PIMCO Intermediate MunicipalMUNIETF
13F holders, Q4 2025 (December 31)413holders +31
45new positions
21sold out
2famous investors
$52.43avg. 13F price*
At the end of Q4 2025, 413 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 31 from Q3 2025. 45 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($167.8M), Morgan Stanley ($156.3M) and Wells Fargo & Company ($107.9M). 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 (Q4 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $39.8M |
| Exits | 21 | $13.0M |
All 13F filers, Q3 2025 → Q4 2025: 5,307,495 shares bought and 1,390,118 shares sold, net +3,917,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 413 holders
| Bank of America Corp. | 0.01% | Add +14.6% | 3,201,666 | $167.8M |
| Morgan Stanley | 0.01% | Add +0.3% | 2,982,364 | $156.3M |
| Wells Fargo & Company | 0.02% | Add +13.7% | 2,058,236 | $107.9M |
| LPL Financial LLC | 0.03% | Add +16.5% | 2,025,038 | $106.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 1,210,598 | $63.4M |
| Cwm, LLC | 0.13% | Add +6.5% | 922,709 | $48.4M |
| WCG Wealth Advisors LLC | 1.27% | Add +241.5% | 864,545 | $45.3M |
| Cetera Investment Advisers | 0.04% | Add +0.5% | 734,796 | $38.5M |
| Raymond James Financial Inc. | 0.01% | Add +23.1% | 653,953 | $34.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +57.5% | 631,379 | $33.2M |
| Dynasty Wealth Management, LLC | 0.32% | Reduce -14.9% | 627,479 | $32.9M |
| Focus Partners Wealth | 0.04% | Reduce -1.0% | 604,880 | $31.6M |
| UBS Group AG | 0.01% | Add +2.9% | 581,013 | $30.5M |
| Stonebridge Financial Group, LLC | 2.59% | Add +5.7% | 579,532 | $30.4M |
| HighTower Advisors, LLC | 0.03% | Add +51.2% | 575,410 | $30.2M |
| NewEdge Advisors, LLC | 0.10% | Add +20.5% | 531,069 | $27.8M |
| MBL Wealth, LLC | 1.92% | Add +3.0% | 455,593 | $23.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -41.3% | 439,610 | $23.0M |
| Capital Analysts, LLC | 0.62% | Add +4.8% | 424,168 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +83.2% | 402,110 | $21.1M |
| Osaic Holdings, Inc. | 0.03% | Add +18.0% | 382,501 | $20.1M |
| Royal Bank of Canada | 0.00% | Add +57.2% | 352,924 | $18.5M |
| Larson Financial Group LLC | 0.62% | Add +17.0% | 352,308 | $18.5M |
| Davis R M Inc. | 0.30% | Add +7.6% | 333,667 | $17.5M |
| Quotient Wealth Partners, LLC | 0.45% | Add +7.0% | 324,128 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +13.7% | 314,072 | $16.5M |
| Austin Wealth Management, LLC | 2.35% | Reduce -0.6% | 301,419 | $15.9M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -14.2% | 298,005 | $15.6M |
| PW Advisors, LLC \ FL | 11.19% | — | 265,967 | $13.9M |
| Truist Financial Corp. | 0.02% | Add +6.9% | 245,542 | $12.9M |
| Clearstead Advisors, LLC | 0.15% | Add +21.5% | 234,261 | $12.3M |
| Bailard, Inc. | 0.27% | Reduce -1.4% | 230,890 | $12.1M |
| Avantax Planning Partners, Inc. | 0.33% | Reduce -8.0% | 228,113 | $12.0M |
| Kestra Investment Management, LLC | 0.29% | Add +28.8% | 227,919 | $11.9M |
| Lido Advisors, LLC | 0.05% | Add +2.3% | 224,400 | $11.7M |
| Cerity Partners LLC | 0.02% | Add +84.8% | 210,832 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.8% | 206,744 | $10.8M |
| MML Investors Services, LLC | 0.03% | Add +9.1% | 196,834 | $10.3M |
| Crestmont Private Wealth LLC | 3.29% | Add +4.8% | 192,937 | $10.1M |
| Wealth Alliance Advisory Group, LLC | 1.71% | Reduce -0.4% | 190,455 | $10.0M |
| XY Planning Network, Inc. | 1.71% | Add +30.5% | 187,252 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.2% | 185,145 | $9.7M |
