PIMCO Intermediate MunicipalMUNIETF
13F holders, Q3 2025 (September 30)382holders +22
38new positions
15sold out
2famous investors
$52.15avg. 13F price*
At the end of Q3 2025, 382 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 22 from Q2 2025. 38 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($155.5M), Bank of America Corp. ($146.1M) and Wells Fargo & Company ($94.6M). 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 (Q3 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $50.8M |
| Exits | 15 | $12.9M |
All 13F filers, Q2 2025 → Q3 2025: 4,654,324 shares bought and 1,589,198 shares sold, net +3,065,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| Morgan Stanley | 0.01% | Add +8.7% | 2,973,647 | $155.5M |
| Bank of America Corp. | 0.01% | Add +19.6% | 2,794,501 | $146.1M |
| Wells Fargo & Company | 0.02% | Add +6.2% | 1,809,798 | $94.6M |
| LPL Financial LLC | 0.03% | Add +12.2% | 1,738,425 | $90.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 1,243,849 | $65.0M |
| Cwm, LLC | 0.14% | Add +4.8% | 866,272 | $45.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.2% | 748,950 | $39.2M |
| Dynasty Wealth Management, LLC | 0.51% | Reduce -20.4% | 737,363 | $38.5M |
| Cetera Investment Advisers | 0.04% | Add +20.6% | 730,829 | $38.2M |
| Focus Partners Wealth | 0.05% | Add +11.5% | 610,803 | $31.9M |
| UBS Group AG | 0.01% | Reduce -7.8% | 564,895 | $29.5M |
| Stonebridge Financial Group, LLC | 2.52% | Add +3.0% | 548,239 | $28.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.0% | 531,160 | $27.8M |
| MBL Wealth, LLC | 2.02% | Add +1.9% | 442,115 | $23.1M |
| NewEdge Advisors, LLC | 0.10% | Add +5.2% | 440,622 | $23.0M |
| Capital Analysts, LLC | 0.62% | Add +2.0% | 404,832 | $21.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +1002.8% | 400,935 | $21.0M |
| HighTower Advisors, LLC | 0.02% | Add +28.9% | 380,571 | $19.9M |
| Sagespring Wealth Partners, LLC | 0.36% | Add +6.4% | 347,384 | $18.2M |
| Osaic Holdings, Inc. | 0.02% | Add +25.6% | 324,105 | $16.9M |
| Davis R M Inc. | 0.28% | Reduce -1.6% | 310,198 | $16.2M |
| Austin Wealth Management, LLC | 2.51% | Add +1.7% | 303,076 | $16.0M |
| Quotient Wealth Partners, LLC | 0.43% | Reduce 0.0% | 302,932 | $15.8M |
| Larson Financial Group LLC | 0.55% | Add +37.2% | 301,024 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +34.9% | 276,313 | $14.4M |
| WCG Wealth Advisors LLC | 0.83% | Reduce -22.7% | 253,170 | $13.2M |
| Avantax Planning Partners, Inc. | 0.37% | Reduce -4.3% | 247,831 | $13.0M |
| Bailard, Inc. | 0.27% | Reduce -2.8% | 234,205 | $12.2M |
| Truist Financial Corp. | 0.02% | Reduce -0.4% | 229,742 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 224,548 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +30.0% | 219,449 | $11.5M |
| Lido Advisors, LLC | 0.05% | New | 219,418 | $11.5M |
| Renaissance Technologies | 0.01% | Add +67.9% | 208,200 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.1% | 201,212 | $10.5M |
| Clearstead Advisors, LLC | 0.15% | Add +47.7% | 192,766 | $10.1M |
| Wealth Alliance Advisory Group, LLC | 1.80% | Reduce -2.3% | 191,195 | $10.0M |
| Crestmont Private Wealth LLC | 3.18% | Add +1.7% | 184,032 | $9.6M |
| Altura Wealth Advisors Inc. | 4.57% | Reduce -8.3% | 183,689 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +6.7% | 182,900 | $9.6M |
