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PIMCO Intermediate Municipal Bond Exchange-Traded Fund (MUNI) Institutional Ownership

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$52.46 +0.03 (+0.05%)
As of 12:20 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO Intermediate Municipal Bond Exchange-Traded Fund (NYSEARCA:MUNI)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$89.91M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$44.35M
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MUNI Institutional Buying and Selling by Quarter

PIMCO Intermediate Municipal Bond Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/9/2026Robinswood Financial LLC1,525$80K0.1%N/A0.003%
5/28/2026Cozad Asset Management Inc.7,263$379K0.0%N/A0.013%
5/19/2026Arkadios Wealth Advisors40,602$2.12M0.0%-11.0%0.074%
5/15/2026FreeGulliver LLC5,000$261K0.1%N/A0.009%
5/6/2026Bessemer Group Inc.40,008$2.09M0.0%N/A0.073%
5/5/2026Bank of New York Mellon Corp78,227$4.08M0.0%+24.1%0.143%
5/5/2026Sterling Investment Advisors Ltd.45,700$2.39M0.4%+26.2%0.084%
4/30/2026Staley Capital Advisers Inc.42,700$2.23M0.1%+288.2%0.079%
4/28/2026Ascentis Independent Advisors24,160$1.26M0.1%N/A0.045%
4/22/2026Princeton Global Asset Management LLC17,498$913K0.1%+4.8%0.032%
4/21/2026Morton Brown Family Wealth LLC180,642$9.43M2.5%+6.2%0.336%
4/21/2026Foster & Motley Inc.141,690$7.40M0.4%+15.1%0.264%
4/20/2026Provenance Wealth Advisors LLC2,984$156K0.0%N/A0.006%
4/18/2026Steph & Co.69,329$3.62M1.0%-19.0%0.129%
4/17/2026Worth Asset Management LLC5,960$311K0.1%N/A0.011%
4/17/2026AdvisorNet Financial Inc6,382$333K0.0%+5.9%0.012%
4/17/2026Hanson & Doremus Investment Management64,059$3.34M0.4%+12.1%0.119%
4/16/2026Quotient Wealth Partners LLC345,489$18.03M0.5%+6.6%0.643%
2/18/2026Vermillion & White Wealth Management Group LLC3,378$177K0.1%+9.4%0.007%
2/18/2026Centennial Bank AR 25,688$1.35M0.5%+1,124.4%0.051%
2/17/2026Advisory Services Network LLC8,998$472K0.0%+4.7%0.018%
2/17/2026Captrust Financial Advisors12,654$663K0.0%-5.3%0.025%
2/16/2026Arax Advisory Partners1,322$69K0.0%N/A0.003%
2/13/2026Arkadios Wealth Advisors45,611$2.39M0.0%+6.4%0.091%
2/12/2026Davis R M Inc.333,667$17.49M0.3%+7.6%0.667%
2/12/2026Wayfinding Financial LLC45,655$2.40M1.0%N/A0.091%
2/11/2026Janney Montgomery Scott LLC53,001$2.78M0.0%-16.1%0.106%
2/11/2026Hilton Head Capital Partners LLC675$35K0.0%N/A0.001%
2/11/2026JPMorgan Chase & Co.1,210,598$63.45M0.0%-2.7%2.419%
2/11/2026Continuum Advisory LLC3,932$206K0.0%-21.0%0.008%
2/10/2026WCG Wealth Advisors LLC864,545$45.31M1.3%+241.5%1.727%
2/10/2026One Capital Management LLC18,652$978K0.0%+1.7%0.037%
2/9/2026Sterling Investment Advisors Ltd.36,200$1.90M0.3%+77.7%0.072%
2/5/2026Duncan Williams Asset Management LLC26,550$1.40M0.4%+7.2%0.053%
2/5/2026Elyxium Wealth LLC103,027$5.40M0.1%+69.3%0.206%
2/4/2026Legacy Financial Advisors Inc.26,045$1.37M0.2%-4.2%0.052%
2/4/2026GGM Financials LLC35,707$1.87M0.9%+12.0%0.072%
2/4/202649 Wealth Management LLC17,866$936K0.1%+92.5%0.036%
1/28/2026Morton Brown Family Wealth LLC170,176$8.92M2.4%-4.2%0.346%
1/26/2026Private Trust Co. NA21,453$1.12M0.1%-26.2%0.044%
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1/26/2026Transcendent Capital Group LLC16,123$845K0.4%-5.2%0.033%
1/23/2026Farther Finance Advisors LLC54,303$2.85M0.0%+26.2%0.110%
1/23/2026Steph & Co.85,644$4.49M1.3%+0.5%0.174%
1/23/2026Westside Investment Management Inc.30,392$1.59M0.3%-11.6%0.062%
1/22/2026Quotient Wealth Partners LLC324,128$16.99M0.5%+7.0%0.659%
