Vault-13

PIMCO ETF TR MUNI

INTER MUN BD ACT · ETP · CUSIP 72201R866

448 institutional holders +11 vs Q1 2026
46,228,81046.2m shares reported held*
$2.4bnreported value*
31 new 240 added 114 reduced 17 sold out net bought ≈ $262.8m (+5.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.63. Options: 1 managers hold calls ($794.3k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 172Q4 22: 205Q1 23: 218Q2 23: 218Q3 23: 222Q4 23: 265Q1 24: 263Q2 24: 283Q3 24: 291Q4 24: 336Q1 25: 336Q2 25: 361Q3 25: 383Q4 25: 414Q1 26: 437Q2 26: 448448Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022172
Q4 2022205
Q1 2023218
Q2 2023218
Q3 2023222
Q4 2023265
Q1 2024263
Q2 2024283
Q3 2024291
Q4 2024336
Q1 2025336
Q2 2025361
Q3 2025383
Q4 2025414
Q1 2026437
Q2 2026448

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 157 bought or addedQ3 24: 102 cut or sold outQ4 24: 177 bought or addedQ4 24: 102 cut or sold outQ4 24Q1 25: 184 bought or addedQ1 25: 124 cut or sold outQ2 25: 204 bought or addedQ2 25: 122 cut or sold outQ2 25Q3 25: 222 bought or addedQ3 25: 124 cut or sold outQ4 25: 246 bought or addedQ4 25: 121 cut or sold outQ4 25Q1 26: 270 bought or addedQ1 26: 124 cut or sold outQ2 26: 271 bought or addedQ2 26: 131 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024157102
Q4 2024177102
Q1 2025184124
Q2 2025204122
Q3 2025222124
Q4 2025246121
Q1 2026270124
Q2 2026271131

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $1.0mQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $794.3kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$1.0m$00.00
Q2 2026$794.3k$00.00

Biggest buyers

Focus Partners Wealth Added +569,921+569.9k
BANK OF AMERICA CORP /DE/ Added +448,607+448.6k
WCG Wealth Advisors LLC Added +396,852+396.9k
WELLS FARGO & COMPANY/MN Added +324,844+324.8k
Cambridge Investment Research Advisors, Inc. Added +273,940+273.9k
LPL Financial LLC Added +270,237+270.2k
Vise Technologies, Inc. New +251,564+251.6k
MORGAN STANLEY Added +189,588+189.6k
RAYMOND JAMES FINANCIAL INC Added +184,669+184.7k
DAYMARK WEALTH PARTNERS, LLC Added +174,845+174.8k

Biggest sellers

Independent Advisor Alliance Sold out -189,528-189.5k
JANE STREET GROUP, LLC Reduced -116,913-116.9k
BAILARD, INC. Reduced -48,805-48.8k
Dynasty Wealth Management, LLC Reduced -45,501-45.5k
KEYVANTAGE WEALTH, LLC Reduced -45,487-45.5k
BESSEMER GROUP INC Sold out -40,008-40.0k
OpenArc Corporate Advisory, LLC Sold out -37,809-37.8k
Allworth Financial LP Reduced -35,347-35.3k
Rehmann Capital Advisory Group Reduced -25,753-25.8k
Ascentis Independent Advisors Sold out -24,160-24.2k