| Altura Wealth Advisors Inc. | 4.13% | Reduce -0.4% | 182,969 | $9.6M |
| BCS Wealth Management | 0.94% | Add +101.9% | 177,958 | $9.3M |
| Morton Brown Family Wealth, LLC | 2.43% | Reduce -4.3% | 170,176 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +35.4% | 164,995 | $8.6M |
| Shotwell Rutter Baer Inc | 5.15% | Reduce -2.8% | 162,700 | $8.6M |
| Dakota Wealth Management | 0.15% | New | 160,959 | $8.4M |
| Prosperity Consulting Group, LLC | 0.37% | Add +42.4% | 157,336 | $8.2M |
| MAI Capital Management | 0.05% | Add +5.8% | 155,313 | $8.1M |
| Rehmann Capital Advisory Group | 0.41% | Reduce -37.1% | 149,002 | $7.8M |
| Equita Financial Network, Inc. | 2.27% | Add +12.0% | 143,595 | $7.5M |
| Goelzer Investment Management, Inc. | 0.35% | Reduce -2.6% | 143,409 | $7.5M |
| Bleakley Financial Group, LLC | 0.13% | Add +2.0% | 140,556 | $7.4M |
| Benchmark Financial Wealth Advisors, LLC | 2.09% | Add +92.5% | 139,075 | $7.3M |
| TD Capital Management LLC | 0.65% | Add +1.4% | 138,728 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.6% | 137,471 | $7.2M |
| McNamara Financial Services, Inc. | 1.35% | Add +2356.2% | 135,973 | $7.1M |
| Keyvantage Wealth, LLC | 3.04% | Add +0.0% | 135,680 | $7.1M |
| Atlantic Union Bankshares Corp | 0.13% | Add +58.8% | 133,992 | $7.0M |
| ERn Financial, LLC | 1.28% | Add +1.3% | 130,377 | $6.8M |
| Mariner, LLC | 0.01% | Add +34.5% | 127,115 | $6.7M |
| Foster & Motley Inc. | 0.34% | Add +36.7% | 123,094 | $6.5M |
| Citadel Advisors | 0.00% | Add +143.4% | 122,343 | $6.4M |
| Avant Financial Advisors LLC | 4.59% | Add +17.9% | 121,730 | $6.4M |
| True North Advisors, LLC | 0.82% | New | 120,549 | $6.3M |
| Newman Dignan & Sheerar, Inc. | 1.30% | Add +9.6% | 118,574 | $6.2M |
| Saxon Interests, Inc. | 2.18% | Add +424.4% | 117,829 | $6.2M |
| Fermata Advisors, LLC | 1.46% | Reduce -0.1% | 116,076 | $6.1M |
| Flagstone Financial Management | 1.56% | Add +17.5% | 115,713 | $6.1M |
| Genesis Private Wealth, LLC | 1.87% | Add +8.7% | 115,242 | $6.0M |
| Paces Ferry Wealth Advisors, LLC | 2.43% | Reduce -10.9% | 114,350 | $6.0M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 112,323 | $5.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.5% | 106,563 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +74.3% | 106,237 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 106,037 | $5.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.54% | Add +0.5% | 105,999 | $5.6M |
| Certified Advisory Corp | 0.51% | Add +6.9% | 105,978 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -6.4% | 105,702 | $5.5M |
| Elyxium Wealth, LLC | 1.50% | Add +69.3% | 103,027 | $5.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.1% | 102,202 | $5.4M |
| TruWealth Advisors, LLC | 0.23% | Add +1.4% | 91,641 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Add +5.6% | 90,833 | $4.8M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Add +4.1% | 85,677 | $4.5M |
| Steph & Co. | 1.29% | Add +0.5% | 85,644 | $4.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.1% | 83,301 | $4.4M |
| Kelman-Lazarov, Inc. | 0.61% | Add +7.6% | 81,905 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +23.9% | 80,006 | $4.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Reduce -22.8% | 77,790 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +35.6% | 75,230 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.33% | Reduce -1.3% | 74,041 | $3.9M |
| VestGen Advisors, LLC | 0.16% | Reduce -4.2% | 72,034 | $3.8M |
| Fortis Capital Advisors, LLC | 0.54% | Add +11.1% | 70,275 | $3.7M |