| MML Investors Services, LLC | 0.03% | Reduce -44.7% | 180,344 | $9.4M |
| Morton Brown Family Wealth, LLC | 2.67% | Reduce -7.8% | 177,723 | $9.3M |
| Kestra Investment Management, LLC | 0.25% | Add +3.5% | 176,894 | $9.2M |
| Shotwell Rutter Baer Inc | 5.65% | Add +4.7% | 167,307 | $8.8M |
| Rehmann Capital Advisory Group | 0.43% | Reduce -5.4% | 236,798 | $7.8M |
| Goelzer Investment Management, Inc. | 0.41% | Reduce -14.1% | 147,179 | $7.7M |
| MAI Capital Management | 0.05% | Reduce -3.0% | 146,728 | $7.7M |
| XY Planning Network, Inc. | 2.51% | No change | 143,504 | $7.4M |
| Bleakley Financial Group, LLC | 0.17% | Add +117.9% | 137,783 | $7.2M |
| TD Capital Management LLC | 0.64% | Add +4.4% | 136,781 | $7.2M |
| Keyvantage Wealth, LLC | 2.97% | Add +1.1% | 135,649 | $7.1M |
| ERn Financial, LLC | 1.33% | Add +9.6% | 128,661 | $6.7M |
| Paces Ferry Wealth Advisors, LLC | 2.79% | New | 128,341 | $6.7M |
| Equita Financial Network, Inc. | 2.27% | Add +1.3% | 128,184 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 121,842 | $6.4M |
| Allworth Financial LP | 0.03% | Reduce -1.6% | 116,644 | $6.1M |
| Fermata Advisors, LLC | 1.54% | Reduce -2.5% | 116,171 | $6.1M |
| Cerity Partners LLC | 0.01% | Reduce -30.2% | 114,070 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.7% | 113,676 | $5.9M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +699.9% | 112,919 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +217.0% | 111,204 | $5.8M |
| Prosperity Consulting Group, LLC | 0.28% | Add +22.8% | 110,506 | $5.8M |
| Newman Dignan & Sheerar, Inc. | 1.22% | Add +60.8% | 108,175 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +2.9% | 106,713 | $5.6M |
| Genesis Private Wealth, LLC | 2.33% | Add +7.7% | 106,011 | $5.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.56% | Add +0.3% | 105,445 | $5.5M |
| Avant Financial Advisors LLC | 4.07% | Add +155.4% | 103,264 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +18.9% | 102,975 | $5.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Add +21.2% | 100,819 | $5.3M |
| Certified Advisory Corp | 0.49% | Add +242.3% | 99,153 | $5.2M |
| Flagstone Financial Management | 1.36% | Reduce -8.9% | 98,474 | $5.1M |
| Mariner, LLC | 0.01% | Add +130.9% | 94,535 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -16.9% | 90,437 | $4.7M |
| TruWealth Advisors, LLC | 0.24% | New | 90,385 | $4.7M |
| Foster & Motley Inc. | 0.25% | Add +34.5% | 90,028 | $4.7M |
| BCS Wealth Management | 1.04% | Reduce -6.2% | 88,126 | $4.6M |
| Equitable Holdings, Inc. | 0.03% | Add +9.9% | 85,999 | $4.5M |
| Steph & Co. | 1.36% | Reduce -15.5% | 85,227 | $4.5M |
| Atlantic Union Bankshares Corp | 0.08% | Add +24.4% | 84,388 | $4.4M |
| Kingsview Wealth Management, LLC | 0.07% | No change | 82,387 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Add +1.6% | 82,278 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +118.5% | 79,429 | $4.2M |
| WNY Asset Management, LLC | 0.40% | Add +117.9% | 78,451 | $4.1M |
| Kelman-Lazarov, Inc. | 0.59% | Reduce -3.6% | 76,118 | $4.0M |
| Optimum Investment Advisors | 1.56% | No change | 75,223 | $3.9M |
| VestGen Advisors, LLC | 0.13% | New | 75,223 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.34% | Reduce -3.8% | 75,011 | $3.9M |
| Belpointe Asset Management LLC | 0.15% | Add +27.0% | 74,804 | $3.9M |
