Institutional Ownership Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $634 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,070,584
shares
|
$53.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
966,643
shares
|
$48.3 Million
0.0% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
766,329
shares
|
$38.3 Million
0.08% of portfolio
|
Q1 2025
Added 31.1%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
701,864
shares
|
$35.1 Million
0.14% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
689,632
shares
|
$34.5 Million
0.07% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
627,916
shares
|
$31.4 Million
3.34% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
461,481
shares
|
$23.1 Million
0.06% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
433,325
shares
|
$21.7 Million
0.36% of portfolio
|
Q1 2025
Added 246.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
416,811
shares
|
$20.8 Million
0.01% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
409,893
shares
|
$20.5 Million
8.73% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
399,530
shares
|
$20 Million
0.0% of portfolio
|
Q1 2025
Added 178.23%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
339,642
shares
|
$17 Million
1.75% of portfolio
|
Q1 2025
Added 32.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
274,713
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
258,653
shares
|
$12.9 Million
1.25% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
250,550
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
237,986
shares
|
$11.9 Million
0.3% of portfolio
|
Q1 2025
Added 248.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
215,883
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 66.93%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
197,179
shares
|
$9.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
170,720
shares
|
$8.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
130,906
shares
|
$6.54 Million
0.21% of portfolio
|
Q1 2025
Added 267.37%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
127,691
shares
|
$6.38 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
123,108
shares
|
$6.15 Million
0.01% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
104,895
shares
|
$5.24 Million
1.01% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
91,573
shares
|
$4.58 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,489
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|