PIMCO Intermediate MunicipalMUNIETF
13F holders, Q2 2025 (June 30)360holders +25
42new positions
16sold out
2famous investors
$51.36avg. 13F price*
At the end of Q2 2025, 360 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 25 from Q1 2025. 42 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($140.5M), Bank of America Corp. ($120.0M) and Wells Fargo & Company ($87.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q2 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $50.8M |
| Exits | 16 | $6.0M |
All 13F filers, Q1 2025 → Q2 2025: 5,224,111 shares bought and 3,650,370 shares sold, net +1,573,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| Morgan Stanley | 0.01% | Add +34.4% | 2,734,965 | $140.5M |
| Bank of America Corp. | 0.01% | Add +8.6% | 2,337,055 | $120.0M |
| Wells Fargo & Company | 0.02% | Add +21.1% | 1,704,476 | $87.5M |
| LPL Financial LLC | 0.03% | Add +12.5% | 1,549,012 | $79.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.5% | 1,168,929 | $60.0M |
| Dynasty Wealth Management, LLC | 0.81% | Reduce -0.9% | 925,848 | $47.6M |
| Cwm, LLC | 0.15% | Reduce -48.3% | 826,862 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +75.5% | 685,603 | $35.2M |
| UBS Group AG | 0.01% | Reduce -5.1% | 612,396 | $31.5M |
| Cetera Investment Advisers | 0.05% | Add +33.9% | 605,833 | $31.1M |
| Focus Partners Wealth | 0.06% | Add +2.3% | 547,894 | $28.1M |
| Stonebridge Financial Group, LLC | 2.66% | Reduce -20.0% | 532,402 | $27.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.4% | 496,533 | $25.5M |
| MBL Wealth, LLC | 2.13% | Add +0.3% | 433,980 | $22.3M |
| NewEdge Advisors, LLC | 0.11% | Add +27.6% | 419,015 | $21.5M |
| Capital Analysts, LLC | 0.68% | Reduce -0.6% | 396,971 | $20.4M |
| WCG Wealth Advisors LLC | 1.09% | Reduce -21.3% | 327,476 | $16.8M |
| Sagespring Wealth Partners, LLC | 0.36% | Reduce -43.0% | 326,396 | $16.8M |
| MML Investors Services, LLC | 0.05% | Add +32.0% | 326,143 | $16.8M |
| Davis R M Inc. | 0.30% | Add +4.1% | 315,353 | $16.2M |
| Quotient Wealth Partners, LLC | 0.46% | Add +5.0% | 302,947 | $15.6M |
| Austin Wealth Management, LLC | 2.71% | Add +291.7% | 298,047 | $15.2M |
| HighTower Advisors, LLC | 0.02% | Add +18.1% | 295,223 | $15.2M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -3.8% | 258,972 | $13.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.5% | 258,157 | $13.3M |
| Rehmann Capital Advisory Group | 0.78% | Add +125.6% | 250,424 | $12.9M |
| Bailard, Inc. | 0.29% | Add +59.3% | 240,845 | $12.4M |
| Truist Financial Corp. | 0.02% | Add +18.9% | 230,592 | $11.8M |
| XML Financial, LLC | 1.01% | Reduce -1.0% | 227,148 | $11.7M |
| Larson Financial Group LLC | 0.45% | Add +94.2% | 219,449 | $11.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.1% | 205,561 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +33.1% | 204,781 | $10.5M |
| Altura Wealth Advisors Inc. | 5.75% | New | 200,221 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +25.2% | 199,907 | $10.3M |
| Wealth Alliance Advisory Group, LLC | 1.91% | Reduce -0.4% | 195,782 | $10.1M |
| Morton Brown Family Wealth, LLC | 3.01% | Add +14.0% | 192,730 | $9.9M |
| Crestmont Private Wealth LLC | 3.36% | New | 180,996 | $9.3M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +1249.3% | 171,393 | $8.8M |
| Goelzer Investment Management, Inc. | 0.48% | Reduce -20.2% | 171,377 | $8.8M |
| Kestra Investment Management, LLC | 0.27% | Reduce -72.2% | 170,877 | $8.8M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 168,753 | $8.7M |
| Cerity Partners LLC | 0.01% | Add +34.9% | 163,348 | $8.4M |