| Old Mission Capital LLC | 0.14% | Add +241.2% | 72,473 | $3.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.14% | Reduce -12.9% | 72,237 | $3.8M |
| Sand Hill Global Advisors, LLC | 0.12% | Add +0.0% | 66,418 | $3.5M |
| Paulson Wealth Management Inc. | 0.81% | Add +74.8% | 65,590 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +13.2% | 64,585 | $3.4M |
| Fortis Capital Advisors, LLC | 0.52% | Add +7.4% | 63,254 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +169.7% | 63,148 | $3.3M |
| Arrowroot Family Office, LLC | 1.28% | Add +6.5% | 61,412 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.6% | 60,941 | $3.2M |
| Elyxium Wealth, LLC | 1.11% | Add +20.0% | 60,864 | $3.2M |
| CarsonAllaria Wealth Management, Ltd. | 1.64% | Reduce -0.7% | 60,377 | $3.2M |
| Creative Planning | 0.00% | Add +52.5% | 60,058 | $3.1M |
| Beacon Capital Management, Inc. | 0.15% | No change | 60,000 | $3.1M |
| Corient Private Wealth LP | 0.00% | New | 59,275 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +34.1% | 57,980 | $3.0M |
| Cercano Management LLC | 0.12% | Reduce -24.8% | 57,919 | $3.0M |
| Intrua Financial, LLC | 0.35% | Add +18.8% | 57,819 | $3.0M |
| SageView Advisory Group, LLC | 0.10% | Add +0.9% | 57,758 | $3.0M |
| First International Bank & Trust | 1.04% | Reduce -0.3% | 57,322 | $3.0M |
| Hanson & Doremus Investment Management | 0.38% | Reduce -0.3% | 57,215 | $3.0M |
| StoneX Group Inc. | 0.13% | Reduce -38.8% | 57,145 | $3.0M |
| PAX Financial Group, LLC | 0.52% | Reduce -4.8% | 55,499 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.2% | 55,466 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 54,184 | $2.8M |
| Entrewealth, LLC | 1.45% | Add +3.7% | 53,709 | $2.8M |
| Waverly Advisors, LLC | 0.03% | Add +18.3% | 52,829 | $2.8M |
| Higgins & Schmidt Wealth Strategies LLC | 1.39% | Add +7.1% | 52,726 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +36.9% | 52,562 | $2.7M |
| Econ Financial Services Corp | 1.33% | Reduce -2.1% | 51,152 | $2.7M |
| Citadel Advisors | 0.00% | Add +130.3% | 50,261 | $2.6M |
| Viawealth, LLC | 1.43% | Add +7.7% | 50,087 | $2.6M |
| BTG Pactual Asset Management US LLC | 0.31% | Add +17.4% | 50,877 | $2.6M |
| Opal Wealth Advisors, LLC | 0.72% | Add +60.6% | 49,629 | $2.6M |
| Unique Wealth, LLC | 0.38% | Add +42.6% | 48,947 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +48.8% | 47,937 | $2.5M |
| Inspirion Wealth Advisors, LLC | 0.35% | Add +9.3% | 46,964 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.6% | 47,340 | $2.5M |
| Cedar Point Capital Partners, LLC | 1.60% | Add +6.5% | 46,689 | $2.4M |
| Paladin Advisory Group, LLC | 1.87% | Reduce -25.0% | 45,773 | $2.4M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -1.8% | 45,577 | $2.4M |
| Visionary Wealth Advisors | 0.11% | Reduce -47.6% | 44,707 | $2.3M |
| Landmark Wealth Management, LLC | 0.92% | Add +22.1% | 44,546 | $2.3M |
| Elequin Capital, LP | 0.20% | New | 43,725 | $2.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -22.8% | 43,043 | $2.3M |
| Arkadios Wealth Advisors | 0.06% | New | 42,873 | $2.2M |
| IAM Advisory, LLC | 0.50% | Reduce -0.6% | 42,870 | $2.2M |
| Manske Wealth Management | 0.68% | Add +1.8% | 42,349 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.24% | New | 41,992 | $2.2M |