| Belpointe Asset Management LLC | 0.13% | Reduce -6.0% | 70,275 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -23.8% | 68,892 | $3.6M |
| Renaissance Technologies | 0.01% | Reduce -67.9% | 66,800 | $3.5M |
| Sand Hill Global Advisors, LLC | 0.12% | No change | 66,418 | $3.5M |
| PAX Financial Group, LLC | 0.59% | Add +18.4% | 65,686 | $3.4M |
| Paulson Wealth Management Inc. | 0.77% | Reduce -2.4% | 63,995 | $3.4M |
| Corient Private Wealth LP | 0.00% | Add +7.2% | 63,545 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +20.0% | 63,058 | $3.3M |
| CarsonAllaria Wealth Management, Ltd. | 1.62% | Add +3.1% | 62,275 | $3.3M |
| Arrowroot Family Office, LLC | 1.18% | Add +0.5% | 61,710 | $3.2M |
| Intrua Financial, LLC | 0.35% | Add +5.5% | 60,971 | $3.2M |
| Beacon Capital Management, Inc. | 0.17% | No change | 60,000 | $3.1M |
| GAMMA Investing LLC | 0.16% | Add +46.0% | 59,248 | $3.1M |
| Cercano Management LLC | 0.11% | No change | 57,919 | $3.0M |
| SageView Advisory Group, LLC | 0.10% | Add +0.3% | 57,904 | $3.0M |
| Hanson & Doremus Investment Management | 0.36% | Reduce -0.1% | 57,139 | $3.0M |
| Waverly Advisors, LLC | 0.02% | Add +7.7% | 56,886 | $3.0M |
| BTG Pactual Asset Management US LLC | 0.33% | Add +13.3% | 57,651 | $3.0M |
| Taylor & Morgan Wealth Management, LLC | 1.65% | Add +881.6% | 56,332 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.9% | 54,656 | $2.9M |
| Higgins & Schmidt Wealth Strategies LLC | 1.35% | Add +3.4% | 54,509 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +26.2% | 54,303 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -7.8% | 53,461 | $2.8M |
| Creative Planning | 0.00% | Reduce -11.6% | 53,119 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.1% | 53,001 | $2.8M |
| Entrewealth, LLC | 1.21% | Reduce -5.5% | 50,732 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.7% | 50,997 | $2.7M |
| Viawealth, LLC | 1.49% | Add +1.0% | 50,606 | $2.7M |
| Koshinski Asset Management, Inc. | 0.17% | Add +9.5% | 49,896 | $2.6M |
| Onyx Bridge Wealth Group LLC | 0.28% | Add +17.9% | 49,520 | $2.6M |
| Opal Wealth Advisors, LLC | 0.68% | Reduce -0.4% | 49,450 | $2.6M |
| Paladin Advisory Group, LLC | 1.87% | Add +6.9% | 48,936 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +0.3% | 48,070 | $2.5M |
| Smartleaf Asset Management LLC | 0.09% | Add +135.7% | 47,433 | $2.5M |
| Legacy Private Trust Co. | 0.14% | New | 46,725 | $2.4M |
| Manske Wealth Management | 0.72% | Add +9.3% | 46,294 | $2.4M |
| Wayfinding Financial, LLC | 1.02% | New | 45,655 | $2.4M |
| StoneX Group Inc. | 0.10% | Reduce -20.4% | 45,514 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Add +6.4% | 45,611 | $2.4M |
| Landmark Wealth Management, LLC | 0.91% | Add +1.5% | 45,226 | $2.4M |
| Certior Financial Group, LLC | 1.59% | Add +8.9% | 44,574 | $2.3M |
| Smart Money Group LLC | 0.68% | Add +13.3% | 44,217 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.28% | Reduce -6.9% | 43,714 | $2.3M |
| Visionary Wealth Advisors | 0.10% | Reduce -4.3% | 42,788 | $2.2M |
| Patten Group, Inc. | 0.41% | Add +20.9% | 41,976 | $2.2M |
| Smith Partners Wealth Management, LLC | 2.02% | — | 41,944 | $2.2M |
| Cedar Point Capital Partners, LLC | 1.40% | Reduce -10.6% | 41,735 | $2.2M |
| HighPoint Advisor Group LLC | 0.05% | New | 41,476 | $2.2M |
| IAM Advisory, LLC | 0.48% | Reduce -3.5% | 41,375 | $2.2M |
| Unique Wealth, LLC | 0.30% | Reduce -16.5% | 40,858 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +20.6% | 40,781 | $2.1M |
| Thompson David Blair | 1.21% | — | 40,419 | $2.1M |
