Who Owns PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund.
Who crossed 5% of MUNI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Legacy Private Trust Co.INTER MUN BD ACT87K shtrimmed | $4.3M |
| STEPH & COINTER MUN BD ACT82.1K shadded | $4.1M |
| GAMMA Investing LLCETF70.1K shtrimmed | $3.5M |
| Farther Finance Advisors, LLCETF67K shtrimmed | $3.3M |
| Taylor & Morgan Wealth Management, LLCINTER MUN BD ACT56.3K shheld | $2.8M |
| INSPIRION WEALTH ADVISORS, LLCINTER MUN BD ACT45.1K shheld | $2.2M |
| Stokes Capital Advisors, LLCINTER MUN BD ACT40.4K shtrimmed | $2M |
| Wealth Enhancement Trust Services, Inc.INTER MUN BD ACT33.1K shadded | $1.6M |
| YHB Investment Advisors, Inc.INTER MUN BD ACT32.5K shadded | $1.6M |
| Apella Capital, LLCINTER MUN BD ACT29.8K shadded | $1.5M |
| Breakwater Capital GroupINTER MUN BD ACT25.9K shtrimmed | $1.3M |
| Sprinkle Financial Consultants LLCINTER MUN BD ACT19.8K sh— | $984.4K |
| Williams & Novak Wealth Management, LLCINTER MUN BD ACT15.3K shtrimmed | $760.3K |
| Mallini Complete Financial Planning LLCETF14.1K shheld | $700.6K |
| Friday FinancialINTER MUN BD ACT13.3K shadded | $660.7K |
| AVAII WEALTH MANAGEMENT, LLCINTER MUN BD ACT12.8K shtrimmed | $637.5K |
| LifeGoal Investments, LLCINTER MUN BD ACT12.2K shtrimmed | $604.8K |
| ROCKLAND TRUST COINTER MUN BD ACT11.5K shadded | $570.6K |
| Financial Designs CorpINTER MUN BD ACT11.4K shheld | $564.5K |
| Avidian Wealth Enterprises, LLCINTER MUN BD ACT10.8K sh— | $538.2K |
| Biltmore Wealth Management, LLCINTER MUN BD ACT8.6K shadded | $429.3K |
| Gradient Investments LLCINTER MUN BD ACT7.1K shtrimmed | $351.3K |
| Veracity Capital LLCINTER MUN BD ACT7.1K sh— | $350.8K |
| Balefire, LLCINTER MUN BD ACT6.6K shadded | $330.3K |
| Worth Asset Management, LLCETF6K shheld | $296.2K |
| Cadent Capital Advisors, LLCINTER MUN BD ACT4.5K shadded | $223.2K |
| FIRST COMMUNITY TRUST NAINTER MUN BD ACT3.7K sh— | $182.3K |
| Trust CoETF112 shheld | $5.6K |
| Rosenberg Matthew HamiltonETF40 shheld | $2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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