| Certior Financial Group, LLC | 1.45% | Add +5.5% | 40,917 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +6.1% | 40,632 | $2.1M |
| GAMMA Investing LLC | 0.12% | Add +18.8% | 40,596 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.15% | New | 40,333 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.11% | Reduce -3.3% | 39,090 | $2.0M |
| Smart Money Group LLC | 0.60% | Add +0.5% | 39,043 | $2.0M |
| World Investment Advisors | 0.04% | Add +0.1% | 36,394 | $1.9M |
| Breakwater Capital Group | 0.27% | Add +60.7% | 34,849 | $1.8M |
| Patten Group, Inc. | 0.35% | Reduce -5.9% | 34,710 | $1.8M |
| Westside Investment Management, Inc. | 0.29% | Reduce -0.3% | 34,392 | $1.8M |
| Clarity Wealth Development LLC | 1.61% | Add +5.3% | 33,879 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -17.9% | 33,830 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +6.5% | 32,687 | $1.7M |
| Bridge Generations Wealth Management LLC | 1.12% | Reduce -31.9% | 32,245 | $1.7M |
| GGM Financial LLC | 0.84% | Add +33.8% | 31,878 | $1.7M |
| Aviance Capital Partners, LLC | 0.20% | Reduce -5.7% | 31,668 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,246 | $1.5M |
| Private Trust Co. NA | 0.13% | Reduce -14.9% | 29,072 | $1.5M |
| Janney Capital Management LLC | 0.09% | Add +0.2% | 29,044 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | New | 28,345 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | No change | 27,937 | $1.5M |
| McAdam, LLC | 0.07% | Reduce -0.0% | 27,417 | $1.4M |
| Legacy Financial Advisors, Inc. | 0.20% | Reduce -42.1% | 27,186 | $1.4M |
| Alpha Financial Partners LLC | 0.90% | Add +5.5% | 26,553 | $1.4M |
| XML Financial, LLC | 0.11% | Reduce -88.5% | 26,025 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +37.5% | 25,622 | $1.3M |
| Goodwin Investment Advisory | 1.39% | Reduce -17.9% | 24,812 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.36% | Reduce -28.3% | 24,764 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +2.5% | 24,571 | $1.3M |
| Williams & Novak, LLC | 0.98% | Add +36.6% | 24,450 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +30.9% | 24,169 | $1.3M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -13.0% | 23,647 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.5% | 22,909 | $1.2M |
| Apella Capital, LLC | 0.03% | Add +88.4% | 22,704 | $1.2M |
| Prestige Wealth Management Group LLC | 0.23% | Add +1.3% | 22,690 | $1.2M |
| Smith Thornton Advisors LLC | 0.62% | Add +27.8% | 22,633 | $1.2M |
| Inspire Advisors, LLC | 0.11% | Add +3.4% | 22,577 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +2.4% | 22,573 | $1.2M |
| Biltmore Wealth Management, LLC | 0.45% | Reduce -55.6% | 22,438 | $1.2M |
| Brady Martz Wealth Solutions, LLC | 0.21% | No change | 22,431 | $1.2M |
| Kuhn & Co Investment Counsel | 0.92% | Add +14.1% | 22,255 | $1.2M |
| Saxon Interests, Inc. | 0.45% | Add +26.8% | 22,469 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Add +115.3% | 21,570 | $1.1M |
| Curran Financial Partners, LLC | 0.22% | Add +53.4% | 21,296 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.68% | Add +5.0% | 21,282 | $1.1M |
| Rockport Wealth LLC | 0.23% | Reduce -1.6% | 21,200 | $1.1M |
| Kooman & Associates | 0.34% | Add +5.8% | 20,857 | $1.1M |
| Comerica Bank | 0.00% | Reduce -0.4% | 20,774 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.21% | Reduce -7.3% | 20,375 | $1.1M |