Biggest calls

CITADEL ADVISORS LLC Added $794.3k15.1k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,139,2164.1m $217.7m $217.7m 0.01% Added +448.6k +448,607
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,730,6493.7m $196.2m $196.2m 0.01% Added +189.6k +189,588
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,814,8902.8m $148.1m $148.1m 0.03% Added +324.8k +324,844
4 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,501,5212.5m $131.6m $131.6m 0.03% Added +270.2k +270,237
5 WCG Wealth Advisors LLC 1.70% of their portfolio LAS VEGAS, NV 1,359,6311.4m $71.5m $71.5m 1.70% Added +396.9k +396,852
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,122,7331.1m $59.1m $59.1m 0.00% Added +16.5k +16,502
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 936,242936.2k $49.2m $49.2m 0.01% Added +184.7k +184,669
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 897,484897.5k $47.2m $47.2m 0.01% Reduced -12.2k -12,199
9 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 852,784852.8k $44.9m $44.9m 0.04% Added +64.4k +64,362
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 762,036762.0k $40.1m $40.1m 0.01% Added +54.4k +54,369
11 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 699,037699.0k $36.8m $36.8m 0.04% Added +73.9k +73,897
12 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 656,614656.6k $34.5m $34.5m 0.06% Added +40.9k +40,916
13 Stonebridge Financial Group, LLC 2.50% of their portfolio Wormleysburg, PA 627,231627.2k $33.0m $33.0m 2.50% Added +19.5k +19,458
14 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 595,078595.1k $31.3m $31.3m 0.09% Added +83.8k +83,823
15 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 571,901571.9k $30.1m $30.1m 0.03% Added +569.9k +569,921
16 Dynasty Wealth Management, LLC 0.21% of their portfolio ST. PETERSBURG, FL 546,689546.7k $28.8m $28.8m 0.21% Reduced -45.5k -45,501
17 MBL Wealth, LLC 1.82% of their portfolio CHARLOTTE, NC 505,308505.3k $26.6m $26.6m 1.82% Added +29.5k +29,485
18 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 493,632493.6k $26.0m $26.0m 0.02% Added +65.9k +65,872
19 Larson Financial Group LLC 0.68% of their portfolio ST LOUIS, MO 488,067488.1k $25.7m $25.7m 0.68% Added +77.8k +77,831
20 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 483,492483.5k $25.4m $25.4m 0.03% Added +273.9k +273,940
21 Capital Analysts, LLC 0.55% of their portfolio FORT WASHINGTON, PA 455,347455.3k $24.0m $24.0m 0.55% Added +25.9k +25,933
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 417,321417.3k $22.0m $22.0m 0.00% Added +63.1k +63,139
23 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 412,967413.0k $21.7m $21.7m 0.03% Added +131.9k +131,934
24 Quotient Wealth Partners, LLC 0.48% of their portfolio DALLAS, TX 382,659382.7k $20.1m $20.1m 0.48% Added +37.2k +37,170
25 DAVIS R M INC 0.31% of their portfolio PORTLAND, ME 375,367375.4k $19.7m $19.7m 0.31% Added +40.9k +40,908
26 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 374,302374.3k $19.7m $19.7m 0.01% Added +109.5k +109,519
27 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 357,322357.3k $18.8m $18.8m 0.02% Added +19.5k +19,472
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 354,230354.2k $18.6m $18.6m 0.01% Added +137.3k +137,275
29 PW ADVISORS, LLC \ FL 11.15% of their portfolio TALLAHASSEE, FL 317,618317.6k $16.7m $16.7m 11.15% Added +30.9k +30,916
30 Wealth Alliance Advisory Group, LLC 2.35% of their portfolio Wichita, KS 309,065309.1k $16.3m $16.3m 2.35% Added +8.6k +8,607
31 Clearstead Advisors, LLC 0.15% of their portfolio CLEVELAND, OH 297,598297.6k $15.7m $15.7m 0.15% Added +24.4k +24,377
32 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 255,838255.8k $13.5m $13.5m 0.02% Reduced -34 -34
33 Vise Technologies, Inc. 0.15% of their portfolio NEW YORK, NY 251,564251.6k $13.2m $13.2m 0.15% New
34 XY Planning Network, Inc. 1.55% of their portfolio BOZEMAN, MT 234,381234.4k $12.3m $12.3m 1.55% Added +17.4k +17,396
