PIMCO Intermediate MunicipalMUNIETF
13F holders, Q2 2026 (June 30)450holders +14
31new positions
16sold out
2famous investors
$52.63avg. 13F price*
At the end of Q2 2026, 450 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 14 from Q1 2026. 31 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($217.7M), Morgan Stanley ($196.2M) and Wells Fargo & Company ($148.1M). 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 2026)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $39.6M |
| Exits | 16 | $20.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,339,635 shares bought and 1,092,140 shares sold, net +5,247,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| Bank of America Corp. | 0.01% | Add +12.2% | 4,139,216 | $217.7M |
| Morgan Stanley | 0.01% | Add +5.3% | 3,730,649 | $196.2M |
| Wells Fargo & Company | 0.03% | Add +13.1% | 2,814,890 | $148.1M |
| LPL Financial LLC | 0.03% | Add +12.1% | 2,501,521 | $131.6M |
| WCG Wealth Advisors LLC | 1.70% | Add +41.2% | 1,359,631 | $71.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 1,122,733 | $59.1M |
| Raymond James Financial Inc. | 0.01% | Add +24.6% | 936,242 | $49.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 897,484 | $47.2M |
| Cetera Investment Advisers | 0.04% | Add +8.2% | 852,784 | $44.9M |
| UBS Group AG | 0.01% | Add +7.7% | 762,036 | $40.1M |
| HighTower Advisors, LLC | 0.04% | Add +11.8% | 699,037 | $36.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +6.7% | 656,614 | $34.5M |
| Stonebridge Financial Group, LLC | 2.50% | Add +3.2% | 627,231 | $33.0M |
| NewEdge Advisors, LLC | 0.09% | Add +16.4% | 595,078 | $31.3M |
| Focus Partners Wealth | 0.03% | Add +28783.9% | 571,901 | $30.1M |
| Dynasty Wealth Management, LLC | 0.21% | Reduce -7.7% | 546,689 | $28.8M |
| MBL Wealth, LLC | 1.82% | Add +6.2% | 505,308 | $26.6M |
| Stifel Financial Corp. | 0.02% | Add +15.4% | 493,632 | $26.0M |
| Larson Financial Group LLC | 0.68% | Add +19.0% | 488,067 | $25.7M |
| Capital Analysts, LLC | 0.55% | Add +6.0% | 455,347 | $24.0M |
| Royal Bank of Canada | 0.00% | Add +17.8% | 417,321 | $22.0M |
| Osaic Holdings, Inc. | 0.03% | Add +47.0% | 412,967 | $21.7M |
| Quotient Wealth Partners, LLC | 0.48% | Add +10.8% | 382,659 | $20.1M |
| Davis R M Inc. | 0.31% | Add +12.2% | 375,367 | $19.7M |
| Jones Financial Companies LLLP | 0.01% | Add +41.4% | 374,302 | $19.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.8% | 357,322 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +63.3% | 354,230 | $18.6M |
| PW Advisors, LLC \ FL | 11.15% | Add +10.8% | 317,618 | $16.7M |
| Wealth Alliance Advisory Group, LLC | 2.35% | Add +2.9% | 309,065 | $16.3M |
| Clearstead Advisors, LLC | 0.15% | Add +8.9% | 297,598 | $15.7M |
| Truist Financial Corp. | 0.02% | Reduce -0.0% | 255,838 | $13.5M |
| Vise Technologies, Inc. | 0.15% | New | 251,564 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.4% | 241,746 | $12.7M |
| XY Planning Network, Inc. | 1.55% | Add +8.0% | 234,381 | $12.3M |
| Austin Wealth Management, LLC | 2.55% | Reduce -5.1% | 231,539 | $12.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +12.7% | 226,889 | $11.9M |
| Kestra Investment Management, LLC | 0.23% | Add +18.9% | 224,493 | $11.8M |
| MML Investors Services, LLC | 0.02% | Add +12.0% | 214,694 | $11.3M |
| Crestmont Private Wealth LLC | 3.13% | Add +6.0% | 212,399 | $11.2M |
| Avantax Planning Partners, Inc. | 0.28% | Reduce -2.2% | 211,128 | $11.1M |
| Benchmark Financial Wealth Advisors, LLC | 2.71% | Reduce -8.0% | 208,454 | $11.0M |
| AE Wealth Management LLC | 0.05% | Add +164.2% | 206,167 | $10.8M |
| Prosperity Consulting Group, LLC | 0.41% | Add +13.3% | 204,816 | $10.8M |
| Dakota Wealth Management | 0.19% | Add +7.7% | 191,515 | $10.1M |
| Morton Brown Family Wealth, LLC | 2.26% | Add +5.1% | 189,849 | $10.0M |
| Flagstone Financial Management | 2.21% | Add +13.1% | 187,771 | $9.9M |
| Daymark Wealth Partners, LLC | 0.24% | Add +1574.9% | 185,947 | $9.8M |
