PIMCO Intermediate MunicipalMUNIETF
13F holders, Q4 2024 (December 31)336holders +45
34new positions
17sold out
3famous investors
$51.74avg. 13F price*
At the end of Q4 2024, 336 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 45 from Q3 2024. 34 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($104.8M), Morgan Stanley ($90.9M) and JPMorgan Chase & Co. ($85.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q4 2024)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $54.2M |
| Exits | 17 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 4,691,532 shares bought and 2,373,117 shares sold, net +2,318,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Bank of America Corp. | 0.01% | Add +37.8% | 2,025,250 | $104.8M |
| Morgan Stanley | 0.01% | Add +15.2% | 1,756,385 | $90.9M |
| JPMorgan Chase & Co. | 0.01% | Add +47.5% | 1,642,212 | $85.0M |
| Cwm, LLC | 0.33% | Add +3.4% | 1,519,188 | $78.6M |
| LPL Financial LLC | 0.03% | Add +23.1% | 1,303,078 | $67.4M |
| Wells Fargo & Company | 0.02% | Add +3.2% | 1,292,077 | $66.8M |
| Dynasty Wealth Management, LLC | 0.89% | Add +371.0% | 1,000,289 | $51.7M |
| UBS Group AG | 0.01% | Reduce -4.9% | 790,614 | $40.9M |
| Stonebridge Financial Group, LLC | 3.59% | — | 629,541 | $32.6M |
| Sagespring Wealth Partners, LLC | 0.77% | — | 566,606 | $29.3M |
| Focus Partners Wealth | 0.07% | Add +6.2% | 528,547 | $27.3M |
| WCG Wealth Advisors LLC | 1.61% | Add +1.0% | 472,035 | $24.4M |
| Raymond James Financial Inc. | 0.01% | — | 445,941 | $23.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +3.0% | 431,214 | $22.5M |
| MBL Wealth, LLC | 2.25% | Add +0.8% | 431,710 | $22.3M |
| Cetera Investment Advisers | 0.04% | Add +9.7% | 410,982 | $21.3M |
| Quotient Wealth Partners, LLC | 0.62% | Reduce -1.0% | 368,856 | $19.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 362,633 | $18.8M |
| NewEdge Advisors, LLC | 0.10% | Add +0.1% | 316,524 | $16.4M |
| Davis R M Inc. | 0.31% | Add +12.6% | 310,750 | $16.1M |
| Avantax Planning Partners, Inc. | 0.51% | Reduce -14.7% | 272,927 | $14.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -51.7% | 258,328 | $13.4M |
| Bailard, Inc. | 0.33% | Reduce -43.3% | 247,798 | $12.8M |
| XML Financial, LLC | 1.07% | Reduce -0.3% | 226,489 | $11.7M |
| Goelzer Investment Management, Inc. | 0.65% | Reduce -6.0% | 216,752 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.1% | 216,725 | $11.2M |
| McKinley Carter Wealth Services, Inc. | 0.67% | Reduce -17.4% | 210,831 | $10.9M |
| Capital Analysts, LLC | 0.41% | Add +10.5% | 198,001 | $10.2M |
| Old Mission Capital LLC | 0.23% | New | 188,295 | $9.7M |
| Bleakley Financial Group, LLC | 0.29% | Add +252.3% | 187,843 | $9.7M |
| Independent Advisor Alliance | 0.13% | New | 184,190 | $9.5M |
| Kestra Investment Management, LLC | 0.36% | Add +1.2% | 176,765 | $9.1M |
| Wealth Alliance Advisory Group, LLC | 1.93% | Add +3.7% | 176,622 | $9.1M |
| MAI Capital Management | 0.07% | New | 171,739 | $8.9M |
| Equita Financial Network, Inc. | 3.04% | Add +6.0% | 162,828 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 160,830 | $8.3M |
| Fermata Advisors, LLC | 1.55% | Reduce -0.3% | 160,542 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.3% | 154,263 | $8.0M |
| Sand Hill Global Advisors, LLC | 0.33% | Reduce -6.2% | 152,137 | $7.9M |
| XY Planning Network, Inc. | 5.87% | — | 151,171 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +7.6% | 149,843 | $7.8M |
| Jane Street Group, LLC | 0.01% | Add +2908.8% | 143,761 | $7.4M |
| Morton Brown Family Wealth, LLC | 2.55% | Add +21.0% | 141,434 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -12.2% | 131,384 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -12.2% | 131,384 | $6.8M |
| Allworth Financial LP | 0.04% | Add +12.0% | 129,318 | $6.7M |
| BCS Wealth Management | 1.63% | Add +7.8% | 126,833 | $6.6M |