| Shotwell Rutter Baer Inc | 5.57% | Add +52.8% | 159,876 | $8.2M |
| MAI Capital Management | 0.05% | Reduce -10.9% | 151,234 | $7.8M |
| XY Planning Network, Inc. | 2.51% | Add +0.4% | 143,504 | $7.4M |
| True North Advisors, LLC | 1.40% | Add +8.4% | 141,748 | $7.3M |
| Keyvantage Wealth, LLC | 3.09% | Reduce -0.5% | 134,162 | $6.9M |
| TD Capital Management LLC | 0.64% | Add +3.0% | 131,043 | $6.7M |
| Clearstead Advisors, LLC | 0.09% | Add +6685.0% | 130,476 | $6.7M |
| Jane Street Group, LLC | 0.01% | New | 129,175 | $6.6M |
| Equita Financial Network, Inc. | 2.59% | Reduce -20.8% | 126,549 | $6.5M |
| Renaissance Technologies | 0.01% | Add +526.3% | 124,000 | $6.4M |
| Fermata Advisors, LLC | 1.64% | Reduce -25.0% | 119,111 | $6.1M |
| Allworth Financial LP | 0.03% | Add +4.9% | 118,584 | $6.1M |
| ERn Financial, LLC | 1.27% | Add +87.2% | 117,368 | $6.0M |
| Olympus Wealth Management, LLC | 1.88% | Add +3.0% | 109,046 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -10.0% | 108,894 | $5.6M |
| Flagstone Financial Management | 1.59% | Add +17.3% | 108,159 | $5.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.59% | Reduce -0.6% | 105,074 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | Add +26.3% | 103,739 | $5.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.8% | 101,815 | $5.2M |
| Steph & Co. | 1.68% | Add +27.5% | 100,831 | $5.2M |
| Genesis Private Wealth, LLC | 2.38% | Add +3.5% | 98,474 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 98,028 | $5.0M |
| BCS Wealth Management | 1.04% | Reduce -25.2% | 93,905 | $4.8M |
| StoneX Group Inc. | 0.23% | Reduce -20.6% | 93,336 | $4.8M |
| Prosperity Consulting Group, LLC | 0.34% | Add +52.5% | 89,984 | $4.6M |
| Martin Worley Group | 2.24% | Add +0.3% | 89,065 | $4.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -17.1% | 86,591 | $4.4M |
| Visionary Wealth Advisors | 0.22% | Add +2.4% | 85,364 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -3.2% | 83,175 | $4.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.41% | Add +11.7% | 82,965 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +469.0% | 82,387 | $4.2M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Add +11.6% | 80,984 | $4.2M |
| Kelman-Lazarov, Inc. | 0.66% | Reduce -12.3% | 78,972 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +42.0% | 78,272 | $4.0M |
| Brandywine Oak Private Wealth LLC | 0.37% | Add +210.2% | 77,938 | $4.0M |
| Cercano Management LLC | 0.11% | Add +34.0% | 77,034 | $4.0M |
| Optimum Investment Advisors | 1.68% | No change | 75,223 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.0% | 70,137 | $3.6M |
| Atlantic Union Bankshares Corp | 0.08% | New | 67,810 | $3.5M |
| Newman Dignan & Sheerar, Inc. | 0.79% | New | 67,285 | $3.5M |
| Foster & Motley Inc. | 0.20% | Add +8.3% | 66,938 | $3.4M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -45.7% | 66,393 | $3.4M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -2.4% | 63,235 | $3.2M |
| Paladin Advisory Group, LLC | 2.39% | Add +17.6% | 61,065 | $3.1M |
| CarsonAllaria Wealth Management, Ltd. | 1.67% | Reduce -36.8% | 60,793 | $3.1M |
| Beacon Capital Management, Inc. | 0.16% | No change | 60,000 | $3.1M |
| Fortis Capital Advisors, LLC | 0.54% | Add +423.3% | 58,892 | $3.0M |
| Belpointe Asset Management LLC | 0.13% | Add +283.5% | 58,892 | $3.0M |
| PAX Financial Group, LLC | 0.57% | Reduce -21.0% | 58,317 | $3.0M |
| Arrowroot Family Office, LLC | 1.33% | — | 57,654 | $3.0M |
| First International Bank & Trust | 1.03% | Reduce -24.8% | 57,498 | $3.0M |
