PIMCO Intermediate MunicipalMUNIETF
13F holders, Q1 2026 (March 31)436holders +23
47new positions
23sold out
2famous investors
$52.88avg. 13F price*
At the end of Q1 2026, 436 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 23 from Q4 2025. 47 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($192.6M), Morgan Stanley ($184.8M) and Wells Fargo & Company ($130.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $38.6M |
| Exits | 23 | $11.3M |
All 13F filers, Q4 2025 → Q1 2026: 5,531,786 shares bought and 2,158,718 shares sold, net +3,373,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| Bank of America Corp. | 0.01% | Add +15.3% | 3,690,609 | $192.6M |
| Morgan Stanley | 0.01% | Add +18.7% | 3,541,061 | $184.8M |
| Wells Fargo & Company | 0.03% | Add +21.0% | 2,490,046 | $130.0M |
| LPL Financial LLC | 0.03% | Add +10.2% | 2,231,284 | $116.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 1,106,231 | $57.6M |
| Cwm, LLC | 0.14% | Add +7.7% | 993,470 | $51.8M |
| WCG Wealth Advisors LLC | 1.41% | Add +11.4% | 962,779 | $50.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +106.9% | 909,683 | $47.5M |
| Cetera Investment Advisers | 0.04% | Add +7.3% | 788,422 | $41.1M |
| Raymond James Financial Inc. | 0.01% | Add +14.9% | 751,573 | $39.2M |
| UBS Group AG | 0.01% | Add +21.8% | 707,667 | $36.9M |
| HighTower Advisors, LLC | 0.03% | Add +8.6% | 625,140 | $32.6M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -2.5% | 615,698 | $32.1M |
| Stonebridge Financial Group, LLC | 2.61% | Add +4.9% | 607,773 | $31.7M |
| Dynasty Wealth Management, LLC | 0.27% | Reduce -5.6% | 592,190 | $30.9M |
| Focus Partners Wealth | 0.03% | Reduce -99.7% | 1,980 | $29.1M |
| NewEdge Advisors, LLC | 0.10% | Reduce -3.7% | 511,255 | $26.7M |
| MBL Wealth, LLC | 1.88% | Add +4.4% | 475,823 | $24.8M |
| Capital Analysts, LLC | 0.59% | Add +1.2% | 429,414 | $22.4M |
| Stifel Financial Corp. | 0.02% | Add +6.4% | 427,760 | $22.3M |
| Larson Financial Group LLC | 0.69% | Add +16.4% | 410,236 | $21.4M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 354,182 | $18.5M |
| Quotient Wealth Partners, LLC | 0.47% | Add +6.6% | 345,489 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.6% | 337,850 | $17.6M |
| Davis R M Inc. | 0.31% | Add +0.2% | 334,459 | $17.5M |
| Wealth Alliance Advisory Group, LLC | 2.48% | Add +57.8% | 300,458 | $15.7M |
| PW Advisors, LLC \ FL | 11.21% | Add +7.8% | 286,702 | $15.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -26.5% | 281,033 | $14.7M |
| Clearstead Advisors, LLC | 0.13% | Add +16.6% | 273,221 | $14.3M |
| Jones Financial Companies LLLP | 0.01% | Add +60.5% | 264,783 | $13.8M |
| Jane Street Group, LLC | 0.01% | Add +602.0% | 256,963 | $13.4M |
| Truist Financial Corp. | 0.02% | Add +4.2% | 255,872 | $13.4M |
| Austin Wealth Management, LLC | 2.89% | Reduce -19.1% | 243,938 | $12.7M |
| Benchmark Financial Wealth Advisors, LLC | 3.27% | Add +62.9% | 226,526 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +57.8% | 216,955 | $11.3M |
| XY Planning Network, Inc. | 1.81% | Add +15.9% | 216,985 | $11.3M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -5.4% | 215,876 | $11.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.4% | 209,552 | $10.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +8.7% | 201,269 | $10.5M |
| Crestmont Private Wealth LLC | 3.30% | Add +3.9% | 200,394 | $10.5M |
| MML Investors Services, LLC | 0.03% | Reduce -2.6% | 191,633 | $10.0M |
| Bailard, Inc. | 0.23% | Reduce -17.4% | 190,635 | $9.9M |
| Independent Advisor Alliance | 0.11% | New | 189,528 | $9.9M |
| Kestra Investment Management, LLC | 0.17% | Reduce -17.1% | 188,886 | $9.9M |
| Sagespring Wealth Partners, LLC | 0.17% | Reduce -39.0% | 181,843 | $9.5M |
| Prosperity Consulting Group, LLC | 0.42% | Add +14.9% | 180,745 | $9.4M |
