PIMCO ETF TR (MUNI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
440
Reporting holders
$2.4B
Reported value
0.0%
Held as options
+14
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $217.7M | 4,139,216 | 0.01% | 31q | +12.2%+$23.6M |
| MORGAN STANLEY | $196.2M | 3,730,649 | 0.01% | 35q | +5.4%+$10.0M |
| WELLS FARGO & COMPANY/MN | $148.1M | 2,814,890 | 0.02% | 31q | -43.5%-$113.9M |
| LPL Financial LLC | $131.6M | 2,501,521 | 0.03% | 31q | +12.1%+$14.2M |
| WCG Wealth Advisors LLC | $71.5M | 1,359,631 | 1.70% | 17q | +41.2%+$20.9M |
| JPMORGAN CHASE & CO | $59.1M | 1,122,733 | 0.00% | 23q | +1.5%+$868.8K |
| RAYMOND JAMES FINANCIAL INC | $49.2M | 936,242 | 0.01% | 7q | +24.6%+$9.7M |
| ENVESTNET ASSET MANAGEMENT INC | $47.2M | 897,484 | 0.01% | 31q | -1.3%-$641.7K |
| Cetera Investment Advisers | $44.9M | 852,784 | 0.04% | 10q | +8.2%+$3.4M |
| UBS Group AG | $40.1M | 762,036 | 0.01% | 31q | +7.7%+$2.9M |
| HighTower Advisors, LLC | $36.8M | 699,037 | 0.04% | 31q | +11.8%+$3.9M |
| Stonebridge Financial Group, LLC | $33.0M | 627,231 | 2.50% | 7q | +3.2%+$1.0M |
| NewEdge Advisors, LLC | $31.3M | 595,078 | 0.09% | 19q | +27.6%+$6.8M |
| Focus Partners Wealth | $30.1M | 571,901 | 0.03% | 9q | +28783.9%+$30.0M |
| Dynasty Wealth Management, LLC | $28.8M | 546,689 | 0.21% | 10q | -7.7%-$2.4M |
| MBL Wealth, LLC | $26.6M | 505,308 | 1.81% | 21q | +6.2%+$1.6M |
| STIFEL FINANCIAL CORP | $26.0M | 493,632 | 0.02% | 31q | +15.4%+$3.5M |
| Larson Financial Group LLC | $25.7M | 488,067 | 0.67% | 9q | +19.0%+$4.1M |
| ROYAL BANK OF CANADA | $22.0M | 417,321 | 0.00% | 31q | +17.8%+$3.3M |
| OSAIC HOLDINGS, INC. | $21.7M | 412,967 | 0.03% | 26q | +46.9%+$6.9M |
| Quotient Wealth Partners, LLC | $20.1M | 382,659 | 0.48% | 11q | +10.8%+$2.0M |
| DAVIS R M INC | $19.7M | 375,367 | 0.31% | 23q | +12.2%+$2.2M |
| JONES FINANCIAL COMPANIES LLLP | $19.7M | 374,302 | 0.01% | 9q | +41.4%+$5.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.8M | 357,322 | 0.02% | 31q | +5.8%+$1.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.6M | 354,230 | 0.01% | 8q | +63.3%+$7.2M |
| PW ADVISORS, LLC \ FL | $16.7M | 317,618 | 11.15% | 3q | +10.8%+$1.6M |
| Wealth Alliance Advisory Group, LLC | $16.3M | 309,065 | 2.35% | 16q | +2.9%+$452.7K |
| Clearstead Advisors, LLC | $15.7M | 297,598 | 0.15% | 10q | +8.9%+$1.3M |
| TRUIST FINANCIAL CORP | $13.5M | 255,838 | 0.02% | 27q | HELD |
| Vise Technologies, Inc. | $13.2M | 251,564 | 0.15% | new | NEW |