| Hanson & Doremus Investment Management | 0.39% | Add +11.9% | 57,372 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +125.7% | 57,054 | $2.9M |
| SageView Advisory Group, LLC | 0.11% | Add +1.1% | 57,234 | $2.9M |
| Farther Finance Advisors, LLC | 0.06% | Add +33.4% | 55,727 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +74.5% | 55,564 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.7% | 53,485 | $2.7M |
| Econ Financial Services Corp | 1.38% | Add +22.5% | 52,272 | $2.7M |
| Entrewealth, LLC | 1.84% | New | 51,789 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.0% | 51,404 | $2.6M |
| Elyxium Wealth, LLC | 0.98% | Add +65.5% | 50,736 | $2.6M |
| Biltmore Wealth Management, LLC | 1.05% | Reduce -57.3% | 50,560 | $2.6M |
| Higgins & Schmidt Wealth Strategies LLC | 1.40% | Add +44.8% | 49,214 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +78.6% | 49,107 | $2.5M |
| Intrua Financial, LLC | 0.36% | Add +199.7% | 48,663 | $2.5M |
| Bridge Generations Wealth Management LLC | 1.48% | Add +0.8% | 47,373 | $2.4M |
| Legacy Financial Advisors, Inc. | 0.38% | Reduce -6.1% | 46,921 | $2.4M |
| Viawealth, LLC | 1.41% | Add +8.0% | 46,496 | $2.4M |
| Koshinski Asset Management, Inc. | 0.18% | Add +12.1% | 46,404 | $2.4M |
| Waverly Advisors, LLC | 0.03% | Add +7.3% | 44,647 | $2.3M |
| Cedar Point Capital Partners, LLC | 1.59% | Reduce -4.7% | 43,843 | $2.3M |
| BTG Pactual Asset Management US LLC | 0.30% | No change | 43,332 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +53.0% | 43,247 | $2.2M |
| IAM Advisory, LLC | 0.53% | Add +0.3% | 43,112 | $2.2M |
| Inspirion Wealth Advisors, LLC | 0.29% | No change | 42,964 | $2.2M |
| Manske Wealth Management | 0.71% | Add +0.2% | 41,611 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +27.6% | 41,202 | $2.1M |
| Mariner, LLC | 0.00% | Add +3.3% | 40,938 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -9.6% | 40,433 | $2.1M |
| Avant Financial Advisors LLC | 1.71% | Reduce -25.7% | 40,431 | $2.1M |
| Creative Planning | 0.00% | Reduce -51.6% | 39,379 | $2.0M |
| Smart Money Group LLC | 0.63% | Reduce -56.5% | 38,862 | $2.0M |
| Certior Financial Group, LLC | 1.53% | Add +4.5% | 38,774 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +40.5% | 38,401 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.3% | 38,294 | $2.0M |
| Paulson Wealth Management Inc. | 0.50% | New | 37,519 | $1.9M |
| Beta Wealth Group, Inc. | 0.71% | Reduce -3.6% | 37,506 | $1.9M |
| Patten Group, Inc. | 0.40% | Add +1.2% | 36,891 | $1.9M |
| Landmark Wealth Management, LLC | 0.80% | Reduce -14.7% | 36,470 | $1.9M |
| World Investment Advisors | 0.04% | Add +0.2% | 36,359 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -90.9% | 36,357 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -37.3% | 36,344 | $1.9M |
| WNY Asset Management, LLC | 0.20% | Add +268.4% | 36,003 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29628.8% | 35,080 | $1.8M |
| Duncan Williams Asset Management, LLC | 0.56% | Add +0.7% | 34,560 | $1.8M |
| Westside Investment Management, Inc. | 0.33% | Reduce -1.1% | 34,492 | $1.8M |
| Unique Wealth, LLC | 0.28% | Reduce -30.7% | 34,314 | $1.8M |
| Private Trust Co. NA | 0.17% | Add +0.6% | 34,172 | $1.8M |
| GAMMA Investing LLC | 0.11% | Add +2.3% | 34,164 | $1.8M |
| Aviance Capital Partners, LLC | 0.23% | Add +7.1% | 33,586 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -2.8% | 32,225 | $1.7M |
| Clarity Wealth Development LLC | 1.65% | Add +0.7% | 32,186 | $1.7M |