| Morton Brown Family Wealth, LLC | 2.49% | Add +6.2% | 180,642 | $9.4M |
| Dakota Wealth Management | 0.20% | Add +10.5% | 177,853 | $9.3M |
| Altura Wealth Advisors Inc. | 3.94% | Reduce -5.5% | 172,955 | $9.0M |
| MAI Capital Management | 0.05% | Add +7.3% | 166,602 | $8.7M |
| Flagstone Financial Management | 2.15% | Add +43.5% | 166,076 | $8.7M |
| Rehmann Capital Advisory Group | 0.42% | Add +4.6% | 155,892 | $8.1M |
| TD Capital Management LLC | 0.73% | Add +12.2% | 155,686 | $8.1M |
| Equita Financial Network, Inc. | 2.41% | Add +2.3% | 146,845 | $7.7M |
| Bleakley Financial Group, LLC | 0.12% | Add +2.1% | 143,525 | $7.5M |
| Foster & Motley Inc. | 0.38% | Add +15.1% | 141,690 | $7.4M |
| Goelzer Investment Management, Inc. | 0.36% | Reduce -1.3% | 141,554 | $7.4M |
| Atlantic Union Bankshares Corp | 0.14% | Add +4.1% | 139,504 | $7.3M |
| Spartan Wealth Advisory Services LLC | 0.63% | — | 139,100 | $7.3M |
| Shotwell Rutter Baer Inc | 4.26% | Reduce -14.7% | 138,816 | $7.2M |
| McNamara Financial Services, Inc. | 1.36% | Add +1.5% | 138,015 | $7.2M |
| ERn Financial, LLC | 1.33% | Add +3.6% | 135,128 | $7.1M |
| Saxon Interests, Inc. | 2.32% | Add +9.1% | 128,573 | $6.7M |
| Avant Financial Advisors LLC | 4.70% | Add +5.1% | 127,965 | $6.7M |
| Newman Dignan & Sheerar, Inc. | 1.39% | Add +7.0% | 126,856 | $6.6M |
| Creative Planning | 0.00% | Add +135.6% | 125,169 | $6.5M |
| True North Advisors, LLC | 0.73% | Add +1.2% | 122,045 | $6.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.9% | 121,431 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -4.8% | 121,026 | $6.3M |
| Keyvantage Wealth, LLC | 2.75% | Reduce -11.8% | 119,728 | $6.2M |
| Genesis Private Wealth, LLC | 1.93% | Add +1.9% | 117,410 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +28.0% | 116,272 | $6.1M |
| Fermata Advisors, LLC | 1.35% | Reduce -1.2% | 114,683 | $6.0M |
| Certified Advisory Corp | 0.54% | Add +8.1% | 114,549 | $6.0M |
| Paces Ferry Wealth Advisors, LLC | 2.49% | No change | 114,350 | $6.0M |
| Elyxium Wealth, LLC | 1.90% | Add +10.3% | 113,584 | $5.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.56% | Add +5.5% | 111,778 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.6% | 111,098 | $5.8M |
| Lido Advisors, LLC | 0.02% | Reduce -50.7% | 110,602 | $5.8M |
| Cerity Partners LLC | 0.01% | Reduce -47.9% | 109,865 | $5.7M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 108,152 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.3% | 103,628 | $5.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.0% | 99,126 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -6.8% | 98,494 | $5.1M |
| BCS Wealth Management | 1.01% | Reduce -46.9% | 94,554 | $4.9M |
| TruWealth Advisors, LLC | 0.23% | Add +1.5% | 92,985 | $4.9M |
| Kelman-Lazarov, Inc. | 0.67% | Add +9.1% | 89,347 | $4.7M |
| WNY Asset Management, LLC | 0.46% | — | 85,526 | $4.5M |
| Legacy Private Trust Co. | 0.27% | Add +78.5% | 83,406 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +3.8% | 83,053 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Reduce -3.8% | 82,458 | $4.3M |
| Smith Partners Wealth Management, LLC | 3.81% | Add +94.3% | 81,495 | $4.3M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -3.9% | 80,088 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +24.1% | 78,227 | $4.1M |
| AE Wealth Management LLC | 0.02% | Add +51232.9% | 78,026 | $4.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Reduce -0.0% | 77,772 | $4.1M |
| Fortis Capital Advisors, LLC | 0.51% | Add +7.1% | 75,263 | $3.9M |
| Belpointe Asset Management LLC | 0.14% | Add +7.1% | 75,263 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.32% | Reduce -1.2% | 73,136 | $3.8M |
| Smartleaf Asset Management LLC | 0.14% | Add +52.9% | 72,541 | $3.8M |