| Axxcess Wealth Management, LLC | 0.04% | Add +37.3% | 38,927 | $2.0M |
| Breakwater Capital Group | 0.28% | Add +11.3% | 38,770 | $2.0M |
| World Investment Advisors | 0.03% | Add +6.3% | 38,667 | $2.0M |
| Clarity Wealth Development LLC | 1.71% | Add +13.6% | 38,493 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 38,241 | $2.0M |
| Prestige Wealth Management Group LLC | 0.38% | Add +66.5% | 37,772 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.3% | 37,669 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +327.3% | 36,607 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.09% | Reduce -10.1% | 36,281 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -54.3% | 36,281 | $1.9M |
| Sterling Investment Advisors, Ltd. | 0.35% | Add +77.7% | 36,200 | $1.9M |
| GGM Financial LLC | 0.91% | Add +12.0% | 35,707 | $1.9M |
| Bridge Generations Wealth Management LLC | 1.15% | Add +9.8% | 35,395 | $1.9M |
| XML Financial, LLC | 0.15% | Add +30.8% | 34,043 | $1.8M |
| LiftPoint Family Wealth Advisors LLC | 1.47% | — | 32,880 | $1.7M |
| LifeGoal Investments, LLC | 1.15% | New | 19,491 | $1.7M |
| Wealth Enhancement Trust Services, Inc. | 0.21% | — | 32,400 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -17.7% | 32,180 | $1.7M |
| Aviance Capital Partners, LLC | 0.19% | Add +0.1% | 31,717 | $1.7M |
| Fortitude Financial, LLC | 1.39% | New | 31,314 | $1.6M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 31,146 | $1.6M |
| Econ Financial Services Corp | 0.81% | Reduce -40.0% | 30,701 | $1.6M |
| Westside Investment Management, Inc. | 0.25% | Reduce -11.6% | 30,392 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +21.6% | 29,878 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,246 | $1.5M |
| Janney Capital Management LLC | 0.10% | Add +0.2% | 29,093 | $1.5M |
| Financial Planning Navigators CORP | 0.67% | — | 27,917 | $1.5M |
| McAdam, LLC | 0.07% | Add +0.3% | 27,502 | $1.4M |
| Alpha Financial Partners LLC | 0.87% | Add +2.7% | 27,263 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.35% | Add +7.2% | 26,550 | $1.4M |
| Flagship Private Wealth, LLC | 0.54% | New | 26,078 | $1.4M |
| Legacy Financial Advisors, Inc. | 0.19% | Reduce -4.2% | 26,045 | $1.4M |
| RFG Advisory, LLC | 0.03% | Add +391.9% | 25,810 | $1.4M |
| Centennial Bank | 0.54% | Add +1124.4% | 25,688 | $1.3M |
| Kuhn & Co Investment Counsel | 0.89% | Add +14.7% | 25,521 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +11.3% | 25,112 | $1.3M |
| YHB Investment Advisors, Inc. | 0.09% | Add +42.6% | 24,962 | $1.3M |
| Curran Financial Partners, LLC | 0.25% | Add +16.4% | 24,778 | $1.3M |
| Apella Capital, LLC | 0.03% | Add +6.1% | 24,095 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -0.8% | 23,967 | $1.3M |
| &partners | 0.01% | Add +37.4% | 23,987 | $1.3M |
| Rockport Wealth LLC | 0.24% | Add +11.0% | 23,528 | $1.2M |
| Comerica Bank | 0.00% | Add +11.0% | 23,059 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +251.9% | 22,795 | $1.2M |
| Inspire Advisors, LLC | 0.11% | Add +0.5% | 22,697 | $1.2M |
| Smith Thornton Advisors LLC | 0.60% | Reduce -0.2% | 22,596 | $1.2M |
| Freedom Financial Partners LLC | 0.43% | Add +15.5% | 22,359 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Add +1.8% | 21,951 | $1.2M |
| Williams & Novak, LLC | 0.85% | Reduce -11.6% | 21,615 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -26.2% | 21,453 | $1.1M |
| Triad Wealth Partners, LLC | 0.11% | Add +51.3% | 21,446 | $1.1M |
| Biltmore Wealth Management, LLC | 0.42% | Reduce -5.5% | 21,215 | $1.1M |