| Opal Wealth Advisors, LLC | 0.44% | Reduce -8.5% | 30,899 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.09% | Reduce -1.3% | 30,699 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +9.8% | 30,495 | $1.6M |
| Goodwin Investment Advisory | 1.79% | Reduce -3.4% | 30,205 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,246 | $1.5M |
| Janney Capital Management LLC | 0.10% | Reduce -1.1% | 28,987 | $1.5M |
| Certified Advisory Corp | 0.15% | Add +14.9% | 28,965 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -12.7% | 27,937 | $1.4M |
| McAdam, LLC | 0.08% | Add +0.1% | 27,419 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -11.1% | 27,189 | $1.4M |
| Alpha Financial Partners LLC | 0.93% | Reduce -11.1% | 25,171 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +11.1% | 23,974 | $1.2M |
| GGM Financial LLC | 0.71% | Add +289.4% | 23,825 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.3% | 23,417 | $1.2M |
| Brady Martz Wealth Solutions, LLC | 0.22% | Reduce -15.3% | 22,431 | $1.2M |
| Prestige Wealth Management Group LLC | 0.23% | Reduce -5.8% | 22,398 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.0% | 22,125 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -6.7% | 22,036 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.25% | Add +24.3% | 21,975 | $1.1M |
| Inspire Advisors, LLC | 0.12% | Reduce -13.3% | 21,844 | $1.1M |
| Citadel Advisors | 0.00% | New | 21,820 | $1.1M |
| Breakwater Capital Group | 0.18% | Add +41.3% | 21,685 | $1.1M |
| Rockport Wealth LLC | 0.26% | Reduce -16.6% | 21,546 | $1.1M |
| Old Mission Capital LLC | 0.03% | Reduce -71.9% | 21,240 | $1.1M |
| Comerica Bank | 0.00% | Add +1.5% | 20,855 | $1.1M |
| Magnolia Private Wealth, LLC | 0.82% | Add +162.4% | 20,585 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.66% | Reduce -7.1% | 20,276 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +85.7% | 19,755 | $1.0M |
| Kooman & Associates | 0.34% | Reduce -7.9% | 19,712 | $1.0M |
| Midwest Financial Group LLC | 0.53% | Add +20.9% | 19,621 | $1.0M |
| Team Hewins, LLC | 0.36% | No change | 19,612 | $1.0M |
| Kuhn & Co Investment Counsel | 0.76% | Add +5.5% | 19,500 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +41.0% | 19,255 | $989K |
| Perigon Wealth Management, LLC | 0.02% | New | 18,994 | $976K |
| Natixis Advisors, LLC | 0.00% | Add +0.2% | 18,641 | $957K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +26.3% | 18,464 | $948K |
| Signet Investment Advisory Group, Inc. | 0.48% | Add +12.3% | 18,275 | $939K |
| Princeton Global Asset Management LLC | 0.17% | Add +1.0% | 18,265 | $938K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -1.9% | 18,000 | $924K |
| Williams & Novak, LLC | 0.78% | Add +15.1% | 17,900 | $919K |
| Legacy Capital Wealth Partners, LLC | 0.21% | Reduce -32.1% | 17,829 | $916K |
| Saxon Interests, Inc. | 0.43% | No change | 17,727 | $914K |
| Freedom Financial Partners LLC | 0.38% | Add +3.7% | 17,760 | $912K |
| Smith Thornton Advisors LLC | 0.52% | Add +14.1% | 17,710 | $910K |
| Kings Path Partners LLC | 0.37% | Reduce -12.7% | 17,663 | $907K |
| Oak Wealth Advisors LLC | 0.58% | New | 17,551 | $901K |
| Flputnam Investment Management Co. | 0.02% | Reduce -56.9% | 17,511 | $899K |
| WBH Advisory Inc. | 0.07% | Add +74.7% | 17,139 | $880K |
| Transcendent Capital Group LLC | 0.44% | No change | 16,795 | $863K |
| Syverson Strege & Co | 0.20% | Add +3.2% | 16,700 | $858K |
| Merit Financial Group, LLC | 0.01% | Add +147.4% | 16,543 | $850K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 16,462 | $845K |
| ORG Partners LLC | 0.18% | Reduce -0.3% | 16,184 | $833K |
| Barnes Wealth Management Group, Inc | 0.48% | Add +5.6% | 15,862 | $815K |
