PIMCO Intermediate MunicipalMUNIETF
13F holders, Q1 2025 (March 31)335holders −1
34new positions
27sold out
1famous investor
$51.31avg. 13F price*
At the end of Q1 2025, 335 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, down 1 from Q4 2024. 34 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($110.9M), Morgan Stanley ($104.9M) and JPMorgan Chase & Co. ($85.5M). 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 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $28.5M |
| Exits | 27 | $30.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,590,968 shares bought and 1,878,081 shares sold, net +1,712,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| Bank of America Corp. | 0.01% | Add +6.2% | 2,151,476 | $110.9M |
| Morgan Stanley | 0.01% | Add +15.9% | 2,035,463 | $104.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1.0% | 1,658,886 | $85.5M |
| Cwm, LLC | 0.33% | Add +5.2% | 1,598,311 | $82.4M |
| Wells Fargo & Company | 0.02% | Add +8.9% | 1,407,657 | $72.6M |
| LPL Financial LLC | 0.03% | Add +5.7% | 1,377,052 | $71.0M |
| Dynasty Wealth Management, LLC | 0.80% | Reduce -6.6% | 934,395 | $48.2M |
| Stonebridge Financial Group, LLC | 3.65% | Add +5.7% | 665,689 | $34.3M |
| UBS Group AG | 0.01% | Reduce -18.4% | 645,448 | $33.3M |
| Sagespring Wealth Partners, LLC | 0.74% | Add +1.0% | 572,442 | $29.5M |
| Focus Partners Wealth | 0.07% | Add +1.4% | 535,852 | $27.6M |
| Kestra Investment Management, LLC | 0.47% | Add +247.3% | 613,892 | $24.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.7% | 457,865 | $23.6M |
| Cetera Investment Advisers | 0.05% | Add +10.1% | 452,466 | $23.3M |
| MBL Wealth, LLC | 2.26% | Add +0.2% | 432,535 | $22.3M |
| WCG Wealth Advisors LLC | 1.63% | Reduce -11.9% | 415,861 | $21.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -7.6% | 398,420 | $20.8M |
| Capital Analysts, LLC | 0.77% | Add +101.7% | 399,284 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 390,731 | $20.1M |
| Osaic Holdings, Inc. | 0.04% | Add +359.4% | 346,380 | $17.9M |
| NewEdge Advisors, LLC | 0.10% | Add +3.7% | 328,266 | $16.9M |
| Davis R M Inc. | 0.31% | Reduce -2.5% | 302,943 | $15.6M |
| Quotient Wealth Partners, LLC | 0.47% | Reduce -21.8% | 288,466 | $14.9M |
| Avantax Planning Partners, Inc. | 0.49% | Reduce -1.4% | 269,107 | $13.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.2% | 250,001 | $12.9M |
| MML Investors Services, LLC | 0.04% | Add +658.1% | 247,050 | $12.7M |
| XML Financial, LLC | 1.10% | Add +1.3% | 229,372 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.1% | 216,534 | $11.2M |
| Goelzer Investment Management, Inc. | 0.64% | Reduce -0.9% | 214,745 | $11.1M |
| Wealth Alliance Advisory Group, LLC | 2.10% | Add +11.3% | 196,611 | $10.1M |
| Truist Financial Corp. | 0.02% | Add +56.1% | 194,018 | $10.0M |
| MAI Capital Management | 0.07% | Reduce -1.1% | 169,764 | $8.8M |
| Morton Brown Family Wealth, LLC | 2.96% | Add +19.6% | 169,105 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +2.1% | 164,225 | $8.5M |
| Equita Financial Network, Inc. | 2.88% | Reduce -1.8% | 159,831 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 159,682 | $8.2M |
| Fermata Advisors, LLC | 1.48% | Reduce -1.0% | 158,879 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 153,829 | $7.9M |
| Bailard, Inc. | 0.20% | Reduce -39.0% | 151,213 | $7.8M |
| XY Planning Network, Inc. | 4.92% | Reduce -5.4% | 142,950 | $7.4M |
| Keyvantage Wealth, LLC | 3.38% | Add +139.2% | 134,893 | $7.0M |
| True North Advisors, LLC | 1.20% | New | 130,787 | $6.7M |
| TD Capital Management LLC | 0.66% | Add +20.7% | 127,282 | $6.6M |
| BCS Wealth Management | 1.66% | Reduce -1.0% | 125,569 | $6.5M |
| Sand Hill Global Advisors, LLC | 0.26% | Reduce -19.6% | 122,362 | $6.3M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 121,132 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -7.9% | 120,954 | $6.2M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -7.9% | 120,954 | $6.2M |