| Truist Financial Corp. | 0.01% | Add +470.9% | 124,253 | $6.4M |
| Cerity Partners LLC | 0.01% | Reduce -13.2% | 120,994 | $6.3M |
| StoneX Group Inc. | 0.34% | Add +3.2% | 118,462 | $6.1M |
| Biltmore Wealth Management, LLC | 2.55% | Add +0.8% | 118,573 | $6.1M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 107,517 | $5.6M |
| TD Capital Management LLC | 0.55% | Reduce -21.3% | 105,492 | $5.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.67% | Add +0.9% | 104,902 | $5.4M |
| Shotwell Rutter Baer Inc | 4.50% | Add +4.3% | 103,884 | $5.3M |
| Genesis Private Wealth, LLC | 2.61% | — | 91,397 | $4.7M |
| Visionary Wealth Advisors | 0.27% | Add +0.5% | 87,654 | $4.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -2.0% | 87,428 | $4.5M |
| Kelman-Lazarov, Inc. | 0.81% | Add +2.2% | 87,157 | $4.5M |
| Rehmann Capital Advisory Group | 0.28% | Reduce -2.5% | 86,504 | $4.5M |
| Flagstone Financial Management | 1.47% | Add +3.0% | 85,755 | $4.4M |
| Smart Money Group LLC | 1.51% | Reduce -15.0% | 84,677 | $4.4M |
| Goodwin Investment Advisory | 2.28% | Reduce -2.0% | 84,121 | $4.4M |
| Steph & Co. | 1.47% | Reduce -8.9% | 83,977 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 82,757 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +13.9% | 75,396 | $3.9M |
| Optimum Investment Advisors | 1.72% | No change | 75,223 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +188.7% | 73,698 | $3.8M |
| CarsonAllaria Wealth Management, Ltd. | 2.18% | Reduce -0.2% | 73,660 | $3.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.21% | Add +50.1% | 72,867 | $3.8M |
| First International Bank & Trust | 1.20% | Reduce -2.8% | 71,381 | $3.7M |
| Opal Wealth Advisors, LLC | 1.06% | Add +13.4% | 68,423 | $3.5M |
| PAX Financial Group, LLC | 0.63% | Add +2.1% | 67,885 | $3.5M |
| Martin Worley Group | 2.18% | — | 67,449 | $3.5M |
| Executive Wealth Management, LLC | 0.27% | Add +3.9% | 66,308 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.3% | 61,880 | $3.2M |
| Thompson David Blair | 2.32% | — | 61,708 | $3.2M |
| Foster & Motley Inc. | 0.20% | Reduce -2.3% | 59,634 | $3.1M |
| Avant Financial Advisors LLC | 2.83% | — | 59,533 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +32.6% | 57,785 | $3.0M |
| Cercano Management LLC | 0.08% | Reduce -87.0% | 57,483 | $3.0M |
| Keyvantage Wealth, LLC | 2.09% | — | 56,406 | $2.9M |
| SageView Advisory Group, LLC | 0.13% | Add +0.9% | 56,156 | $2.9M |
| ERn Financial, LLC | 0.42% | Add +1.7% | 53,508 | $2.8M |
| Legacy Financial Advisors, Inc. | 0.45% | Reduce -11.3% | 52,825 | $2.7M |
| Arrowroot Family Office, LLC | 1.41% | Reduce -1.6% | 52,504 | $2.7M |
| Larson Financial Group LLC | 0.14% | Add +492.0% | 52,332 | $2.7M |
| Blueprint Investment Partners LLC | 0.42% | Add +71.7% | 51,437 | $2.7M |
| Paladin Advisory Group, LLC | 2.01% | Reduce -0.1% | 50,727 | $2.6M |
| Econ Financial Services Corp | 1.51% | Reduce -19.0% | 50,716 | $2.6M |
| Hanson & Doremus Investment Management | 0.40% | Add +0.3% | 49,691 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | New | 49,559 | $2.6M |
| Inspirion Wealth Advisors, LLC | 0.34% | No change | 46,964 | $2.4M |
| Mariner, LLC | 0.00% | Add +216.3% | 46,835 | $2.4M |
| IAM Advisory, LLC | 0.61% | Add +1.0% | 46,514 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.7% | 46,375 | $2.4M |
| Prosperity Consulting Group, LLC | 0.18% | Add +5.1% | 46,113 | $2.4M |
| Beta Wealth Group, Inc. | 1.05% | Reduce -3.7% | 46,072 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.9% | 45,690 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -17.4% | 44,588 | $2.3M |
| Cedar Point Capital Partners, LLC | 1.56% | Add +7.8% | 44,523 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +1.1% | 44,380 | $2.3M |
| SteelPeak Wealth, LLC | 0.09% | New | 43,910 | $2.3M |
