# PIMCO ETF TR (MUNI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MUNI/

- Reporting holders: 30
- Reported value: $61.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $24.5M | 493,778 | 1.8% | 8 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $4.3M | 87,030 | 0.2% | 4 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $4.1M | 82,113 | 1.0% | 28 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.5M | 70,140 | 0.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.3M | 67,033 | 0.0% | 11 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $2.8M | 56,332 | 1.3% | 5 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $2.2M | 45,064 | 0.3% | 16 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $2.0M | 40,350 | 0.4% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.6M | 33,132 | 0.2% | 4 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.6M | 32,513 | 0.1% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.5M | 29,752 | 0.0% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.3M | 25,868 | 0.2% | 15 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $984.4K | 19,810 | 0.4% | 1 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $760.3K | 15,300 | 0.4% | 12 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $700.6K | 14,100 | 0.5% | 8 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $660.7K | 13,270 | 0.1% | 8 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $637.5K | 12,818 | 0.2% | 16 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $604.8K | 12,171 | 0.2% | 4 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $570.6K | 11,484 | 0.0% | 18 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $564.5K | 11,361 | 0.3% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $538.2K | 10,832 | 0.0% | 1 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $429.3K | 8,640 | 0.1% | 21 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $351.3K | 7,069 | 0.0% | 17 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $350.8K | 7,060 | 0.1% | 1 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $330.3K | 6,648 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $61.0M |
| Q2 2026 | 451 | $2.5B |
| Q1 2026 | 436 | $2.3B |
| Q4 2025 | 414 | $2.0B |
| Q3 2025 | 381 | $1.8B |
| Q2 2025 | 360 | $1.6B |
| Q1 2025 | 335 | $1.5B |
| Q4 2024 | 336 | $1.5B |
| Q3 2024 | 291 | $1.3B |
| Q2 2024 | 283 | $1.3B |
| Q1 2024 | 263 | $1.3B |
| Q4 2023 | 265 | $1.2B |