| &partners | 0.01% | Add +27.8% | 15,517 | $797K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -5.6% | 15,266 | $784K |
| Petra Financial Advisors Inc. | 0.50% | Reduce -1.2% | 15,234 | $782K |
| Marshall Financial Group, LLC | 0.15% | Reduce -0.3% | 14,924 | $765K |
| Revisor Wealth Management LLC | 0.27% | Reduce -0.1% | 14,860 | $762K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.7% | 14,770 | $759K |
| Captrust Financial Advisors | 0.00% | Reduce -24.2% | 14,595 | $750K |
| Vicus Capital | 0.06% | Add +70.7% | 14,546 | $747K |
| YHB Investment Advisors, Inc. | 0.06% | Add +15.5% | 14,415 | $740K |
| Robinson Smith Wealth Advisors LLC | 0.59% | Reduce -21.5% | 14,282 | $734K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.7% | 14,116 | $725K |
| Mallini Complete Financial Planning LLC | 1.05% | No change | 14,100 | $724K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.6% | 14,016 | $720K |
| One Capital Management, LLC | 0.02% | New | 13,991 | $719K |
| Avaii Wealth Management, LLC | 0.32% | Reduce -20.3% | 13,937 | $716K |
| Curran Financial Partners, LLC | 0.16% | Reduce -9.7% | 13,880 | $713K |
| Palo Alto Wealth Advisors, LLC | 0.27% | Add +9.5% | 13,658 | $701K |
| HRT Financial LP | 0.00% | New | 13,623 | $699K |
| Susquehanna International Group, LLP | 0.00% | New | 13,578 | $697K |
| Madison Wealth Partners, Inc | 0.15% | Reduce -17.5% | 13,573 | $697K |
| Summit Financial Consulting LLC | 0.61% | Add +11.0% | 13,306 | $683K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +1.5% | 12,943 | $665K |
| Astoria Portfolio Advisors LLC. | 0.19% | Reduce -14.4% | 13,039 | $664K |
| Cora Capital Advisors LLC | 0.29% | Reduce -49.2% | 12,495 | $642K |
| Anchor Investment Management, LLC | 0.06% | No change | 12,427 | $638K |
| Vertex Planning Partners, LLC | 0.13% | Add +3.4% | 12,078 | $620K |
| Apella Capital, LLC | 0.02% | Add +0.5% | 12,050 | $618K |
| Rockland Trust Co. | 0.03% | Reduce -12.3% | 11,946 | $614K |
| Objective Capital Management, LLC | 0.69% | Add +3.3% | 11,903 | $611K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,813 | $607K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +15.9% | 11,802 | $606K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -38.5% | 11,680 | $600K |
| Kendall Capital Management | 0.16% | No change | 11,600 | $596K |
| Focus Financial Network, Inc. | 0.02% | Add +0.1% | 11,536 | $592K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -3.6% | 11,394 | $585K |
| Financial Designs Corp | 0.36% | New | 11,361 | $584K |
| Sigma Planning Corp | 0.02% | Add +46.1% | 11,235 | $577K |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 10,967 | $563K |
| Nwam LLC | 0.03% | Add +0.8% | 10,773 | $551K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.9% | 10,511 | $540K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -11.5% | 10,169 | $522K |
| StoneCrest Wealth Management, Inc. | 0.25% | No change | 10,120 | $520K |
| Pure Financial Advisors, LLC | 0.01% | New | 10,020 | $515K |
| Staley Capital Advisers Inc. | 0.02% | Add +66.7% | 10,000 | $514K |
| Hobbs Group Advisors, LLC | 0.17% | New | 9,953 | $511K |
| Composition Wealth, LLC | 0.01% | Add +14.4% | 9,809 | $504K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.5% | 9,776 | $502K |
| Coldstream Capital Management Inc. | 0.01% | No change | 9,675 | $497K |
| DAVENPORT & Co LLC | 0.00% | No change | 9,208 | $473K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +11.7% | 9,128 | $469K |
| Clear Investment Research, LLC | 0.57% | New | 8,831 | $454K |