| TD Capital Management LLC | 0.73% | Add +8.6% | 169,014 | $8.9M |
| Foster & Motley Inc. | 0.40% | Add +17.8% | 166,954 | $8.8M |
| MAI Capital Management | 0.03% | Reduce -0.2% | 166,336 | $8.7M |
| Sagespring Wealth Partners, LLC | 0.13% | Reduce -10.4% | 162,865 | $8.6M |
| Smith Partners Wealth Management, LLC | 6.65% | Add +95.3% | 159,128 | $8.4M |
| McNamara Financial Services, Inc. | 1.44% | Add +15.0% | 158,731 | $8.3M |
| Equita Financial Network, Inc. | 2.29% | Add +6.7% | 156,738 | $8.2M |
| Altura Wealth Advisors Inc. | 2.77% | Reduce -9.8% | 156,043 | $8.2M |
| Mariner, LLC | 0.01% | Add +25.6% | 152,071 | $8.0M |
| Waverly Advisors, LLC | 0.04% | Add +163.5% | 147,442 | $7.8M |
| Bleakley Financial Group, LLC | 0.10% | Add +2.4% | 146,940 | $7.7M |
| Bailard, Inc. | 0.15% | Reduce -25.6% | 141,830 | $7.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +27.0% | 141,063 | $7.4M |
| Spartan Wealth Advisory Services LLC | 0.60% | Add +0.9% | 140,400 | $7.4M |
| Jane Street Group, LLC | 0.00% | Reduce -45.5% | 140,050 | $7.4M |
| Newman Dignan & Sheerar, Inc. | 1.40% | Add +9.8% | 139,301 | $7.3M |
| ERn Financial, LLC | 1.20% | Add +2.2% | 138,155 | $7.3M |
| Saxon Interests, Inc. | 1.99% | Add +6.5% | 136,932 | $7.2M |
| Elyxium Wealth, LLC | 0.76% | Add +20.5% | 136,827 | $7.2M |
| Legacy Private Trust Co. | 0.40% | Add +63.1% | 136,017 | $7.2M |
| Shotwell Rutter Baer Inc | 3.89% | Reduce -2.9% | 134,830 | $7.1M |
| Avant Financial Advisors LLC | 4.39% | Add +4.6% | 133,893 | $7.0M |
| Integrated Wealth Concepts LLC | 0.05% | Add +9.6% | 133,073 | $7.0M |
| Atlantic Union Bankshares Corp | 0.12% | Reduce -5.0% | 132,496 | $7.0M |
| Rehmann Capital Advisory Group | 0.31% | Reduce -16.5% | 130,139 | $6.8M |
| Creative Planning | 0.00% | Add +2.3% | 127,984 | $6.7M |
| Genesis Private Wealth, LLC | 1.87% | Add +7.7% | 126,467 | $6.7M |
| Goelzer Investment Management, Inc. | 0.29% | Reduce -10.9% | 126,159 | $6.6M |
| True North Advisors, LLC | 0.62% | Add +1.5% | 123,925 | $6.5M |
| Resonant Capital Advisors, LLC | 0.31% | New | 121,560 | $6.4M |
| Certified Advisory Corp | 0.50% | Add +3.5% | 118,536 | $6.2M |
| Equitable Holdings, Inc. | 0.04% | Add +0.2% | 116,503 | $6.1M |
| Paces Ferry Wealth Advisors, LLC | 2.25% | No change | 114,350 | $6.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.51% | Add +1.7% | 113,641 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +1.9% | 111,956 | $5.9M |
| Lido Advisors, LLC | 0.02% | Reduce -1.6% | 108,803 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +2.8% | 106,570 | $5.6M |
| Belpointe Asset Management LLC | 0.18% | Add +37.3% | 103,366 | $5.4M |
| Fermata Advisors, LLC | 1.09% | Reduce -10.6% | 102,533 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +30.1% | 101,745 | $5.4M |
| Renaissance Technologies | 0.01% | Add +231.3% | 100,890 | $5.3M |
| Fortis Capital Advisors, LLC | 0.58% | Add +30.5% | 98,235 | $5.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.2% | 96,977 | $5.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.0% | 92,580 | $4.9M |
| BCS Wealth Management | 0.88% | Reduce -2.1% | 92,544 | $4.9M |
| Kelman-Lazarov, Inc. | 0.63% | Add +1.9% | 91,059 | $4.8M |
| Citadel Advisors | 0.00% | Add +28.5% | 89,054 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Add +4.6% | 86,871 | $4.6M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -1.3% | 81,392 | $4.3M |
| GAMMA Investing LLC | 0.16% | Add +16.2% | 80,039 | $4.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Add +0.1% | 77,810 | $4.1M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -3.9% | 76,940 | $4.0M |
| Keyvantage Wealth, LLC | 1.48% | Reduce -38.0% | 74,241 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -32.7% | 72,805 | $3.8M |
| Smartleaf Asset Management LLC | 0.12% | No change | 72,541 | $3.8M |