| Goodwin Investment Advisory | 1.16% | Reduce -18.5% | 20,231 | $1.1M |
| Kooman & Associates | 0.31% | Reduce -3.3% | 20,172 | $1.1M |
| Signet Investment Advisory Group, Inc. | 0.49% | Reduce -0.6% | 20,100 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +290.8% | 20,100 | $1.1M |
| Team Hewins, LLC | 0.34% | No change | 19,922 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.3% | 19,783 | $1.0M |
| Vicus Capital | 0.08% | Add +40.2% | 19,705 | $1.0M |
| W.H. Cornerstone Investments Inc. | 0.61% | Reduce -9.2% | 19,326 | $1.0M |
| Magnolia Private Wealth, LLC | 0.71% | No change | 19,260 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 19,229 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.7% | 18,723 | $981K |
| One Capital Management, LLC | 0.03% | Add +1.7% | 18,652 | $978K |
| Brady Martz Wealth Solutions, LLC | 0.17% | Reduce -17.1% | 18,602 | $975K |
| BAM Wealth Management, LLC | 0.70% | Add +17.4% | 18,517 | $970K |
| Entelevest, LLC | 0.99% | — | 18,239 | $956K |
| Midwest Financial Group LLC | 0.42% | Reduce -6.7% | 17,967 | $942K |
| 49 Wealth Management, LLC | 0.08% | Add +92.5% | 17,866 | $936K |
| Revisor Wealth Management LLC | 0.25% | Add +26.4% | 17,577 | $926K |
| APS Management Group, Inc. | 0.79% | Add +2.7% | 17,586 | $922K |
| Kings Path Partners LLC | 0.32% | Reduce -1.2% | 17,406 | $912K |
| Buck Wealth Strategies, LLC | 0.11% | New | 16,950 | $888K |
| Oakwell Private Wealth Management, LLC | 0.16% | No change | 16,728 | $877K |
| Princeton Global Asset Management LLC | 0.14% | Add +11.8% | 16,694 | $875K |
| Barnes Wealth Management Group, Inc | 0.47% | Add +1.3% | 16,593 | $870K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 16,462 | $863K |
| Summit Financial Consulting LLC | 0.62% | Add +11.3% | 16,172 | $848K |
| ORG Partners LLC | 0.15% | Add +0.5% | 16,145 | $846K |
| Transcendent Capital Group LLC | 0.38% | Reduce -5.2% | 16,123 | $845K |
| Destiny Wealth Partners, LLC | 0.10% | Add +8.9% | 15,973 | $842K |
| Gilman Hill Asset Management, LLC | 0.13% | New | 16,031 | $840K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -30.5% | 15,931 | $835K |
| Main Street Financial Solutions, LLC | 0.06% | Add +11.3% | 15,610 | $818K |
| Oak Wealth Advisors LLC | 0.47% | Add +4.7% | 15,588 | $817K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.3% | 15,514 | $813K |
| Elequin Capital, LP | 0.12% | Reduce -64.6% | 15,484 | $812K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +9.5% | 15,404 | $807K |
| Objective Capital Management, LLC | 0.81% | Add +0.6% | 15,190 | $796K |
| IFG Advisory, LLC | 0.03% | Add +17.6% | 15,174 | $795K |
| Syverson Strege & Co | 0.18% | Add +0.0% | 14,917 | $782K |
| Novem Group | 0.09% | New | 14,724 | $772K |
| Petra Financial Advisors Inc. | 0.44% | Reduce -5.5% | 14,405 | $755K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.3% | 14,301 | $750K |
| Mallini Complete Financial Planning LLC | 0.66% | No change | 14,100 | $739K |
| WBH Advisory Inc. | 0.05% | No change | 13,947 | $731K |
| Marshall Financial Group, LLC | 0.14% | Reduce -8.1% | 13,723 | $719K |
| Vertex Planning Partners, LLC | 0.17% | Add +3.3% | 13,688 | $717K |
| Gradient Investments LLC | 0.01% | Add +6.7% | 13,655 | $716K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -19.9% | 13,424 | $704K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -5.1% | 13,391 | $702K |
| Oregon Pacific Wealth Management, LLC | 0.71% | Add +13.7% | 13,186 | $691K |
