Institutional Ownership Pimco ETF Tr Inter Mun Bd Acti (MUNI)
This table provides information about the institutional ownership of Pimco ETF Tr Inter Mun Bd Acti (MUNI). We have compiled data on the 400 institutions that hold shares in the stock, with a total of 32.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
85,227
shares
|
$4.48 Million
1.58% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
83,175
shares
|
$4.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
82,387
shares
|
$4.33 Million
0.08% of portfolio
|
Q2 2025
Added 468.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
80,984
shares
|
$4.26 Million
0.24% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
78,972
shares
|
$4.15 Million
0.71% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
78,272
shares
|
$4.11 Million
0.04% of portfolio
|
Q2 2025
Added 42.03%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
77,938
shares
|
$4.1 Million
0.37% of portfolio
|
Q2 2025
Added 210.23%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
77,034
shares
|
$4.05 Million
0.12% of portfolio
|
Q2 2025
Added 34.01%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
75,223
shares
|
$3.95 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
72,237
shares
|
$3.8 Million
1.15% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
70,137
shares
|
$3.69 Million
0.02% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
67,810
shares
|
$3.56 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
66,393
shares
|
$3.49 Million
0.13% of portfolio
|
Q2 2025
Reduced 45.74%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
66,308
shares
|
$3.49 Million
0.3% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
63,235
shares
|
$3.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
61,065
shares
|
$3.21 Million
2.45% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
60,793
shares
|
$3.2 Million
1.74% of portfolio
|
Q2 2025
Reduced 36.84%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
60,000
shares
|
$3.15 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
58,892
shares
|
$3.1 Million
0.14% of portfolio
|
Q2 2025
Added 283.49%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
58,892
shares
|
$3.1 Million
0.54% of portfolio
|
Q2 2025
Added 423.3%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
58,317
shares
|
$3.07 Million
0.63% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
57,654
shares
|
$3.03 Million
1.33% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
57,322
shares
|
$3.01 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
57,234
shares
|
$3.01 Million
0.11% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
57,215
shares
|
$3.01 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.27%
|