| BTG Pactual Asset Management US LLC | 0.29% | Add +3.8% | 71,991 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.1% | 70,937 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.28% | Reduce -3.2% | 70,791 | $3.7M |
| PAX Financial Group, LLC | 0.55% | Add +5.8% | 70,788 | $3.7M |
| Uniting Wealth Partners, LLC | 0.75% | Add +106.8% | 70,249 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +18.6% | 70,097 | $3.7M |
| Steph & Co. | 0.93% | Add +0.7% | 69,826 | $3.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +12.4% | 69,180 | $3.6M |
| VestGen Advisors, LLC | 0.11% | Reduce -2.8% | 68,916 | $3.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +14.4% | 67,833 | $3.6M |
| XML Financial, LLC | 0.26% | Add +21.8% | 66,797 | $3.5M |
| Flputnam Investment Management Co. | 0.04% | Add +479.7% | 37,970 | $3.5M |
| WNY Asset Management, LLC | 0.31% | Reduce -22.0% | 66,680 | $3.5M |
| Sterling Investment Advisors, Ltd. | 0.58% | Add +43.8% | 65,700 | $3.5M |
| McCarter Private Wealth Services LLC | 1.19% | New | 65,507 | $3.4M |
| Arkadios Wealth Advisors | 0.05% | Add +60.3% | 65,075 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | New | 64,370 | $3.4M |
| Paulson Wealth Management Inc. | 0.72% | Reduce -6.5% | 64,164 | $3.4M |
| Hanson & Doremus Investment Management | 0.34% | Reduce -0.8% | 63,541 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +7.0% | 63,345 | $3.3M |
| RFG Advisory, LLC | 0.05% | Add +97.3% | 62,387 | $3.3M |
| Sand Hill Global Advisors, LLC | 0.10% | Reduce -0.6% | 62,339 | $3.3M |
| Arrowroot Family Office, LLC | 0.94% | Add +0.7% | 62,137 | $3.3M |
| Intrua Financial, LLC | 0.30% | Reduce -5.9% | 61,085 | $3.2M |
| Smart Money Group LLC | 0.82% | Add +6.3% | 60,895 | $3.2M |
| Stokes Capital Advisors, LLC | 0.68% | Add +22.7% | 60,250 | $3.2M |
| Landmark Wealth Management, LLC | 0.76% | Add +5.6% | 60,153 | $3.2M |
| Beacon Capital Management, Inc. | 0.19% | No change | 60,000 | $3.2M |
| Bridge Generations Wealth Management LLC | 1.61% | Add +27.9% | 59,878 | $3.1M |
| SageView Advisory Group, LLC | 0.10% | Add +0.8% | 58,859 | $3.1M |
| GGM Financial LLC | 1.17% | Add +23.1% | 58,579 | $3.1M |
| Cercano Management LLC | 0.41% | No change | 57,919 | $3.0M |
| Buck Wealth Strategies, LLC | 0.32% | Add +81.6% | 57,399 | $3.0M |
| Taylor & Morgan Wealth Management, LLC | 1.46% | No change | 56,332 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1219.6% | 55,992 | $2.9M |
| Entrewealth, LLC | 1.07% | Add +12.6% | 55,936 | $2.9M |
| Econ Financial Services Corp | 1.35% | Add +50.3% | 54,769 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +3.5% | 54,706 | $2.9M |
| Manske Wealth Management | 0.70% | Add +16.7% | 53,868 | $2.8M |
| Clarity Wealth Development LLC | 1.56% | Add +36.2% | 53,358 | $2.8M |
| Diversified Portfolios, Inc. | 0.20% | Add +980.4% | 53,349 | $2.8M |
| Koshinski Asset Management, Inc. | 0.15% | Add +2.8% | 53,119 | $2.8M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -3.3% | 52,468 | $2.8M |
| Vertex Planning Partners, LLC | 0.41% | Add +13.5% | 52,023 | $2.7M |
| Certior Financial Group, LLC | 1.50% | Add +9.4% | 51,965 | $2.7M |
| Wayfinding Financial, LLC | 1.03% | Add +7.2% | 51,719 | $2.7M |
| CarsonAllaria Wealth Management, Ltd. | 1.17% | Reduce -18.9% | 51,400 | $2.7M |
| Summit Financial, LLC | 0.03% | Add +116.2% | 50,742 | $2.7M |
| Higgins & Schmidt Wealth Strategies LLC | 1.10% | Reduce -6.6% | 50,651 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +241.3% | 50,011 | $2.6M |
| Onyx Bridge Wealth Group LLC | 0.24% | Reduce -3.4% | 49,883 | $2.6M |
| Viawealth, LLC | 1.32% | Reduce -2.7% | 49,835 | $2.6M |
| Opal Wealth Advisors, LLC | 0.54% | Reduce -0.2% | 47,529 | $2.5M |
| Paladin Advisory Group, LLC | 1.65% | Reduce -0.3% | 47,365 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.2% | 46,698 | $2.5M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +16.1% | 46,474 | $2.4M |
