% | 21,809 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -4.3% | 21,794 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.80% | Add +0.8% | 21,236 | $1.1M |
| Kooman & Associates | 0.46% | Add +2.5% | 20,953 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +8.9% | 20,519 | $1.1M |
| Lincoln National Corp. | 0.02% | Add +9.2% | 20,334 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -13.6% | 21,300 | $1.1M |
| Wintrust Investments LLC | 0.09% | Reduce -2.9% | 20,196 | $1.1M |
| Saxon Interests, Inc. | 0.50% | No change | 20,130 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -60.6% | 20,124 | $1.1M |
| Avaii Wealth Management, LLC | 0.59% | Reduce -0.6% | 19,196 | $1.0M |
| Inspire Advisors, LLC | 0.14% | Add +3.3% | 19,174 | $1.0M |
| Comerica Bank | 0.00% | Reduce -35.8% | 19,037 | $999K |
| Alpha Financial Partners LLC | 0.90% | Add +3.2% | 18,947 | $994K |
| Koshinski Asset Management, Inc. | 0.10% | Add +7.1% | 18,652 | $979K |
| Robinson Smith Wealth Advisors LLC | 0.92% | Add +1.4% | 18,180 | $954K |
| Martel Wealth Advisors LLC | 0.20% | No change | 17,823 | $935K |
| AdvisorNet Financial, Inc | 0.09% | Add +0.8% | 17,692 | $928K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +62.5% | 17,424 | $914K |
| Williams & Novak, LLC | 1.04% | No change | 17,290 | $913K |
| Midwest Financial Group LLC | 0.60% | Reduce -1.4% | 17,126 | $899K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -43.9% | 16,323 | $856K |
| GAMMA Investing LLC | 0.17% | Add +68.3% | 15,961 | $837K |
| Petra Financial Advisors Inc. | 0.59% | Reduce -1.8% | 15,420 | $809K |
| Creative Planning | 0.00% | Reduce -8.9% | 14,916 | $783K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.3% | 14,506 | $761K |
| Madison Wealth Partners, Inc | 0.27% | Add +11.3% | 14,423 | $757K |
| Raymond James Trust N.A. | 0.02% | Add +22.8% | 14,250 | $748K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +4.7% | 14,105 | $740K |
| Syverson Strege & Co | 0.26% | Reduce -3.2% | 13,741 | $721K |
| Certified Advisory Corp | 0.10% | Add +55.5% | 13,604 | $714K |
| Commerce Bank | 0.00% | New | 13,422 | $704K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +51.9% | 13,417 | $704K |
| Kingsview Wealth Management, LLC | 0.02% | Add +6.1% | 13,343 | $700K |
| Kingfisher Capital LLC | 0.17% | Reduce -1.3% | 13,070 | $686K |
| Natixis Advisors, LLC | 0.00% | Add +3.1% | 13,005 | $682K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 12,826 | $673K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 12,748 | $669K |
| Fragasso Financial Advisors Inc | 0.06% | Add +29.0% | 12,630 | $663K |
| Vertex Planning Partners, LLC | 0.18% | Reduce -1.6% | 12,427 | $652K |
| Anchor Investment Management, LLC | 0.07% | No change | 12,427 | $652K |
| First Trust Advisors LP | 0.00% | Reduce -11.1% | 12,416 | $651K |
| Coldstream Capital Management Inc. | 0.02% | No change | 12,335 | $647K |
| Destiny Wealth Partners, LLC | 0.11% | New | 12,073 | $633K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 12,044 | $632K |
| Astoria Portfolio Advisors LLC. | 0.24% | Reduce -5.5% | 12,059 | $626K |
| AlphaMark Advisors, LLC | 0.21% | Add +8.6% | 11,330 | $594K |
| Greytown Advisors Inc. | 0.33% | Add +49.1% | 11,305 | $593K |
| Newman Dignan & Sheerar, Inc. | 0.16% | Add +0.7% | 11,060 | $580K |
| Brandywine Oak Private Wealth LLC | 0.06% | Add +5.4% | 10,907 | $572K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.0% | 10,880 | $571K |
| Breakwater Capital Group | 0.14% | Add +3.0% | 10,861 | $570K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 10,783 | $566K |
| EP Wealth Advisors, LLC | 0.01% | No change | 10,640 | $558K |
| Centennial Bank | 0.28% | Reduce -2.0% | 10,433 | $547K |
| Vicus Capital | 0.05% | Add +0.1% | 10,401 | $546K |
| Advisory Services Network, LLC | 0.01% | Reduce -12.0% | 10,189 | $535K |
| Level Four Advisory Services, LLC | 0.03% | No change | 10,110 | $534K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 10,162 | $533K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -42.7% | 9,781 | $513K |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -22.7% | 9,660 | $507K |
| Eagle Wealth Strategies LLC | 0.40% | Add +3.9% | 9,539 | $498K |
| Nwam LLC | 0.04% | Add +4.4% | 9,461 | $494K |
| Fairhaven Wealth Management, LLC | 0.16% | No change | 9,000 | $472K |
| SignalPoint Asset Management, LLC | 0.13% | Add +18.3% | 8,905 | $467K |
| Composition Wealth, LLC | 0.01% | Reduce -33.8% | 8,799 | $462K |
| Objective Capital Management, LLC | 0.31% | Add +36.0% | 8,707 | $457K |
| Susquehanna International Group, LLP | 0.00% | New | 8,706 | $457K |
| First Affirmative Financial Network | 0.33% | Reduce -2.1% | 8,453 | $444K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +4.9% | 8,283 | $435K |
| Ameritas Advisory Services, LLC | 0.02% | Add +93.9% | 8,173 | $428K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -1.4% | 8,079 | $424K |
| WBH Advisory Inc. | 0.04% | Add +20.4% | 8,007 | $420K |
| Financial Advocates Investment Management | 0.02% | Add +10.7% | 8,003 | $420K |