| Viawealth, LLC | 1.34% | Add +20.9% | 42,829 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -72.8% | 42,400 | $2.2M |
| Austin Wealth Management, LLC | 0.44% | Add +11.5% | 41,494 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Add +97.8% | 41,396 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Add +7.2% | 39,958 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.18% | New | 39,592 | $2.0M |
| Waverly Advisors, LLC | 0.03% | Add +22.5% | 39,526 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +26.2% | 39,291 | $2.0M |
| Prestige Wealth Management Group LLC | 0.40% | Reduce -33.0% | 37,333 | $1.9M |
| World Investment Advisors | 0.05% | New | 36,176 | $1.9M |
| Private Trust Co. NA | 0.19% | Reduce -1.2% | 35,542 | $1.8M |
| Westside Investment Management, Inc. | 0.38% | No change | 35,291 | $1.8M |
| Duncan Williams Asset Management, LLC | 0.70% | Add +13.1% | 34,538 | $1.8M |
| McAdam, LLC | 0.10% | Add +11.7% | 34,533 | $1.8M |
| Landmark Wealth Management, LLC | 0.79% | Add +13.0% | 34,344 | $1.8M |
| Clarity Wealth Development LLC | 1.92% | — | 33,998 | $1.8M |
| Citadel Advisors | 0.00% | New | 33,819 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +508.8% | 33,521 | $1.7M |
| Manske Wealth Management | 0.68% | — | 33,265 | $1.7M |
| Patten Group, Inc. | 0.38% | Reduce -5.8% | 32,877 | $1.7M |
| Unique Wealth, LLC | 0.35% | Add +308.6% | 32,841 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +61.6% | 32,587 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +7.6% | 32,553 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +7.6% | 29,302 | $1.5M |
| Kings Path Partners LLC | 0.65% | Reduce -2.4% | 29,258 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +0.7% | 29,246 | $1.5M |
| Janney Capital Management LLC | 0.10% | Reduce -3.7% | 29,127 | $1.5M |
| Fortitude Financial, LLC | 0.84% | — | 29,056 | $1.5M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -4.5% | 28,817 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +15.8% | 28,764 | $1.5M |
| Higgins & Schmidt Wealth Strategies LLC | 0.92% | Add +39.3% | 28,633 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +192.2% | 28,556 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +109.1% | 27,086 | $1.4M |
| Brady Martz Wealth Solutions, LLC | 0.33% | — | 26,723 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.34% | No change | 26,264 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.13% | No change | 25,123 | $1.3M |
| Certior Financial Group, LLC | 1.15% | — | 25,079 | $1.3M |
| Inspire Advisors, LLC | 0.16% | Add +0.8% | 25,021 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +3.3% | 24,702 | $1.3M |
| Cora Capital Advisors LLC | 0.62% | New | 24,702 | $1.3M |
| BTG Pactual Asset Management US LLC | 0.17% | Add +62.9% | 24,733 | $1.3M |
| Certified Advisory Corp | 0.13% | Add +1.1% | 23,468 | $1.2M |
| GAMMA Investing LLC | 0.10% | Add +8.9% | 23,428 | $1.2M |
| Alpha Financial Partners LLC | 0.95% | New | 23,241 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +57.2% | 22,521 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -47.0% | 22,482 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +10.0% | 22,020 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -46.1% | 21,959 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.6% | 21,838 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.75% | Add +0.9% | 21,654 | $1.1M |
| Comerica Bank | 0.00% | Add +12.0% | 21,586 | $1.1M |
| Kooman & Associates | 0.40% | Add +2.4% | 21,191 | $1.1M |
| Smith Thornton Advisors LLC | 0.67% | Add +1.1% | 20,590 | $1.1M |
| Sandy Spring Bank | 0.04% | Add +325.9% | 20,458 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +414.0% | 20,123 | $1.0M |
| Team Hewins, LLC | 0.40% | Add +9.3% | 19,735 | $1.0M |
| SignalPoint Asset Management, LLC | 0.25% | Add +19.1% | 19,600 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +7.6% | 18,746 | $972K |