| Avaii Wealth Management, LLC | 0.25% | Reduce -5.8% | 13,053 | $684K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +11.2% | 12,993 | $683K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -5.0% | 13,022 | $682K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 12,943 | $678K |
| Captrust Financial Advisors | 0.00% | Reduce -5.3% | 12,654 | $663K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.0% | 12,458 | $653K |
| Clear Investment Research, LLC | 1.08% | Add +0.1% | 12,430 | $651K |
| Anchor Investment Management, LLC | 0.05% | No change | 12,427 | $651K |
| Beckerman Institutional, LLC | 0.36% | Add +71.3% | 12,245 | $642K |
| Mission Wealth Management, LP | 0.01% | Reduce -17.8% | 12,181 | $638K |
| Montag A & Associates Inc. | 0.03% | New | 12,025 | $632K |
| Zhang Financial LLC | 0.02% | New | 11,961 | $627K |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 11,875 | $622K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 11,649 | $612K |
| Kendall Capital Management | 0.13% | No change | 11,600 | $608K |
| Assetmark, Inc. | 0.00% | Add +241.8% | 11,538 | $605K |
| Tortoise Investment Management, LLC | 0.05% | No change | 11,390 | $597K |
| Financial Designs Corp | 0.34% | No change | 11,361 | $595K |
| Cora Capital Advisors LLC | 0.23% | No change | 11,327 | $594K |
| Nwam LLC | 0.03% | Reduce -1.1% | 11,234 | $592K |
| Reality Financial Planning Services, LLC | 0.57% | — | 11,259 | $590K |
| Level Four Advisory Services, LLC | 0.02% | Add +10.1% | 11,187 | $586K |
| Staley Capital Advisers Inc. | 0.02% | No change | 11,000 | $577K |
| Security National Bank of Sioux City Iowa | 0.36% | No change | 10,800 | $566K |
| Barnes Pettey Financial Advisors, LLC | 0.27% | New | 10,458 | $548K |
| Astoria Portfolio Advisors LLC. | 0.12% | Reduce -31.6% | 10,280 | $547K |
| Howard Wealth Management, LLC | 0.24% | Add +16.1% | 10,405 | $545K |
| Friday Financial | 0.19% | Add +86.7% | 10,278 | $539K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +5.4% | 10,191 | $534K |
| DAVENPORT & Co LLC | 0.00% | Add +9.8% | 10,115 | $530K |
| Bragg Financial Advisors, Inc | 0.02% | Add +29.1% | 10,086 | $529K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.1% | 10,075 | $528K |
| Hobbs Group Advisors, LLC | 0.16% | No change | 9,958 | $522K |
| Coldstream Capital Management Inc. | 0.01% | No change | 9,835 | $515K |
| Seneca House Advisors | 0.19% | New | 9,800 | $514K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 9,721 | $509K |
| Advyzon Investment Management, LLC | 0.06% | New | 9,693 | $508K |
| Clark Wealth Partners | 0.31% | No change | 9,606 | $503K |
| Curi Capital, LLC | 0.01% | New | 9,395 | $494K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -8.7% | 9,362 | $491K |
| Advisory Services Network, LLC | 0.01% | Add +4.7% | 8,998 | $472K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -27.8% | 8,844 | $465K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.3% | 8,777 | $460K |
| REAP Financial Group, LLC | 0.09% | Add +13.6% | 8,757 | $459K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.3% | 8,706 | $458K |
| Regal Investment Advisors LLC | 0.03% | New | 8,689 | $455K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | No change | 8,370 | $439K |
| Morris Financial Concepts, Inc. | 0.15% | Add +9.2% | 8,370 | $439K |
| Cambridge Capital Management, LLC | 0.20% | Add +0.3% | 8,337 | $437K |
| Prospera Financial Services Inc | 0.01% | New | 8,128 | $426K |
| Rockland Trust Co. | 0.02% | Reduce -32.6% | 7,818 | $410K |
| Daymark Wealth Partners, LLC | 0.01% | New | 7,644 | $401K |
| Vista Investment Management | 0.13% | Add +26.2% | 7,594 | $398K |
