PIMCO Intermediate MunicipalMUNIETF
13F holders, Q2 2024 (June 30)281holders +19
26new positions
12sold out
1famous investor
$52.06avg. 13F price*
At the end of Q2 2024, 281 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 19 from Q1 2024. 26 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($75.0M), LPL Financial LLC ($73.3M) and Cwm, LLC ($68.8M). 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 (Q2 2024)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.7M |
| Exits | 12 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,448,536 shares bought and 729,378 shares sold, net +1,719,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Morgan Stanley | 0.01% | Add +10.2% | 1,440,553 | $75.0M |
| LPL Financial LLC | 0.04% | Add +7.5% | 1,408,027 | $73.3M |
| Cwm, LLC | 0.32% | Reduce -1.1% | 1,321,317 | $68.8M |
| Bank of America Corp. | 0.01% | Add +4.8% | 1,233,735 | $64.2M |
| Wells Fargo & Company | 0.02% | Add +11.1% | 1,146,998 | $59.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 886,385 | $46.1M |
| UBS Group AG | 0.01% | Add +59.2% | 861,951 | $44.9M |
| Towneley Capital Management, Inc / DE | 10.20% | Reduce -3.9% | 835,575 | $43.5M |
| Cercano Management LLC | 0.80% | Add +49.7% | 576,296 | $30.0M |
| WCG Wealth Advisors LLC | 2.09% | Add +18.3% | 543,290 | $28.3M |
| Bailard, Inc. | 0.74% | Reduce -23.6% | 517,223 | $26.9M |
| MBL Wealth, LLC | 2.45% | Add +5.2% | 420,681 | $21.9M |
| Dynasty Wealth Management, LLC | 0.59% | Add +8.9% | 386,713 | $20.1M |
| Avantax Planning Partners, Inc. | 0.63% | Reduce -3.3% | 377,918 | $19.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +20.2% | 377,855 | $19.7M |
| Quotient Wealth Partners, LLC | 0.62% | Add +9.3% | 337,987 | $17.6M |
| Cetera Investment Advisers | 0.04% | Add +9.6% | 334,282 | $17.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.3% | 328,247 | $17.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.1% | 303,404 | $15.8M |
| NewEdge Advisors, LLC | 0.10% | Add +302.5% | 264,922 | $13.8M |
| Gratus Capital, LLC | 0.55% | Add +4.4% | 262,688 | $13.7M |
| McKinley Carter Wealth Services, Inc. | 0.85% | Reduce -1.2% | 256,355 | $13.3M |
| Goelzer Investment Management, Inc. | 0.68% | Reduce -6.1% | 234,261 | $12.2M |
| Raymond James & Associates | 0.01% | Add +31.0% | 186,997 | $9.7M |
| Sand Hill Global Advisors, LLC | 0.40% | Reduce -1.4% | 170,947 | $8.9M |
| Wealth Alliance Advisory Group, LLC | 2.00% | Add +3.4% | 170,242 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.6% | 170,224 | $8.9M |
| Capital Analysts, LLC | 0.39% | Add +4.2% | 169,120 | $8.8M |
| XML Financial, LLC | 0.87% | Reduce -16.3% | 165,212 | $8.6M |
| Fermata Advisors, LLC | 1.93% | Reduce -1.2% | 161,309 | $8.4M |
| Equita Financial Network, Inc. | 3.43% | Add +10.1% | 157,602 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -12.4% | 154,570 | $8.0M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -12.4% | 154,570 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +19.9% | 150,015 | $7.8M |
| Kestra Investment Management, LLC | 0.52% | — | 147,756 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.7% | 146,258 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +9.0% | 140,346 | $7.3M |
| Vantage Financial Partners Ltd., Inc. | 1.74% | Add +6.5% | 134,528 | $7.0M |
| Arden Trust Co | 0.97% | Add +0.8% | 133,361 | $6.9M |
| Allworth Financial LP | 0.04% | Add +10.3% | 125,920 | $6.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +44.7% | 126,211 | $6.6M |
| Davis R M Inc. | 0.13% | Add +152.5% | 124,090 | $6.5M |
| Cerity Partners LLC | 0.02% | Add +24.1% | 118,739 | $6.2M |
| Clear Rock Advisors, LLC | 2.59% | Add +6.1% | 116,517 | $6.1M |
| TD Capital Management LLC | 0.62% | Add +26.7% | 113,245 | $5.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.72% | Reduce -0.3% | 103,104 | $5.4M |
| BCS Wealth Management | 2.60% | Add +13.8% | 102,594 | $5.3M |