| Robinson Smith Wealth Advisors LLC | 0.81% | Add +0.4% | 18,502 | $957K |
| AlphaMark Advisors, LLC | 0.40% | Add +20.1% | 17,980 | $930K |
| Novem Group | 0.14% | — | 17,778 | $920K |
| Saxon Interests, Inc. | 0.40% | Reduce -0.8% | 17,766 | $919K |
| Midwest Financial Group LLC | 0.53% | No change | 17,765 | $919K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -28.8% | 17,555 | $911K |
| Natixis Advisors, LLC | 0.00% | Add +16.7% | 17,597 | $910K |
| Princeton Global Asset Management LLC | 0.17% | Add +8.9% | 17,421 | $901K |
| Avaii Wealth Management, LLC | 0.44% | Reduce -2.2% | 17,406 | $900K |
| Rockland Trust Co. | 0.05% | Reduce -34.3% | 17,335 | $897K |
| ORG Partners LLC | 0.12% | Reduce -1.7% | 17,215 | $891K |
| Transcendent Capital Group LLC | 0.46% | Reduce -11.2% | 17,152 | $887K |
| Breakwater Capital Group | 0.17% | Reduce -25.4% | 16,677 | $863K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.0% | 16,583 | $858K |
| Fragasso Financial Advisors Inc | 0.07% | Add +30.3% | 16,462 | $852K |
| Kuhn & Co Investment Counsel | 0.72% | Add +6.5% | 16,383 | $847K |
| Syverson Strege & Co | 0.28% | Add +0.5% | 16,056 | $831K |
| Madison Wealth Partners, Inc | 0.23% | Add +5.8% | 15,803 | $817K |
| Petra Financial Advisors Inc. | 0.54% | No change | 15,420 | $798K |
| Creative Planning | 0.00% | Reduce -8.7% | 15,270 | $790K |
| Freedom Financial Partners LLC | 0.38% | — | 15,152 | $784K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 14,976 | $775K |
| Williams & Novak, LLC | 0.74% | Reduce -42.9% | 14,900 | $771K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.1% | 14,480 | $749K |
| Olympus Wealth Management, LLC | 0.27% | Add +190.3% | 14,182 | $734K |
| Mallini Complete Financial Planning LLC | 1.23% | — | 14,100 | $729K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +43.7% | 14,053 | $727K |
| Barnes Wealth Management Group, Inc | 0.49% | — | 14,008 | $725K |
| Signet Investment Advisory Group, Inc. | 0.36% | Add +11.3% | 13,770 | $712K |
| Astoria Portfolio Advisors LLC. | 0.25% | Add +20.9% | 13,415 | $689K |
| Main Street Financial Solutions, LLC | 0.07% | Add +1.2% | 13,242 | $685K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.2% | 12,881 | $669K |
| Sterling Investment Advisors, Ltd. | 0.16% | New | 12,900 | $667K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 12,748 | $665K |
| Palo Alto Wealth Advisors, LLC | 0.23% | Add +164.3% | 12,406 | $643K |
| Anchor Investment Management, LLC | 0.06% | No change | 12,427 | $643K |
| First Trust Advisors LP | 0.00% | Add +28.5% | 12,122 | $627K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -17.9% | 12,121 | $627K |
| Apella Capital, LLC | 0.02% | New | 11,912 | $616K |
| Destiny Wealth Partners, LLC | 0.10% | Add +1.2% | 11,847 | $613K |
| YHB Investment Advisors, Inc. | 0.05% | New | 11,779 | $609K |
| Orrstown Financial Services Inc. | 0.16% | New | 11,750 | $608K |
| Focus Financial Network, Inc. | 0.02% | Add +157.1% | 11,656 | $605K |
| Kendall Capital Management | 0.18% | New | 11,600 | $600K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.7% | 11,585 | $599K |
| &partners | 0.01% | Add +191.2% | 11,558 | $598K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.9% | 11,437 | $592K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,025 | $570K |
| Riggs Capital Management LLC | 0.55% | — | 10,850 | $561K |
| Security National Bank of Sioux City Iowa | 0.39% | New | 10,805 | $559K |
| EP Wealth Advisors, LLC | 0.00% | No change | 10,640 | $550K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,632 | $550K |
| Level Four Advisory Services, LLC | 0.02% | Add +41.8% | 10,461 | $541K |
| StoneCrest Wealth Management, Inc. | 0.34% | Reduce -65.5% | 10,120 | $524K |
| Objective Capital Management, LLC | 0.35% | Reduce -27.6% | 10,061 | $520K |
| Nwam LLC | 0.03% | Add +0.1% | 9,731 | $503K |