| XY Planning Network, Inc. | $12.3M | 234,381 | 1.55% | 7q | +8.0%+$915.0K |
| Austin Wealth Management, LLC | $12.1M | 231,539 | 2.55% | 12q | -5.1%-$646.9K |
| Beacon Pointe Advisors, LLC | $11.9M | 226,889 | 0.06% | 6q | +12.7%+$1.3M |
| Kestra Investment Management, LLC | $11.8M | 224,493 | 0.23% | 9q | +18.9%+$1.9M |
| MML INVESTORS SERVICES, LLC | $11.3M | 214,694 | 0.02% | 25q | +12.0%+$1.2M |
| Crestmont Private Wealth LLC | $11.2M | 212,399 | 3.13% | 5q | +6.0%+$631.5K |
| Avantax Planning Partners, Inc. | $11.1M | 211,128 | 0.28% | 19q | -2.2%-$249.7K |
| Benchmark Financial Wealth Advisors, LLC | $11.0M | 208,454 | 2.70% | 10q | -8.0%-$950.6K |
| AE Wealth Management LLC | $10.8M | 206,167 | 0.05% | 7q | +164.2%+$6.7M |
| Prosperity Consulting Group, LLC | $10.8M | 204,816 | 0.41% | 11q | +13.3%+$1.3M |
| Integrated Wealth Concepts LLC | $10.4M | 197,104 | 0.05% | 15q | +62.3%+$4.0M |
| Dakota Wealth Management | $10.1M | 191,515 | 0.19% | 3q | +7.7%+$718.6K |
| Morton Brown Family Wealth, LLC | $10.0M | 189,849 | 2.26% | 9q | +5.1%+$484.3K |
| Flagstone Financial Management | $9.9M | 187,771 | 2.21% | 11q | +13.1%+$1.1M |
| DAYMARK WEALTH PARTNERS, LLC | $9.8M | 185,947 | 0.24% | 3q | +1574.9%+$9.2M |
| TD Capital Management LLC | $8.9M | 169,014 | 0.73% | 20q | +8.6%+$701.1K |
| MAI Capital Management | $8.7M | 166,336 | 0.03% | 7q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $8.6M | 162,865 | 0.13% | 7q | -10.4%-$998.2K |
| Smith Partners Wealth Management, LLC | $8.4M | 159,128 | 6.65% | 3q | +95.3%+$4.1M |
| McNamara Financial Services, Inc. | $8.3M | 158,731 | 1.44% | 17q | +15.0%+$1.1M |
| Equita Financial Network, Inc. | $8.2M | 156,738 | 2.29% | 12q | +6.7%+$520.4K |
| Altura Wealth Advisors Inc. | $8.2M | 156,043 | 2.77% | 5q | -9.8%-$889.6K |
| Mariner, LLC | $8.0M | 152,071 | 0.01% | 11q | +25.7%+$1.6M |
| Waverly Advisors, LLC | $7.8M | 147,442 | 0.04% | 10q | +163.5%+$4.8M |
| Bleakley Financial Group, LLC | $7.7M | 146,940 | 0.10% | 15q | +2.4%+$179.6K |
| BAILARD, INC. | $7.5M | 141,830 | 0.15% | 13q | -25.6%-$2.6M |
| Kestra Advisory Services, LLC | $7.4M | 141,063 | 0.02% | 24q | +27.0%+$1.6M |
| Spartan Wealth Advisory Services LLC | $7.4M | 140,400 | 0.60% | 2q | +0.9%+$68.4K |
| JANE STREET GROUP, LLC | $7.4M | 140,050 | 0.00% | 5q | -45.5%-$6.1M |
| Newman Dignan & Sheerar, Inc. | $7.3M | 139,301 | 1.40% | 5q | +9.8%+$654.6K |
| ERn Financial, LLC | $7.3M | 138,155 | 1.20% | 20q | +2.2%+$159.2K |
