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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
87,285
shares
|
$4.36 Million
0.0% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
85,049
shares
|
$4.25 Million
0.02% of portfolio
|
Q1 2025
Added 79.66%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
84,534
shares
|
$4.23 Million
0.03% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
83,868
shares
|
$4.19 Million
2.52% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
75,377
shares
|
$3.77 Million
0.8% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
74,973
shares
|
$3.75 Million
1.27% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
74,541
shares
|
$3.73 Million
0.19% of portfolio
|
Q1 2025
Added 18.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
71,831
shares
|
$3.59 Million
0.1% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
70,713
shares
|
$3.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
68,431
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2025
Added 42.68%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
66,802
shares
|
$3.34 Million
2.24% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
65,874
shares
|
$3.29 Million
0.92% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
65,829
shares
|
$3.29 Million
0.07% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
62,828
shares
|
$3.14 Million
0.06% of portfolio
|
Q4 2022
Added 14.02%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
56,013
shares
|
$2.8 Million
0.86% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
54,835
shares
|
$2.74 Million
0.52% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
54,103
shares
|
$2.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
53,160
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,027
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
50,541
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
45,656
shares
|
$2.28 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,308
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2024
Added 448.88%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
42,198
shares
|
$2.11 Million
3.48% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
42,174
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 38.31%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
41,277
shares
|
$2.06 Million
3.09% of portfolio
|
Q2 2023
New holding
|