| Signet Investment Advisory Group, Inc. | 0.51% | Add +10.7% | 20,225 | $1.1M |
| Smartleaf Asset Management LLC | 0.07% | Add +7855.7% | 20,128 | $1.1M |
| Team Hewins, LLC | 0.35% | Add +1.6% | 19,922 | $1.0M |
| Freedom Financial Partners LLC | 0.39% | Add +9.0% | 19,357 | $1.0M |
| Magnolia Private Wealth, LLC | 0.74% | Reduce -6.4% | 19,260 | $1.0M |
| Midwest Financial Group LLC | 0.48% | Reduce -1.9% | 19,257 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.5% | 18,973 | $992K |
| One Capital Management, LLC | 0.03% | Add +31.1% | 18,347 | $959K |
| Kings Path Partners LLC | 0.34% | Reduce -0.3% | 17,618 | $921K |
| YHB Investment Advisors, Inc. | 0.07% | Add +21.5% | 17,508 | $915K |
| &partners | 0.01% | Add +12.5% | 17,458 | $913K |
| APS Management Group, Inc. | 0.79% | — | 17,129 | $896K |
| Transcendent Capital Group LLC | 0.40% | Add +1.3% | 17,012 | $889K |
| Redhawk Wealth Advisors, Inc. | 0.10% | New | 16,835 | $880K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -11.7% | 16,766 | $877K |
| Oakwell Private Wealth Management, LLC | 0.18% | New | 16,728 | $875K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 16,462 | $860K |
| Barnes Wealth Management Group, Inc | 0.47% | Add +3.3% | 16,379 | $856K |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.5% | 16,324 | $853K |
| ORG Partners LLC | 0.16% | Reduce -0.7% | 16,064 | $840K |
| BAM Wealth Management, LLC | 0.64% | — | 15,777 | $825K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.9% | 15,565 | $814K |
| Petra Financial Advisors Inc. | 0.46% | Add +0.1% | 15,248 | $797K |
| Objective Capital Management, LLC | 0.82% | Add +26.8% | 15,098 | $789K |
| Astoria Portfolio Advisors LLC. | 0.21% | Add +15.3% | 15,031 | $786K |
| Princeton Global Asset Management LLC | 0.13% | Reduce -18.2% | 14,933 | $781K |
| Marshall Financial Group, LLC | 0.15% | No change | 14,924 | $780K |
| Syverson Strege & Co | 0.19% | Reduce -10.7% | 14,916 | $780K |
| Oak Wealth Advisors LLC | 0.45% | Reduce -15.2% | 14,885 | $778K |
| Flputnam Investment Management Co. | 0.01% | Reduce -15.4% | 14,821 | $775K |
| Mission Wealth Management, LP | 0.02% | New | 14,815 | $775K |
| Destiny Wealth Partners, LLC | 0.09% | Add +28.7% | 14,663 | $767K |
| Summit Financial Consulting LLC | 0.61% | Add +9.2% | 14,530 | $760K |
| Palo Alto Wealth Advisors, LLC | 0.22% | Add +3.4% | 14,123 | $744K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +93.9% | 14,067 | $741K |
| Triad Wealth Partners, LLC | 0.10% | Add +108.5% | 14,177 | $741K |
| Madison Wealth Partners, Inc | 0.15% | Add +3.9% | 14,106 | $737K |
| Mallini Complete Financial Planning LLC | 0.65% | No change | 14,100 | $737K |
| Vicus Capital | 0.06% | Reduce -3.4% | 14,053 | $735K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.1% | 14,031 | $734K |
| WBH Advisory Inc. | 0.06% | Reduce -18.6% | 13,947 | $729K |
| Revisor Wealth Management LLC | 0.25% | Reduce -6.4% | 13,903 | $727K |
| Avaii Wealth Management, LLC | 0.28% | Reduce -0.5% | 13,863 | $725K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +16.2% | 13,711 | $717K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,705 | $717K |
| Mercer Global Advisors Inc. | 0.00% | Add +13.4% | 13,393 | $700K |
| Captrust Financial Advisors | 0.00% | Reduce -8.4% | 13,365 | $699K |