| Ascentis Independent Advisors | 0.08% | Add +8.1% | 8,586 | $441K |
| 49 Wealth Management, LLC | 0.05% | Reduce -9.3% | 8,442 | $434K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | No change | 8,370 | $430K |
| Howard Wealth Management, LLC | 0.21% | Add +1.4% | 8,218 | $422K |
| GWN Securities Inc. | 0.08% | Add +82.2% | 8,052 | $414K |
| Advisory Services Network, LLC | 0.01% | Add +51.6% | 7,985 | $408K |
| Cambridge Capital Management, LLC | 0.22% | New | 7,932 | $407K |
| First Affirmative Financial Network | 0.21% | Reduce -12.7% | 7,818 | $402K |
| Tortoise Investment Management, LLC | 0.04% | New | 7,700 | $395K |
| Atlas Legacy Advisors, LLC | 0.09% | Add +24.6% | 7,657 | $393K |
| Bison Wealth, LLC | 0.03% | Add +0.8% | 7,578 | $389K |
| Bond & Devick Financial Network, Inc. | 0.13% | Reduce -15.0% | 7,417 | $381K |
| Ameriflex Group, Inc. | 0.20% | Add +332.4% | 7,399 | $379K |
| Crumly & Associates Inc. | 0.09% | New | 7,367 | $378K |
| Ballentine Capital Advisors, Inc | 0.18% | No change | 7,318 | $376K |
| Private Wealth Group, LLC | 0.20% | Reduce -12.8% | 7,299 | $375K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -87.6% | 7,255 | $373K |
| Bright Financial Advisors, Inc. | 0.20% | Add +0.2% | 7,100 | $365K |
| 1900 Wealth Management LLC | 0.03% | No change | 7,031 | $361K |
| Discipline Wealth Solutions, LLC | 0.14% | No change | 6,893 | $354K |
| NWF Advisory Services Inc. | 0.04% | New | 6,831 | $351K |
| Triad Wealth Partners, LLC | 0.07% | New | 6,800 | $349K |
| Betterment LLC | 0.00% | Reduce -20.1% | 6,790 | $349K |
| First Heartland Consultants, Inc. | 0.03% | New | 6,745 | $346K |
| Sunbelt Securities, Inc. | 0.03% | Add +20.6% | 6,558 | $339K |
| Compound Planning, Inc. | 0.01% | New | 6,540 | $336K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 6,534 | $336K |
| Gradient Investments LLC | 0.01% | Add +9.9% | 6,532 | $335K |
| Bragg Financial Advisors, Inc | 0.01% | New | 6,522 | $335K |
| Novem Group | 0.04% | Reduce -18.7% | 6,450 | $331K |
| Clear Point Advisors Inc. | 0.28% | Reduce -8.2% | 6,365 | $327K |
| AdvisorNet Financial, Inc | 0.02% | Add +128.1% | 6,365 | $327K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.9% | 6,358 | $327K |
| Commerce Bank | 0.00% | No change | 6,257 | $321K |
| Beckerman Institutional, LLC | 0.21% | New | 6,173 | $317K |
| Burford Brothers, Inc. | 0.14% | No change | 6,149 | $316K |
| NewSquare Capital LLC | 0.02% | Add +2.8% | 6,078 | $312K |
| Vista Investment Management | 0.11% | No change | 6,019 | $309K |
| Byrne Financial Freedom, LLC | 0.15% | No change | 5,950 | $306K |
| Morris Financial Concepts, Inc. | 0.12% | Add +128.4% | 5,839 | $300K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -19.1% | 5,816 | $299K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -2.2% | 5,807 | $298K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -36.3% | 5,724 | $294K |
| Seaside Wealth Management, Inc. | 0.09% | Add +13.0% | 5,722 | $294K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Add +12.1% | 5,687 | $291K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.9% | 5,657 | $291K |
| RFG Advisory, LLC | 0.01% | New | 5,615 | $288K |
| Harbour Investments, Inc. | 0.01% | Add +34.1% | 5,543 | $285K |
| Professional Financial Advisors, LLC | 0.07% | Add +0.2% | 5,531 | $284K |
| Friday Financial | 0.14% | No change | 5,506 | $283K |
| Clark Asset Management, LLC | 0.04% | No change | 5,470 | $281K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 5,435 | $279K |
| Milestone Asset Management, LLC | 0.06% | No change | 5,291 | $272K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -29.0% | 5,191 | $267K |