| Eagle Wealth Strategies LLC | 0.36% | No change | 9,539 | $493K |
| Fairhaven Wealth Management, LLC | 0.15% | No change | 9,500 | $491K |
| Vertex Planning Partners, LLC | 0.11% | Add +7.1% | 9,380 | $485K |
| Ameritas Advisory Services, LLC | 0.02% | Add +3.9% | 9,269 | $479K |
| Towneley Capital Management, Inc / DE | 0.11% | Reduce -98.9% | 8,981 | $465K |
| HRT Financial LP | 0.00% | New | 8,940 | $462K |
| Composition Wealth, LLC | 0.01% | Add +0.1% | 8,829 | $457K |
| WBH Advisory Inc. | 0.04% | No change | 8,771 | $454K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -8.9% | 8,716 | $452K |
| Sigma Planning Corp | 0.01% | Reduce -2.8% | 8,435 | $436K |
| Private Wealth Group, LLC | 0.21% | New | 8,405 | $435K |
| Crown Wealth Group, LLC | 0.18% | Reduce -56.8% | 8,397 | $434K |
| Hobbs Group Advisors, LLC | 0.16% | Reduce -16.1% | 8,236 | $426K |
| Vicus Capital | 0.04% | Add +1.7% | 8,182 | $423K |
| First Affirmative Financial Network | 0.24% | Add +5.3% | 8,162 | $422K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -4.9% | 7,987 | $414K |
| Curran Financial Partners, LLC | 0.11% | Add +82.9% | 8,009 | $414K |
| Magnolia Private Wealth, LLC | 0.36% | — | 7,845 | $406K |
| Atlas Legacy Advisors, LLC | 0.10% | — | 7,803 | $404K |
| 49 Wealth Management, LLC | 0.06% | Add +11.5% | 7,796 | $403K |
| DecisionMap Wealth Management, LLC | 0.32% | — | 7,697 | $398K |
| Clear Creek Financial Management, LLC | 0.04% | Add +0.1% | 7,604 | $393K |
| REAP Financial Group, LLC | 0.10% | Add +0.6% | 7,456 | $386K |
| Bison Wealth, LLC | 0.05% | — | 7,456 | $386K |
| Ballentine Capital Advisors, Inc | 0.20% | Reduce -25.4% | 7,318 | $379K |
| Howard Wealth Management, LLC | 0.20% | Add +10.4% | 7,309 | $378K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.8% | 7,276 | $376K |
| DAVENPORT & Co LLC | 0.00% | Add +10.8% | 7,208 | $373K |
| Clear Point Advisors Inc. | 0.32% | Reduce -3.0% | 7,165 | $371K |
| Equitable Holdings, Inc. | 0.00% | Add +16.5% | 7,053 | $365K |
| Discipline Wealth Solutions, LLC | 0.17% | New | 7,039 | $364K |
| 1900 Wealth Management LLC | 0.03% | No change | 7,031 | $364K |
| Centennial Bank | 0.17% | No change | 6,898 | $357K |
| Bond & Devick Financial Network, Inc. | 0.15% | No change | 6,708 | $355K |
| Marshall Financial Group, LLC | 0.08% | New | 6,751 | $349K |
| Betterment LLC | 0.00% | Add +3.7% | 6,683 | $346K |
| Lunt Capital Management, Inc. | 0.13% | Reduce -11.6% | 6,641 | $344K |
| Sunesis Advisors, LLC | 0.21% | No change | 6,638 | $343K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -4.4% | 6,558 | $340K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 6,534 | $338K |
| Ascentis Independent Advisors | 0.06% | Add +6.5% | 6,425 | $332K |
| Commerce Bank | 0.00% | No change | 6,257 | $324K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.5% | 6,178 | $320K |
| Financial Advocates Investment Management | 0.02% | Reduce -10.4% | 6,075 | $314K |
| Vista Investment Management | 0.12% | Reduce -8.2% | 6,019 | $311K |
| Elyxium Wealth, LLC | 0.19% | New | 5,986 | $310K |
| Byrne Financial Freedom, LLC | 0.14% | — | 5,950 | $308K |
| LifeGoal Investments, LLC | 0.33% | — | 5,945 | $308K |
| Sanders Morris Harris LLC | 0.05% | No change | 5,913 | $306K |
| D.A. Davidson & Co. | 0.00% | New | 5,887 | $305K |
| GGM Financial LLC | 0.32% | Add +16.6% | 5,757 | $298K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -18.8% | 5,694 | $295K |
| Oregon Pacific Wealth Management, LLC | 0.29% | — | 5,687 | $294K |
| Gradient Investments LLC | 0.01% | Reduce -11.0% | 5,539 | $287K |
| Bank of New York Mellon Corp | 0.00% | New | 5,519 | $285K |
| Friday Financial | 0.20% | — | 5,506 | $285K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -0.3% | 5,476 | $283K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +16.0% | 5,435 | $281K |