| Vertex Planning Partners, LLC | 0.13% | Add +9.7% | 13,251 | $693K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 12,943 | $677K |
| IFG Advisory, LLC | 0.03% | New | 12,902 | $675K |
| Gradient Investments LLC | 0.01% | Add +95.9% | 12,794 | $669K |
| Anchor Investment Management, LLC | 0.05% | No change | 12,427 | $650K |
| Clear Investment Research, LLC | 0.87% | Add +40.6% | 12,420 | $649K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -19.8% | 12,250 | $640K |
| PUREfi Wealth, LLC | 0.49% | New | 12,171 | $636K |
| First Trust Advisors LP | 0.00% | Add +8.8% | 11,930 | $624K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.0% | 11,684 | $611K |
| Focus Financial Network, Inc. | 0.02% | Add +0.7% | 11,616 | $607K |
| Rockland Trust Co. | 0.02% | Reduce -2.9% | 11,606 | $607K |
| Kendall Capital Management | 0.14% | No change | 11,600 | $606K |
| Oregon Pacific Wealth Management, LLC | 0.52% | New | 11,597 | $606K |
| Financial Designs Corp | 0.35% | No change | 11,361 | $599K |
| Nwam LLC | 0.03% | Add +5.5% | 11,364 | $598K |
| Tortoise Investment Management, LLC | 0.05% | Add +47.9% | 11,390 | $595K |
| Cora Capital Advisors LLC | 0.25% | Reduce -9.3% | 11,327 | $592K |
| Staley Capital Advisers Inc. | 0.02% | Add +10.0% | 11,000 | $575K |
| Security National Bank of Sioux City Iowa | 0.37% | New | 10,800 | $565K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.8% | 10,255 | $536K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.3% | 10,165 | $531K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.0% | 10,066 | $526K |
| Hobbs Group Advisors, LLC | 0.16% | Add +0.1% | 9,958 | $521K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.6% | 9,835 | $514K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +5.9% | 9,669 | $505K |
| Clark Wealth Partners | 0.31% | New | 9,606 | $503K |
| 49 Wealth Management, LLC | 0.05% | Add +9.9% | 9,280 | $485K |
| DAVENPORT & Co LLC | 0.00% | No change | 9,208 | $481K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -48.9% | 9,200 | $481K |
| Howard Wealth Management, LLC | 0.22% | Add +9.1% | 8,962 | $469K |
| SteelPeak Wealth, LLC | 0.02% | New | 8,736 | $457K |
| Advisory Services Network, LLC | 0.01% | Add +7.7% | 8,596 | $449K |
| First Heartland Consultants, Inc. | 0.04% | Add +27.2% | 8,579 | $449K |
| Ascentis Independent Advisors | 0.08% | Reduce -0.1% | 8,576 | $448K |
| Jane Street Group, LLC | 0.00% | Reduce -93.4% | 8,567 | $448K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | No change | 8,370 | $438K |
| Cambridge Capital Management, LLC | 0.21% | Add +4.7% | 8,308 | $434K |
| Bragg Financial Advisors, Inc | 0.01% | Add +19.8% | 7,811 | $408K |
| REAP Financial Group, LLC | 0.09% | New | 7,710 | $403K |
| Morris Financial Concepts, Inc. | 0.14% | Add +31.3% | 7,668 | $401K |
| Denver Wealth Management, Inc. | 0.15% | New | 7,600 | $397K |
| Atlas Legacy Advisors, LLC | 0.08% | Reduce -2.0% | 7,505 | $392K |
| First Affirmative Financial Network | 0.18% | Reduce -4.5% | 7,466 | $390K |
| Balance Wealth Partners LLC | 0.09% | Add +58.6% | 7,221 | $378K |
| Beckerman Institutional, LLC | 0.22% | Add +15.8% | 7,148 | $374K |
| 1900 Wealth Management LLC | 0.02% | No change | 7,031 | $368K |
| Discipline Wealth Solutions, LLC | 0.10% | Add +1.1% | 6,966 | $364K |
| NWF Advisory Services Inc. | 0.04% | Add +0.7% | 6,880 | $360K |