| Biltmore Wealth Management, LLC | 2.58% | Reduce -0.1% | 118,456 | $6.1M |
| StoneX Group Inc. | 0.33% | Reduce -0.7% | 117,581 | $6.1M |
| Larson Financial Group LLC | 0.28% | Add +116.0% | 113,019 | $5.8M |
| Allworth Financial LP | 0.03% | Reduce -12.6% | 113,023 | $5.8M |
| Rehmann Capital Advisory Group | 0.36% | Add +28.3% | 110,990 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.6% | 106,902 | $5.5M |
| Olympus Wealth Management, LLC | 2.40% | Add +646.9% | 105,924 | $5.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.66% | Add +0.8% | 105,720 | $5.4M |
| Shotwell Rutter Baer Inc | 4.79% | Add +0.7% | 104,643 | $5.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +68.9% | 104,513 | $5.4M |
| CarsonAllaria Wealth Management, Ltd. | 2.87% | Add +30.7% | 96,250 | $5.0M |
| Genesis Private Wealth, LLC | 2.60% | Add +4.1% | 95,183 | $4.9M |
| Flagstone Financial Management | 1.53% | Add +7.5% | 92,201 | $4.8M |
| Kelman-Lazarov, Inc. | 0.84% | Add +3.4% | 90,098 | $4.6M |
| Smart Money Group LLC | 1.57% | Add +5.5% | 89,342 | $4.6M |
| Martin Worley Group | 2.61% | Add +31.7% | 88,826 | $4.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -1.7% | 85,914 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +15.6% | 85,220 | $4.4M |
| Visionary Wealth Advisors | 0.26% | Reduce -4.9% | 83,359 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.7% | 82,157 | $4.2M |
| Creative Planning | 0.00% | Add +433.2% | 81,420 | $4.2M |
| Steph & Co. | 1.47% | Reduce -5.8% | 79,100 | $4.1M |
| First International Bank & Trust | 1.25% | Add +7.1% | 76,478 | $3.9M |
| Old Mission Capital LLC | 0.08% | Reduce -59.9% | 75,567 | $3.9M |
| Optimum Investment Advisors | 1.83% | No change | 75,223 | $3.9M |
| Austin Wealth Management, LLC | 0.78% | Add +83.4% | 76,089 | $3.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.45% | Add +1.9% | 74,277 | $3.8M |
| PAX Financial Group, LLC | 0.67% | Add +8.7% | 73,779 | $3.8M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Reduce -65.6% | 72,581 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +13.4% | 65,522 | $3.4M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -65.5% | 64,810 | $3.3M |
| ERn Financial, LLC | 0.51% | Add +17.2% | 62,694 | $3.2M |
| Foster & Motley Inc. | 0.20% | Add +3.7% | 61,818 | $3.2M |
| Beacon Capital Management, Inc. | 0.15% | New | 60,000 | $3.1M |
| Prosperity Consulting Group, LLC | 0.24% | Add +28.0% | 59,024 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.27% | Add +48.0% | 58,592 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 57,991 | $3.0M |
| Cercano Management LLC | 0.09% | No change | 57,483 | $3.0M |
| SageView Advisory Group, LLC | 0.12% | Add +0.8% | 56,611 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +681.4% | 55,109 | $2.8M |
| Avant Financial Advisors LLC | 2.55% | Reduce -8.6% | 54,443 | $2.8M |
| Paladin Advisory Group, LLC | 2.14% | Add +2.3% | 51,902 | $2.7M |
| Hanson & Doremus Investment Management | 0.39% | Add +3.2% | 51,259 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.7% | 50,395 | $2.6M |
| Legacy Financial Advisors, Inc. | 0.43% | Reduce -5.4% | 49,989 | $2.6M |
| Unique Wealth, LLC | 0.48% | Add +50.8% | 49,520 | $2.6M |
| Bridge Generations Wealth Management LLC | 1.52% | New | 47,022 | $2.4M |
| Cedar Point Capital Partners, LLC | 1.59% | Add +3.3% | 45,989 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +103.9% | 45,832 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Add +0.8% | 44,747 | $2.3M |
| BTG Pactual Asset Management US LLC | 0.29% | Add +75.2% | 43,332 | $2.2M |
| Viawealth, LLC | 1.37% | Add +0.6% | 43,069 | $2.2M |
| IAM Advisory, LLC | 0.58% | Reduce -7.6% | 42,986 | $2.2M |
| Inspirion Wealth Advisors, LLC | 0.31% | Reduce -8.5% | 42,964 | $2.2M |
| Landmark Wealth Management, LLC | 0.97% | Add +24.4% | 42,731 | $2.2M |