1/22/2026Vicus Capital19,705$1.03M0.1%+40.2%0.040%
1/22/2026Newman Dignan & Sheerar Inc.118,574$6.21M1.3%+9.6%0.241%
1/20/2026Princeton Global Asset Management LLC16,694$875K0.1%+11.8%0.034%
1/15/2026Foster & Motley Inc.123,094$6.45M0.3%+36.7%0.253%
1/7/2026DecisionMap Wealth Management LLC4,450$233K0.1%+13.4%0.009%
1/5/2026GAMMA Investing LLC59,248$3.11M0.2%+45.9%0.123%
11/26/2025JPMorgan Chase & Co.1,243,849$65.03M0.0%+6.4%2.819%
11/19/2025Sunbelt Securities Inc.3,883$203K0.0%-40.8%0.009%
11/17/2025NewEdge Advisors LLC440,622$23.04M0.1%+5.2%0.998%
11/17/2025Integrated Wealth Concepts LLC102,975$5.38M0.0%+18.9%0.233%
11/14/2025One Capital Management LLC18,347$959K0.0%+31.1%0.042%
11/14/2025WCG Wealth Advisors LLC253,170$13.24M0.8%-22.7%0.574%
11/13/2025BNP Paribas Financial Markets856$45K0.0%+28,433.3%0.002%
11/12/2025Staley Capital Advisers Inc.11,000$575K0.0%+10.0%0.025%
11/12/2025Davis R M Inc.310,198$16.22M0.3%-1.6%0.703%
11/12/202549 Wealth Management LLC9,280$485K0.0%+9.9%0.021%
11/10/2025GGM Financials LLC31,878$1.67M0.8%+33.8%0.072%
11/10/2025Legacy Financial Advisors Inc.27,186$1.42M0.2%-42.1%0.062%
11/7/2025Keyvantage Wealth LLC135,649$7.09M3.0%+1.1%0.307%
11/7/2025JPMorgan Chase & Co.1,243,849$65.03M0.0%+6.4%2.819%
11/6/2025Magnolia Private Wealth LLC19,260$1.01M0.6%-6.4%0.044%
11/5/2025Elyxium Wealth LLC60,864$3.18M1.1%+20.0%0.138%
11/4/2025Transcendent Capital Group LLC17,012$889K0.4%+1.3%0.039%
11/4/2025Commonwealth Retirement Investments LLC5,500$288K0.1%N/A0.012%
11/4/2025Jones Financial Companies Lllp121,842$6.37M0.0%+24.3%0.276%
10/31/2025Cullen Frost Bankers Inc.2,983$156K0.0%+25.2%0.007%
10/29/2025Arkadios Wealth Advisors42,873$2.24M0.1%N/A0.097%
10/28/2025Sterling Investment Advisors Ltd.20,375$1.07M0.2%-7.3%0.046%
10/24/2025Vicus Capital14,053$735K0.1%-3.4%0.032%
10/23/2025Foster & Motley Inc.90,028$4.71M0.3%+34.5%0.205%
10/23/2025Strategic Blueprint LLC3,900$204K0.0%N/A0.009%
10/21/2025PUREfi Wealth LLC12,171$636K0.5%N/A0.028%
10/21/2025Morton Brown Family Wealth LLC177,723$9.29M2.7%-7.8%0.406%
10/20/2025Premier Financial Group1,800$94K0.0%N/A0.004%
10/16/2025DecisionMap Wealth Management LLC3,923$205K0.1%N/A0.009%
10/15/2025Private Trust Co. NA29,072$1.52M0.1%-14.9%0.067%
10/14/2025Security National Bank of Sioux City Iowa IA10,800$565K0.4%N/A0.025%
10/14/2025Farther Finance Advisors LLC43,043$2.25M0.0%-22.8%0.099%
10/9/2025AdvisorNet Financial Inc5,613$293K0.0%-11.8%0.013%
10/9/2025Newman Dignan & Sheerar Inc.108,175$5.66M1.2%+60.8%0.250%
10/9/2025Princeton Global Asset Management LLC14,933$781K0.1%-18.2%0.035%
10/6/2025Steph & Co.85,227$4.46M1.4%-15.5%0.198%
10/6/2025Heartwood Wealth Advisors LLC3,032$159K0.0%N/A0.007%
10/2/2025GAMMA Investing LLC40,596$2.12M0.1%+18.8%0.101%
8/18/2025Goodman Advisory Group LLC503$26K0.0%N/A0.001%
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8/15/2025Captrust Financial Advisors14,595$750K0.0%-24.2%0.036%
8/13/2025Baird Financial Group Inc.103,739$5.33M0.0%+26.3%0.258%
8/13/2025WCG Wealth Advisors LLC327,476$16.82M1.1%-21.3%0.815%
8/12/2025JPMorgan Chase & Co.1,168,929$60.04M0.0%-29.5%2.910%
8/8/2025Keyvantage Wealth LLC134,162$6.89M3.1%-0.5%0.340%
8/7/202549 Wealth Management LLC8,442$434K0.0%-9.3%0.021%
8/7/2025Davis R M Inc.315,353$16.20M0.3%+4.1%0.799%
8/5/2025Elyxium Wealth LLC50,736$2.61M1.0%+65.5%0.128%
8/5/2025Westside Investment Management Inc.34,492$1.77M0.3%-1.1%0.087%
7/30/2025Cullen Frost Bankers Inc.2,382$122K0.0%+183.6%0.006%