| Betterment LLC | 0.00% | Add +1.1% | 6,867 | $359K |
| Robinson Smith Wealth Advisors LLC | 0.25% | Reduce -53.5% | 6,642 | $347K |
| Sunesis Advisors, LLC | 0.16% | — | 6,638 | $347K |
| PFG Advisors | 0.01% | Add +54.3% | 6,546 | $342K |
| Mattson Financial Services, LLC | 0.08% | New | 6,540 | $342K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 6,534 | $342K |
| NewSquare Capital LLC | 0.02% | Add +7.0% | 6,502 | $340K |
| Bond & Devick Financial Network, Inc. | 0.10% | Reduce -12.4% | 6,494 | $340K |
| Geneos Wealth Management Inc. | 0.01% | Add +11.4% | 6,478 | $339K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.0% | 6,388 | $334K |
| Bright Financial Advisors, Inc. | 0.16% | Reduce -10.3% | 6,368 | $333K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 6,358 | $332K |
| D.A. Davidson & Co. | 0.00% | Add +11.2% | 6,291 | $329K |
| Commerce Bank | 0.00% | No change | 6,257 | $327K |
| Composition Wealth, LLC | 0.00% | Reduce -36.3% | 6,251 | $327K |
| Burford Brothers, Inc. | 0.14% | No change | 6,149 | $321K |
| Vista Investment Management | 0.11% | No change | 6,019 | $315K |
| Byrne Financial Freedom, LLC | 0.15% | No change | 5,950 | $311K |
| Atria Investments, Inc | 0.00% | Add +44.8% | 5,931 | $310K |
| Compound Planning, Inc. | 0.01% | Reduce -9.7% | 5,906 | $309K |
| Professional Financial Advisors, LLC | 0.06% | Add +5.9% | 5,859 | $306K |
| Harbour Investments, Inc. | 0.01% | Add +5.7% | 5,856 | $306K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Add +2.6% | 5,836 | $305K |
| Taylor & Morgan Wealth Management, LLC | 0.18% | New | 5,739 | $300K |
| Seaside Wealth Management, Inc. | 0.09% | No change | 5,722 | $299K |
| Clear Point Advisors Inc. | 0.23% | Reduce -11.2% | 5,653 | $296K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -11.8% | 5,613 | $293K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -4.7% | 5,536 | $289K |
| Friday Financial | 0.12% | No change | 5,506 | $288K |
| Commonwealth Retirement Investments LLC | 0.10% | New | 5,500 | $288K |
| Clark Asset Management, LLC | 0.03% | No change | 5,470 | $286K |
| Aptus Capital Advisors, LLC | 0.00% | Add +150.2% | 5,446 | $285K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 5,435 | $284K |
| Milestone Asset Management, LLC | 0.05% | Add +1.5% | 5,372 | $281K |
| Private Wealth Group, LLC | 0.14% | Reduce -26.5% | 5,363 | $280K |
| RFG Advisory, LLC | 0.01% | Reduce -6.5% | 5,247 | $274K |
| Mutual Advisors, LLC | 0.01% | Add +4.1% | 5,205 | $274K |
| Claro Advisors Inc. | 0.04% | New | 5,146 | $269K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 5,144 | $269K |
| Powers Advisory Group, LLC | 0.11% | New | 5,105 | $267K |
| Continuum Advisory, LLC | 0.03% | No change | 4,980 | $260K |
| Cozad Asset Management Inc. | 0.02% | No change | 4,945 | $259K |
| Benjamin Edwards Inc. | 0.00% | Add +6.5% | 4,818 | $252K |
| Altfest L J & Co. Inc. | 0.03% | No change | 4,798 | $251K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -8.0% | 4,774 | $250K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,741 | $248K |
| L.K. Benson & Company, P.C. | 0.13% | Add +0.9% | 4,713 | $246K |
| GWN Securities Inc. | 0.06% | Reduce -41.9% | 4,681 | $245K |
| Key Financial Inc | 0.04% | No change | 4,579 | $239K |
