13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
MUNI

PIMCO Intermediate Muni Bd Actv - ETF

461 institutions still hold PIMCO Intermediate Muni Bd Actv - ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201r866·461 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.0%
vs prior quarter
13F value held
$1.2B
77.0% inst. owned
of float
Holders
461
+78 QoQ
filers reporting
Activity
+33 / −6
+817 added · −899 reduced
this quarter
Concentration
16.20%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

461 institutions reported MUNI in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 16.2% of the visible book. +78 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$193M3.7M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$185M3.5M0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$130M2.5M0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$116M2.2M0.03%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$58M1.1M0.00%Q1 202606
CWM, LLC
CIK 0001535847
$52M993K0.14%Q1 202607
WCG Wealth Advisors LLC
CIK 0001855713
$50M963K1.41%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$47M910K0.01%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$41M788K0.04%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M752K0.01%Q1 202611
UBS Group AG
CIK 0001610520
$37M708K0.01%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$33M625K0.03%Q1 202613
Stonebridge Financial Group, LLC
CIK 0002009367
$32M608K2.61%Q1 202614
Focus Partners Wealth
CIK 0001542153
$32M605K0.04%Q4 202515
Dynasty Wealth Management, LLC
CIK 0001727599
$31M592K0.27%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$27M511K0.10%Q1 202617
MBL Wealth, LLC
CIK 0001845785
$25M476K1.88%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$22M428K0.02%Q1 202619
Larson Financial Group LLC
CIK 0001731061
$21M410K0.68%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$18M354K0.00%Q1 2026
Page 1 of 24
441 more holders available. Log in →