MUNI Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($63.45M), WCG Wealth Advisors LLC ($45.31M), Sagespring Wealth Partners LLC ($29.51M), NewEdge Advisors LLC ($23.04M), Quotient Wealth Partners LLC ($18.03M), Davis R M Inc. ($17.49M), and Morton Brown Family Wealth LLC ($9.43M).Learn more on PIMCO Intermediate Municipal Bond Exchange-Traded Fund's institutional investors.

Of the 80 institutional investors that purchased PIMCO Intermediate Municipal Bond Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($1.75M), JPMorgan Chase & Co. ($905.67K), WCG Wealth Advisors LLC ($695.37K), Sagespring Wealth Partners LLC ($572.44K), Davis R M Inc. ($222.54K), OLD Mission Capital LLC ($188.30K), and Morton Brown Family Wealth LLC ($174.33K).

Institutional investors have bought a total of 1,722,256 shares in the last 24 months. This purchase volume represents approximately $89.91M in transactions.

Of the 25 institutional investors that sold PIMCO Intermediate Municipal Bond Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($523.21K), WCG Wealth Advisors LLC ($162.69K), Steph & Co. ($31.92K), Morton Brown Family Wealth LLC ($22.55K), Legacy Financial Advisors Inc. ($20.88K), First International Bank & Trust ($18.98K), and Janney Montgomery Scott LLC ($18.95K).

Institutional investors have sold a total of 858,985 shares in the last 24 months. This volume of shares sold represents approximately $44.35M in transactions.


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This page (NYSEARCA:MUNI) was last updated on 7/2/2026 by MarketBeat.com Staff.
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