| SAXON INTERESTS, INC. | $7.2M | 136,932 | 1.99% | 11q | +6.5%+$439.7K |
| Elyxium Wealth, LLC | $7.2M | 136,827 | 0.76% | 7q | +20.5%+$1.2M |
| Legacy Private Trust Co. | $7.2M | 136,017 | 0.40% | 3q | +63.1%+$2.8M |
| Shotwell Rutter Baer Inc | $7.1M | 134,830 | 3.89% | 9q | -2.9%-$209.7K |
| Avant Financial Advisors LLC | $7.0M | 133,893 | 4.39% | 7q | +4.6%+$311.8K |
| Atlantic Union Bankshares Corp | $7.0M | 132,496 | 0.12% | 5q | -5.0%-$368.6K |
| Rehmann Capital Advisory Group | $6.8M | 130,139 | 0.31% | 26q | -16.5%-$1.4M |
| Creative Planning | $6.7M | 127,984 | 0.00% | 31q | +2.2%+$148.1K |
| GENESIS PRIVATE WEALTH, LLC | $6.7M | 126,467 | 1.87% | 7q | +7.7%+$476.4K |
| Goelzer Investment Management, Inc. | $6.6M | 126,159 | 0.29% | 15q | -10.9%-$809.8K |
| True North Advisors, LLC | $6.5M | 123,925 | 0.62% | 3q | +1.5%+$98.9K |
| Resonant Capital Advisors, LLC | $6.4M | 121,560 | 0.31% | new | NEW |
| Certified Advisory Corp | $6.2M | 118,536 | 0.50% | 14q | +3.5%+$209.7K |
| Equitable Holdings, Inc. | $6.1M | 116,503 | 0.04% | 15q | HELD |
| Cercano Management LLC | $6.1M | 115,838 | 0.34% | 10q | +100.0%+$3.0M |
| PACES FERRY WEALTH ADVISORS, LLC | $6.0M | 114,350 | 2.23% | 4q | HELD |
| Financial Synergies Wealth Advisors, Inc. | $6.0M | 113,641 | 0.51% | 15q | +1.7%+$98.0K |
| Cerity Partners LLC | $5.9M | 111,956 | 0.01% | 16q | +1.9%+$110.0K |
| Lido Advisors, LLC | $5.7M | 108,803 | 0.02% | 4q | -1.6%-$94.6K |
| Baird Financial Group, Inc. | $5.6M | 106,570 | 0.01% | 11q | +2.8%+$154.7K |
| CITADEL ADVISORS LLC | $5.5M | 89,054 | 0.00% | 5q | +28.5%+$1.2M |
| Belpointe Asset Management LLC | $5.4M | 103,366 | 0.18% | 6q | +37.3%+$1.5M |
| Fermata Advisors, LLC | $5.4M | 102,533 | 1.09% | 12q | -10.6%-$639.1K |
| Bank of New York Mellon Corp | $5.4M | 101,745 | 0.00% | 7q | +30.1%+$1.2M |
| RENAISSANCE TECHNOLOGIES LLC | $5.3M | 100,890 | 0.01% | 11q | +231.3%+$3.7M |
| Fortis Capital Advisors, LLC | $5.2M | 98,235 | 0.58% | 6q | +30.5%+$1.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.1M | 96,977 | 0.00% | 7q | -2.2%-$113.0K |
| Sixth Street Partners Management Company, L.P. | $5.1M | 96,977 | 0.00% | new | NEW |
| Sequoia Financial Advisors, LLC | $4.9M | 92,580 | 0.02% | 15q | -6.0%-$311.1K |
| BCS Wealth Management | $4.9M | 92,544 | 0.88% | 18q | -2.1%-$105.7K |
| Kelman-Lazarov, Inc. | $4.8M | 91,059 | 0.63% | 15q | +1.9%+$90.1K |
| Private Advisor Group, LLC | $4.6M | 86,871 | 0.02% | 31q | +4.6%+$200.8K |