| VestGen Advisors, LLC | 0.10% | Reduce -1.6% | 70,888 | $3.7M |
| BTG Pactual Asset Management US LLC | 0.36% | Add +20.3% | 69,355 | $3.6M |
| Steph & Co. | 1.03% | Reduce -19.1% | 69,329 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -43.3% | 69,325 | $3.6M |
| GAMMA Investing LLC | 0.17% | Add +16.2% | 68,864 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +25.9% | 68,821 | $3.6M |
| Paulson Wealth Management Inc. | 0.84% | Add +7.3% | 68,652 | $3.6M |
| PAX Financial Group, LLC | 0.60% | Add +1.9% | 66,908 | $3.5M |
| Intrua Financial, LLC | 0.36% | Add +6.4% | 64,894 | $3.4M |
| Hanson & Doremus Investment Management | 0.38% | Add +12.1% | 64,059 | $3.3M |
| CarsonAllaria Wealth Management, Ltd. | 1.63% | Add +1.8% | 63,378 | $3.3M |
| Sand Hill Global Advisors, LLC | 0.11% | Reduce -5.5% | 62,742 | $3.3M |
| Arrowroot Family Office, LLC | 1.06% | Reduce -0.0% | 61,691 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +13.4% | 61,559 | $3.2M |
| Beacon Capital Management, Inc. | 0.18% | No change | 60,000 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +63.4% | 59,267 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -21.3% | 59,229 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.5% | 59,091 | $3.1M |
| SageView Advisory Group, LLC | 0.11% | Add +0.8% | 58,378 | $3.0M |
| Cercano Management LLC | 0.13% | No change | 57,919 | $3.0M |
| Smart Money Group LLC | 0.87% | Add +29.5% | 57,272 | $3.0M |
| Landmark Wealth Management, LLC | 0.80% | Add +25.9% | 56,940 | $3.0M |
| Taylor & Morgan Wealth Management, LLC | 1.68% | No change | 56,332 | $2.9M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.6% | 55,948 | $2.9M |
| XML Financial, LLC | 0.23% | Add +61.1% | 54,855 | $2.9M |
| CreativeOne Wealth, LLC | 0.07% | Add +33.0% | 54,253 | $2.8M |
| Higgins & Schmidt Wealth Strategies LLC | 1.29% | Reduce -0.5% | 54,240 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +9.9% | 52,847 | $2.8M |
| Koshinski Asset Management, Inc. | 0.17% | Add +3.5% | 51,653 | $2.7M |
| Onyx Bridge Wealth Group LLC | 0.29% | Add +4.2% | 51,619 | $2.7M |
| Viawealth, LLC | 1.49% | Add +1.2% | 51,231 | $2.7M |
| Entrewealth, LLC | 1.16% | Reduce -2.1% | 49,665 | $2.6M |
| Stokes Capital Advisors, LLC | 0.57% | New | 49,100 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -29.3% | 48,735 | $2.5M |
| Wayfinding Financial, LLC | 1.09% | Add +5.7% | 48,248 | $2.5M |
| Opal Wealth Advisors, LLC | 0.56% | Reduce -3.7% | 47,613 | $2.5M |
| GGM Financial LLC | 1.14% | Add +33.2% | 47,566 | $2.5M |
| Certior Financial Group, LLC | 1.58% | Add +6.6% | 47,508 | $2.5M |
| Paladin Advisory Group, LLC | 1.88% | Reduce -3.0% | 47,483 | $2.5M |
| Bridge Generations Wealth Management LLC | 1.40% | Add +32.2% | 46,797 | $2.4M |
| Manske Wealth Management | 0.67% | Reduce -0.3% | 46,156 | $2.4M |
| Vertex Planning Partners, LLC | 0.46% | Add +234.8% | 45,822 | $2.4M |
| Cedar Point Capital Partners, LLC | 1.55% | Add +9.8% | 45,818 | $2.4M |
| Sterling Investment Advisors, Ltd. | 0.43% | Add +26.2% | 45,700 | $2.4M |
| Visionary Wealth Advisors | 0.10% | Add +3.5% | 44,303 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.28% | No change | 43,714 | $2.3M |
| Axxcess Wealth Management, LLC | 0.07% | Add +12.2% | 43,657 | $2.3M |
| Flagship Private Wealth, LLC | 0.92% | Add +67.3% | 43,628 | $2.3M |
| Staley Capital Advisers Inc. | 0.09% | Add +288.2% | 42,700 | $2.2M |
| IAM Advisory, LLC | 0.49% | Add +2.0% | 42,185 | $2.2M |
| Patten Group, Inc. | 0.38% | Reduce -0.3% | 41,833 | $2.2M |
| Arkadios Wealth Advisors | 0.04% | Reduce -11.0% | 40,602 | $2.1M |
| World Investment Advisors | 0.03% | Add +4.2% | 40,294 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +10.3% | 40,031 | $2.1M |
