Who Owns INTER MUN BD ACT (MUNI)? -- Institutional Holders (2026-06-30)

470 institutions reported holding $2.43B of INTER MUN BD ACT (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.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$217.7M4.1MAdded
2MORGAN STANLEY$196.2M3.7MAdded
3WELLS FARGO & COMPANY/MN$148.1M2.8MAdded
4LPL Financial LLC$131.6M2.5MAdded
5WCG Wealth Advisors LLC$71.5M1.4MAdded
6JPMORGAN CHASE & CO$59.1M1.1MAdded
7RAYMOND JAMES FINANCIAL INC$49.2M936,242Added
8ENVESTNET ASSET MANAGEMENT INC$47.2M897,484Trimmed
9Cetera Investment Advisers$44.9M852,784Added
10UBS Group AG$40.1M762,036Added
11HighTower Advisors, LLC$36.8M699,037Added
12Thrivent Financial for Lutherans$34.5M656,614Added
13Stonebridge Financial Group, LLC$33.0M627,231Added
14NewEdge Advisors, LLC$31.3M595,078Added
15Focus Partners Wealth$30.1M571,901Added
16Dynasty Wealth Management, LLC$28.8M546,689Trimmed
17MBL Wealth, LLC$26.6M505,308Added
18STIFEL FINANCIAL CORP$26.0M493,632Added
19Larson Financial Group LLC$25.7M488,067Added
20Capital Analysts, LLC$24.0M455,347Added
21Royal Bank of Canada$22.0M417,321Added
22OSAIC HOLDINGS, INC.$21.7M412,967Added
23Quotient Wealth Partners, LLC$20.1M382,659Added
24DAVIS R M INC$19.7M375,367Added
25JONES FINANCIAL COMPANIES LLLP$19.7M374,302Added

来源：SEC 13F 申报文件 · 截至 2026-06-30