| Econ Financial Services Corp | 1.17% | Reduce -15.9% | 42,669 | $2.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +244.8% | 41,790 | $2.2M |
| Waverly Advisors, LLC | 0.03% | Add +5.2% | 41,589 | $2.1M |
| Manske Wealth Management | 0.81% | Add +24.9% | 41,541 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -0.0% | 41,380 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Add +1.6% | 40,617 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -15.4% | 39,633 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.3% | 39,599 | $2.0M |
| Beta Wealth Group, Inc. | 0.72% | Reduce -15.6% | 38,889 | $2.0M |
| Certior Financial Group, LLC | 1.58% | Add +48.0% | 37,106 | $1.9M |
| Patten Group, Inc. | 0.43% | Add +10.9% | 36,466 | $1.9M |
| World Investment Advisors | 0.05% | Add +0.3% | 36,288 | $1.9M |
| Fortitude Financial, LLC | 1.73% | Add +21.5% | 35,291 | $1.8M |
| Westside Investment Management, Inc. | 0.38% | Reduce -1.1% | 34,892 | $1.8M |
| Duncan Williams Asset Management, LLC | 0.64% | Reduce -0.7% | 34,311 | $1.8M |
| Higgins & Schmidt Wealth Strategies LLC | 1.04% | Add +18.7% | 34,000 | $1.8M |
| Private Trust Co. NA | 0.18% | Reduce -4.4% | 33,967 | $1.8M |
| Opal Wealth Advisors, LLC | 0.54% | Reduce -50.6% | 33,771 | $1.7M |
| Sandy Spring Bank | 0.07% | Add +63.8% | 33,506 | $1.7M |
| GAMMA Investing LLC | 0.13% | Add +42.5% | 33,396 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +1.9% | 33,156 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +10.2% | 32,279 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +18.9% | 32,216 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -4.6% | 31,987 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +41.4% | 31,837 | $1.6M |
| Clarity Wealth Development LLC | 1.83% | Reduce -6.0% | 31,955 | $1.6M |
| Aviance Capital Partners, LLC | 0.23% | Add +8.9% | 31,372 | $1.6M |
| Goodwin Investment Advisory | 2.50% | Reduce -62.9% | 31,251 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.11% | Reduce -20.9% | 31,088 | $1.6M |
| Elyxium Wealth, LLC | 0.70% | Add +412.2% | 30,660 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | New | 30,598 | $1.6M |
| Janney Capital Management LLC | 0.10% | Add +0.6% | 29,299 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,246 | $1.5M |
| Alpha Financial Partners LLC | 1.17% | Add +21.8% | 28,302 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +119.5% | 28,276 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +38.0% | 27,772 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.7% | 27,501 | $1.4M |
| McAdam, LLC | 0.09% | Reduce -20.7% | 27,389 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +395.3% | 27,338 | $1.4M |
| Brady Martz Wealth Solutions, LLC | 0.31% | Reduce -0.9% | 26,481 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.33% | No change | 26,264 | $1.4M |
| Rockport Wealth LLC | 0.47% | New | 25,844 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +2.3% | 25,280 | $1.3M |
| Certified Advisory Corp | 0.15% | Add +7.4% | 25,210 | $1.3M |
| Inspire Advisors, LLC | 0.15% | Add +0.8% | 25,208 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.13% | No change | 25,123 | $1.3M |
| Cora Capital Advisors LLC | 0.61% | Reduce -0.4% | 24,602 | $1.3M |
| Prestige Wealth Management Group LLC | 0.26% | Reduce -36.3% | 23,771 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +7.2% | 23,613 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 21,904 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.78% | Add +0.8% | 21,829 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.2% | 21,584 | $1.1M |
| Kooman & Associates | 0.40% | Add +1.0% | 21,406 | $1.1M |
| Comerica Bank | 0.00% | Reduce -4.8% | 20,542 | $1.1M |
| Kings Path Partners LLC | 0.51% | Reduce -30.8% | 20,240 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -53.3% | 19,800 | $1.0M |
| Blueprint Investment Partners LLC | 0.19% | Reduce -61.6% | 19,750 | $1.0M |