| Bessemer Group Inc. | 0.00% | New | 40,008 | $2.1M |
| HighPoint Advisor Group LLC | 0.09% | Reduce -5.4% | 39,226 | $2.0M |
| Clarity Wealth Development LLC | 1.67% | Add +1.8% | 39,189 | $2.0M |
| Breakwater Capital Group | 0.27% | Add +0.9% | 39,129 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.9% | 38,743 | $2.0M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +21.4% | 37,809 | $2.0M |
| Alpha Financial Partners LLC | 1.14% | Add +35.7% | 37,000 | $1.9M |
| Econ Financial Services Corp | 0.88% | Add +18.7% | 36,440 | $1.9M |
| Wealth Enhancement Trust Services, Inc. | 0.23% | Add +11.3% | 36,056 | $1.9M |
| WBH Advisory Inc. | 0.14% | Add +154.6% | 35,511 | $1.9M |
| Prestige Wealth Management Group LLC | 0.36% | Reduce -7.6% | 34,901 | $1.8M |
| HBW Advisory Services LLC | 0.19% | New | 34,379 | $1.8M |
| Uniting Wealth Partners, LLC | 0.38% | New | 33,971 | $1.8M |
| Williams & Novak, LLC | 1.32% | Add +56.3% | 33,790 | $1.8M |
| Triad Wealth Partners, LLC | 0.14% | Add +56.7% | 33,601 | $1.8M |
| Financial Planning Navigators CORP | 0.76% | Add +19.6% | 33,389 | $1.7M |
| LiftPoint Family Wealth Advisors LLC | 1.41% | Reduce -1.0% | 32,540 | $1.7M |
| Advyzon Investment Management, LLC | 0.15% | Add +235.7% | 32,540 | $1.7M |
| MBE Wealth Management, LLC | 0.70% | Add +403.5% | 32,463 | $1.7M |
| Aviance Capital Partners, LLC | 0.20% | Add +1.3% | 32,130 | $1.7M |
| RFG Advisory, LLC | 0.03% | Add +22.5% | 31,627 | $1.7M |
| Buck Wealth Strategies, LLC | 0.20% | Add +86.5% | 31,608 | $1.6M |
| Fortitude Financial, LLC | 0.87% | Add +0.3% | 31,400 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -4.3% | 30,808 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -54.4% | 30,451 | $1.6M |
| Westside Investment Management, Inc. | 0.24% | No change | 30,392 | $1.6M |
| YHB Investment Advisors, Inc. | 0.11% | Add +19.3% | 29,782 | $1.6M |
| McAdam, LLC | 0.07% | Add +6.5% | 29,303 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,246 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 28,562 | $1.5M |
| Seneca House Advisors | 0.58% | Add +186.1% | 28,035 | $1.5M |
| Kuhn & Co Investment Counsel | 0.94% | Add +9.5% | 27,942 | $1.5M |
| Carrera Capital Advisors | 0.22% | New | 27,717 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +47.4% | 27,593 | $1.4M |
| Private Trust Co. NA | 0.13% | Add +26.6% | 27,157 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.87% | Add +38.6% | 26,788 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +32.2% | 26,155 | $1.4M |
| Natixis Advisors, LLC | 0.00% | New | 25,925 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +3.2% | 25,906 | $1.4M |
| &partners | 0.01% | Add +4.7% | 25,125 | $1.3M |
| Centennial Bank | 0.48% | No change | 25,688 | $1.3M |
| Legacy Financial Advisors, Inc. | 0.18% | Reduce -2.9% | 25,304 | $1.3M |
| LifeGoal Investments, LLC | 0.73% | Add +24.9% | 24,349 | $1.3M |
| Ascentis Independent Advisors | 0.10% | New | 24,160 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.6% | 23,852 | $1.2M |
| Rockport Wealth LLC | 0.23% | Add +1.1% | 23,788 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -1.6% | 23,580 | $1.2M |
| Fifth Third Bancorp | 0.00% | New | 23,574 | $1.2M |
| Summit Financial, LLC | 0.02% | New | 23,475 | $1.2M |
| Freedom Financial Partners LLC | 0.43% | Add +4.0% | 23,255 | $1.2M |
| Duncan Williams Asset Management, LLC | 0.33% | Reduce -13.3% | 23,024 | $1.2M |
| Smith Thornton Advisors LLC | 0.60% | Add +1.1% | 22,846 | $1.2M |
| Curran Financial Partners, LLC | 0.21% | Reduce -8.3% | 22,724 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | New | 22,620 | $1.2M |
| Inspire Advisors, LLC | 0.10% | Reduce -0.5% | 22,588 | $1.2M |
| Oak Wealth Advisors LLC | 0.64% | Add +43.1% | 22,313 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | No change | 21,951 | $1.1M |