| Hershey Financial Advisers, LLC | 0.24% | — | 5,363 | $277K |
| Milestone Asset Management, LLC | 0.06% | No change | 5,291 | $274K |
| Advisory Services Network, LLC | 0.01% | Reduce -46.1% | 5,216 | $270K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,191 | $269K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 5,063 | $262K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $258K |
| Continuum Advisory, LLC | 0.03% | Reduce -11.8% | 4,980 | $258K |
| Cozad Asset Management Inc. | 0.02% | Reduce -15.4% | 4,945 | $256K |
| Stokes Capital Advisors, LLC | 0.07% | No change | 4,879 | $252K |
| IFP Advisors, Inc | 0.01% | Add +3.9% | 4,848 | $251K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -6.5% | 4,822 | $249K |
| Altfest L J & Co. Inc. | 0.03% | New | 4,798 | $248K |
| AQR Capital Management | 0.00% | New | 4,794 | $248K |
| L.K. Benson & Company, P.C. | 0.17% | — | 4,598 | $238K |
| Key Financial Inc | 0.05% | No change | 4,536 | $235K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -74.9% | 4,511 | $233K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.5% | 4,371 | $226K |
| Benjamin Edwards Inc. | 0.00% | No change | 4,338 | $224K |
| Synovus Financial Corp. | 0.00% | Add +0.5% | 4,175 | $216K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 4,003 | $207K |
| Millstone Evans Group, LLC | 0.14% | — | 4,000 | $207K |
| Goldstein Advisors, LLC | 0.03% | Add +2.6% | 3,999 | $207K |
| Summit X, LLC | 0.05% | Reduce -46.9% | 3,987 | $206K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,868 | $200K |
| Accredited Wealth Management, LLC | 0.14% | — | 3,125 | $162K |
| Principal Securities, Inc. | 0.00% | Add +0.9% | 2,363 | $122K |
| Wintrust Investments LLC | 0.10% | Add +8.0% | 2,256 | $116K |
| Harbour Investments, Inc. | 0.00% | Reduce -53.3% | 2,166 | $112K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,085 | $108K |
| Trust Co. of Vermont | 0.00% | New | 1,915 | $99K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 1,911 | $99K |
| GeoWealth Management, LLC | 0.00% | Add +52.0% | 1,890 | $98K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +18.5% | 1,823 | $94K |
| Ameriflex Group, Inc. | 0.04% | — | 1,711 | $89K |
| Bank of Montreal | 0.00% | No change | 1,700 | $88K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,555 | $80K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,487 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.3% | 1,426 | $74K |
| Red Tortoise LLC | 0.04% | Add +0.8% | 1,370 | $71K |
| Compass Financial Services Inc | 0.03% | — | 1,163 | $60K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,000 | $52K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -5.7% | 856 | $44K |
| Valley National Advisers Inc. | 0.01% | Add +15.5% | 692 | $35K |
| WealthShield Partners, LLC | 0.00% | No change | 663 | $34K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $19K |
| WASHINGTON TRUST Co | 0.00% | New | 335 | $17K |
| FMR LLC | 0.00% | Reduce -9.1% | 321 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 302 | $16K |
| New Wave Wealth Advisors LLC | 0.01% | New | 289 | $15K |
| Aspect Partners, LLC | 0.01% | New | 286 | $15K |
| Golden State Wealth Management, LLC | 0.00% | — | 285 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -95.3% | 276 | $14K |
| Allianz Asset Management GmbH | 0.00% | Add +74.7% | 276 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 268 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.9% | 220 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -92.1% | 144 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 70 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| AE Wealth Management LLC | 0.00% | New | 19 | $983 |
| BNP Paribas Financial Markets | 0.00% | Add +18.2% | 13 | $672 |
| Assetmark, Inc. | 0.00% | No change | 5 | $259 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.