| Cedar Point Capital Partners, LLC | 1.38% | Reduce -0.5% | 45,571 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +75.5% | 45,498 | $2.4M |
| Inspirion Wealth Advisors, LLC | 0.27% | Add +3.1% | 45,064 | $2.4M |
| GeoWealth Management, LLC | 0.07% | Add +175.0% | 43,432 | $2.3M |
| IAM Advisory, LLC | 0.44% | Add +1.0% | 42,617 | $2.2M |
| Elequin Capital, LP | 0.37% | New | 41,227 | $2.2M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -4.0% | 41,000 | $2.2M |
| Visionary Wealth Advisors | 0.08% | Reduce -7.9% | 40,795 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.8% | 40,598 | $2.1M |
| World Investment Advisors | 0.03% | No change | 40,294 | $2.1M |
| Breakwater Capital Group | 0.25% | Add +1.9% | 39,868 | $2.1M |
| Curran Financial Partners, LLC | 0.31% | Add +73.2% | 39,363 | $2.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -10.1% | 39,262 | $2.1M |
| Patten Group, Inc. | 0.32% | Reduce -6.4% | 39,168 | $2.1M |
| Flagship Private Wealth, LLC | 0.71% | Reduce -12.2% | 38,319 | $2.0M |
| Wealth Enhancement Trust Services, Inc. | 0.22% | Add +4.5% | 37,678 | $2.0M |
| Vaquero Private Wealth, Ltd. | 0.41% | — | 37,550 | $2.0M |
| MBE Wealth Management, LLC | 0.69% | Add +15.1% | 37,355 | $2.0M |
| Triad Wealth Partners, LLC | 0.12% | Add +13.2% | 38,048 | $2.0M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -4.9% | 37,296 | $2.0M |
| Financial Planning Navigators CORP | 0.73% | Add +10.5% | 36,905 | $1.9M |
| Centennial Bank | 0.61% | Add +41.0% | 36,229 | $1.9M |
| Alpha Financial Partners LLC | 0.99% | Reduce -2.7% | 35,986 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Add +50.5% | 35,900 | $1.9M |
| WBH Advisory Inc. | 0.13% | No change | 35,511 | $1.9M |
| &partners | 0.01% | Add +39.0% | 34,921 | $1.8M |
| Arax Advisory Partners | 0.01% | New | 34,252 | $1.8M |
| LiftPoint Family Wealth Advisors LLC | 1.21% | Add +4.1% | 33,888 | $1.8M |
| Bravera Wealth | 0.68% | Add +94.9% | 33,612 | $1.8M |
| Williams & Novak, LLC | 1.17% | Reduce -1.4% | 33,315 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +232.6% | 32,455 | $1.7M |
| Carrera Capital Advisors | 0.25% | Add +16.1% | 32,183 | $1.7M |
| Carolina Wealth Management Inc | 0.77% | — | 31,684 | $1.7M |
| Private Trust Co. NA | 0.13% | Add +13.3% | 30,755 | $1.6M |
| HBW Advisory Services LLC | 0.14% | Reduce -12.4% | 30,106 | $1.6M |
| BAM Wealth Management, LLC | 0.98% | Add +55.2% | 29,765 | $1.6M |
| Kuhn & Co Investment Counsel | 0.90% | Add +6.2% | 29,675 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -3.7% | 29,661 | $1.6M |
| Westside Investment Management, Inc. | 0.20% | Reduce -3.6% | 29,292 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,246 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +10.7% | 28,685 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.1% | 28,526 | $1.5M |
| Oak Wealth Advisors LLC | 0.71% | Add +27.0% | 28,331 | $1.5M |
| W.H. Cornerstone Investments Inc. | 0.84% | Add +5.6% | 28,288 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.0% | 27,975 | $1.5M |
| Prestige Wealth Management Group LLC | 0.26% | Reduce -21.3% | 27,456 | $1.4M |
| McAdam, LLC | 0.06% | Reduce -7.2% | 27,208 | $1.4M |
| Aviance Capital Partners, LLC | 0.15% | Reduce -16.7% | 26,752 | $1.4M |
| Pure Financial Advisors, LLC | 0.02% | Add +21.0% | 26,553 | $1.4M |
| Advyzon Investment Management, LLC | 0.10% | Reduce -18.6% | 26,482 | $1.4M |
| Fortitude Financial, LLC | 1.25% | Reduce -15.7% | 26,460 | $1.4M |
| Main Street Financial Solutions, LLC | 0.09% | Add +52.5% | 25,834 | $1.4M |
| Prairieview Wealth Partners, LLC | 1.01% | Add +18.9% | 25,758 | $1.4M |
| Bragg Financial Advisors, Inc | 0.04% | Add +112.4% | 25,457 | $1.3M |
| YHB Investment Advisors, Inc. | 0.09% | Reduce -15.3% | 25,240 | $1.3M |
| Legacy Financial Advisors, Inc. | 0.16% | Reduce -2.3% | 24,729 | $1.3M |
| LifeGoal Investments, LLC | 0.59% | Add +0.5% | 24,473 | $1.3M |
| Apella Capital, LLC | 0.02% | Add +16.3% | 24,569 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.7% | 24,370 | $1.3M |