| Team Hewins, LLC | 0.39% | Reduce -0.6% | 19,612 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -33.1% | 19,254 | $993K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +1.2% | 18,978 | $978K |
| Natixis Advisors, LLC | 0.00% | Add +5.7% | 18,600 | $959K |
| Kuhn & Co Investment Counsel | 0.80% | Add +12.8% | 18,474 | $952K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +4.6% | 18,356 | $946K |
| Robinson Smith Wealth Advisors LLC | 0.78% | Reduce -1.7% | 18,184 | $937K |
| Princeton Global Asset Management LLC | 0.19% | Add +3.8% | 18,085 | $932K |
| Saxon Interests, Inc. | 0.43% | Reduce -0.2% | 17,727 | $914K |
| Sterling Investment Advisors, Ltd. | 0.22% | Add +37.0% | 17,675 | $911K |
| Avaii Wealth Management, LLC | 0.48% | Add +0.4% | 17,475 | $901K |
| Freedom Financial Partners LLC | 0.41% | Add +13.1% | 17,133 | $883K |
| Transcendent Capital Group LLC | 0.49% | Reduce -2.1% | 16,795 | $866K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 16,462 | $849K |
| Madison Wealth Partners, Inc | 0.21% | Add +4.1% | 16,457 | $848K |
| Signet Investment Advisory Group, Inc. | 0.42% | Add +18.2% | 16,275 | $839K |
| Intrua Financial, LLC | 0.13% | New | 16,240 | $837K |
| ORG Partners LLC | 0.21% | Reduce -5.7% | 16,237 | $837K |
| Midwest Financial Group LLC | 0.49% | Reduce -8.6% | 16,235 | $837K |
| Syverson Strege & Co | 0.27% | Add +0.8% | 16,189 | $835K |
| Clear Creek Financial Management, LLC | 0.09% | Add +112.7% | 16,174 | $834K |
| Williams & Novak, LLC | 0.78% | Add +4.4% | 15,550 | $802K |
| Smith Thornton Advisors LLC | 0.50% | Reduce -24.6% | 15,526 | $800K |
| Petra Financial Advisors Inc. | 0.65% | No change | 15,420 | $795K |
| Curran Financial Partners, LLC | 0.19% | Add +91.8% | 15,364 | $792K |
| Belpointe Asset Management LLC | 0.04% | New | 15,357 | $792K |
| Breakwater Capital Group | 0.14% | Reduce -8.0% | 15,343 | $791K |
| Barnes Wealth Management Group, Inc | 0.50% | Add +7.3% | 15,026 | $775K |
| Astoria Portfolio Advisors LLC. | 0.26% | Add +13.6% | 15,236 | $773K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 14,976 | $772K |
| Marshall Financial Group, LLC | 0.17% | Add +121.8% | 14,974 | $772K |
| Revisor Wealth Management LLC | 0.34% | New | 14,875 | $767K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +4.1% | 14,624 | $754K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 14,480 | $746K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.1% | 14,239 | $734K |
| Mallini Complete Financial Planning LLC | 0.76% | No change | 14,100 | $727K |
| Main Street Financial Solutions, LLC | 0.06% | Add +5.2% | 13,929 | $718K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +17.9% | 13,659 | $704K |
| Rockland Trust Co. | 0.04% | Reduce -21.5% | 13,615 | $702K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 12,702 | $655K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 12,748 | $651K |
| YHB Investment Advisors, Inc. | 0.05% | Add +5.9% | 12,477 | $643K |
| Anchor Investment Management, LLC | 0.06% | No change | 12,427 | $641K |
| Palo Alto Wealth Advisors, LLC | 0.25% | Add +0.5% | 12,469 | $637K |
| &partners | 0.01% | Add +5.1% | 12,143 | $625K |
| Summit Financial Consulting LLC | 0.57% | — | 11,986 | $618K |
| Apella Capital, LLC | 0.02% | Add +0.6% | 11,986 | $614K |
| Destiny Wealth Partners, LLC | 0.10% | Reduce -0.2% | 11,824 | $610K |
| Vertex Planning Partners, LLC | 0.13% | Add +24.6% | 11,687 | $602K |
| Kendall Capital Management | 0.18% | No change | 11,600 | $598K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.1% | 11,528 | $594K |
| Objective Capital Management, LLC | 0.76% | Add +14.5% | 11,523 | $594K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.5% | 11,492 | $592K |
| Fortis Capital Advisors, LLC | 0.12% | New | 11,254 | $580K |
| First Trust Advisors LP | 0.00% | Reduce -8.5% | 11,090 | $572K |