| Signet Investment Advisory Group, Inc. | 0.23% | Add +5.0% | 7,925 | $416K |
| Clear Point Advisors Inc. | 0.34% | Reduce -2.1% | 7,903 | $415K |
| Clear Creek Financial Management, LLC | 0.05% | Add +5.1% | 7,889 | $414K |
| 49 Wealth Management, LLC | 0.09% | Reduce -3.1% | 7,845 | $410K |
| Atlas Private Wealth Management, LLC | 0.17% | New | 7,780 | $408K |
| Lunt Capital Management, Inc. | 0.20% | No change | 7,510 | $394K |
| Summit X, LLC | 0.10% | Reduce -0.0% | 7,500 | $394K |
| 1900 Wealth Management LLC | 0.03% | No change | 7,031 | $369K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -34.8% | 7,005 | $368K |
| Mission Wealth Management, LP | 0.01% | New | 6,933 | $364K |
| Sunesis Advisors, LLC | 0.20% | No change | 6,638 | $348K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 6,534 | $343K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,508 | $341K |
| Vista Investment Management | 0.14% | Add +1.5% | 6,399 | $336K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -31.7% | 6,295 | $330K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +13.3% | 6,265 | $329K |
| Focus Financial Network, Inc. | 0.02% | — | 6,211 | $322K |
| Continuum Advisory, LLC | 0.05% | No change | 6,164 | $322K |
| Flputnam Investment Management Co. | 0.01% | Reduce -55.9% | 6,020 | $316K |
| Bond & Devick Financial Network, Inc. | 0.17% | Add +31.9% | 5,956 | $313K |
| Sanders Morris Harris LLC | 0.06% | No change | 5,913 | $310K |
| Gradient Investments LLC | 0.01% | Add +1.2% | 5,905 | $310K |
| Professional Financial Advisors, LLC | 0.09% | Add +15.1% | 5,871 | $308K |
| Mariner, LLC | 0.00% | Reduce -35.2% | 5,793 | $304K |
| Capital Market Strategies LLC | 0.22% | No change | 5,499 | $289K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +6.5% | 5,355 | $281K |
| Milestone Asset Management, LLC | 0.08% | No change | 5,291 | $278K |
| Equitable Holdings, Inc. | 0.00% | No change | 5,193 | $272K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -12.4% | 5,151 | $270K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $262K |
| IFP Advisors, Inc | 0.01% | Add +12.1% | 4,996 | $262K |
| Stokes Capital Advisors, LLC | 0.07% | No change | 4,879 | $256K |
| PFG Advisors | 0.02% | New | 4,694 | $246K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,685 | $246K |
| Key Financial Inc | 0.06% | No change | 4,600 | $241K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,595 | $241K |
| First Heartland Consultants, Inc. | 0.02% | No change | 4,583 | $240K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -2.0% | 4,551 | $239K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 4,486 | $235K |
| Crown Wealth Group, LLC | 0.12% | New | 4,431 | $232K |
| Palo Alto Wealth Advisors, LLC | 0.16% | New | 4,418 | $232K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,088 | $214K |
| AlTi Global, Inc. | 0.01% | No change | 4,005 | $210K |
| JSF Financial, LLC | 0.07% | No change | 4,000 | $210K |
| Farther Finance Advisors, LLC | 0.01% | New | 3,958 | $207K |
| Two Sigma Securities, LLC | 0.01% | New | 3,879 | $204K |
| Cozad Asset Management Inc. | 0.02% | No change | 3,845 | $202K |
| Seaside Wealth Management, Inc. | 0.09% | New | 3,814 | $200K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,600 | $188K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -35.2% | 2,941 | $154K |
| Harbour Investments, Inc. | 0.01% | Add +29.7% | 2,747 | $144K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -77.4% | 2,193 | $115K |
| Avior Wealth Management, LLC | 0.00% | Add +44.7% | 1,871 | $98K |
| Planning Capital Management Corp | 0.07% | No change | 1,738 | $91K |
| WealthShield Partners, LLC | 0.01% | Reduce -27.5% | 1,663 | $87K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,538 | $81K |
| Clearstead Advisors, LLC | 0.00% | New | 1,539 | $80K |
| Bank of Montreal | 0.00% | No change | 1,400 | $74K |
| Red Tortoise LLC | 0.04% | Add +0.8% | 1,335 | $70K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 1,200 | $63K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -7.0% | 859 | $45K |
| Principal Securities, Inc. | 0.00% | Add +0.8% | 792 | $42K |
| Northwest Capital Management Inc | 0.01% | No change | 730 | $38K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 550 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.8% | 476 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $20K |
| FMR LLC | 0.00% | No change | 362 | $19K |
| GeoWealth Management, LLC | 0.00% | Reduce -42.3% | 273 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.9% | 215 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 194 | $10K |
| Allianz Asset Management GmbH | 0.00% | Reduce -0.6% | 161 | $8K |
| Salem Investment Counselors Inc. | 0.00% | New | 132 | $7K |
| Citigroup Inc. | 0.00% | No change | 100 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 70 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8 | $420 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $105 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.