| APS Management Group, Inc. | 0.98% | Add +28.3% | 24,296 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +21.1% | 24,024 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Add +0.4% | 23,675 | $1.2M |
| Vicus Capital | 0.08% | Add +18.8% | 23,482 | $1.2M |
| Rockport Wealth LLC | 0.21% | Reduce -1.3% | 23,476 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | New | 22,933 | $1.2M |
| Inspire Advisors, LLC | 0.08% | Add +0.8% | 22,774 | $1.2M |
| Smith Thornton Advisors LLC | 0.53% | Add +0.2% | 22,888 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 22,620 | $1.2M |
| Hobart Private Capital, LLC | 0.20% | Add +473.2% | 22,515 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.55% | Add +11.4% | 22,434 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.08% | Add +32.2% | 22,106 | $1.2M |
| Entelevest, LLC | 0.99% | Add +16.9% | 21,598 | $1.1M |
| Freedom Financial Partners LLC | 0.37% | Reduce -8.0% | 21,387 | $1.1M |
| Noble Wealth Partners LLC | 0.96% | — | 21,111 | $1.1M |
| Signet Investment Advisory Group, Inc. | 0.48% | Add +2.5% | 20,900 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +38.7% | 20,615 | $1.1M |
| IFG Advisory, LLC | 0.04% | New | 20,380 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +449.0% | 20,368 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.7% | 20,297 | $1.1M |
| Team Hewins, LLC | 0.29% | No change | 19,922 | $1.0M |
| Fifth Third Bancorp | 0.00% | Reduce -16.2% | 19,750 | $1.0M |
| Kooman & Associates | 0.27% | Add +2.5% | 19,376 | $1.0M |
| Midwest Financial Group LLC | 0.35% | Add +5.7% | 19,011 | $1.0M |
| Summit Financial Consulting LLC | 0.67% | Add +2.5% | 18,780 | $988K |
| Assetmark, Inc. | 0.00% | Add +32.3% | 18,730 | $985K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +5.1% | 18,722 | $984K |
| Revisor Wealth Management LLC | 0.24% | Add +6.3% | 18,677 | $982K |
| Advisory Services Network, LLC | 0.01% | Add +102.5% | 18,673 | $982K |
| Objective Capital Management, LLC | 0.87% | Add +12.2% | 18,673 | $982K |
| Goodwin Investment Advisory | 1.97% | Reduce -2.0% | 18,558 | $976K |
| Ameritas Advisory Services, LLC | 0.02% | New | 18,517 | $974K |
| Magnolia Private Wealth, LLC | 0.53% | Reduce -1.1% | 18,430 | $969K |
| Beckerman Institutional, LLC | 0.46% | Add +22.5% | 18,346 | $965K |
| Focus Financial Network, Inc. | 0.03% | Add +58.0% | 18,303 | $963K |
| Petra Financial Advisors Inc. | 0.44% | Add +0.1% | 17,925 | $943K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.5% | 17,834 | $938K |
| Brady Martz Wealth Solutions, LLC | 0.14% | Reduce -3.5% | 17,643 | $928K |
| One Capital Management, LLC | 0.03% | No change | 17,696 | $924K |
| Kings Path Partners LLC | 0.24% | No change | 17,406 | $916K |
| Nuveen, LLC | 0.00% | New | 17,141 | $902K |
| Oakwell Private Wealth Management, LLC | 0.15% | No change | 16,728 | $880K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.4% | 16,576 | $872K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 16,462 | $866K |
| SFG Wealth Management, LLC. | 0.31% | New | 16,457 | $866K |
| Gilman Hill Asset Management, LLC | 0.12% | No change | 16,031 | $843K |
| Transcendent Capital Group LLC | 0.33% | Reduce -1.4% | 15,891 | $836K |
| Princeton Global Asset Management LLC | 0.12% | Reduce -10.1% | 15,723 | $827K |
| Mission Wealth Management, LP | 0.01% | Add +29.3% | 15,401 | $810K |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 15,061 | $792K |
| Financial Discovery Group Inc. | 1.67% | Add +7.3% | 14,888 | $783K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -7.5% | 14,690 | $773K |
| Captrust Financial Advisors | 0.00% | Add +10.0% | 14,209 | $747K |
| PFG Advisors | 0.04% | Reduce -6.0% | 14,178 | $746K |
| Syverson Strege & Co | 0.16% | Reduce -5.8% | 14,177 | $746K |
| Duncan Williams Asset Management, LLC | 0.17% | Reduce -38.6% | 14,132 | $743K |