| Nwam LLC | 0.05% | Add +9.9% | 10,691 | $551K |
| EP Wealth Advisors, LLC | 0.00% | No change | 10,640 | $548K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.4% | 10,605 | $547K |
| Flow Traders U.S. LLC | 0.02% | Reduce -79.1% | 10,366 | $534K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | New | 10,180 | $525K |
| StoneCrest Wealth Management, Inc. | 0.33% | No change | 10,120 | $522K |
| WBH Advisory Inc. | 0.05% | Add +11.8% | 9,810 | $506K |
| WNY Asset Management, LLC | 0.06% | New | 9,773 | $504K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -12.2% | 9,675 | $499K |
| 49 Wealth Management, LLC | 0.06% | Add +19.4% | 9,309 | $480K |
| DAVENPORT & Co LLC | 0.00% | Add +27.8% | 9,208 | $475K |
| Towneley Capital Management, Inc / DE | 0.11% | Add +0.8% | 9,054 | $467K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.0% | 8,986 | $464K |
| First Affirmative Financial Network | 0.28% | Add +9.8% | 8,958 | $462K |
| Bond & Devick Financial Network, Inc. | 0.16% | Add +30.1% | 8,728 | $450K |
| Composition Wealth, LLC | 0.01% | Reduce -2.9% | 8,575 | $442K |
| Vicus Capital | 0.04% | Add +4.1% | 8,521 | $439K |
| Betterment LLC | 0.00% | Add +27.2% | 8,499 | $438K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | New | 8,370 | $432K |
| Private Wealth Group, LLC | 0.25% | Reduce -0.4% | 8,371 | $432K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -22.4% | 8,252 | $425K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 8,170 | $421K |
| Howard Wealth Management, LLC | 0.23% | Add +10.9% | 8,106 | $418K |
| Ascentis Independent Advisors | 0.08% | Add +23.7% | 7,946 | $410K |
| Novem Group | 0.06% | Reduce -55.4% | 7,932 | $409K |
| Magnolia Private Wealth, LLC | 0.34% | No change | 7,845 | $404K |
| Sigma Planning Corp | 0.01% | Reduce -8.8% | 7,690 | $396K |
| REAP Financial Group, LLC | 0.10% | Add +0.8% | 7,516 | $387K |
| Bison Wealth, LLC | 0.04% | Add +0.8% | 7,516 | $387K |
| Ballentine Capital Advisors, Inc | 0.19% | No change | 7,318 | $377K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -8.5% | 7,309 | $377K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.2% | 7,191 | $371K |
| Bright Financial Advisors, Inc. | 0.22% | New | 7,088 | $365K |
| 1900 Wealth Management LLC | 0.03% | No change | 7,031 | $362K |
| Clear Point Advisors Inc. | 0.32% | Reduce -3.3% | 6,930 | $357K |
| Discipline Wealth Solutions, LLC | 0.17% | Reduce -2.1% | 6,893 | $355K |
| Merit Financial Group, LLC | 0.01% | New | 6,686 | $345K |
| Sunesis Advisors, LLC | 0.19% | No change | 6,638 | $342K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 6,534 | $337K |
| Commerce Bank | 0.00% | No change | 6,257 | $323K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 6,178 | $318K |
| Burford Brothers, Inc. | 0.15% | New | 6,149 | $317K |
| Atlas Legacy Advisors, LLC | 0.08% | Reduce -21.3% | 6,144 | $317K |
| GGM Financial LLC | 0.22% | Add +6.3% | 6,118 | $315K |
| Vista Investment Management | 0.12% | No change | 6,019 | $310K |
| Staley Capital Advisers Inc. | 0.01% | New | 6,000 | $309K |
| Byrne Financial Freedom, LLC | 0.17% | No change | 5,950 | $307K |
| Gradient Investments LLC | 0.01% | Add +7.3% | 5,941 | $306K |
| McNamara Financial Services, Inc. | 0.07% | Add +4.2% | 5,935 | $306K |
| Sanders Morris Harris LLC | 0.05% | No change | 5,913 | $305K |
| NewSquare Capital LLC | 0.02% | New | 5,912 | $305K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.1% | 5,824 | $300K |
| Financial Advocates Investment Management | 0.02% | Reduce -8.6% | 5,551 | $286K |
| Professional Financial Advisors, LLC | 0.07% | Add +0.8% | 5,521 | $285K |
| Friday Financial | 0.17% | No change | 5,506 | $284K |
| Clark Asset Management, LLC | 0.05% | New | 5,470 | $282K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -17.1% | 5,437 | $280K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 5,435 | $280K |
| Milestone Asset Management, LLC | 0.06% | No change | 5,291 | $273K |