| Sigma Planning Corp | 0.01% | Reduce -60.6% | 4,430 | $232K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 4,309 | $225K |
| Romano Brothers and Company | 0.03% | No change | 4,300 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.7% | 4,240 | $222K |
| Modern Wealth Management, LLC | 0.00% | No change | 4,095 | $214K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -77.0% | 4,094 | $214K |
| Sovran Advisors, LLC | 0.02% | Reduce -2.2% | 4,037 | $212K |
| Goldstein Advisors, LLC | 0.03% | Add +0.6% | 4,021 | $210K |
| Millstone Evans Group, LLC | 0.13% | No change | 4,000 | $209K |
| Synovus Financial Corp. | 0.00% | Reduce -10.8% | 3,949 | $206K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 3,929 | $205K |
| DecisionMap Wealth Management, LLC | 0.13% | New | 3,923 | $205K |
| Strategic Blueprint, LLC | 0.01% | New | 3,900 | $204K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -40.8% | 3,883 | $203K |
| HUB Investment Partners, LLC | 0.01% | New | 3,868 | $202K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,862 | $202K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -38.3% | 3,534 | $185K |
| IFP Advisors, Inc | 0.00% | Add +1.9% | 3,476 | $182K |
| Assetmark, Inc. | 0.00% | Add +62.7% | 3,376 | $176K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Add +2.9% | 3,088 | $161K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 3,032 | $159K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +25.2% | 2,983 | $156K |
| Principal Securities, Inc. | 0.00% | Add +4.3% | 2,747 | $144K |
| Accredited Wealth Management, LLC | 0.09% | Reduce -94.4% | 130 | $122K |
| Centennial Bank | 0.04% | No change | 2,098 | $110K |
| Trust Co. of Vermont | 0.00% | No change | 1,915 | $100K |
| Premier Financial Group | 0.03% | New | 1,800 | $94K |
| Eastern Bank | 0.00% | No change | 1,700 | $89K |
| Bank of Montreal | 0.00% | No change | 1,700 | $89K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,555 | $81K |
| WealthShield Partners, LLC | 0.01% | No change | 1,554 | $81K |
| Red Tortoise LLC | 0.03% | Add +0.9% | 1,405 | $73K |
| Global Retirement Partners, LLC | 0.00% | Add +13440.0% | 1,354 | $71K |
| IMG Wealth Management, Inc. | 0.05% | No change | 1,295 | $68K |
| Valley National Advisers Inc. | 0.01% | Add +0.5% | 1,243 | $64K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,000 | $52K |
| Citigroup Inc. | 0.00% | New | 1,000 | $52K |
| BNP Paribas Financial Markets | 0.00% | Add +28433.3% | 856 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -42.3% | 766 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +98.2% | 444 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $20K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 344 | $18K |
| Goodman Advisory Group, LLC | 0.00% | Reduce -38.0% | 312 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 302 | $16K |
| Allianz Asset Management GmbH | 0.00% | Add +5.1% | 289 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.7% | 273 | $14K |
| Ameriflex Group, Inc. | 0.00% | Reduce -97.2% | 210 | $11K |
| FMR LLC | 0.00% | Reduce -32.3% | 205 | $11K |
| Milestone Investment Advisors LLC | 0.00% | New | 145 | $8K |
| Abich Financial Wealth Management LLC | 0.00% | — | 51 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 19 | $993 |
| Horizon Investments, LLC | 0.00% | New | 13 | $676 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.