| Mallini Complete Financial Planning LLC | 0.59% | No change | 14,100 | $742K |
| Clear Investment Research, LLC | 1.14% | Add +12.4% | 13,981 | $735K |
| Corient Private Wealth LP | 0.00% | Add +68.6% | 13,801 | $726K |
| Marshall Financial Group, LLC | 0.11% | No change | 13,723 | $722K |
| Madison Wealth Partners, Inc | 0.09% | Reduce -0.5% | 13,357 | $703K |
| Main Line Retirement Advisors, LLC | 0.32% | Add +0.4% | 13,248 | $697K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 12,943 | $681K |
| Sigma Planning Corp | 0.02% | Add +99.7% | 12,920 | $680K |
| FreeGulliver LLC | 0.24% | Add +158.4% | 12,918 | $679K |
| Avaii Wealth Management, LLC | 0.20% | Reduce -2.8% | 12,859 | $676K |
| Morris Financial Concepts, Inc. | 0.21% | Add +10.0% | 12,739 | $670K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -36.9% | 12,575 | $661K |
| Howard Wealth Management, LLC | 0.24% | Add +5.6% | 12,518 | $658K |
| Anchor Investment Management, LLC | 0.05% | No change | 12,427 | $654K |
| Friday Financial | 0.17% | Add +21.4% | 12,474 | $653K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +6.9% | 12,354 | $650K |
| DAVENPORT & Co LLC | 0.00% | Add +8.3% | 11,950 | $629K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -9.8% | 11,789 | $620K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.6% | 11,786 | $620K |
| Avestar Capital, LLC | 0.04% | No change | 11,633 | $612K |
| Kendall Capital Management | 0.10% | No change | 11,600 | $610K |
| Financial Designs Corp | 0.32% | No change | 11,361 | $598K |
| Principal Securities, Inc. | 0.01% | Add +83.4% | 10,815 | $569K |
| Security National Bank of Sioux City Iowa | 0.23% | No change | 10,800 | $568K |
| Cora Capital Advisors LLC | 0.16% | Reduce -44.0% | 10,701 | $563K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.5% | 10,698 | $563K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | Add +0.8% | 10,630 | $559K |
| Curi Capital, LLC | 0.01% | No change | 10,571 | $556K |
| Hobbs Group Advisors, LLC | 0.14% | Add +7.1% | 10,431 | $549K |
| Merit Financial Group, LLC | 0.00% | Reduce -29.3% | 10,420 | $548K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -43.9% | 10,527 | $545K |
| CVFG LLC | 0.06% | Add +0.5% | 10,170 | $535K |
| Hershey Financial Advisers, LLC | 0.38% | Reduce -9.0% | 10,083 | $530K |
| Coldstream Capital Management Inc. | 0.01% | No change | 9,885 | $520K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +14.4% | 9,882 | $520K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.7% | 9,770 | $514K |
| Optimus Capital Advisors, LLC | 0.27% | No change | 9,500 | $500K |
| REAP Financial Group, LLC | 0.08% | Reduce -0.3% | 9,397 | $494K |
| Gradient Investments LLC | 0.01% | Add +3.9% | 9,338 | $491K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -54.4% | 9,080 | $478K |
| Prospera Financial Services Inc | 0.01% | Add +10.8% | 9,052 | $476K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 8,859 | $466K |
| National Wealth Management Group, LLC | 0.14% | Add +99.6% | 8,842 | $465K |
| Balance Wealth Partners LLC | 0.12% | Add +14.0% | 8,815 | $464K |
| Jeter Robert S II | 0.43% | Reduce -1.4% | 8,674 | $454K |
| Biltmore Wealth Management, LLC | 0.14% | Reduce -27.9% | 8,599 | $452K |
| IHT Wealth Management, LLC | 0.01% | Add +13.3% | 8,567 | $451K |
| Cambridge Capital Management, LLC | 0.17% | Add +1.8% | 8,516 | $448K |
| Regal Investment Advisors LLC | 0.02% | Reduce -2.1% | 8,507 | $447K |
| Betterment LLC | 0.00% | Add +6.8% | 8,479 | $446K |
| PUREfi Wealth, LLC | 0.24% | Reduce -47.4% | 8,461 | $445K |
| Christensen, King & Associates Investment Services, Inc. | 0.17% | No change | 8,370 | $440K |
| Benjamin Edwards Inc. | 0.00% | Add +69.6% | 8,321 | $438K |
| Seneca House Advisors | 0.15% | Reduce -71.8% | 7,910 | $416K |
| Lineweaver Wealth Advisors, LLC | 0.05% | New | 7,886 | $415K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -5.3% | 7,767 | $409K |
| Vista Investment Management | 0.12% | No change | 7,594 | $399K |