| Shotwell Rutter Baer Inc | 4.37% | New | 94,690 | $4.9M |
| Rehmann Capital Advisory Group | 0.35% | Add +12.6% | 94,746 | $4.9M |
| StoneX Group Inc. | 0.38% | Add +26.8% | 91,753 | $4.8M |
| Steph & Co. | 1.62% | Reduce -2.9% | 91,375 | $4.8M |
| Goodwin Investment Advisory | 2.16% | Reduce -2.9% | 90,478 | $4.7M |
| Smart Money Group LLC | 1.65% | Add +91.4% | 88,158 | $4.6M |
| Visionary Wealth Advisors | 0.30% | Add +1.2% | 87,231 | $4.5M |
| Kelman-Lazarov, Inc. | 0.82% | Add +2.3% | 84,644 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -6.1% | 84,310 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +6.2% | 81,045 | $4.2M |
| First International Bank & Trust | 1.44% | Add +7.0% | 80,418 | $4.2M |
| CarsonAllaria Wealth Management, Ltd. | 2.51% | Add +4.2% | 78,682 | $4.1M |
| Optimum Investment Advisors | 1.76% | No change | 75,223 | $3.9M |
| Biltmore Wealth Management, LLC | 1.64% | Add +1.1% | 72,813 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -55.1% | 68,757 | $3.6M |
| Flagstone Financial Management | 1.27% | Add +27.9% | 65,742 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +84.5% | 62,834 | $3.3M |
| Foster & Motley Inc. | 0.22% | Reduce -2.4% | 62,469 | $3.3M |
| PAX Financial Group, LLC | 0.63% | Reduce -2.1% | 61,801 | $3.2M |
| Renaissance Technologies | 0.01% | Reduce -61.2% | 61,700 | $3.2M |
| Opal Wealth Advisors, LLC | 1.03% | Reduce -19.0% | 61,615 | $3.2M |
| Econ Financial Services Corp | 1.96% | Add +38.3% | 60,675 | $3.2M |
| Legacy Financial Advisors, Inc. | 0.56% | Reduce -3.3% | 60,052 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.9% | 58,431 | $3.0M |
| Prestige Wealth Management Group LLC | 0.63% | Reduce -0.3% | 55,652 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.5% | 54,689 | $2.8M |
| ERn Financial, LLC | 0.47% | Add +2.0% | 54,096 | $2.8M |
| Bleakley Financial Group, LLC | 0.08% | Add +3.3% | 53,913 | $2.8M |
| Simplicity Wealth,LLC | 0.06% | Add +3.3% | 53,913 | $2.8M |
| Executive Wealth Management, LLC | 0.50% | Reduce -1.4% | 52,712 | $2.7M |
| Arrowroot Family Office, LLC | 1.69% | Add +2.0% | 50,818 | $2.6M |
| Paladin Advisory Group, LLC | 2.05% | Add +0.4% | 50,790 | $2.6M |
| Beta Wealth Group, Inc. | 1.21% | Add +5.2% | 49,187 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -5.5% | 47,846 | $2.5M |
| Inspirion Wealth Advisors, LLC | 0.37% | No change | 46,964 | $2.4M |
| CreativeOne Wealth, LLC | 0.12% | Add +95.1% | 46,386 | $2.4M |
| IAM Advisory, LLC | 0.64% | Add +3.2% | 45,684 | $2.4M |
| Hanson & Doremus Investment Management | 0.40% | Reduce -2.7% | 45,410 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +1.8% | 44,524 | $2.3M |
| Prosperity Consulting Group, LLC | 0.30% | Add +5.1% | 42,952 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.2% | 41,458 | $2.2M |
| Cedar Point Capital Partners, LLC | 1.59% | Reduce -3.8% | 40,898 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.16% | Reduce -6.3% | 39,842 | $2.1M |
| Team Hewins, LLC | 0.86% | Add +82.7% | 39,839 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -47.3% | 39,500 | $2.1M |
| Valley National Advisers Inc. | 0.29% | Add +3.5% | 37,599 | $2.0M |
| Austin Wealth Management, LLC | 0.45% | Add +2.9% | 36,507 | $1.9M |
| Private Trust Co. NA | 0.21% | Reduce -0.1% | 36,629 | $1.9M |
| Westside Investment Management, Inc. | 0.43% | Reduce -3.7% | 36,391 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +50.4% | 35,105 | $1.8M |
| Viawealth, LLC | 1.13% | Add +15.6% | 34,864 | $1.8M |
| Kowal Investment Group, LLC | 0.36% | Reduce -2.8% | 34,850 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Add +455.3% | 33,427 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +23.9% | 32,878 | $1.7M |
| Patten Group, Inc. | 0.39% | Add +14.2% | 32,146 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Add +4.6% | 31,405 | $1.6M |
| Duncan Williams Asset Management, LLC | 1.33% | Add +7.9% | 30,264 | $1.6M |