| Financial Advocates Investment Management | 0.02% | Reduce -9.9% | 5,003 | $257K |
| Continuum Advisory, LLC | 0.03% | No change | 4,980 | $256K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $255K |
| Cozad Asset Management Inc. | 0.02% | No change | 4,945 | $254K |
| Altfest L J & Co. Inc. | 0.03% | No change | 4,798 | $246K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -8.7% | 4,741 | $243K |
| L.K. Benson & Company, P.C. | 0.15% | Add +0.8% | 4,673 | $240K |
| Prelude Capital Management, LLC | 0.02% | New | 4,650 | $239K |
| Key Financial Inc | 0.05% | No change | 4,579 | $235K |
| Balance Wealth Partners LLC | 0.14% | Add +7.5% | 4,554 | $234K |
| Benjamin Edwards Inc. | 0.00% | Add +4.3% | 4,526 | $232K |
| Synovus Financial Corp. | 0.00% | Add +0.4% | 4,429 | $228K |
| Wolverine Trading, LLC | 0.01% | New | 4,336 | $222K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.7% | 4,314 | $222K |
| Romano Brothers and Company | 0.03% | New | 4,300 | $221K |
| Fidelis Capital Partners, LLC | 0.02% | Add +6.9% | 4,309 | $221K |
| PFG Advisors | 0.01% | New | 4,242 | $218K |
| Sovran Advisors, LLC | 0.02% | New | 4,129 | $211K |
| Atria Investments, Inc | 0.00% | New | 4,097 | $210K |
| Modern Wealth Management, LLC | 0.01% | New | 4,095 | $210K |
| Millstone Evans Group, LLC | 0.14% | No change | 4,000 | $205K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,999 | $205K |
| Northern Trust Corp. | 0.00% | New | 3,975 | $204K |
| IFP Advisors, Inc | 0.01% | Reduce -5.4% | 3,412 | $175K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | No change | 3,001 | $154K |
| Principal Securities, Inc. | 0.00% | Add +11.5% | 2,634 | $135K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +183.6% | 2,382 | $122K |
| Accredited Wealth Management, LLC | 0.10% | Reduce -25.6% | 2,325 | $119K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.1% | 2,177 | $112K |
| Centennial Bank | 0.05% | No change | 2,098 | $108K |
| Assetmark, Inc. | 0.00% | Add +41400.0% | 2,075 | $107K |
| Trust Co. of Vermont | 0.00% | No change | 1,915 | $98K |
| Eastern Bank | 0.00% | No change | 1,700 | $87K |
| Bank of Montreal | 0.00% | No change | 1,700 | $87K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,555 | $80K |
| WealthShield Partners, LLC | 0.01% | Reduce -3.2% | 1,554 | $80K |
| Red Tortoise LLC | 0.03% | Add +0.9% | 1,393 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,328 | $68K |
| IMG Wealth Management, Inc. | 0.05% | No change | 1,295 | $67K |
| Valley National Advisers Inc. | 0.01% | Reduce -50.4% | 1,237 | $63K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,000 | $51K |
| Briaud Financial Planning Inc | 0.02% | New | 772 | $39K |
| Goodman Advisory Group, LLC | 0.01% | New | 503 | $26K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Add +6.6% | 341 | $18K |
| FMR LLC | 0.00% | Reduce -5.3% | 303 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 302 | $16K |
| Allianz Asset Management GmbH | 0.00% | Add +2.6% | 275 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.7% | 271 | $14K |
| Smartleaf Asset Management LLC | 0.00% | New | 253 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.9% | 224 | $11K |
| Crewe Advisors LLC | 0.00% | New | 74 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 19 | $976 |
| Global Retirement Partners, LLC | 0.00% | — | 10 | $515 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5 | $257 |
| BNP Paribas Financial Markets | 0.00% | New | 3 | $154 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.