| Prairieview Wealth Partners, LLC | 0.93% | New | 21,666 | $1.1M |
| Apella Capital, LLC | 0.02% | Reduce -12.4% | 21,118 | $1.1M |
| Signet Investment Advisory Group, Inc. | 0.49% | Add +1.5% | 20,400 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +108.0% | 20,221 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +411.9% | 20,155 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.53% | Add +21.4% | 20,139 | $1.1M |
| Team Hewins, LLC | 0.31% | No change | 19,922 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -47.9% | 19,921 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -33.3% | 19,919 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +52.3% | 19,830 | $1.0M |
| Vicus Capital | 0.08% | Add +0.3% | 19,763 | $1.0M |
| BAM Wealth Management, LLC | 0.75% | Add +3.6% | 19,176 | $1.0M |
| Cora Capital Advisors LLC | 0.33% | Add +68.6% | 19,094 | $997K |
| Goodwin Investment Advisory | 1.18% | Reduce -6.3% | 18,946 | $989K |
| APS Management Group, Inc. | 0.85% | Add +7.7% | 18,934 | $988K |
| Kooman & Associates | 0.29% | Reduce -6.3% | 18,901 | $986K |
| Destiny Wealth Partners, LLC | 0.11% | Add +17.5% | 18,775 | $980K |
| Magnolia Private Wealth, LLC | 0.65% | Reduce -3.3% | 18,635 | $973K |
| Entelevest, LLC | 0.99% | Add +1.3% | 18,472 | $964K |
| Summit Financial Consulting LLC | 0.68% | Add +13.2% | 18,313 | $956K |
| Brady Martz Wealth Solutions, LLC | 0.16% | Reduce -1.7% | 18,284 | $954K |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.6% | 18,111 | $945K |
| Midwest Financial Group LLC | 0.40% | Add +0.1% | 17,993 | $939K |
| Petra Financial Advisors Inc. | 0.58% | Add +24.3% | 17,910 | $935K |
| 49 Wealth Management, LLC | 0.07% | No change | 17,866 | $932K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -11.4% | 17,815 | $930K |
| One Capital Management, LLC | 0.03% | Reduce -5.1% | 17,696 | $924K |
| Revisor Wealth Management LLC | 0.25% | No change | 17,577 | $917K |
| Princeton Global Asset Management LLC | 0.15% | Add +4.8% | 17,498 | $913K |
| Kings Path Partners LLC | 0.31% | No change | 17,406 | $908K |
| Bravera Wealth | 0.41% | Add +607.7% | 17,247 | $900K |
| Main Street Financial Solutions, LLC | 0.06% | Add +8.5% | 16,941 | $884K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +8.5% | 16,719 | $879K |
| Oakwell Private Wealth Management, LLC | 0.16% | No change | 16,728 | $873K |
| Objective Capital Management, LLC | 0.88% | Add +9.6% | 16,648 | $869K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 16,462 | $860K |
| Transcendent Capital Group LLC | 0.38% | Reduce -0.1% | 16,112 | $841K |
| PUREfi Wealth, LLC | 0.55% | New | 16,074 | $839K |
| Gilman Hill Asset Management, LLC | 0.13% | No change | 16,031 | $837K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 16,026 | $836K |
| Tortoise Investment Management, LLC | 0.07% | Add +39.5% | 15,890 | $829K |
| GeoWealth Management, LLC | 0.03% | New | 15,794 | $824K |
| First Trust Advisors LP | 0.00% | Add +27.1% | 15,097 | $788K |
| PFG Advisors | 0.04% | Add +128.9% | 15,080 | $787K |
| Syverson Strege & Co | 0.19% | Add +0.9% | 15,051 | $785K |
| Beckerman Institutional, LLC | 0.42% | Add +22.3% | 14,971 | $781K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +14.8% | 14,917 | $779K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -70.8% | 14,864 | $776K |
| Novem Group | 0.09% | Add +0.1% | 14,738 | $769K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.0% | 14,730 | $769K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -23.8% | 14,654 | $765K |
| Assetmark, Inc. | 0.00% | Add +22.7% | 14,154 | $739K |
| Mallini Complete Financial Planning LLC | 0.64% | No change | 14,100 | $736K |
| Financial Discovery Group Inc. | 1.69% | — | 13,869 | $724K |
