Who Owns PIMCO ETF TR (MUNI)? -- Institutional Holders (2026-03-31)
454 institutions reported holding $2.19B of PIMCO ETF TR (MUNI) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($192.6M), MORGAN STANLEY ($184.8M), WELLS FARGO & COMPANY/MN ($130.0M), LPL Financial LLC ($116.5M), JPMORGAN CHASE & CO ($57.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $192.6M | 3.7M | Added |
| 2 | MORGAN STANLEY | $184.8M | 3.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $130.0M | 2.5M | Added |
| 4 | LPL Financial LLC | $116.5M | 2.2M | Added |
| 5 | JPMORGAN CHASE & CO | $57.6M | 1.1M | Trimmed |
| 6 | CWM, LLC | $51.8M | 993,470 | Added |
| 7 | WCG Wealth Advisors LLC | $50.2M | 962,779 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $47.5M | 909,683 | Added |
| 9 | Cetera Investment Advisers | $41.1M | 788,422 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $39.2M | 751,573 | Added |
| 11 | UBS Group AG | $36.9M | 707,667 | Added |
| 12 | HighTower Advisors, LLC | $32.6M | 625,140 | Added |
| 13 | Thrivent Financial for Lutherans | $32.1M | 615,698 | Trimmed |
| 14 | Stonebridge Financial Group, LLC | $31.7M | 607,773 | Added |
| 15 | Dynasty Wealth Management, LLC | $30.9M | 592,190 | Trimmed |
| 16 | Focus Partners Wealth | $29.1M | 1,980 | Trimmed |
| 17 | MBL Wealth, LLC | $24.8M | 475,823 | Added |
| 18 | Capital Analysts, LLC | $22.4M | 429,414 | Added |
| 19 | STIFEL FINANCIAL CORP | $22.3M | 427,760 | Added |
| 20 | Larson Financial Group LLC | $21.4M | 410,236 | Added |
| 21 | Royal Bank of Canada | $18.5M | 354,182 | Added |
| 22 | Quotient Wealth Partners, LLC | $18.0M | 345,489 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 337,850 | Added |
| 24 | DAVIS R M INC | $17.5M | 334,459 | Added |
| 25 | Wealth Alliance Advisory Group, LLC | $15.7M | 300,458 | Added |
Source: SEC Form 13F filings · as of 2026-03-31