| Aviance Capital Partners, LLC | 0.22% | Reduce -0.4% | 30,251 | $1.6M |
| Janney Capital Management LLC | 0.11% | Reduce -0.0% | 30,192 | $1.6M |
| McAdam, LLC | 0.09% | Reduce -19.7% | 30,026 | $1.6M |
| Kings Path Partners LLC | 0.72% | — | 29,413 | $1.5M |
| Landmark Wealth Management, LLC | 1.19% | Add +1.2% | 29,207 | $1.5M |
| Valmark Advisers, Inc. | 0.03% | No change | 29,046 | $1.5M |
| Morton Brown Family Wealth, LLC | 0.60% | New | 28,868 | $1.5M |
| Benchmark Financial Wealth Advisors, LLC | 0.56% | Add +7.6% | 28,950 | $1.5M |
| Rockland Trust Co. | 0.07% | Add +0.8% | 26,913 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.35% | New | 26,264 | $1.4M |
| Williams & Novak, LLC | 1.21% | Add +44.7% | 25,015 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +15.7% | 24,652 | $1.3M |
| Transcendent Capital Group LLC | 0.74% | Reduce -0.9% | 24,581 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.12% | Add +109.3% | 22,830 | $1.2M |
| Alpha Financial Partners LLC | 1.01% | Add +18.2% | 22,398 | $1.2M |
| W.H. Cornerstone Investments Inc. | 0.79% | Add +0.2% | 21,283 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -3.2% | 21,089 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -18.1% | 21,073 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 20,613 | $1.1M |
| Wintrust Investments LLC | 0.09% | Add +1.2% | 20,432 | $1.1M |
| Kooman & Associates | 0.42% | Reduce -3.2% | 20,288 | $1.1M |
| Comerica Bank | 0.00% | Add +4.7% | 19,930 | $1.0M |
| Creative Planning | 0.00% | Add +30.7% | 19,498 | $1.0M |
| Inspire Advisors, LLC | 0.13% | Add +0.8% | 19,329 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -31.3% | 19,058 | $992K |
| Koshinski Asset Management, Inc. | 0.09% | Add +0.4% | 18,735 | $976K |
| ORG Partners LLC | 0.12% | New | 18,475 | $957K |
| Saxon Interests, Inc. | 0.45% | Reduce -10.0% | 18,123 | $943K |
| Avaii Wealth Management, LLC | 0.52% | Reduce -7.0% | 17,854 | $929K |
| AdvisorNet Financial, Inc | 0.08% | Add +0.8% | 17,835 | $929K |
| Martel Wealth Advisors LLC | 0.20% | No change | 17,823 | $928K |
| Midwest Financial Group LLC | 0.59% | Add +3.9% | 17,791 | $926K |
| Smith Thornton Advisors LLC | 0.68% | — | 17,661 | $919K |
| Breakwater Capital Group | 0.21% | Add +61.1% | 17,496 | $911K |
| Ashton Thomas Private Wealth, LLC | 0.05% | No change | 17,424 | $907K |
| Robinson Smith Wealth Advisors LLC | 0.79% | Reduce -5.5% | 17,189 | $895K |
| Syverson Strege & Co | 0.30% | Add +23.4% | 16,954 | $883K |
| Certified Advisory Corp | 0.11% | Add +23.1% | 16,754 | $872K |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.2% | 16,572 | $863K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.5% | 16,085 | $837K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +13.2% | 15,963 | $831K |
| Petra Financial Advisors Inc. | 0.58% | No change | 15,420 | $803K |
| Farther Finance Advisors, LLC | 0.04% | Add +289.7% | 15,426 | $799K |
| Greytown Advisors Inc. | 0.46% | Add +34.3% | 15,180 | $790K |
| AlphaMark Advisors, LLC | 0.27% | Add +30.0% | 14,730 | $767K |
| Madison Wealth Partners, Inc | 0.26% | Add +1.8% | 14,684 | $764K |
| Raymond James Trust N.A. | 0.02% | No change | 14,250 | $742K |
| Natixis Advisors, LLC | 0.00% | Add +8.0% | 14,039 | $731K |
| Kuhn & Co Investment Counsel | 0.64% | New | 13,743 | $715K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 13,428 | $699K |
| Janney Montgomery Scott LLC | 0.00% | Add +22.8% | 13,360 | $696K |
| Kingfisher Capital LLC | 0.16% | Add +1.4% | 13,254 | $690K |
| Main Street Financial Solutions, LLC | 0.06% | New | 12,766 | $665K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 12,748 | $664K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 12,736 | $663K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 12,630 | $658K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.7% | 12,580 | $655K |
| Anchor Investment Management, LLC | 0.07% | No change | 12,427 | $647K |