| Marshall Financial Group, LLC | 0.11% | No change | 13,723 | $716K |
| Reality Financial Planning Services, LLC | 0.68% | Add +20.5% | 13,563 | $708K |
| Madison Wealth Partners, Inc | 0.11% | Add +0.2% | 13,418 | $700K |
| Avaii Wealth Management, LLC | 0.24% | Add +1.4% | 13,232 | $691K |
| Main Line Retirement Advisors, LLC | 0.34% | New | 13,193 | $689K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +230.6% | 13,062 | $682K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 12,943 | $675K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 12,919 | $674K |
| Montag A & Associates Inc. | 0.03% | Add +4.5% | 12,567 | $656K |
| Clear Investment Research, LLC | 1.02% | Add +0.1% | 12,439 | $649K |
| Anchor Investment Management, LLC | 0.05% | No change | 12,427 | $649K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.9% | 12,231 | $638K |
| Bragg Financial Advisors, Inc | 0.02% | Add +18.8% | 11,986 | $626K |
| Biltmore Wealth Management, LLC | 0.22% | Reduce -43.8% | 11,934 | $623K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.2% | 11,916 | $622K |
| Howard Wealth Management, LLC | 0.26% | Add +13.9% | 11,854 | $619K |
| Avestar Capital, LLC | 0.04% | New | 11,633 | $607K |
| Kendall Capital Management | 0.12% | No change | 11,600 | $605K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.6% | 11,585 | $605K |
| Morris Financial Concepts, Inc. | 0.21% | Add +38.4% | 11,581 | $604K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +13.4% | 11,561 | $603K |
| Financial Designs Corp | 0.33% | No change | 11,361 | $593K |
| Unique Wealth, LLC | 0.08% | Reduce -72.5% | 11,234 | $586K |
| Daymark Wealth Partners, LLC | 0.02% | Add +45.2% | 11,102 | $579K |
| Hershey Financial Advisers, LLC | 0.50% | Add +170.0% | 11,081 | $578K |
| DAVENPORT & Co LLC | 0.00% | Add +9.1% | 11,030 | $576K |
| Security National Bank of Sioux City Iowa | 0.33% | No change | 10,800 | $564K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.9% | 10,750 | $561K |
| Curi Capital, LLC | 0.01% | Add +12.5% | 10,571 | $552K |
| Barnes Pettey Financial Advisors, LLC | 0.24% | Add +0.8% | 10,543 | $550K |
| Friday Financial | 0.18% | No change | 10,278 | $536K |
| CVFG LLC | 0.07% | New | 10,120 | $528K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.5% | 9,885 | $516K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.7% | 9,759 | $509K |
| Hobbs Group Advisors, LLC | 0.15% | Reduce -2.2% | 9,741 | $508K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.7% | 9,703 | $506K |
| Clark Wealth Partners | 0.34% | No change | 9,606 | $501K |
| Optimus Capital Advisors, LLC | 0.29% | New | 9,500 | $496K |
| REAP Financial Group, LLC | 0.10% | Add +7.7% | 9,429 | $492K |
| First Affirmative Financial Network | 0.19% | — | 9,290 | $485K |
| Advisory Services Network, LLC | 0.01% | Add +2.5% | 9,219 | $481K |
| Gradient Investments LLC | 0.01% | Reduce -34.2% | 8,985 | $469K |
| Jeter Robert S II | 0.46% | — | 8,797 | $461K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -16.0% | 8,639 | $454K |
| Regal Investment Advisors LLC | 0.03% | No change | 8,689 | $453K |
| Security Financial Services, INC. | 0.07% | New | 8,461 | $442K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | No change | 8,370 | $437K |
| Cambridge Capital Management, LLC | 0.19% | Add +0.3% | 8,366 | $437K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -7.2% | 8,204 | $428K |
| Corient Private Wealth LP | 0.00% | Reduce -87.1% | 8,186 | $427K |
| Prospera Financial Services Inc | 0.01% | Add +0.5% | 8,166 | $426K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -7.5% | 8,115 | $424K |
| Betterment LLC | 0.00% | Add +5.9% | 7,943 | $415K |
| Balance Wealth Partners LLC | 0.13% | Add +2.3% | 7,733 | $404K |
| Vista Investment Management | 0.13% | No change | 7,594 | $396K |