35 Austin Wealth Management, LLC 2.55% of their portfolio Austin, TX 231,539231.5k $12.1m $12.1m 2.55% Reduced -12.4k -12,399
36 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 226,889226.9k $11.9m $11.9m 0.06% Added +25.6k +25,620
37 Kestra Investment Management, LLC 0.23% of their portfolio AUSTIN, TX 224,493224.5k $11.8m $11.8m 0.23% Added +35.6k +35,607
38 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 214,694214.7k $11.3m $11.3m 0.02% Added +23.1k +23,061
39 Crestmont Private Wealth LLC 3.13% of their portfolio HOUSTON, TX 212,399212.4k $11.2m $11.2m 3.13% Added +12.0k +12,005
40 Avantax Planning Partners, Inc. 0.28% of their portfolio DUBUQUE, IA 211,128211.1k $11.1m $11.1m 0.28% Reduced -4.7k -4,748
41 Benchmark Financial Wealth Advisors, LLC 2.71% of their portfolio BOCA RATON, FL 208,454208.5k $11.0m $11.0m 2.71% Reduced -18.1k -18,072
42 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 206,167206.2k $10.8m $10.8m 0.05% Added +128.1k +128,141
43 Prosperity Consulting Group, LLC 0.41% of their portfolio OWINGS MILLS, MD 204,816204.8k $10.8m $10.8m 0.41% Added +24.1k +24,071
44 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 197,104197.1k $10.4m $10.4m 0.05% Added +75.7k +75,673
45 Dakota Wealth Management 0.19% of their portfolio PALM BEACH GARDENS, FL 191,515191.5k $10.1m $10.1m 0.19% Added +13.7k +13,662
46 Morton Brown Family Wealth, LLC 2.26% of their portfolio ALLENTOWN, PA 189,849189.8k $10.0m $10.0m 2.26% Added +9.2k +9,207
47 Flagstone Financial Management 2.21% of their portfolio LINCOLN, NE 187,771187.8k $9.9m $9.9m 2.21% Added +21.7k +21,695
48 DAYMARK WEALTH PARTNERS, LLC 0.24% of their portfolio CINCINNATI, OH 185,947185.9k $9.8m $9.8m 0.24% Added +174.8k +174,845
49 TD Capital Management LLC 0.73% of their portfolio MEMPHIS, TN 169,014169.0k $8.9m $8.9m 0.73% Added +13.3k +13,328
50 FOSTER & MOTLEY INC 0.40% of their portfolio CINCINNATI, OH 166,954167.0k $8.8m $8.8m 0.40% Added +25.3k +25,264
51 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 166,336166.3k $8.7m $8.7m 0.03% Reduced -266 -266
52 SAGESPRING WEALTH PARTNERS, LLC 0.13% of their portfolio FRANKLIN, TN 162,865162.9k $8.6m $8.6m 0.13% Reduced -19.0k -18,978
53 Smith Partners Wealth Management, LLC 6.65% of their portfolio GREENSBORO, NC 159,128159.1k $8.4m $8.4m 6.65% Added +77.6k +77,633
54 McNamara Financial Services, Inc. 1.44% of their portfolio MARSHFIELD, MA 158,731158.7k $8.3m $8.3m 1.44% Added +20.7k +20,716
55 Equita Financial Network, Inc. 2.29% of their portfolio FORT WASHINGTON, PA 156,738156.7k $8.2m $8.2m 2.29% Added +9.9k +9,893
56 Altura Wealth Advisors Inc. 2.77% of their portfolio SANTA CLARA, CA 156,043156.0k $8.2m $8.2m 2.77% Reduced -16.9k -16,912
57 Mariner, LLC 0.01% of their portfolio Overland Park, KS 152,071152.1k $8.0m $8.0m 0.01% Added +31.0k +31,045
58 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 147,442147.4k $7.8m $7.8m 0.05% Added +91.5k +91,494
59 Bleakley Financial Group, LLC 0.10% of their portfolio PARSIPPANY, NJ 146,940146.9k $7.7m $7.7m 0.10% Added +3.4k +3,415
60 BAILARD, INC. 0.15% of their portfolio Foster City, CA 141,830141.8k $7.5m $7.5m 0.15% Reduced -48.8k -48,805
61 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 141,063141.1k $7.4m $7.4m 0.02% Added +30.0k +29,965
62 Spartan Wealth Advisory Services LLC 0.60% of their portfolio BINGHAM FARMS, MI 140,400140.4k $7.4m $7.4m 0.60% Added +1.3k +1,300
63 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 140,050140.1k $7.4m $7.4m 0.00% Reduced -116.9k -116,913
64 Newman Dignan & Sheerar, Inc. 1.40% of their portfolio PROVIDENCE, RI 139,301139.3k $7.3m $7.3m 1.40% Added +12.4k +12,445
65 ERn Financial, LLC 1.20% of their portfolio MIDDLETON, WI 138,155138.2k $7.3m $7.3m 1.20% Added +3.0k +3,027
66 SAXON INTERESTS, INC. 1.99% of their portfolio HOUSTON, TX 136,932136.9k $7.2m $7.2m 1.99% Added +8.4k +8,359
