MUNI — PIMCO ETF Tr Institutional Holders · Q3 2026

Name: Who Owns MUNI? 30 Institutions Hold $61M (Q3 2026)
Creator: ko.io

Who owns PIMCO ETF Tr (MUNI)? 30 institutions reported holding $61.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($24.5M), Legacy Private Trust Co. ($4.3M), Steph & Co ($4.1M).

Rank	Institution	Value	Shares	Change
1	Stonebridge Financial Group, LLC	$24.5M	493,778	Trimmed
2	Legacy Private Trust Co.	$4.3M	87,030	Trimmed
3	STEPH & CO	$4.1M	82,113	Added
4	GAMMA Investing LLC	$3.5M	70,140	Trimmed
5	Farther Finance Advisors, LLC	$3.3M	67,033	Trimmed
6	Taylor & Morgan Wealth Management, LLC	$2.8M	56,332	Hold
7	INSPIRION WEALTH ADVISORS, LLC	$2.2M	45,064	Hold
8	Stokes Capital Advisors, LLC	$2.0M	40,350	Trimmed
9	Wealth Enhancement Trust Services, Inc.	$1.6M	33,132	Trimmed
10	YHB Investment Advisors, Inc.	$1.6M	32,513	Added
11	Apella Capital, LLC	$1.5M	29,752	Added
12	Breakwater Capital Group	$1.3M	25,868	Trimmed
13	Sprinkle Financial Consultants LLC	$984,350	19,810	New
14	Williams & Novak, LLC	$760,257	15,300	Trimmed
15	Mallini Complete Financial Planning LLC	$700,629	14,100	Hold
16	Friday Financial	$660,713	13,270	Added
17	AVAII WEALTH MANAGEMENT, LLC	$637,460	12,818	Trimmed
18	LifeGoal Investments, LLC	$604,777	12,171	Trimmed
19	ROCKLAND TRUST CO	$570,640	11,484	Added
20	Financial Designs Corp	$564,528	11,361	Hold
21	Avidian Wealth Enterprises, LLC	$538,242	10,832	New
22	Biltmore Wealth Management, LLC	$429,306	8,640	Added
23	Gradient Investments LLC	$351,261	7,069	Trimmed
24	Veracity Capital LLC	$350,811	7,060	New
25	Balefire, LLC	$330,339	6,648	Added

Source: SEC Form 13F filings · as of 2026-09-30