| Rockland Trust Co. | 0.02% | No change | 7,484 | $394K |
| Archford Capital Strategies, LLC | 0.04% | No change | 7,482 | $394K |
| Cozad Asset Management Inc. | 0.03% | Add +2.6% | 7,453 | $392K |
| 1900 Wealth Management LLC | 0.02% | Add +5.7% | 7,430 | $391K |
| Valley National Advisers Inc. | 0.04% | Add +35.0% | 7,400 | $389K |
| SteelPeak Wealth, LLC | 0.01% | No change | 7,400 | $389K |
| AdvisorNet Financial, Inc | 0.02% | Add +15.4% | 7,364 | $387K |
| Harbour Investments, Inc. | 0.01% | Add +19.3% | 7,326 | $385K |
| Shufro Rose & Co. LLC | 0.02% | New | 7,234 | $381K |
| OakTrust Wealth Advisors, LLC | 0.32% | Add +80.1% | 7,116 | $374K |
| Vantage Point Financial LLC | 0.11% | Add +5.7% | 7,110 | $374K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -52.9% | 7,026 | $370K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 6,921 | $364K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -4.3% | 6,883 | $362K |
| J. Mark Nickell & Co. | 0.29% | Add +4.3% | 6,877 | $362K |
| BIP Wealth, LLC | 0.01% | Add +14.0% | 6,862 | $361K |
| Private Wealth Group, LLC | 0.13% | Add +22.2% | 6,569 | $346K |
| Cahill Financial Advisors Inc. | 0.03% | No change | 6,534 | $344K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.7% | 6,506 | $342K |
| Advisor OS, LLC | 0.02% | Add +31.2% | 6,314 | $332K |
| NewSquare Capital LLC | 0.02% | Add +2.5% | 6,163 | $324K |
| Burford Brothers, Inc. | 0.12% | No change | 6,149 | $323K |
| NWF Advisory Services Inc. | 0.03% | Add +0.8% | 6,077 | $320K |
| Byrne Financial Freedom, LLC | 0.12% | Add +2.0% | 6,070 | $319K |
| GWN Securities Inc. | 0.05% | Add +5.5% | 6,054 | $318K |
| Capital Advisors Inc. | 0.00% | New | 6,040 | $318K |
| Worth Asset Management, LLC | 0.10% | No change | 5,960 | $313K |
| Ritholtz Wealth Management | 0.00% | Reduce -1.4% | 5,912 | $311K |
| Bond & Devick Financial Network, Inc. | 0.08% | Reduce -18.5% | 5,844 | $307K |
| Altfest L J & Co. Inc. | 0.03% | Add +21.1% | 5,810 | $306K |
| Robinson Smith Wealth Advisors LLC | 0.18% | Add +0.6% | 5,803 | $305K |
| Modern Wealth Management, LLC | 0.00% | Add +41.5% | 5,755 | $303K |
| Composition Wealth, LLC | 0.00% | Add +0.1% | 5,738 | $302K |
| Professional Financial Advisors, LLC | 0.05% | Add +12.7% | 5,724 | $301K |
| Seaside Wealth Management, Inc. | 0.07% | No change | 5,722 | $301K |
| Clear Point Advisors Inc. | 0.27% | New | 5,689 | $299K |
| Clark Asset Management, LLC | 0.02% | No change | 5,679 | $299K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Add +14.0% | 5,583 | $294K |
| Wrapmanager Inc. | 0.09% | New | 5,567 | $293K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 5,500 | $289K |
| Walleye Partners, LLC | 0.32% | Add +34.1% | 5,391 | $284K |
| Milestone Asset Management, LLC | 0.04% | No change | 5,372 | $283K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +79.8% | 5,366 | $282K |
| M&T Bank Corp | 0.00% | No change | 5,275 | $277K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +0.5% | 5,250 | $276K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 5,210 | $274K |
| Balefire, LLC | 0.04% | New | 5,209 | $274K |
| Commerce Bank | 0.00% | Reduce -16.9% | 5,202 | $274K |
| Powers Advisory Group, LLC | 0.09% | Add +0.6% | 5,200 | $274K |
| Bright Financial Advisors, Inc. | 0.11% | Reduce -13.7% | 5,130 | $270K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 5,110 | $269K |
| L.K. Benson & Company, P.C. | 0.08% | Add +0.8% | 4,830 | $254K |
| DecisionMap Wealth Management, LLC | 0.14% | Add +11.8% | 4,829 | $254K |
| StoneX Group Inc. | 0.01% | Reduce -0.4% | 4,763 | $251K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 4,759 | $250K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,741 | $249K |
| Goldstein Advisors, LLC | 0.02% | Add +17.8% | 4,735 | $249K |
| IMG Wealth Management, Inc. | 0.14% | Add +85.8% | 4,665 | $245K |
| Legacy Edge Advisors, LLC | 0.02% | Reduce -2.7% | 4,630 | $244K |
