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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
40,758
shares
|
$2.04 Million
0.29% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
39,717
shares
|
$1.99 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
38,562
shares
|
$1.93 Million
0.22% of portfolio
|
Q4 2023
Added 31.83%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
38,194
shares
|
$1.91 Million
0.36% of portfolio
|
Q1 2025
Added 331.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
37,378
shares
|
$1.87 Million
0.13% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
35,056
shares
|
$1.75 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,660
shares
|
$1.73 Million
0.15% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
34,633
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
33,851
shares
|
$1.69 Million
0.43% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
33,411
shares
|
$1.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
32,300
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
32,051
shares
|
$1.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
31,754
shares
|
$1.59 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
31,560
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
31,494
shares
|
$1.57 Million
1.15% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
30,416
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
29,721
shares
|
$1.49 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
29,333
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
29,000
shares
|
$1.45 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
26,593
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
26,571
shares
|
$1.33 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
25,674
shares
|
$1.28 Million
0.51% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
25,588
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
23,960
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2025
Added 63.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
23,745
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.56%
|