| Balance Wealth Partners LLC | 0.13% | Add +4.7% | 7,558 | $396K |
| Betterment LLC | 0.00% | Add +9.2% | 7,499 | $393K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -3.4% | 7,251 | $380K |
| Bond & Devick Financial Network, Inc. | 0.11% | Add +10.4% | 7,169 | $376K |
| 1900 Wealth Management LLC | 0.02% | No change | 7,031 | $368K |
| Discipline Wealth Solutions, LLC | 0.07% | No change | 6,966 | $365K |
| Robinson Smith Wealth Advisors LLC | 0.24% | Add +0.6% | 6,679 | $350K |
| Flputnam Investment Management Co. | 0.01% | Reduce -55.5% | 6,592 | $345K |
| PFG Advisors | 0.02% | Add +0.6% | 6,587 | $345K |
| Mattson Financial Services, LLC | 0.08% | Add +0.5% | 6,574 | $345K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 6,534 | $342K |
| Quantinno Capital Management LP | 0.00% | New | 6,488 | $340K |
| MBE Wealth Management, LLC | 0.14% | New | 6,448 | $338K |
| Harbour Investments, Inc. | 0.01% | Add +7.3% | 6,281 | $329K |
| Commerce Bank | 0.00% | No change | 6,257 | $328K |
| Composition Wealth, LLC | 0.00% | Add +0.0% | 6,253 | $328K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.8% | 6,243 | $327K |
| Burford Brothers, Inc. | 0.13% | No change | 6,149 | $322K |
| Atria Investments, Inc | 0.00% | Add +3.3% | 6,129 | $321K |
| AdvisorNet Financial, Inc | 0.02% | Add +7.3% | 6,025 | $316K |
| NWF Advisory Services Inc. | 0.03% | Reduce -13.1% | 5,978 | $313K |
| Byrne Financial Freedom, LLC | 0.14% | No change | 5,950 | $312K |
| Bright Financial Advisors, Inc. | 0.15% | Reduce -6.8% | 5,935 | $311K |
| BIP Wealth, LLC | 0.01% | New | 5,923 | $310K |
| Compound Planning, Inc. | 0.01% | No change | 5,906 | $310K |
| NewSquare Capital LLC | 0.03% | Reduce -11.2% | 5,774 | $303K |
| GWN Securities Inc. | 0.06% | Add +23.2% | 5,767 | $302K |
| Seaside Wealth Management, Inc. | 0.09% | No change | 5,722 | $300K |
| Vantage Point Financial LLC | 0.11% | New | 5,671 | $297K |
| Clear Point Advisors Inc. | 0.23% | Reduce -1.0% | 5,597 | $293K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.3% | 5,569 | $292K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 5,500 | $288K |
| Clark Asset Management, LLC | 0.03% | No change | 5,470 | $287K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -83.4% | 5,435 | $285K |
| Milestone Asset Management, LLC | 0.05% | No change | 5,372 | $282K |
| Private Wealth Group, LLC | 0.13% | Reduce -1.3% | 5,292 | $277K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -10.0% | 5,274 | $276K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -10.3% | 5,238 | $275K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 5,206 | $273K |
| Powers Advisory Group, LLC | 0.10% | Add +0.6% | 5,137 | $269K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.14% | — | 4,969 | $260K |
| Benjamin Edwards Inc. | 0.00% | Add +1.8% | 4,906 | $257K |
| Altfest L J & Co. Inc. | 0.03% | No change | 4,798 | $251K |
| Neuberger Berman Group LLC | 0.00% | New | 4,774 | $250K |
| Legacy Edge Advisors, LLC | 0.03% | No change | 4,774 | $250K |
| Fidelis Capital Partners, LLC | 0.02% | Add +10.4% | 4,759 | $249K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,741 | $249K |
| L.K. Benson & Company, P.C. | 0.13% | Add +0.8% | 4,751 | $249K |
| Sigma Planning Corp | 0.01% | Add +4.6% | 4,632 | $243K |
| Key Financial Inc | 0.04% | No change | 4,579 | $240K |
| DecisionMap Wealth Management, LLC | 0.14% | Add +13.4% | 4,450 | $233K |
| GTS Securities LLC | 0.01% | New | 4,315 | $226K |
| Advisor OS, LLC | 0.02% | New | 4,308 | $226K |