| Key Financial Inc | 0.04% | No change | 4,579 | $241K |
| Cadent Capital Advisors, LLC | 0.05% | New | 4,490 | $236K |
| Stablepoint Partners, LLC | 0.03% | Add +2.1% | 4,400 | $231K |
| Romano Brothers and Company | 0.02% | No change | 4,300 | $226K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 4,228 | $222K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 4,200 | $221K |
| Security Financial Services, INC. | 0.03% | Reduce -50.8% | 4,166 | $219K |
| Trust Point Inc. | 0.02% | New | 4,149 | $218K |
| Oarsman Capital, Inc. | 0.02% | New | 4,149 | $218K |
| Montag A & Associates Inc. | 0.01% | Reduce -67.2% | 4,125 | $217K |
| Evergreen Wealth Partners LLC | 0.13% | Add +0.8% | 4,102 | $216K |
| DeLarme Wealth Management, Inc. | 0.12% | No change | 4,074 | $214K |
| Millstone Evans Group, LLC | 0.11% | No change | 4,000 | $210K |
| Sittner & Nelson, LLC | 0.07% | Add +100.0% | 4,000 | $210K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.2% | 3,947 | $208K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.5% | 3,916 | $206K |
| Florida Financial Advisors, LLC | 0.03% | New | 3,910 | $206K |
| Kathmere Capital Management, LLC | 0.01% | New | 3,878 | $204K |
| HUB Investment Partners, LLC | 0.00% | No change | 3,868 | $203K |
| Occidental Asset Management, LLC | 0.02% | No change | 3,846 | $202K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.10% | Reduce -23.2% | 3,845 | $202K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -30.5% | 3,844 | $202K |
| Milestone Investment Advisors LLC | 0.04% | No change | 3,380 | $178K |
| Aptus Capital Advisors, LLC | 0.00% | Add +860.8% | 3,286 | $173K |
| Harborfront Financial Group LLC | 0.64% | — | 3,202 | $168K |
| MCF Advisors LLC | 0.01% | Reduce -19.2% | 3,161 | $166K |
| Robinswood Financial LLC | 0.05% | Add +105.7% | 3,137 | $165K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,042 | $160K |
| IFP Advisors, Inc | 0.00% | Reduce -24.0% | 2,949 | $155K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $146K |
| Triumph Capital Management | 0.03% | Add +52.8% | 2,750 | $145K |
| Horizon Investments, LLC | 0.00% | Reduce -21.0% | 2,459 | $129K |
| Institute for Wealth Management, LLC. | 0.01% | New | 2,000 | $105K |
| Lodestone Wealth Management LLC | 0.04% | Reduce -5.0% | 1,937 | $102K |
| Evolution Wealth Management Inc. | 0.06% | Add +1.5% | 1,879 | $99K |
| FMR LLC | 0.00% | Add +21.9% | 1,745 | $92K |
| Bank of Montreal | 0.00% | No change | 1,700 | $89K |
| Fiduciary Financial Advisors | 0.01% | New | 1,210 | $64K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $53K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +3.1% | 825 | $43K |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.1% | 725 | $38K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 675 | $36K |
| First Bancorp, Inc | 0.01% | New | 599 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 591 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 571 | $30K |
| Continuum Advisory, LLC | 0.00% | Reduce -89.3% | 471 | $25K |
| Ameriflex Group, Inc. | 0.01% | Add +291.4% | 411 | $22K |
| Allianz Asset Management GmbH | 0.00% | Add +1.0% | 388 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $20K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -5.1% | 338 | $18K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 302 | $16K |
| Key Capital Management, INC | 0.01% | New | 285 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.4% | 277 | $15K |
| Holos Integrated Wealth LLC | 0.01% | No change | 244 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.4% | 231 | $12K |
| Quent Capital, LLC | 0.00% | New | 114 | $6K |
| Trust Co | 0.00% | No change | 112 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +1.4% | 70 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 26 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 22 | $1K |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.