| Advisory Services Network, LLC | 0.01% | Add +1.0% | 5,267 | $272K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,191 | $268K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | New | 5,075 | $262K |
| Seaside Wealth Management, Inc. | 0.09% | No change | 5,063 | $261K |
| Forefront Wealth Partners, LLC | 0.18% | New | 5,025 | $259K |
| Continuum Advisory, LLC | 0.03% | No change | 4,980 | $257K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $255K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,945 | $255K |
| Stokes Capital Advisors, LLC | 0.06% | No change | 4,879 | $252K |
| Altfest L J & Co. Inc. | 0.03% | No change | 4,798 | $247K |
| L.K. Benson & Company, P.C. | 0.17% | Add +0.8% | 4,635 | $239K |
| Key Financial Inc | 0.05% | Add +0.9% | 4,579 | $236K |
| GWN Securities Inc. | 0.01% | New | 4,419 | $228K |
| Synovus Financial Corp. | 0.00% | Add +5.6% | 4,410 | $227K |
| Benjamin Edwards Inc. | 0.00% | No change | 4,338 | $224K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.0% | 4,242 | $219K |
| Balance Wealth Partners LLC | 0.14% | — | 4,235 | $218K |
| Harbour Investments, Inc. | 0.01% | Add +90.8% | 4,132 | $213K |
| LifeGoal Investments, LLC | 0.23% | Reduce -31.7% | 4,059 | $209K |
| Millstone Evans Group, LLC | 0.14% | No change | 4,000 | $206K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,999 | $206K |
| Fidelis Capital Partners, LLC | 0.02% | New | 4,031 | $206K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.5% | 3,982 | $205K |
| Consilium Wealth Advisory, LLC | 0.10% | New | 3,920 | $202K |
| Bessemer Group Inc. | 0.00% | New | 3,863 | $199K |
| IFP Advisors, Inc | 0.01% | Reduce -25.6% | 3,607 | $186K |
| Accredited Wealth Management, LLC | 0.14% | No change | 3,125 | $161K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | Add +250.6% | 3,001 | $155K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -38.1% | 2,791 | $144K |
| Morris Financial Concepts, Inc. | 0.06% | New | 2,556 | $132K |
| Valley National Advisers Inc. | 0.02% | Add +260.3% | 2,493 | $128K |
| Principal Securities, Inc. | 0.00% | No change | 2,363 | $122K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.3% | 2,111 | $109K |
| Centennial Bank | 0.05% | Reduce -69.6% | 2,098 | $108K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 1,923 | $99K |
| Trust Co. of Vermont | 0.00% | No change | 1,915 | $99K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,711 | $88K |
| Eastern Bank | 0.00% | New | 1,700 | $88K |
| Bank of Montreal | 0.00% | No change | 1,700 | $88K |
| WealthShield Partners, LLC | 0.01% | Add +142.1% | 1,605 | $83K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,555 | $80K |
| Red Tortoise LLC | 0.04% | Add +0.8% | 1,381 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.9% | 1,328 | $67K |
| IMG Wealth Management, Inc. | 0.06% | New | 1,295 | $67K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,132 | $58K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,000 | $52K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 840 | $43K |
| Mattson Financial Services, LLC | 0.01% | New | 462 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $19K |
| WASHINGTON TRUST Co | 0.00% | No change | 335 | $17K |
| Golden State Wealth Management, LLC | 0.00% | Add +12.3% | 320 | $17K |
| FMR LLC | 0.00% | Reduce -0.3% | 320 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 302 | $16K |
| First Horizon Advisors, Inc. | 0.00% | No change | 276 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.4% | 269 | $14K |
| Allianz Asset Management GmbH | 0.00% | Reduce -2.9% | 268 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.9% | 222 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.1% | 118 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 19 | $979 |
| Assetmark, Inc. | 0.00% | No change | 5 | $258 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.