| Coldstream Capital Management Inc. | 0.02% | No change | 12,335 | $642K |
| First Trust Advisors LP | 0.00% | Reduce -1.0% | 12,288 | $640K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.3% | 12,081 | $629K |
| Astoria Portfolio Advisors LLC. | 0.22% | Reduce -1.2% | 11,911 | $620K |
| Destiny Wealth Partners, LLC | 0.11% | Reduce -3.4% | 11,669 | $607K |
| Sanctuary Advisors, LLC | 0.00% | — | 11,452 | $593K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +2.7% | 11,073 | $577K |
| Susquehanna International Group, LLP | 0.00% | Add +27.2% | 11,072 | $576K |
| EP Wealth Advisors, LLC | 0.01% | No change | 10,640 | $554K |
| Centennial Bank | 0.27% | No change | 10,433 | $543K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.8% | 10,248 | $534K |
| SignalPoint Asset Management, LLC | 0.14% | Add +14.6% | 10,205 | $531K |
| Signet Investment Advisory Group, Inc. | 0.28% | Add +24.8% | 9,890 | $515K |
| Ballentine Capital Advisors, Inc | 0.27% | New | 9,815 | $511K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 9,781 | $509K |
| Hobbs Group Advisors, LLC | 0.19% | — | 9,757 | $508K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.1% | 9,673 | $504K |
| Eagle Wealth Strategies LLC | 0.40% | No change | 9,539 | $497K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +75.9% | 9,420 | $490K |
| Sigma Planning Corp | 0.02% | New | 9,150 | $476K |
| Fairhaven Wealth Management, LLC | 0.16% | No change | 9,000 | $469K |
| Composition Wealth, LLC | 0.01% | Add +0.2% | 8,814 | $459K |
| GAMMA Investing LLC | 0.06% | Reduce -45.0% | 8,787 | $457K |
| WBH Advisory Inc. | 0.05% | Add +9.5% | 8,771 | $457K |
| Ameritas Advisory Services, LLC | 0.02% | Add +5.8% | 8,644 | $450K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -13.1% | 8,395 | $437K |
| First Affirmative Financial Network | 0.30% | Reduce -1.0% | 8,370 | $436K |
| Focus Partners Wealth | 0.00% | New | 8,160 | $425K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.9% | 8,122 | $423K |
| Vicus Capital | 0.04% | Reduce -22.8% | 8,028 | $418K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -22.0% | 7,888 | $411K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -37.8% | 7,735 | $403K |
| Financial Advocates Investment Management | 0.02% | Reduce -4.1% | 7,672 | $399K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -3.6% | 7,602 | $396K |
| Lunt Capital Management, Inc. | 0.19% | No change | 7,510 | $391K |
| Summit X, LLC | 0.09% | Add +0.0% | 7,501 | $390K |
| Crown Wealth Group, LLC | 0.19% | Add +68.2% | 7,454 | $388K |
| REAP Financial Group, LLC | 0.10% | New | 7,413 | $386K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 7,146 | $372K |
| 49 Wealth Management, LLC | 0.07% | Reduce -8.8% | 7,155 | $370K |
| Clear Point Advisors Inc. | 0.30% | Reduce -10.3% | 7,089 | $369K |
| Commerce Bank | 0.00% | Reduce -47.4% | 7,057 | $367K |
| 1900 Wealth Management LLC | 0.03% | No change | 7,031 | $366K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 7,005 | $365K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +10.6% | 6,931 | $361K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -14.7% | 6,894 | $359K |
| Betterment LLC | 0.00% | New | 6,877 | $358K |
| Geneos Wealth Management Inc. | 0.02% | Add +129.6% | 6,751 | $351K |
| Old Mission Capital LLC | 0.01% | New | 6,741 | $351K |
| Bond & Devick Financial Network, Inc. | 0.19% | Add +12.6% | 6,708 | $349K |
| Sunesis Advisors, LLC | 0.21% | No change | 6,638 | $346K |
| Vista Investment Management | 0.14% | Add +2.4% | 6,554 | $341K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 6,534 | $340K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,508 | $339K |
| First Heartland Consultants, Inc. | 0.03% | Add +39.3% | 6,384 | $332K |
| Jones Financial Companies LLLP | 0.00% | New | 6,285 | $327K |
| Ascentis Independent Advisors | 0.07% | — | 6,213 | $323K |