67 Elyxium Wealth, LLC 0.76% of their portfolio BEVERLY HILLS, CA 136,827136.8k $7.2m $7.2m 0.76% Added +23.2k +23,243
68 Legacy Private Trust Co. 0.40% of their portfolio NEENAH, WI 136,017136.0k $7.2m $7.2m 0.40% Added +52.6k +52,611
69 Shotwell Rutter Baer Inc 3.89% of their portfolio LANSING, MI 134,830134.8k $7.1m $7.1m 3.89% Reduced -4.0k -3,986
70 Avant Financial Advisors LLC 4.39% of their portfolio AUSTIN, TX 133,893133.9k $7.0m $7.0m 4.39% Added +5.9k +5,928
71 Atlantic Union Bankshares Corp 0.12% of their portfolio GLEN ALLEN, VA 132,496132.5k $7.0m $7.0m 0.12% Reduced -7.0k -7,008
72 Rehmann Capital Advisory Group 0.31% of their portfolio LANSING, MI 130,139130.1k $6.8m $6.8m 0.31% Reduced -25.8k -25,753
73 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 127,984128.0k $6.7m $6.7m 0.00% Added +2.8k +2,815
74 GENESIS PRIVATE WEALTH, LLC 1.87% of their portfolio ASHBURN, VA 126,467126.5k $6.7m $6.7m 1.87% Added +9.1k +9,057
75 Goelzer Investment Management, Inc. 0.29% of their portfolio CARMEL, IN 126,159126.2k $6.6m $6.6m 0.29% Reduced -15.4k -15,395
76 True North Advisors, LLC 0.62% of their portfolio Dallas, TX 123,925123.9k $6.5m $6.5m 0.62% Added +1.9k +1,880
77 Resonant Capital Advisors, LLC 0.31% of their portfolio Madison, WI 121,560121.6k $6.4m $6.4m 0.31% New
78 Certified Advisory Corp 0.50% of their portfolio ALTAMONTE SPRINGS, FL 118,536118.5k $6.2m $6.2m 0.50% Added +4.0k +3,987
79 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 116,503116.5k $6.1m $6.1m 0.04% Added +231 +231
80 PACES FERRY WEALTH ADVISORS, LLC 2.25% of their portfolio ATLANTA, GA 114,350114.3k $6.0m $6.0m 2.25% Unchanged
81 Financial Synergies Wealth Advisors, Inc. 0.51% of their portfolio HOUSTON, TX 113,641113.6k $6.0m $6.0m 0.51% Added +1.9k +1,863
82 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 111,956112.0k $5.9m $5.9m 0.01% Added +2.1k +2,091
83 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 108,803108.8k $5.7m $5.7m 0.02% Reduced -1.8k -1,799
84 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 106,570106.6k $5.6m $5.6m 0.01% Added +2.9k +2,942
85 Belpointe Asset Management LLC 0.18% of their portfolio RENO, NV 103,366103.4k $5.4m $5.4m 0.18% Added +28.1k +28,103
86 Fermata Advisors, LLC 1.09% of their portfolio SONOMA, CA 102,533102.5k $5.4m $5.4m 1.09% Reduced -12.2k -12,150
87 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 101,745101.7k $5.4m $5.4m 0.00% Added +23.5k +23,518
88 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 100,890100.9k $5.3m $5.3m 0.01% Added +70.4k +70,439
89 Fortis Capital Advisors, LLC 0.58% of their portfolio PRAIRIE VILLAGE, KS 98,23598.2k $5.2m $5.2m 0.58% Added +23.0k +22,972
90 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 96,97797.0k $5.1m $5.1m 0.00% Reduced -2.1k -2,149
91 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 92,58092.6k $4.9m $4.9m 0.02% Reduced -5.9k -5,914
92 BCS Wealth Management 0.88% of their portfolio JOHNSON CITY, TN 92,54492.5k $4.9m $4.9m 0.88% Reduced -2.0k -2,010
93 Kelman-Lazarov, Inc. 0.63% of their portfolio MEMPHIS, TN 91,05991.1k $4.8m $4.8m 0.63% Added +1.7k +1,712
94 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 89,05489.1k $4.7m $4.7m 0.00% Added +19.7k +19,729
95 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 86,87186.9k $4.6m $4.6m 0.02% Added +3.8k +3,818
96 McKinley Carter Wealth Services, Inc. 0.22% of their portfolio WHEELING, WV 81,39281.4k $4.3m $4.3m 0.22% Reduced -1.1k -1,066
97 GAMMA Investing LLC 0.16% of their portfolio FOSTER CITY, CA 80,03980.0k $4.2m $4.2m 0.16% Added +11.2k +11,175
98 Forvis Mazars Wealth Advisors, LLC 0.07% of their portfolio Springfield, MO 77,81077.8k $4.1m $4.1m 0.07% Added +38 +38
99 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 76,94076.9k $4.0m $4.0m 0.05% Reduced -3.1k -3,148
100 KEYVANTAGE WEALTH, LLC 1.48% of their portfolio BETHLEHEM, PA 74,24174.2k $3.9m $3.9m 1.48% Reduced -45.5k -45,487