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Public ownership evidence

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

Read MUNI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2918,356$946,258None
Corient Private Wealth LP2026-06-302026-08-2813,801$725,938None
Legacy Edge Advisors, LLC2025-09-302026-08-274,774$249,585None
Dakota Wealth Management2025-12-312026-08-27160,959$8,436,282None
Dakota Wealth Management2026-03-312026-08-27177,853$9,282,140None
Advus Financial Partners, LLC2022-12-312026-08-269,701$498,437None
Kings Path Partners LLC2026-03-312026-08-2217,406$908,419None
Rehmann Capital Advisory Group2026-06-302026-08-21130,139$6,845,199None
Kingsview Wealth Management, LLC2026-06-302026-08-2076,940$4,047,044None
Goodwin Investment Advisory2026-06-302026-08-203,934$206,928None
Goodwin Investment Advisory2026-06-302026-08-204,731$248,882None
Goodwin Investment Advisory2026-06-302026-08-209,893$520,371None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2032,455$1,707,157None
Beacon Pointe Advisors, LLC2026-06-302026-08-19226,889$11,934,350None
Legacy Edge Advisors, LLC2025-06-302026-08-185,191$266,610None
Legacy Edge Advisors, LLC2025-03-312026-08-187,309$376,779None
Legacy Edge Advisors, LLC2024-09-302026-08-188,395$444,767None
Legacy Edge Advisors, LLC2024-06-302026-08-188,395$437,044None
Legacy Edge Advisors, LLC2024-03-312026-08-189,660$506,860None
Legacy Edge Advisors, LLC2024-12-312026-08-187,987$414,366None
Legacy Edge Advisors, LLC2023-12-312026-08-1812,501$660,053None
WNY Asset Management, LLC2026-06-302026-08-1866,680$3,507,367None
Corient Private Wealth LP2026-06-302026-08-1813,802$725,938None
Pure Financial Advisors, LLC2026-06-302026-08-1826,553$1,396,683None
Equitable Holdings, Inc.2026-06-302026-08-18116,503$6,128,032None
Thompson David Blair2024-12-312026-08-1561,708$3,192,171None
Thompson David Blair2025-12-312026-08-1540,419$2,118,335None
AMERIFLEX GROUP, INC.2026-06-302026-08-15411$21,619None
Modern Wealth Management, LLC2026-06-302026-08-155,755$302,713None
Vantage Point Financial LLC2026-06-302026-08-157,110$373,997None
Mutual Advisors, LLC2026-06-302026-08-155,210$274,029None
Advyzon Investment Management, LLC2026-06-302026-08-1526,482$1,392,953None
Milestone Investment Advisors LLC2026-06-302026-08-153,380$177,788None
Vertex Planning Partners, LLC2026-06-302026-08-1552,023$2,736,410None
ENTREWEALTH, LLC2026-06-302026-08-1555,936$2,896,925None
Ameritas Advisory Services, LLC2026-06-302026-08-1518,517$974,012None
WCG Wealth Advisors LLC2026-06-302026-08-151,359,631$71,516,605None
Prestige Wealth Management Group LLC2026-06-302026-08-1527,456$1,444,186None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1596,977$5,100,990None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1596,977$5,100,990None
Qube Research & Technologies Ltd2026-06-302026-08-153,042$160,009None
IFG Advisory, LLC2026-06-302026-08-1520,380$1,071,968None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,860$1,044,653None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,600$241,960None
OSAIC HOLDINGS, INC.2026-06-302026-08-15388,507$20,438,404None
Betterment LLC2026-06-302026-08-158,479$446,000None
JANE STREET GROUP, LLC2026-06-302026-08-15140,050$7,366,630None
Orion Porfolio Solutions, LLC2026-06-302026-08-1546,698$2,456,297None
BTG Pactual Asset Management US LLC2026-06-302026-08-1571,991$3,786,727None
Regal Investment Advisors LLC2026-06-302026-08-158,507$447,469None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗Kings Path Partners LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Goodwin Investment Advisory ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.