| Continuum Advisory, LLC | 0.05% | No change | 6,164 | $321K |
| GGM Financial LLC | 0.29% | — | 6,033 | $314K |
| Sunbelt Securities, Inc. | 0.03% | Add +31.3% | 5,977 | $311K |
| Gradient Investments LLC | 0.01% | Add +1.1% | 5,972 | $311K |
| Bank of New York Mellon Corp | 0.00% | Reduce -70.5% | 5,929 | $309K |
| Sanders Morris Harris LLC | 0.05% | No change | 5,913 | $308K |
| Professional Financial Advisors, LLC | 0.08% | Add +0.5% | 5,902 | $307K |
| Capital Market Strategies LLC | 0.18% | No change | 5,499 | $286K |
| Mariner, LLC | 0.00% | Reduce -7.7% | 5,350 | $279K |
| Milestone Asset Management, LLC | 0.07% | No change | 5,291 | $275K |
| Equitable Holdings, Inc. | 0.00% | No change | 5,193 | $270K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $262K |
| PFG Advisors | 0.02% | Add +4.1% | 4,886 | $254K |
| Stokes Capital Advisors, LLC | 0.07% | No change | 4,879 | $254K |
| Seaside Wealth Management, Inc. | 0.11% | Add +27.7% | 4,871 | $254K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.2% | 4,834 | $252K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,685 | $244K |
| Palo Alto Wealth Advisors, LLC | 0.17% | Add +5.0% | 4,640 | $242K |
| IFP Advisors, Inc | 0.01% | Reduce -7.2% | 4,638 | $241K |
| Key Financial Inc | 0.06% | No change | 4,600 | $239K |
| Focus Financial Network, Inc. | 0.01% | Reduce -27.5% | 4,501 | $236K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 4,486 | $234K |
| Stablepoint Partners, LLC | 0.05% | New | 4,444 | $233K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.8% | 4,465 | $232K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,088 | $213K |
| JSF Financial, LLC | 0.06% | No change | 4,000 | $208K |
| Intrua Financial, LLC | 0.03% | New | 3,972 | $207K |
| Bright Financial Advisors, Inc. | 0.14% | New | 3,906 | $203K |
| Goldstein Advisors, LLC | 0.03% | New | 3,898 | $203K |
| HUB Investment Partners, LLC | 0.01% | New | 3,868 | $201K |
| Cozad Asset Management Inc. | 0.02% | No change | 3,845 | $200K |
| Sandy Spring Bank | 0.01% | New | 3,430 | $179K |
| Harbour Investments, Inc. | 0.00% | Add +0.0% | 2,748 | $143K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -7.0% | 2,039 | $106K |
| Clearstead Advisors, LLC | 0.00% | Add +22.4% | 1,884 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.3% | 1,790 | $93K |
| Planning Capital Management Corp | 0.06% | No change | 1,738 | $90K |
| Avior Wealth Management, LLC | 0.00% | Reduce -13.6% | 1,616 | $84K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,538 | $80K |
| Bank of Montreal | 0.00% | No change | 1,400 | $73K |
| Red Tortoise LLC | 0.04% | Add +0.9% | 1,347 | $70K |
| BNP Paribas Financial Markets | 0.00% | New | 1,219 | $63K |
| TruNorth Capital Management, LLC | 0.02% | New | 1,000 | $52K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +5.9% | 910 | $47K |
| Principal Securities, Inc. | 0.00% | Add +4.8% | 830 | $43K |
| GeoWealth Management, LLC | 0.00% | Add +182.4% | 771 | $40K |
| WealthShield Partners, LLC | 0.01% | Reduce -60.1% | 663 | $35K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 450 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -18.2% | 450 | $23K |
| Wagner Wealth Management, LLC | 0.01% | New | 437 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $20K |
| FMR LLC | 0.00% | No change | 362 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +15000.0% | 302 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.9% | 217 | $11K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 194 | $10K |
| Allianz Asset Management GmbH | 0.00% | Reduce -3.1% | 156 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 132 | $7K |
| Citigroup Inc. | 0.00% | No change | 100 | $5K |
| Larson Financial Group LLC | 0.00% | New | 91 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 70 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| Assetmark, Inc. | 0.00% | New | 5 | $260 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.