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 189 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $790 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,312,726
shares
|
$167 Million
0.01% of portfolio
|
Q2 2025
Added 242.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,052,638
shares
|
$53.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
1,051,132
shares
|
$53.1 Million
4.68% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
842,230
shares
|
$42.6 Million
0.08% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
687,468
shares
|
$34.7 Million
0.1% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
681,268
shares
|
$34.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
571,694
shares
|
$28.9 Million
0.62% of portfolio
|
Q2 2025
Added 140.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
524,063
shares
|
$26.5 Million
0.06% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
448,317
shares
|
$22.7 Million
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
399,530
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
Added 178.23%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
398,373
shares
|
$20.1 Million
7.72% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
368,809
shares
|
$18.6 Million
1.78% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
305,545
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
259,726
shares
|
$13.1 Million
1.17% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
257,033
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
192,627
shares
|
$9.73 Million
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
143,445
shares
|
$7.25 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
132,968
shares
|
$6.72 Million
2.06% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
119,464
shares
|
$6.04 Million
1.04% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
117,588
shares
|
$5.94 Million
0.26% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
115,993
shares
|
$5.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
97,905
shares
|
$4.95 Million
0.02% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
96,870
shares
|
$4.89 Million
0.12% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
95,192
shares
|
$4.81 Million
2.66% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
94,843
shares
|
$4.79 Million
0.03% of portfolio
|
Q2 2025
Added 34.12%
|