| Romano Brothers and Company | 0.03% | No change | 4,300 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.5% | 4,176 | $219K |
| Hershey Financial Advisers, LLC | 0.18% | New | 4,104 | $215K |
| Modern Wealth Management, LLC | 0.00% | No change | 4,095 | $215K |
| Valley National Advisers Inc. | 0.03% | Add +228.9% | 4,088 | $214K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,082 | $214K |
| Sovran Advisors, LLC | 0.02% | No change | 4,037 | $213K |
| Evergreen Wealth Partners LLC | 0.18% | — | 4,035 | $211K |
| Goldstein Advisors, LLC | 0.02% | No change | 4,021 | $211K |
| Diversified Portfolios, Inc. | 0.02% | New | 4,003 | $210K |
| Millstone Evans Group, LLC | 0.12% | No change | 4,000 | $210K |
| Claro Advisors Inc. | 0.03% | Reduce -23.2% | 3,954 | $207K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 3,951 | $207K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +0.2% | 3,937 | $206K |
| Stablepoint Partners, LLC | 0.03% | New | 3,934 | $206K |
| Continuum Advisory, LLC | 0.02% | Reduce -21.0% | 3,932 | $206K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.4% | 3,878 | $203K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,868 | $203K |
| Occidental Asset Management, LLC | 0.02% | New | 3,846 | $202K |
| Compass Ion Advisors, LLC | 0.02% | New | 3,835 | $201K |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.0% | 3,834 | $201K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.8% | 3,813 | $200K |
| IFP Advisors, Inc | 0.00% | Reduce -0.9% | 3,445 | $181K |
| Milestone Investment Advisors LLC | 0.04% | Add +2231.0% | 3,380 | $177K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | Add +9.4% | 3,378 | $177K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.8% | 3,008 | $158K |
| MCF Advisors LLC | 0.01% | New | 2,500 | $131K |
| Bravera Wealth | 0.06% | — | 2,437 | $128K |
| Sittner & Nelson, LLC | 0.04% | New | 2,000 | $106K |
| Trust Co. of Vermont | 0.00% | No change | 1,915 | $100K |
| Evolution Wealth Management Inc. | 0.08% | New | 1,768 | $93K |
| 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 |
| Red Tortoise LLC | 0.03% | Add +0.8% | 1,416 | $74K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 1,359 | $71K |
| Arax Advisory Partners | 0.00% | New | 1,322 | $69K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,295 | $68K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $52K |
| Blue Trust, Inc. | 0.00% | New | 962 | $50K |
| WealthShield Partners, LLC | 0.01% | Reduce -38.9% | 949 | $50K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 675 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.0% | 590 | $31K |
| Allianz Asset Management GmbH | 0.00% | Add +36.3% | 394 | $21K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $20K |
| Golden State Wealth Management, LLC | 0.00% | Add +2.9% | 354 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 302 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.4% | 274 | $14K |
| FMR LLC | 0.00% | Add +22.9% | 252 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -48.6% | 228 | $12K |
| AE Wealth Management LLC | 0.00% | Add +700.0% | 152 | $8K |
| Trust Co | 0.00% | New | 112 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 105 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 70 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 68 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 22 | $1K |
| Horizon Investments, LLC | 0.00% | Add +69.2% | 22 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.3% | 15 | $786 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5 | $262 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.