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 157 institutions that hold shares in the stock, with a total of 9.39 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
33,204
shares
|
$1.66 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
33,144
shares
|
$1.65 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
31,505
shares
|
$1.57 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
29,721
shares
|
$1.48 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,609
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
29,150
shares
|
$1.45 Million
0.29% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
29,144
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,112
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
26,281
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
25,589
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
25,269
shares
|
$1.26 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,233
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
24,941
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
24,936
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,938
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 51.21%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23,846
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
23,650
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
22,825
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
22,589
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
22,533
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
22,338
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
21,927
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,871
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
20,588
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.95%
|