| McKinley Carter Wealth Services, Inc. | $4.3M | 81,392 | 0.22% | 17q | -1.3%-$56.1K |
| GAMMA Investing LLC | $4.2M | 80,039 | 0.16% | 11q | +16.2%+$587.8K |
| Forvis Mazars Wealth Advisors, LLC | $4.1M | 77,810 | 0.07% | 21q | HELD |
| Kingsview Wealth Management, LLC | $4.0M | 76,940 | 0.05% | 11q | -3.9%-$165.6K |
| KEYVANTAGE WEALTH, LLC | $3.9M | 74,241 | 1.48% | 7q | -38.0%-$2.4M |
| Allworth Financial LP | $3.8M | 72,805 | 0.02% | 19q | -32.7%-$1.9M |
| Smartleaf Asset Management LLC | $3.8M | 72,541 | 0.12% | 5q | HELD |
Showing the largest 100 of 449 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 440 | $2.4B | 44,665,683 | 32 | 224 | 102 | 0.0% |
| Q1 2026 | 426 | $2.2B | 42,769,134 | 44 | 206 | 91 | 0.0% |
| Q4 2025 | 403 | $1.9B | 35,906,829 | 44 | 174 | 93 | 0.0% |
| Q3 2025 | 369 | $1.7B | 32,974,214 | 40 | 165 | 96 | 0.0% |
| Q2 2025 | 341 | $1.5B | 29,490,932 | 40 | 148 | 90 | 0.0% |
| Q1 2025 | 316 | $1.4B | 26,534,877 | 33 | 131 | 85 | 0.0% |
| Q4 2024 | 316 | $1.3B | 25,897,366 | 33 | 119 | 76 | 0.0% |
| Q3 2024 | 270 | $1.2B | 21,806,598 | 27 | 110 | 68 | 0.0% |
| Q2 2024 | 258 | $1.1B | 20,733,569 | 25 | 103 | 67 | 0.0% |
| Q1 2024 | 239 | $1.1B | 21,412,283 | 26 | 92 | 67 | 0.0% |
| Q4 2023 | 237 | $1.1B | 20,152,568 | 41 | 85 | 54 | 0.0% |
| Q3 2023 | 193 | $592.9M | 11,841,139 | 22 | 69 | 56 | 0.0% |
| Q2 2023 | 182 | $568.5M | 10,966,207 | 12 | 76 | 47 | 0.0% |
| Q1 2023 | 185 | $525.4M | 10,425,930 | 22 | 58 | 62 | 0.0% |
| Q4 2022 | 161 | $563.6M | 10,920,717 | 35 | 50 | 41 | 0.5% |
| Q3 2022 | 170 | $557.5M | 11,092,348 | 24 | 66 | 44 | 0.3% |
| Q2 2022 | 172 | $623.6M | 12,074,436 | 28 | 41 | 63 | 0.1% |
| Q1 2022 | 161 | $486.4M | 8,986,113 | 13 | 53 | 49 | 0.0% |
| Q4 2021 | 165 | $443.9M | 7,851,244 | 23 | 46 | 37 | 0.6% |
| Q3 2021 | 143 | $349.8M | 6,206,513 | 13 | 62 | 26 | 0.0% |
| Q2 2021 | 144 | $374.4M | 6,590,270 | 15 | 50 | 37 | 0.1% |
| Q1 2021 | 142 | $363.6M | 6,461,598 | 14 | 57 | 29 | 0.0% |
| Q4 2020 | 135 | $338.6M | 5,967,256 | 15 | 46 | 25 | 0.0% |
| Q3 2020 | 121 | $284.2M | 5,039,349 | 12 | 46 | 27 | 0.1% |
| Q2 2020 | 118 | $255.2M | 4,570,472 | 17 | 43 | 17 | 0.0% |
| Q1 2020 | 112 | $214.5M | 3,898,010 | 17 | 26 | 31 | 0.0% |
| Q4 2019 | 105 | $216.4M | 3,895,758 | 13 | 36 | 15 | 0.0% |
| Q3 2019 | 96 | $202.6M | 3,636,711 | 11 | 36 | 14 | 0.1% |
| Q2 2019 | 92 | $188.8M | 3,413,096 | 12 | 32 | 19 | 0.0% |
| Q1 2019 | 84 | $178.4M | 3,273,384 | 8 | 26 | 21 | 0.2% |
| Q4 2018 | 86 | $172.6M | 3,266,801 | 1 | 2 | 3 | 0.0% |