| IHT Wealth Management, LLC | 0.01% | New | 7,564 | $395K |
| Rockland Trust Co. | 0.02% | Reduce -4.3% | 7,484 | $391K |
| Archford Capital Strategies, LLC | 0.04% | New | 7,482 | $390K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -15.0% | 7,400 | $386K |
| Cozad Asset Management Inc. | 0.03% | New | 7,263 | $379K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -0.9% | 7,189 | $375K |
| Bond & Devick Financial Network, Inc. | 0.10% | No change | 7,169 | $374K |
| 1900 Wealth Management LLC | 0.02% | No change | 7,031 | $367K |
| Discipline Wealth Solutions, LLC | 0.04% | No change | 6,966 | $364K |
| D.A. Davidson & Co. | 0.00% | Add +10.6% | 6,907 | $360K |
| Vantage Point Financial LLC | 0.12% | Add +18.6% | 6,725 | $351K |
| Quantinno Capital Management LP | 0.00% | Add +2.0% | 6,618 | $345K |
| J. Mark Nickell & Co. | 0.31% | New | 6,595 | $344K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.6% | 6,550 | $342K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 6,534 | $341K |
| Sigma Planning Corp | 0.01% | Add +39.7% | 6,470 | $338K |
| Atria Investments, Inc | 0.00% | Add +5.1% | 6,443 | $336K |
| AdvisorNet Financial, Inc | 0.02% | Add +5.9% | 6,382 | $333K |
| Commerce Bank | 0.00% | No change | 6,257 | $327K |
| Burford Brothers, Inc. | 0.13% | No change | 6,149 | $321K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.2% | 6,141 | $321K |
| NWF Advisory Services Inc. | 0.04% | Add +0.8% | 6,027 | $315K |
| BIP Wealth, LLC | 0.01% | Add +1.6% | 6,018 | $314K |
| NewSquare Capital LLC | 0.03% | Add +4.2% | 6,015 | $314K |
| Ritholtz Wealth Management | 0.01% | New | 5,996 | $313K |
| Worth Asset Management, LLC | 0.12% | New | 5,960 | $311K |
| Byrne Financial Freedom, LLC | 0.15% | No change | 5,950 | $311K |
| Bright Financial Advisors, Inc. | 0.14% | Add +0.1% | 5,942 | $310K |
| Principal Securities, Inc. | 0.00% | New | 5,896 | $308K |
| Robinson Smith Wealth Advisors LLC | 0.20% | Reduce -13.7% | 5,766 | $301K |
| GWN Securities Inc. | 0.06% | Reduce -0.5% | 5,739 | $300K |
| Composition Wealth, LLC | 0.00% | Reduce -8.3% | 5,732 | $299K |
| Seaside Wealth Management, Inc. | 0.08% | No change | 5,722 | $299K |
| Clark Asset Management, LLC | 0.03% | Add +3.8% | 5,679 | $296K |
| Gateway Wealth Partners, LLC | 0.01% | New | 5,532 | $289K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 5,500 | $287K |
| Valley National Advisers Inc. | 0.04% | Add +34.1% | 5,482 | $286K |
| Private Wealth Group, LLC | 0.13% | Add +1.6% | 5,376 | $281K |
| Milestone Asset Management, LLC | 0.05% | No change | 5,372 | $280K |
| M&T Bank Corp | 0.00% | New | 5,275 | $275K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -3.9% | 5,223 | $273K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 5,208 | $272K |
| Powers Advisory Group, LLC | 0.10% | Add +0.6% | 5,168 | $270K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -45.2% | 5,128 | $268K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -3.7% | 5,079 | $265K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.14% | Add +0.8% | 5,008 | $261K |
| FreeGulliver LLC | 0.11% | New | 5,000 | $261K |
| Diversified Portfolios, Inc. | 0.02% | Add +23.4% | 4,938 | $258K |
| Benjamin Edwards Inc. | 0.00% | No change | 4,906 | $256K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -6.5% | 4,899 | $256K |
| Advisor OS, LLC | 0.02% | Add +11.7% | 4,811 | $251K |
| Altfest L J & Co. Inc. | 0.03% | No change | 4,798 | $250K |
| L.K. Benson & Company, P.C. | 0.08% | Add +0.8% | 4,790 | $250K |
| StoneX Group Inc. | 0.01% | Reduce -89.5% | 4,782 | $250K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -0.3% | 4,760 | $248K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 4,759 | $248K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,741 | $248K |
