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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
41,349
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
41,300
shares
|
$2.09 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
41,277
shares
|
$2.09 Million
3.09% of portfolio
|
Q2 2023
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
40,047
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
39,716
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,787
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
38,562
shares
|
$1.95 Million
0.22% of portfolio
|
Q4 2023
Added 31.83%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
36,795
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Added 38.64%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
36,038
shares
|
$1.82 Million
0.75% of portfolio
|
Q2 2025
Added 426.1%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
35,813
shares
|
$1.81 Million
0.25% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
35,139
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
35,056
shares
|
$1.77 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
33,851
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
32,477
shares
|
$1.64 Million
0.44% of portfolio
|
Q2 2025
Added 35.55%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
32,463
shares
|
$1.64 Million
0.38% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
32,154
shares
|
$1.62 Million
0.44% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
31,560
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
31,394
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,469
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
29,660
shares
|
$1.5 Million
0.89% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
29,185
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
28,783
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
28,620
shares
|
$1.45 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
26,658
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 306.06%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
26,172
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 2.28%
|