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 182 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 $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,533
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
22,422
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
22,248
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,105
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
20,035
shares
|
$1.01 Million
0.28% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,973
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
19,209
shares
|
$964,483
0.0% of portfolio
|
Q1 2025
Added 82.84%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
16,623
shares
|
$834,640
0.53% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
16,015
shares
|
$804,113
0.28% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
14,644
shares
|
$735,275
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,280
shares
|
$716,998
0.0% of portfolio
|
Q1 2025
Added 1705.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,251
shares
|
$715,542
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
14,103
shares
|
$708,111
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
14,029
shares
|
$704,396
0.43% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,652
shares
|
$685,466
0.01% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,635
shares
|
$684,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
13,603
shares
|
$683,006
0.57% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
13,579
shares
|
$681,801
0.15% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
13,386
shares
|
$672,111
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
13,184
shares
|
$661,968
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12,757
shares
|
$640,528
0.04% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
12,500
shares
|
$627,625
0.21% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
11,918
shares
|
$598,402
0.54% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
11,801
shares
|
$592,528
0.47% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,124
shares
|
$558,536
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|