| Key Financial Inc | 0.04% | No change | 4,579 | $239K |
| National Wealth Management Group, LLC | 0.09% | New | 4,429 | $231K |
| Continuum Advisory, LLC | 0.02% | Add +12.0% | 4,403 | $230K |
| DecisionMap Wealth Management, LLC | 0.15% | Reduce -2.9% | 4,320 | $225K |
| Stablepoint Partners, LLC | 0.03% | Add +9.6% | 4,310 | $225K |
| Romano Brothers and Company | 0.03% | No change | 4,300 | $224K |
| Flow Traders U.S. LLC | 0.01% | New | 4,274 | $223K |
| Ameriprise Financial Inc. | 0.00% | New | 4,243 | $221K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 4,200 | $219K |
| DeLarme Wealth Management, Inc. | 0.14% | New | 4,074 | $213K |
| Evergreen Wealth Partners LLC | 0.16% | Add +0.8% | 4,068 | $212K |
| Modern Wealth Management, LLC | 0.00% | Reduce -0.7% | 4,066 | $212K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.4% | 4,036 | $211K |
| Goldstein Advisors, LLC | 0.02% | No change | 4,021 | $210K |
| Walleye Partners, LLC | 0.26% | New | 4,020 | $210K |
| Millstone Evans Group, LLC | 0.13% | No change | 4,000 | $209K |
| OakTrust Wealth Advisors, LLC | 0.19% | New | 3,952 | $206K |
| Hobart Private Capital, LLC | 0.04% | New | 3,928 | $205K |
| MCF Advisors LLC | 0.01% | Add +56.4% | 3,911 | $204K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.5% | 3,896 | $203K |
| IFP Advisors, Inc | 0.00% | Add +12.7% | 3,881 | $203K |
| HUB Investment Partners, LLC | 0.00% | No change | 3,868 | $202K |
| Signal Advisors Wealth, LLC | 0.01% | New | 3,867 | $202K |
| Occidental Asset Management, LLC | 0.02% | No change | 3,846 | $201K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.9% | 3,778 | $197K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +23.3% | 3,710 | $194K |
| Milestone Investment Advisors LLC | 0.04% | No change | 3,380 | $176K |
| Horizon Investments, LLC | 0.00% | Add +14045.5% | 3,112 | $162K |
| Provenance Wealth Advisors, LLC | 0.02% | New | 2,984 | $156K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +78.0% | 2,768 | $144K |
| IMG Wealth Management, Inc. | 0.08% | Add +93.9% | 2,511 | $131K |
| Lodestone Wealth Management LLC | 0.04% | New | 2,040 | $106K |
| Sittner & Nelson, LLC | 0.04% | No change | 2,000 | $104K |
| Evolution Wealth Management Inc. | 0.07% | Add +4.7% | 1,851 | $97K |
| Triumph Capital Management | 0.02% | New | 1,800 | $94K |
| Bank of Montreal | 0.00% | No change | 1,700 | $89K |
| Robinswood Financial LLC | 0.03% | New | 1,525 | $80K |
| FMR LLC | 0.00% | Add +467.9% | 1,431 | $75K |
| Red Tortoise LLC | 0.03% | Add +0.8% | 1,428 | $75K |
| BNP Paribas Financial Markets | 0.00% | Add +7346.7% | 1,117 | $58K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $52K |
| WealthShield Partners, LLC | 0.01% | No change | 949 | $49K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 800 | $42K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 675 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | New | 591 | $31K |
| Allianz Asset Management GmbH | 0.00% | Reduce -2.5% | 384 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $20K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.6% | 356 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -93.9% | 342 | $18K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 302 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.7% | 276 | $14K |
| Holos Integrated Wealth LLC | 0.01% | New | 244 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.9% | 230 | $12K |
| Trust Co | 0.00% | No change | 112 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 105 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +1.5% | 69 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 22 | $1K |
| Basepoint Wealth LLC | 0.00% | New | 7 | $365 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.