Who Owns PIMCO ETF TR (MUNI)? -- Institutional Holders (2026-06-30)
468 institutions reported holding $2.44B of PIMCO ETF TR (MUNI) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($217.7M), MORGAN STANLEY ($196.2M), WELLS FARGO & COMPANY/MN ($148.1M), LPL Financial LLC ($131.6M), WCG Wealth Advisors LLC ($71.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $217.7M | 4.1M | Added |
| 2 | MORGAN STANLEY | $196.2M | 3.7M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $148.1M | 2.8M | Added |
| 4 | LPL Financial LLC | $131.6M | 2.5M | Added |
| 5 | WCG Wealth Advisors LLC | $71.5M | 1.4M | Added |
| 6 | JPMORGAN CHASE & CO | $59.1M | 1.1M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $49.2M | 936,242 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $47.2M | 897,484 | Trimmed |
| 9 | Cetera Investment Advisers | $44.9M | 852,784 | Added |
| 10 | UBS Group AG | $40.1M | 762,036 | Added |
| 11 | HighTower Advisors, LLC | $36.8M | 699,037 | Added |
| 12 | Thrivent Financial for Lutherans | $34.5M | 656,614 | Added |
| 13 | Stonebridge Financial Group, LLC | $33.0M | 627,231 | Added |
| 14 | NewEdge Advisors, LLC | $31.3M | 595,078 | Added |
| 15 | Focus Partners Wealth | $30.1M | 571,901 | Added |
| 16 | Dynasty Wealth Management, LLC | $28.8M | 546,689 | Trimmed |
| 17 | MBL Wealth, LLC | $26.6M | 505,308 | Added |
| 18 | STIFEL FINANCIAL CORP | $26.0M | 493,632 | Added |
| 19 | Larson Financial Group LLC | $25.7M | 488,067 | Added |
| 20 | Capital Analysts, LLC | $24.0M | 455,347 | Added |
| 21 | Royal Bank of Canada | $22.0M | 417,321 | Added |
| 22 | OSAIC HOLDINGS, INC. | $21.7M | 412,967 | Added |
| 23 | Quotient Wealth Partners, LLC | $20.1M | 382,659 | Added |
| 24 | DAVIS R M INC | $19.7M | 375,367 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $19.7M | 374,302 | Added |
Source: SEC Form 13F filings · as of 2026-06-30